Donaldson Company, Inc. DCI

NYSE | Industrials | Filtration systems and solutions

General analysis — not personal advice.

Signal

BUY

Sentiment

7/10

Risk

4/10

A strong Q3 with better margins and higher cash generation plus updated full-year guidance increases confidence in continued earnings growth.

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Price & valuation

Last close

USD 96.74

2026-08-10

1 week

-0.5 %

3 months

+15.3 %

12 months

+31.2 %

From 52w high

-12.5 %

From 52w low

+33.7 %

Market sentiment

Sentiment has improved following the Q3 beat, higher/tighter guidance and the dividend increase, with more optimism around margins and Facet’s contribution, while Industrial Solutions remains viewed as more cyclical and project/timing-sensitive.

Why BUY?

A strong Q3 with better margins and higher cash generation plus updated full-year guidance increases confidence in continued earnings growth. Facet adds a new growth/mix lever into FY2027, and the stock’s post-earnings consolidation may offer a more attractive entry than prior highs.

Consider adding in steps (e.g., 1–2 tranches) ahead of the Q4 print, while keeping room for volatility tied to Industrial Solutions and Facet integration execution risk.

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Recent News

Donaldson reported Q3 FY2026 on June 2 with record sales of $995.1M (+~6% YoY) and adjusted EPS of $1.06 (up vs. prior year). The company tightened/raised full-year adjusted EPS guidance to $3.94–$4.01 and highlighted continued margin strength. The dividend was increased on May 29 to $0.32/share. The Facet Filtration acquisition (closed May 4) is expected to contribute starting in Q4 with limited near-term EPS dilution.

Catalysts

31 Aug 2026 — Q4/FY2026 results and first quarter including Facet contribution

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