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Upturn AI SWOT - About
DCI 
Donaldson Company Inc (DCI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/28/2025: 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 $79.4
1 Year Target Price $79.4
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.93% | Avg. Invested days 39 | 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.28B USD | Price to earnings Ratio 26.12 | 1Y Target Price 79.4 |
Price to earnings Ratio 26.12 | 1Y Target Price 79.4 | ||
Volume (30-day avg) 8 | Beta 0.99 | 52 Weeks Range 56.96 - 83.31 | Updated Date 08/29/2025 |
52 Weeks Range 56.96 - 83.31 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.39% | 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 2025-08-26 | When Before Market | Estimate 1.01 | Actual 1.03 |
Profitability
Profit Margin 9.94% | Operating Margin (TTM) 15.69% |
Management Effectiveness
Return on Assets (TTM) 11.96% | Return on Equity (TTM) 24.94% |
Valuation
Trailing PE 26.12 | Forward PE 20.24 | Enterprise Value 9823478073 | Price to Sales(TTM) 2.52 |
Enterprise Value 9823478073 | Price to Sales(TTM) 2.52 | ||
Enterprise Value to Revenue 2.66 | Enterprise Value to EBITDA 15.95 | Shares Outstanding 116520000 | Shares Floating 115462980 |
Shares Outstanding 116520000 | Shares Floating 115462980 | ||
Percent Insiders 0.57 | Percent Institutions 89.55 |
Upturn AI SWOT
Donaldson Company Inc
Company Overview
History and Background
Donaldson Company Inc. was founded in 1915 by Frank Donaldson Sr. Initially focused on agricultural machinery air cleaners, it has evolved into a global leader in filtration systems and parts, serving diverse markets including industrial, engine, and aerospace.
Core Business Areas
- Engine Products: Develops and manufactures filtration solutions for engines, including air, fuel, lubrication, and hydraulic filters and systems for on- and off-road equipment, trucks, and power generation.
- Industrial Products: Provides filtration solutions for industrial applications such as dust, fume, and mist collection; compressed air purification; process filtration; and hydraulic filtration.
Leadership and Structure
Todd J. Kleinhuizen serves as Chairman, President, and Chief Executive Officer. The company operates with a functional organizational structure, with global operations supported by centralized engineering, supply chain, and administrative functions.
Top Products and Market Share
Key Offerings
- Air Filtration Systems: Air filtration systems are used in a variety of different engines and reduce engine wear and improves performance. Donaldson has a significant market share. Competitors include Mann+Hummel, Parker Hannifin, and Cummins Filtration.
- Hydraulic Filters: Donaldson hydraulic filters protect hydraulic components from contamination. Competitors include Parker Hannifin, Eaton, and Pall Corporation (now part of Danaher).
- Dust Collection Systems: Donaldson offers various dust collection solutions across several industries. Competitors include Nederman, Camfil APC, and Clarcor Air Filtration Systems.
Market Dynamics
Industry Overview
The filtration industry is driven by increasing environmental regulations, demand for cleaner air and water, and the growth of industrial production. It's a fragmented market with significant growth potential, influenced by technological advancements and sustainability trends.
Positioning
Donaldson is a leading global provider of filtration solutions, known for its technological innovation, diverse product portfolio, and strong customer relationships. The company differentiates itself through superior performance, reliability, and application expertise.
Total Addressable Market (TAM)
The total addressable market (TAM) for filtration products is estimated to be over $75 billion globally. Donaldson is positioned well to capture a portion of this TAM, focusing on high-growth areas like industrial air filtration and engine filtration for off-road vehicles. Donaldson's market cap is approximately $8.2B indicating a mid-sized portion of the market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive product portfolio
- Global presence and distribution network
- Focus on innovation and technology
- Strong customer relationships
Weaknesses
- Exposure to cyclical industries
- Reliance on raw material prices
- Currency exchange rate fluctuations
- Dependence on key suppliers
Opportunities
- Expanding into emerging markets
- Developing new filtration technologies
- Acquiring complementary businesses
- Increasing demand for air and water purification
- Growing focus on sustainability
Threats
- Intense competition
- Economic downturns
- Changing environmental regulations
- Disruptive technologies
- Raw material price volatility
Competitors and Market Share
Key Competitors
- MANN.DE
- PH
- CMI
Competitive Landscape
Donaldson competes with a range of global and regional players. Its competitive advantages include its technological expertise, broad product portfolio, and strong customer relationships. However, it faces competition from larger companies with greater resources and lower-cost manufacturers.
Major Acquisitions
Boulting Technology
- Year: 2023
- Acquisition Price (USD millions): 21.5
- Strategic Rationale: Expanded Donaldsonu2019s Industrial Filtration Solutions business into the food and beverage market with innovative filtration technology.
Integra Filtration
- Year: 2024
- Acquisition Price (USD millions): 33
- Strategic Rationale: Further expanded Donaldson's dust collection portfolio to serve diverse end markets with custom designed, highly engineered solutions.
Growth Trajectory and Initiatives
Historical Growth: Donaldson has achieved consistent revenue and earnings growth through a combination of organic initiatives and strategic acquisitions.
Future Projections: Analysts project continued growth for Donaldson, driven by increasing demand for filtration solutions across its key markets. Revenue is expected to grow by 5-7% annually, and earnings per share are projected to increase by 8-10% per year.
Recent Initiatives: Recent initiatives include investments in new product development, expansion into emerging markets, and acquisitions of complementary businesses. The company is also focusing on improving operational efficiency and cost management.
Summary
Donaldson is a well-established filtration company with a strong brand and a diversified product portfolio. The company has a proven track record of growth and profitability, driven by innovation and strategic acquisitions. However, it faces challenges from competition and economic cycles, but its solid financial position and focus on long-term growth position it well for the future. Donaldson should focus on diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Donaldson Company Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Market research reports
- Analyst estimates
- Company press releases
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It should not be considered as financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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 14000 | Website https://www.donaldson.com |
Full time employees 14000 | Website https://www.donaldson.com | ||
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. 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; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. 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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