Donaldson Analysts Boost Their Forecasts Following Strong Q1 Earnings
Donaldson Company, Inc. (NYSE: DCI) reported upbeat first-quarter fiscal 2026 results on Thursday.
Fiscal Year: August - July
Donaldson Company, Inc. (DCI), listed on the NYSE, has a market capitalization of $. As of Dec 07, 2025, the stock is trading at $92.44 per share, offering investors a clear view of its current market value. Donaldson Company, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 28.83, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Donaldson Company, Inc. also offers a dividend yield of 1.3%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Donaldson Company, Inc. (DCI) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Donaldson Company, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Donaldson Company, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Donaldson Company, Inc. is 26.44, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Donaldson Company, Inc. (DCI) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Donaldson Company, Inc. (DCI) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Donaldson Company, Inc. (DCI) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Donaldson Company, Inc.. To access the full SS Score, consider upgrading your subscription.
Donaldson Company, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 28.83. Investors should compare these metrics with industry peers to gauge whether Donaldson Company, Inc. is outperforming or underperforming within its sector.
Donaldson Company, Inc. (NYSE: DCI) reported upbeat first-quarter fiscal 2026 results on Thursday.
Donaldson Company, Inc. (DCI) Q1 2026 Earnings Call Transcript
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported first quarter fiscal 2...
Explore the exciting world of Donaldson Company (DCI 0.40%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into marke...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) held its annual meeting of stockholders today. Preliminary voting results indicate stockholders owning a majority of shares supported:...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced its Board of Directors declared a regular cash dividend of 30.0 cents per share. The dividend is payable December 22, ...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Tod Carpenter, chairman, president, and...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its first quarter 2026 earnings conference...
Donaldson Company, Inc. ( DCI) 49th Annual Automotive Symposium November 3, 2025 6:00 PM EST Company Participants Tod Carpenter - Chairman, CEO & President Richard Lewis - Chief Operating Officer Con...
Ginkgo and Partners to Develop Monoclonal Antibody Biomanufacturing Innovations and to Produce an Anti-Filovirus Medical Countermeasure BOSTON , Nov. 3, 2025 /PRNewswire/ -- Ginkgo Bioworks (NYSE: DNA...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Tod Carpenter, chairman, president, and...
Donaldson Company, Inc. (NYSE:DCI) Morgan Stanley's 13th Annual Laguna Conference September 10, 2025 4:05 PM EDT Company Participants Richard Lewis - COO & President of Life Sciences Brad Pogalz - Ch...
Donaldson Company, Inc. (NYSE:DCI) Jefferies Mining and Industrials Conference 2025 September 3, 2025 9:30 AM EDT Company Participants Tod Carpenter - Chairman, CEO & President Conference Call Partic...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Tod Carpenter, chairman, president...
Donaldson Company, Inc. delivered strong quarterly results, driven by resilient aftermarket demand and growth in Industrial Solutions, despite tariff headwinds and some margin pressure. Management's g...
Donaldson Company, Inc. (NYSE:DCI) Q4 2025 Earnings Call August 27, 2025 10:00 AM ET Company Participants Brad Pogalz - Chief Financial Officer Sarika Dhadwal - Director of Investor Relations Tod E. ...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported fiscal 2025 GAAP net e...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its fourth quarter 2025 earnings conferenc...
PEACHTREE CORNERS, Ga., July 7, 2025 /PRNewswire/ -- Mighty Distributing System of America, a leading provider of inventory management and distribution services, has expanded its heavy duty (HD) produ...
I focus on companies with consistent dividend growth, strong financial health, and the ability to outperform benchmarks like SCHD. This week's highlighted companies show an average dividend increase o...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Tod Carpenter, chairman, president...
Donaldson Company, Inc. (NYSE:DCI) Q3 2025 Earnings Conference Call June 3, 2025 10:00 AM ET Company Participants Sarika Dhadwal - Senior Director of IR & ESG Tod Carpenter - Chairman, President and ...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported third quarter fiscal 2...
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the appointment of Richard Lewis as chi...
Dividend growth remains robust for select companies, with Casey's, Oil-Dri, and Matson poised for double-digit increases based on strong earnings and expansion. Caterpillar and Kroger are expected to ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 432.15M | Analyst x2 | |
| 2027 | 481.15M | 11.34% | Analyst x2 |
| 2028 | 520.80M | 8.24% | Analyst x1 |
| 2029 | 555.50M | 6.66% | Analyst x1 |
| 2030 | 576.87M | 3.85% | Est @3.8% |
| 2031 | 596.65M | 3.43% | Est @3.4% |
| 2032 | 615.35M | 3.14% | Est @3.1% |
| 2033 | 633.35M | 2.93% | Est @2.9% |
| 2034 | 649.80M | 2.60% | Est @2.6% |
| 2035 | 666.04M | 2.50% | Est @2.5% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 406.90M | 1.00 | 406.90M |
| 2025A | 339.90M | 1.00 | 339.90M |
| 2026E | 432.15M | 1.09 | 396.51M |
| 2027E | 481.15M | 1.19 | 405.06M |
| 2028E | 520.80M | 1.29 | 402.28M |
| 2029E | 555.50M | 1.41 | 393.70M |
| 2030E | 576.87M | 1.54 | 375.13M |
| 2031E | 596.65M | 1.68 | 355.99M |
| 2032E | 615.35M | 1.83 | 336.87M |
| 2033E | 633.35M | 1.99 | 318.13M |
| 2034E | 649.80M | 2.17 | 299.47M |
| 2035E | 666.04M | 2.36 | 281.64M |
| Terminal | 10.52B | 2.36 | 4.45B |
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