The midstream oil & gas filtration market is projected to grow from USD 2.80 billion in 2025 to USD 3.73 billion by 2030, at a CAGR of 5.9%. Coalescer filters and fiberglass media are the fastest-growing segments, while pipeline transportation and Asia Pacific represent major market opportunities. Key drivers include LNG capacity buildout, aging infrastructure, and stricter emissions regulations.
Donaldson Company, Inc. (DCI)
Common Stock · Currency in USD · XNYS
Donaldson is a leading manufacturer of filtration systems and replacement parts, including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors. The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.
Company Info
SIC3564
Composite FIGIBBG000BGZP70
CIK0000029644
IPOJun 1, 1972
Sectorindustrial & commercial fans & blowers & air purifying equip
Highlights
Market Cap$9.87B
EPS$3.20
P/E Ratio26.68
Revenue$3.66B
Gross Profit$1.20B
Net Income$370.00M
Employees15,000
WSO115,814,243
Phone(612) 887-3131
Websitehttps://ir.donaldson.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Donaldson Company, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Donaldson Company, Inc. (DCI) has returned -3.97% so far this year and 43.87% over the past 12 months. Looking at the last ten years, DCI has achieved an annualized return of 10.31%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
DCI
1M-9.05%
6M3.00%
YTD-3.97%
1Y43.87%
5Y7.44%
10Y10.31%
Benchmark (SPY)
1M-3.79%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Donaldson Company, Inc. (DCI) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.86% | -8.86% | -7.69% | -0.23% | ||||||||
| 2025 | 5.12% | -0.92% | -3.19% | -1.75% | 5.33% | -0.19% | 4.36% | 11.93% | 3.37% | 3.59% | 7.10% | -0.50% |
| 2024 | -0.49% | 10.13% | 4.59% | -3.26% | 1.95% | -3.09% | 3.90% | -2.38% | 2.09% | -0.76% | 6.10% | -13.97% |
| 2023 | 5.45% | 1.80% | 3.19% | -2.35% | -7.86% | 6.93% | 1.14% | 2.14% | -7.06% | -2.90% | 5.57% | 7.68% |
| 2022 | -6.49% | -2.39% | -4.31% | -6.52% | 6.80% | -5.22% | 12.88% | -5.69% | -3.79% | 15.50% | 5.47% | -4.89% |
| 2021 | 5.60% | -1.70% | -2.37% | 7.40% | -2.87% | 2.09% | 3.36% | 1.59% | -15.36% | 3.77% | -6.12% | 1.23% |
| 2020 | -10.40% | -13.54% | -14.84% | 19.43% | 10.02% | -2.23% | 3.64% | 3.54% | -7.59% | 1.69% | 10.36% | 3.50% |
| 2019 | 11.12% | 9.12% | -3.93% | 5.85% | -11.72% | 7.03% | -3.05% | -3.30% | 8.89% | 0.34% | 5.10% | 2.22% |
| 2018 | 3.24% | -5.96% | -4.86% | -1.18% | 7.15% | -5.05% | 6.64% | 6.59% | 15.53% | -12.85% | 8.90% | -23.69% |
| 2017 | -0.59% | 1.32% | 0.33% | 1.56% | 3.07% | -6.87% | 3.71% | -0.48% | -2.94% | 2.63% | 4.70% | -1.90% |
| 2016 | 3.42% | 2.29% | 3.40% | 5.09% | 3.96% | -0.72% | -1.75% | 10.88% | 0.19% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of DCI compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Donaldson Company, Inc. volatility is 1.48%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 2.98B | 2.91B | 2.77B | 2.60B | 2.40B | 2.24B | 2.14B | 1.98B | 1.98B | 1.79B | 1.81B | 1.94B | 1.74B | 1.73B | 1.73B |
| Temporary Equity (USD) | - | - | - | - | - | 10.90M | 10.00M | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 1.45B | 1.49B | 1.32B | 1.13B | 1.14B | 987.10M | 892.70M | 857.80M | 854.50M | 771.40M | 778.65M | 1.00B | 1.09B | 910.01M | 934.71M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | 5.80M | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 1.45B | 1.49B | 1.32B | 1.13B | 1.14B | 992.90M | 892.70M | 857.80M | 854.50M | 771.40M | 778.65M | 1.00B | 1.09B | 910.01M | 934.71M |
| Redeemable Noncontrolling Interest (USD) | - | - | - | - | - | 10.90M | 10.00M | - | - | - | - | - | - | - | - |
| Other Non-current Liabilities (USD) | 126.50M | 132.70M | 70.00M | 190.80M | 193.20M | 209.00M | 122.40M | 134.50M | 53.20M | 70.40M | 79.17M | 84.88M | - | 115.72M | 41.52M |
| Long-term Debt (USD) | 640.00M | 510.00M | 623.40M | 646.70M | 463.30M | 625.00M | 634.60M | 514.90M | 587.90M | 403.00M | 391.07M | 245.46M | 201.44M | 205.83M | 253.62M |
| Noncurrent Liabilities (USD) | 766.50M | 642.70M | 693.40M | 837.50M | 656.50M | 834.00M | 757.00M | 649.40M | 641.10M | 473.40M | 470.24M | 330.35M | 181.93M | 321.55M | 295.14M |
| Other Current Liabilities (USD) | 244.30M | 262.20M | 332.10M | 177.30M | 185.90M | 147.90M | 157.60M | 164.60M | 190.10M | 339.50M | 314.94M | 308.03M | 221.02M | 218.79M | 193.35M |
| Wages (USD) | 144.30M | 140.90M | 119.40M | 113.80M | 126.80M | 71.20M | 87.80M | 103.50M | 100.00M | 61.00M | 66.54M | 84.94M | 68.95M | 80.55M | 86.97M |
| Accounts Payable (USD) | 368.60M | 379.40M | 304.90M | 338.50M | 293.90M | 187.70M | 237.50M | 201.30M | 194.00M | 143.30M | 179.17M | 216.60M | 186.46M | 199.18M | 215.92M |
| Current Liabilities (USD) | 757.20M | 782.50M | 756.40M | 629.60M | 606.60M | 406.80M | 482.90M | 469.40M | 484.10M | 543.80M | 560.65M | 609.58M | 476.44M | 498.52M | 496.24M |
| Liabilities (USD) | 1.52B | 1.43B | 1.45B | 1.47B | 1.26B | 1.24B | 1.24B | 1.12B | 1.13B | 1.02B | 1.03B | 939.93M | 658.37M | 820.07M | 791.38M |
| Other Non-current Assets (USD) | 773.60M | 658.80M | 643.50M | 499.60M | 476.80M | 449.00M | 360.20M | 306.00M | 303.50M | 270.60M | 270.34M | 229.42M | 227.31M | 213.31M | 214.51M |
| Intangible Assets (USD) | 97.40M | 171.90M | 188.10M | 99.80M | 61.60M | 67.30M | 70.90M | 35.60M | 40.60M | 38.50M | 37.87M | 36.05M | 41.31M | 46.20M | 53.50M |
| Fixed Assets (USD) | 644.50M | 645.50M | 652.90M | 594.40M | 617.80M | 631.60M | 588.90M | 509.30M | 484.60M | 469.80M | 470.61M | 451.67M | 419.28M | 384.91M | 391.50M |
| Noncurrent Assets (USD) | 1.52B | 1.48B | 1.48B | 1.19B | 1.16B | 1.15B | 1.02B | 850.90M | 828.70M | 778.90M | 778.82M | 717.13M | 687.89M | 644.42M | 659.51M |
| Other Current Assets (USD) | 948.10M | 961.40M | 867.90M | 904.10M | 859.50M | 774.00M | 789.80M | 791.60M | 857.50M | 775.60M | 765.76M | 971.93M | 820.84M | 829.55M | 795.11M |
| Inventory (USD) | 513.60M | 476.70M | 418.10M | 502.40M | 384.50M | 322.70M | 332.80M | 334.10M | 293.50M | 234.10M | 264.96M | 253.35M | 234.82M | 256.12M | 271.48M |
| Current Assets (USD) | 1.46B | 1.44B | 1.29B | 1.41B | 1.24B | 1.10B | 1.12B | 1.13B | 1.15B | 1.01B | 1.03B | 1.23B | 1.06B | 1.09B | 1.07B |
| Assets (USD) | 2.98B | 2.91B | 2.77B | 2.60B | 2.40B | 2.24B | 2.14B | 1.98B | 1.98B | 1.79B | 1.81B | 1.94B | 1.74B | 1.73B | 1.73B |
News and Insights
Ten large-cap stocks experienced significant declines during the week of February 23-27, 2026. Notable losers include First Solar (down 18.59% due to worse-than-expected Q4 results and below-estimate FY26 guidance), Zoom Communications (down 17.38% following mixed Q4 results and weak forward guidance), and Novo Nordisk (down 6.59% after announcing Chinese trial results and potential price cuts for Ozempic and Wegovy). Other major decliners include Donaldson, TopBuild, Corebridge Financial, Nu Holdings, KKR, Korea Electric Power, and Pure Storage.
Donaldson Company's stock dropped 18.2% after missing earnings estimates despite posting record Q2 results. The company trimmed its fiscal 2026 EPS guidance due to weakness in trucking and aerospace/defense sectors. However, the planned $820 million acquisition of Facet, a filtration solutions company serving aerospace, defense, and power generation, positions the company for significant growth in 2026, making the current dip potentially a buying opportunity.
Donaldson Company reported Q1 fiscal 2026 results with sales rising 3.9% to $935.4 million, beating consensus estimates. The company raised its annual guidance and saw growth across multiple business segments, particularly in Mobile Solutions and Life Sciences.
Donaldson reported strong Q4 and fiscal 2025 results with record revenue of $3.7 billion, 16.4% operating margin, and plans for continued growth in fiscal 2026 through operational efficiency and aftermarket expansion.
Donaldson Company reported record sales of $981 million in Q4 fiscal 2025, with a 4.8% revenue increase and 9.6% adjusted EPS growth. The company projects continued growth in fiscal 2026, targeting $3.8 billion in sales and an EPS around $4.00.
Donaldson reported record quarterly sales of $980.7 million, a 4.8% year-over-year increase, with strong performance in Life Sciences and Industrial Solutions segments. The company expects 1-5% sales growth in FY2026 and projects EPS between $3.92 and $4.08.
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Dividends are increasing across various sectors, with four companies - EOG Resources, Lowe's, Donaldson Company, and Chubb - leading the payout surge. The article highlights the dividend growth and yield potential of these stocks.
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