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DCI 
Donaldson Company Inc (DCI)
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Upturn Advisory Summary
12/09/2025: 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 $89.8
1 Year Target Price $89.8
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.85% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.51B USD | Price to earnings Ratio 28.09 | 1Y Target Price 89.8 |
Price to earnings Ratio 28.09 | 1Y Target Price 89.8 | ||
Volume (30-day avg) 8 | Beta 0.99 | 52 Weeks Range 56.78 - 94.70 | Updated Date 12/9/2025 |
52 Weeks Range 56.78 - 94.70 | Updated Date 12/9/2025 | ||
Dividends yield (FY) 1.28% | Basic EPS (TTM) 3.21 |
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 2025-12-02 | When Before Market | Estimate 0.92 | Actual 0.94 |
Profitability
Profit Margin 10.25% | Operating Margin (TTM) 15.26% |
Management Effectiveness
Return on Assets (TTM) 11.81% | Return on Equity (TTM) 24.96% |
Valuation
Trailing PE 28.09 | Forward PE 22.83 | Enterprise Value 11053094399 | Price to Sales(TTM) 2.82 |
Enterprise Value 11053094399 | Price to Sales(TTM) 2.82 | ||
Enterprise Value to Revenue 2.95 | Enterprise Value to EBITDA 17.7 | Shares Outstanding 115831472 | Shares Floating 114432447 |
Shares Outstanding 115831472 | Shares Floating 114432447 | ||
Percent Insiders 0.56 | Percent Institutions 90.23 |
Upturn AI SWOT
Donaldson Company Inc
Company Overview
History and Background
Donaldson Company Inc. was founded in 1915 by Frank Donaldson. Initially focused on manufacturing air filters for tractors, the company has evolved into a global leader in filtration technology. Key milestones include its expansion into new industries like aerospace and healthcare, the development of innovative filtration solutions, and significant global growth. Donaldson went public in 1959.
Core Business Areas
- Engine Products: Designs and manufactures filtration systems for internal combustion engines, including air, oil, fuel, and emission control filters for a wide range of vehicles and equipment such as trucks, construction equipment, agricultural machinery, and recreational vehicles. This segment also includes exhaust systems and temperature control products.
- Industrial Products: Provides advanced filtration solutions for various industrial applications, including dust collection systems for manufacturing facilities, compressed air and gas filters for industrial processes, liquid filtration for water and chemical purification, and ventilation filters for cleanrooms and laboratories. This segment serves diverse industries like food and beverage, pharmaceuticals, power generation, and semiconductor manufacturing.
Leadership and Structure
Donaldson Company Inc. is led by a Board of Directors and a senior management team. The CEO is Michael L. (Mike) Vale. The company operates globally with a decentralized structure that allows for regional responsiveness while maintaining a strong corporate oversight. Its operations are primarily organized into the Engine Products and Industrial Products segments.
Top Products and Market Share
Key Offerings
- Description: High-performance air intake filters designed to protect engines from contaminants, improving performance and longevity. These are critical for heavy-duty vehicles, agricultural equipment, and industrial machinery. Competitors include Fleetguard (Cummins), Mann+Hummel, and Pall Corporation.
- Market Share Data: Donaldson holds a significant share in the aftermarket and OEM segments for heavy-duty air filtration.
- Product Name 1: Donaldson Air Filters (Engine Products)
- Description: Integrated dust collection solutions that capture airborne particulate matter in industrial environments, ensuring worker safety and compliance with environmental regulations. These systems are vital for industries like woodworking, metal fabrication, and pharmaceuticals. Competitors include Camfil, Nordson, and Nederman.
- Market Share Data: A leading provider in specialized industrial dust collection, particularly in North America and Europe.
- Product Name 2: Donaldson Dust Collection Systems (Industrial Products)
- Description: Filters that remove oil, water, and particles from compressed air lines, crucial for maintaining the quality of air used in manufacturing processes, painting, and sensitive equipment. Competitors include Atlas Copco, Sullair, and Parker Hannifin.
- Market Share Data: Holds a strong position in the industrial compressed air filtration market.
- Product Name 3: Donaldson Compressed Air Filters (Industrial Products)
Market Dynamics
Industry Overview
The filtration industry is characterized by a strong demand driven by increasing industrialization, stricter environmental regulations, and growing awareness of health and safety standards. Key trends include the development of advanced materials, smart filtration solutions, and a focus on sustainability. The automotive, aerospace, industrial manufacturing, and healthcare sectors are major end-users.
Positioning
Donaldson Company Inc. is positioned as a leading global provider of filtration solutions with a strong reputation for innovation, quality, and customer service. Its competitive advantages lie in its extensive product portfolio, global manufacturing and distribution network, strong OEM relationships, and advanced R&D capabilities. The company leverages its expertise to serve diverse and demanding markets.
Total Addressable Market (TAM)
The global filtration market is substantial and growing, estimated to be over $100 billion and projected to grow at a CAGR of 5-7% in the coming years. Donaldson Company Inc. is well-positioned to capture a significant portion of this TAM through its diversified product offerings and expansion into high-growth segments and emerging markets.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation for quality and innovation.
- Diversified product portfolio serving multiple industries and geographies.
- Extensive global manufacturing and distribution network.
- Robust R&D capabilities and a history of developing proprietary filtration technologies.
- Long-standing relationships with major OEMs.
Weaknesses
- Dependence on key industries which can be cyclical (e.g., heavy equipment).
- Potential for price sensitivity from customers in certain market segments.
- Integration challenges with past acquisitions.
Opportunities
- Growing demand for advanced filtration in emerging markets.
- Expansion into new applications such as healthcare, life sciences, and renewable energy.
- Increased regulatory focus on air and water quality driving demand for filtration products.
- Leveraging digital technologies for predictive maintenance and smart filtration solutions.
- Strategic acquisitions to broaden product offerings or market reach.
Threats
- Intensifying competition from both large multinational corporations and smaller niche players.
- Volatility in raw material costs and supply chain disruptions.
- Economic downturns impacting capital expenditures in key end markets.
- Changes in environmental regulations that may necessitate significant product redesigns.
- Geopolitical risks affecting international operations and trade.
Competitors and Market Share
Key Competitors
- Mann+Hummel GmbH (Private, not a US stock)
- Cummins Inc. (CMI)
- Parker Hannifin Corporation (PH)
- 3M Company (MMM)
- Camfil AB (Private, not a US stock)
Competitive Landscape
Donaldson competes in a fragmented but consolidating market. Its strengths lie in its broad product offering and specialized filtration expertise, particularly in heavy-duty and industrial applications. Competitors like Cummins have strong OEM ties, while Parker Hannifin offers a wider range of industrial components. 3M has diverse offerings, and private companies like Mann+Hummel and Camfil are significant global players.
Major Acquisitions
Purafied
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To expand Donaldson's presence in the high-growth life sciences filtration market, particularly in biopharmaceutical applications.
The Filtration Group's Industrial Filtration business
- Year: 2021
- Acquisition Price (USD millions): 320
- Strategic Rationale: To strengthen Donaldson's industrial filtration portfolio, particularly in Europe, and expand its capabilities in sectors like food & beverage and industrial compressed air.
Growth Trajectory and Initiatives
Historical Growth: Donaldson has exhibited steady historical growth, driven by organic expansion in its core markets and strategic acquisitions. The company has successfully navigated economic cycles and industry shifts by adapting its product development and market strategies.
Future Projections: Analyst consensus generally projects continued modest to strong revenue and earnings growth for Donaldson in the coming years, supported by ongoing demand in its key end markets, new product introductions, and global economic recovery. Projections often indicate a CAGR of 4-6% for revenue.
Recent Initiatives: Recent initiatives include the acquisition of Purafied, a manufacturer of specialized filtration products for the life sciences industry, and continued investment in R&D for sustainable filtration solutions and digital integration for its products.
Summary
Donaldson Company Inc. is a robust player in the global filtration market, demonstrating consistent financial performance and a strong commitment to innovation. Its diversified business model, spanning engine and industrial products, provides resilience. The company's strategic acquisitions and focus on emerging technologies position it well for future growth, although it must remain vigilant against intense competition and evolving regulatory landscapes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Donaldson Company Inc. Investor Relations
- Annual Reports (10-K)
- Quarterly Reports (10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Market Research Reports
Disclaimers:
This JSON output is an analysis based on publicly available information and AI interpretation. It is not financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated and may vary depending on the source and specific market segment.
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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