Wall Street analyst estimates for Donaldson Company, Inc. (DCI): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products.
Consensus price target
$96.50 (+12% vs price $85.90)
between $91.00 and $105.00 · 3 targets published in the last quarter
Closing price, Nov 3
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2027E | $4.2B | $4.2B – $4.2B | $4.32 | 6 |
| 2028E | $4.4B | $4.4B – $4.4B | $4.84 | 6 |
Fiscal year ending in July · figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 5 |
| Hold | 6 |
| Sell | 3 |
| Strong Sell | 0 |
| Total analysts | 14 |
| Avg rating (−2 sell to +2 buy) | 0.14 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-12-03 | $0.97 | ||
| 2026-08-26 | $1.15 | $1.13 | +1.8% |
| 2026-06-02 | $1.06 | $1.05 | +1.0% |
| 2026-02-26 | $0.83 | $0.90 | -7.8% |
| 2025-12-04 | $0.94 | $0.92 | +1.8% |
| 2025-08-27 | $1.03 | $1.02 | +1.0% |
| 2025-06-03 | $0.99 | $0.95 | +4.5% |
| 2025-02-27 | $0.83 | $0.85 | -2.4% |
Valuation Ratios
| P/E Ratio | 22.31 |
| Price / Book | 5.64 |
| Dividend Yield | 1.44% |
Income Statement (10y)
| Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.37B | $2.73B | $2.84B | $2.58B | $2.85B | $3.31B | $3.43B | $3.59B | $3.69B | $3.89B |
| Cost of Revenue | $1.55B | $1.80B | $1.90B | $1.71B | $1.88B | $2.24B | $2.27B | $2.31B | $2.40B | $2.54B |
| Gross Profit | $823.1M | $935.5M | $948.3M | $871.6M | $971.7M | $1.07B | $1.16B | $1.27B | $1.29B | $1.35B |
| Research & Development | $54.7M | $59.9M | $62.3M | $61.2M | $67.8M | $69.1M | $78.1M | $93.6M | $87.8M | $76.1M |
| Selling, General & Admin | $439.8M | $495.6M | $497.8M | $470.3M | $519.2M | $554.8M | $602.3M | $636.7M | $641.0M | $679.2M |
| Operating Expenses | $494.5M | $555.5M | $560.1M | $531.5M | $587.0M | $623.9M | $680.4M | $730.3M | $728.8M | $746.0M |
| Operating Income | $328.6M | $380.0M | $388.2M | $340.1M | $384.7M | $443.5M | $480.2M | $544.1M | $557.4M | $599.9M |
| EBITDA | $416.7M | $456.7M | $476.2M | $440.2M | $489.3M | $547.1M | $580.2M | $655.1M | $615.9M | $727.8M |
| Interest Expense | $19.5M | $21.3M | $19.9M | $17.4M | $13.0M | $14.9M | $19.2M | $21.4M | $24.2M | $36.0M |
| Pre-tax Income | $322.0M | $363.6M | $375.2M | $335.2M | $381.0M | $438.4M | $468.7M | $535.3M | $492.2M | $585.8M |
| Income Tax | $89.2M | $183.3M | $108.0M | $78.2M | $94.1M | $105.6M | $109.9M | $121.3M | $125.2M | $132.0M |
| Net Income | $232.8M | $180.3M | $267.2M | $257.0M | $286.9M | $332.8M | $358.8M | $414.0M | $367.0M | $453.8M |
| EPS | $1.76 | $1.38 | $2.08 | $2.03 | $2.27 | $2.69 | $2.95 | $3.43 | $3.09 | $3.92 |
| EPS (Diluted) | $1.74 | $1.36 | $2.05 | $2.00 | $2.24 | $2.66 | $2.90 | $3.38 | $3.05 | $3.85 |
| Shares Outstanding (Diluted) | 134.1 M | 132.2 M | 130.3 M | 128.3 M | 128.2 M | 125.2 M | 123.6 M | 122.6 M | 120.4 M | 117.9 M |
Price
| Price | $85.90 (closing price, November 3, 2026) |
| Market Cap | $9.9B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Industrials · Industrial - Machinery
More sections of DCI: Overview · Financials · Valuation · Technical · Ownership
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