Donaldson: High-Quality Industrial Compounder Positioned For Multi-Year Growth And P/E Re-Rating [Seeking Alpha]
Donaldson Company, Inc. (DCI)
Last donaldson company, inc. earnings: 3/5 07:02 am
Check Earnings Report
US:NYSE Investor Relations:
ir.donaldson.com
Company Research
Source: Seeking Alpha
Secular tailwinds from AI-driven power generation, resilient off-road demand, and recovery in bioprocessing and disk drive markets underpin the bullish outlook. Margin expansion is expected from operating leverage, cost optimization, and footprint rationalization, with incremental margins guided in the 40% range for FY26. At a 22.9x FY26 P/E, DCI is rated a buy, with potential for re-rating to mid-high 20s P/E as cyclical and structural drivers turn positive. Anze Furlan / psgtproductions/iStock via Getty Images Investment Thesis I last covered Donaldson Company, Inc. ( DCI ) in June last year, and the stock has performed well since then, gaining ~25%. Moving forward, I believe the stock can see further upside. DCI should see This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it
Show less
Read more
Impact Snapshot
Event Time:
DCI
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
DCI alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
DCI alerts
High impacting Donaldson Company, Inc. news events
Weekly update
A roundup of the hottest topics
DCI
News
- Donaldson (DCI) Valuation Check After Record Q1 Results and Raised 2026 Earnings Outlook [Yahoo! Finance]Yahoo! Finance
- Why Analysts See a Shifting Story for Donaldson as AI Tailwinds Meet Execution Risks [Yahoo! Finance]Yahoo! Finance
- The Bull Case For Donaldson Company (DCI) Could Change Following Strong Q1 Earnings And Major Buyback [Yahoo! Finance]Yahoo! Finance
- Donaldson (NYSE:DCI) was given a new $100.00 price target on by analysts at Robert W. Baird.MarketBeat
- Donaldson (NYSE:DCI) was given a new $96.00 price target on by analysts at Stifel Nicolaus.MarketBeat
DCI
Earnings
- 12/4/25 - Beat
DCI
Sec Filings
- 12/10/25 - Form 4
- 12/10/25 - Form 4
- 12/9/25 - Form 144
- DCI's page on the SEC website