DCI Donaldson Company, Inc. Common Stock

CECO's EBITDA margin gains are supported by higher-margin backlog, Thermon benefits and cost actions as management targets mid-teens margins in 2026.

Donaldson Company has delivered a 60.9% total return over the past five years, which raises a simple question for anyone looking at the stock today. Is the current share price of US$87.41 broadly in line with the cash flows the filtration specialist is expected to produce over time, or has sentiment moved ahead of the underlying money coming in the door? A 60.9% gain over five years puts real weight on whether Donaldson Company’s cash generation can support the value the market is placing on...

In the past quarter, Donaldson Company reported fiscal 2026 fourth-quarter adjusted earnings and revenue that exceeded analyst estimates, helped by higher volumes, stronger pricing, and a favorable product mix. The company also issued a fiscal 2027 outlook calling for sales growth across its segments and plans to repurchase about 1% of its shares, even as recent earnings estimates have been revised lower. Next, we’ll examine how Donaldson’s earnings beat and planned share repurchases might...

Donaldson (DCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

CECO's Industrial Process Solutions segment is gaining on strong project execution, surging orders and a robust backlog that supports revenue visibility.

CECO climbs 16.1% YTD as backlog, Engineered Systems growth and Thermon synergies offset rising debt, costs and a premium valuation.

Lincoln Electric (LECO) makes welding equipment and the consumables that go with it. The stock is up 7.4% over the past twelve months, has slipped over the past three months, and sits about 15% below its 52-week high. Owners are usually pointed to the buyback as the reason to sit tight. The buyback is real and fully paid for, but it is smaller than the story built around it.

Donaldson (DCI) has gained 9.1% over the past twelve months and still trades about 20% below its 52-week high. The filtration company behind those numbers sells replacement parts into equipment already in service, and the cash from that stream has been steadily shrinking its share count. The shrinking count is the case for buying the pullback. It is also the part that goes quiet in fiscal 2027.

Donaldson currently trades at $87.94 per share and has shown little upside over the past six months, posting a middling return of 2.9%. The stock also fell short of the S&P 500’s 14.2% gain during that period.

CECO's Engineered Systems strength, surging orders and raised 2026 revenue outlook highlight robust demand and backlog execution.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

On August 26, Donaldson Company (NYSE:DCI) reported the first $1 billion quarter in its history, an 8% jump that capped a record fiscal year with $3.9 billion in total sales. Adjusted earnings per share climbed 12% to $1.15, and operating margin hit an all-time high of 17.5%. The filtration maker also handed investors fiscal 2027 […]

Donaldson Company stock has delivered a 56.2% gain over the past three years, yet both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiple checks currently point to the shares trading at a premium, with the intrinsic value estimate sitting about 14.6% below the recent market price of US$95.24. A 56.2% return over three years puts Donaldson Company among the stronger compounders in its peer group. This often invites closer scrutiny of how much future...

Filtration equipment manufacturer Donaldson (NYSE:DCI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 8% year on year to $1.06 billion. Its GAAP profit of $1.10 per share was 1.8% below analysts’ consensus estimates.

Record margins and $1B quarterly revenue highlight strong fiscal 2026 performance.

Donaldson Co Inc (DCI) caps off a record fiscal 2026 with fourth-quarter sales surpassing $1 billion for the first time, driven by strong aftermarket growth and strategic acquisitions.

Donaldson Company, Inc. recently reported its fourth-quarter and full-year results to July 31, 2026, with sales rising to US$1,058.8 million and US$3.89 billion respectively and net income increasing to US$129.3 million for the quarter and US$453.8 million for the year, alongside higher basic and diluted EPS from continuing operations. The company also issued earnings guidance for fiscal 2027 that points to higher EPS, sales growth of mid- to high-single digits, and a projected operating...

Moby summary of Donaldson Company, Inc.'s Q4 2026 earnings call

Donaldson (NYSE:DCI) reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS in

Filtration equipment manufacturer Donaldson (NYSE:DCI) will be reporting earnings this Wednesday before market open. Here’s what investors should know.

DCI heads into fiscal Q4 with higher sales and earnings estimates, supported by segment growth and the Facet Filtration acquisition.

DCI rides strong Mobile Solutions and Life Sciences growth, expands through acquisitions and raises shareholder returns despite pressure in Industrial Solutions.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Donaldson (DCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

This article first appeared on GuruFocus. Donaldson Co Inc (NYSE:DCI) recently announced a total dividend of $0.32 per share, with the ex-dividend date set for 2026-08-17. This upcoming payment includes a $0.32 per share cash dividend, payable on 2026-08-31.

Donaldson Company (DCI) announced that its Board of Directors declared a regular cash dividend of $0.32 per share, payable on August 31, 2026, to shareholders of record as of August 17, 2026. See our latest analysis for Donaldson Company. At a latest share price of US$95.71, Donaldson Company has eased slightly in the very short term, with a 1-day share price return that declined 0.58% and a 7-day share price return that declined 2.67%. Momentum over the past quarter remains stronger, with a...

LiqTech International (LIQT) delivered earnings and revenue surprises of +26.32% and -27.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?