Donaldson Company, Inc. DCI

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...

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.

MINNEAPOLIS, September 11, 2026--Graco Inc. (NYSE:GGG) announced today that Richard B. Lewis has been appointed as a member of the company’s Board of Directors, effective December 3, 2026.

MINNEAPOLIS, September 04, 2026--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, and chief executive officer will present at the Jefferies 2026 Global Industrials Conference on Tuesday, September 9, 2026, beginning at 9:30 a.m. ET. Brad Pogalz, chief financial officer, will present at the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026, beginning at 1:00 p.m.

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.

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...