CHARGED ALPHATMFrontier AI stock research

DCI · NYSE

Donaldson Company, Inc.

Specialty Industrial Machinery · United States

USD 86.440.5% daily changeQuote 2026-09-18 · USD
Market cap (USD)
US$10.02B
Trailing P/E
22.45x
Forward P/E
17.81x
Quarterly revenue growth
8.0%
Trailing net margin
11.7%
Indicated dividend yield
1.4%

Snapshot 2026-09-20 · Latest financial period 2026-07-31 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.

Company background

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Company website

Q3 FY2026

Go beyond the headline.

DCI Stock: $1B Revenue Milestone -- Does It Change The Story? Q3 FY2026

Published 2026-06-02

Comparable businesses

DCI peer comparison

Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.

Comparison stocks

No suitable peers with fresh, comparable size data are available. We have not substituted unrelated companies.

Market metrics · missing or inapplicable values shown as —
MetricDCIDonaldson Company, Inc.Snapshot 2026-09-20Financial period: 2026-07-31
Market capMarket value, converted to USDUS$10.02B
Forward P/EProvider forward earnings estimate17.81x
EV / EBITDAEnterprise value / trailing EBITDA15.54x
Revenue growthLatest quarter vs prior-year quarter8.0%
Operating marginLatest reported quarter17.1%
Free cash flow yieldTrailing cash flow / market cap3.5%
Net debt / EBITDANet debt / trailing EBITDA1.50x
Debt / equityTotal debt / positive book equity0.75x
Trailing P/ETrailing twelve-month earnings22.45x
Price / bookPrice / positive book equity per share5.68x
EV / salesEnterprise value / trailing revenue2.86x
Earnings growthLatest quarter vs prior-year quarter14.0%
Gross marginTrailing twelve months35.1%
Net marginTrailing twelve months11.7%
Return on equityProvider trailing return; positive equity only28.2%
Free cash flow marginTrailing free cash flow / revenue8.9%
Dividend yieldIndicated annual dividend / price1.4%
Earnings payoutProvider trailing dividend payout31.7%
Current ratioCurrent assets / current liabilities2.08x
BetaProvider historical market sensitivity0.92

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Comparison methodology & limitations

Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.

Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.

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Earnings-multiple scenario

Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.

Starting assumptions, when available, use provider forward estimates as of 2026-09-20. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.

THE RESEARCH RECORD

Research history for DCI

All available reporting periods
Q4 FY20262026-06-02
Q3 FY20262026-06-02

Reported figures

Verify material figures against company filings. Market data and AI-assisted analysis may contain errors.