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Upturn AI SWOT - About
DCI 
Donaldson Company Inc (DCI)
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Upturn Advisory Summary
10/30/2025: DCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $80
1 Year Target Price $80
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.74% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.76B USD | Price to earnings Ratio 27.62 | 1Y Target Price 80 |
Price to earnings Ratio 27.62 | 1Y Target Price 80 | ||
Volume (30-day avg) 8 | Beta 0.99 | 52 Weeks Range 56.96 - 84.88 | Updated Date 10/31/2025 |
52 Weeks Range 56.96 - 84.88 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 1.36% | Basic EPS (TTM) 3.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.94% | Operating Margin (TTM) 15.48% |
Management Effectiveness
Return on Assets (TTM) 11.96% | Return on Equity (TTM) 24.94% |
Valuation
Trailing PE 27.62 | Forward PE 20.62 | Enterprise Value 10075756571 | Price to Sales(TTM) 2.64 |
Enterprise Value 10075756571 | Price to Sales(TTM) 2.64 | ||
Enterprise Value to Revenue 2.73 | Enterprise Value to EBITDA 16.36 | Shares Outstanding 115831472 | Shares Floating 114968507 |
Shares Outstanding 115831472 | Shares Floating 114968507 | ||
Percent Insiders 0.56 | Percent Institutions 89.57 |
Upturn AI SWOT
Donaldson Company Inc
Company Overview
History and Background
Donaldson Company Inc. was founded in 1915 by Frank Donaldson Sr. Originally focused on farm equipment air filters, it has evolved into a global leader in filtration solutions for diverse industries.
Core Business Areas
- Engine Products: Offers a comprehensive range of air, fuel, hydraulic, and lube filtration solutions for engines used in on- and off-road equipment, as well as power generation applications.
- Industrial Products: Provides filtration solutions for industrial air, gas, liquid, and dust collection applications, serving industries such as manufacturing, food and beverage, and pharmaceuticals.
Leadership and Structure
The current CEO is Tod Carpenter. The company operates with a global structure, organized around its two main business segments: Engine Products and Industrial Products. The board of directors provides governance and oversight.
Top Products and Market Share
Key Offerings
- Air Filters for Heavy-Duty Engines: Donaldson's air filters protect engines from dust and contaminants, extending engine life and improving performance. Competitors include Parker-Hannifin and Mann+Hummel. Market share estimates are difficult to pinpoint exactly, but Donaldson is a leading player in this space.
- Dust Collectors: Donaldson's dust collectors capture and remove airborne particles in industrial settings, ensuring worker safety and environmental compliance. Competitors include Nederman and Camfil Farr. Market share estimates are difficult to pinpoint exactly, but Donaldson is a leading player in this space.
Market Dynamics
Industry Overview
The filtration industry is driven by increasing regulations on emissions and air quality, as well as growing demand for cleaner and more efficient operations across various sectors.
Positioning
Donaldson is positioned as a leading provider of filtration solutions, known for its technological innovation, product quality, and global reach. Their competitive advantages lie in their R&D capabilities, strong brand reputation, and established distribution network.
Total Addressable Market (TAM)
The global filtration market is estimated to be worth hundreds of billions of USD. Donaldson is positioned to capture a significant portion of this TAM with its diverse product portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Technological innovation
- Diversified product portfolio
- Extensive distribution network
Weaknesses
- Exposure to cyclical industries
- Dependence on raw material prices
- Currency fluctuations
- Relatively high operating costs
Opportunities
- Expanding into emerging markets
- Developing new filtration technologies
- Acquiring complementary businesses
- Increasing demand for sustainable solutions
Threats
- Intense competition
- Economic downturns
- Changing regulations
- Raw material price volatility
Competitors and Market Share
Key Competitors
- Parker-Hannifin (PH)
- Mann+Hummel (Not Publicly Traded in US)
- Eaton Corporation (ETN)
Competitive Landscape
Donaldson's competitive advantage lies in its broad product portfolio and technological expertise. Parker-Hannifin offers a wider range of industrial solutions, while Mann+Hummel focuses on filtration technology.
Major Acquisitions
Stanlay Hydraulic Company Private Limited
- Year: 2023
- Acquisition Price (USD millions): 44
- Strategic Rationale: The acquisition of Stanlay Hydraulic Company Private Limited expands Donaldson's hydraulic filtration business in India.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth information is not currently available in Real-Time for this model.
Future Projections: Future Projections information is not currently available in Real-Time for this model.
Recent Initiatives: Recent Initiatives information is not currently available in Real-Time for this model.
Summary
Donaldson is a strong player in the filtration industry, benefiting from its diversified product portfolio and global presence. While exposed to cyclical industries and raw material price volatility, the company is well-positioned to capitalize on growth opportunities in emerging markets and sustainable solutions. It needs to watch out for increasing competition, economic downturns and changing regulations. Recent aquisitions show commitment to future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Market Reports
- Financial News Outlets
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Donaldson Company Inc
Exchange NYSE | Headquaters Bloomington, MN, United States | ||
IPO Launch date 1987-01-01 | Chairman, CEO & President Mr. Tod E. Carpenter | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 15000 | Website https://www.donaldson.com |
Full time employees 15000 | Website https://www.donaldson.com | ||
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.
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