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Upturn AI SWOT - About
DCI 
Donaldson Company Inc (DCI)
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Upturn Advisory Summary
07/02/2025: 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 $72.4
1 Year Target Price $72.4
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.53% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.29B USD | Price to earnings Ratio 23.8 | 1Y Target Price 72.4 |
Price to earnings Ratio 23.8 | 1Y Target Price 72.4 | ||
Volume (30-day avg) 8 | Beta 1 | 52 Weeks Range 57.20 - 78.01 | Updated Date 07/2/2025 |
52 Weeks Range 57.20 - 78.01 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 1.73% | Basic EPS (TTM) 2.99 |
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 2025-06-03 | When - | Estimate 0.95 | Actual 0.99 |
Profitability
Profit Margin 9.94% | Operating Margin (TTM) 15.78% |
Management Effectiveness
Return on Assets (TTM) 12.01% | Return on Equity (TTM) 24.58% |
Valuation
Trailing PE 23.8 | Forward PE 17.86 | Enterprise Value 8778364583 | Price to Sales(TTM) 2.27 |
Enterprise Value 8778364583 | Price to Sales(TTM) 2.27 | ||
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 14.53 | Shares Outstanding 116520000 | Shares Floating 115665855 |
Shares Outstanding 116520000 | Shares Floating 115665855 | ||
Percent Insiders 0.57 | Percent Institutions 91.23 |
Upturn AI SWOT
Donaldson Company Inc
Company Overview
History and Background
Donaldson Company Inc. was founded in 1915 by Frank Donaldson Sr. Initially, they focused on creating air cleaners for farm tractors. Over time, Donaldson has expanded into a global leader in filtration products and solutions.
Core Business Areas
- Engine Products: Engine Products segment provides filtration solutions for on- and off-road equipment, including air, fuel, hydraulic, and lubrication filtration. It serves the construction, mining, agriculture, and transportation industries.
- Industrial Products: Industrial Products segment offers filtration solutions for various industrial applications, including dust, mist, and fume collection, compressed air purification, and specialized liquid filtration. It serves industries like manufacturing, power generation, and food processing.
Leadership and Structure
Donaldson Company Inc. is led by Tod Carpenter (Chairman, President, and CEO). The organizational structure includes various functional departments such as engineering, operations, sales, and finance.
Top Products and Market Share
Key Offerings
- Air Filters: Donaldson produces a wide range of air filters for engines and industrial applications. Market share varies by specific application and region, but Donaldson is generally considered a top player globally. Competitors include Mann+Hummel, Parker Hannifin, and Cummins Filtration. It is difficult to calculate market share specifically for this product. However, Donaldson states it is approximately one quarter of the entire filtration market.
- Liquid Filters: Donaldson provides liquid filtration solutions for hydraulic systems, fuel, and other industrial processes. Again, market share is variable but significant. Competitors include Pall Corporation (Danaher), Eaton, and Parker Hannifin. It is difficult to calculate market share specifically for this product. However, Donaldson states it is approximately one quarter of the entire filtration market.
- Dust, Fume, and Mist Collectors: Donaldsonu2019s Torit line of dust collectors are widely recognized. The market share is estimated to be substantial within specific industrial sectors. Competitors include Nederman, Camfil APC, and Clarcor Air Filtration (Parker Hannifin). It is difficult to calculate market share specifically for this product. However, Donaldson states it is approximately one quarter of the entire filtration market.
Market Dynamics
Industry Overview
The filtration industry is driven by increasing environmental regulations, growing demand for cleaner air and water, and the need to protect equipment and processes. It's a mature industry with steady growth driven by aftermarket sales and technological advancements.
Positioning
Donaldson is a leading player with a strong brand reputation for quality and innovation. Their competitive advantages include a broad product portfolio, global reach, and strong customer relationships.
Total Addressable Market (TAM)
The global filtration market is estimated to be over $80 billion. Donaldson is positioned to capture a significant portion of this TAM through its diverse product offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global distribution network
- Diverse product portfolio
- Established customer relationships
- Focus on innovation
Weaknesses
- Exposure to cyclical industries
- Dependence on raw material prices
- Competition in mature markets
- Potential impact of economic downturns
Opportunities
- Expanding into emerging markets
- Developing new filtration technologies
- Acquiring smaller competitors
- Growing aftermarket sales
- Increased regulatory focus on air and water quality
Threats
- Intense competition
- Fluctuations in raw material prices
- Economic slowdowns
- Changes in environmental regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- MANN.DE
- PH
- CMI
Competitive Landscape
Donaldson competes on quality, innovation, and customer service. They have a strong global presence, but face competition from larger and smaller players.
Major Acquisitions
CE-Europe B.V.
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded Donaldson's European distribution and aftermarket presence in the industrial filtration market.
Growth Trajectory and Initiatives
Historical Growth: Donaldson has experienced steady growth over the past several years, driven by both organic growth and acquisitions.
Future Projections: Analyst estimates for future growth vary depending on market conditions. Consult financial news sources for the latest projections.
Recent Initiatives: Donaldson focuses on investing in R&D, expanding its global presence, and acquiring complementary businesses.
Summary
Donaldson Company is a strong player in the filtration industry with a diverse portfolio and a global reach. They have a solid history of innovation and consistent financial performance. However, they face competition in mature markets and are exposed to cyclical industries and raw material price fluctuations. Investing in emerging markets and developing new technologies will be key to continued growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Donaldson Company Inc. Investor Relations Website
- Financial News Articles
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market conditions and company performance are 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 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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