DCI · DONALDSON Co INC

Track DCI — free

$91.89 -0.52 (-0.56%) At close · Aug 28

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.65B

115.91M

Up next

Next earnings call

Nov 25, 2026 Est · unconfirmed · in 12 wks

FQ1-27 quarter ends

~Oct 31, 2026 Est

Latest filing: 10-Q

filed Jun 2, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Neutral Sentiment Bullish Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 14.4 · calm Equity put/call 0.62

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +1%

above

Price vs 50-day avg −0%

below

RSI (14) 44

neutral

MACD trend Negative

52-week position 40%

mid-range

Momentum

relative strength

Neutral

1-month return −2%

trailing

6-month return +3%

trailing

YTD return +4%

this year

Relative strength −10%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $92 › 200d $91 — 50d above 200d

Institutional flow Accumulating

+3% holders QoQ · +77 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.71% of float · ▼ -7.1% MoM · 5.4 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

631 holders — near 3-yr high, broad support

Squeeze score 59

elevated · 0–100

Fundamentals

Strong

Revenue growth +4%

Y/Y

Gross margin 45%

contracting

EPS growth −10%

Y/Y

Free cash flow $339.9M

Valuation P/E 24.7

below peers

Balance sheet $487.9M

net debt

Quant / Vol

risk profile

Moderate

Volatility 26%

annualized · 1-yr

Max drawdown −26%

past year

ATR 2.6%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 1 of last 2

Latest guidance · from the 8-K filed Aug 26, 2026

Full year fiscal 2027 sales growth · full year fiscal 2027 Initiated 5.5% – 9.5%

Life Sciences sales growth · full year fiscal 2027 Initiated 7% – 11%

Full year EPS · full year fiscal 2027 Initiated $4.22 – $4.38

prior FY $3.05 midpoint +41.0% Y/Y

Interest expense · full year fiscal 2027 Initiated $55M – $60M

Operating margin · full year fiscal 2027 Initiated 16.6% – 17.2%

Effective income tax rate · full year fiscal 2027 Initiated 23.5% – 25.5%

Free cash flow conversion · full year fiscal 2027 Initiated 95% – 105%

Capital expenditures · full year fiscal 2027 Initiated $70M – $90M

Prior guidance period ended · from the 8-K filed Jun 2, 2026

Organic adjusted full-year EPS · fiscal 2026 $3.94 – $4.01

Facet-related sales · Full-year fiscal 2026 $25M – $30M

Mobile sales growth · fiscal 2026 3.5% – 5.5%

Adjusted operating margin · fiscal 2026 15.8% – 16.2%

Other income · fiscal 2026 $17M – $19M

Interest expense (excluding Facet) · fiscal 2026 $26M

Capital expenditures · fiscal 2026 $60M – $75M

Adjusted effective income tax rate · fiscal 2026 22% – 24%

Adjusted free cash flow conversion · fiscal 2026 85% – 95%

Interest expense · fiscal 2026 $26M

Guided vs delivered · last 2 settled

EPS fiscal 2024

guided $3.24 – $3.32

guided $3.24 – $3.32 $3.38 Beat +3.0%

EPS fiscal 2023

guided $2.91 – $3.07

guided $2.91 – $3.07 $2.90 Miss −3.0%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral

1 · 4 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+1% Bullish

Price vs 50-day avg

−0% Neutral

RSI (14)

44 Neutral

MACD trend

Negative Bearish

52-week position

40% Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $92 › 200d $91 — 50d above 200d

Institutional flow Accumulating

+3% holders QoQ · +77 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.71% of float · ▼ -7.1% MoM · 5.4 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

631 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $80 Now $92 · 40% Range high $111

vs 200-day avg +1% vs 50-day avg 0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA non-GAAP	$748.8M	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Adjusted net earnings 469.7M +137.1M Adjusted income taxes +36M Interest expense +106M Depreciation and amortization = Adjusted EBITDA 748.8M
Adjusted EPS non-GAAP	$3.98	FY2026	—

GAAP → non-GAAP reconciliation GAAP Diluted EPS $3.85 +$0 Impairment of intangible assets +$0.13 Restructuring and other charges -$0.06 Gain on the sale of fixed assets +$0.06 Business development charges = Adjusted diluted EPS $3.98
Adjusted gross margin non-GAAP	36.7%	Q4 FY2026	—

Adjusted gross profit non-GAAP	$1.36B	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Gross profit 1.35B +17.6M Restructuring and other charges = Adjusted gross profit 1.36B
Adjusted net earnings non-GAAP	$469.7M	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Net earnings $453.8M +$0M Impairment of intangible assets, net tax +$15.9M Restructuring and other charges, net tax -$7M Gain on the sale of fixed assets, net tax +$7M Business development charges, net tax = Adjusted net earnings $469.7M
Adjusted operating expense non-GAAP	$742.5M	Twelve Months Ended July 31, 2026	—

adjusted operating expenses as a percentage of sales non-GAAP	19.1%	Twelve Months Ended July 31, 2026	—

Adjusted operating income non-GAAP	$621M	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Operating income $599.9M +$0M Impairment of intangible assets +$21.1M Restructuring and other charges -$9.3M Gain on the sale of fixed assets +$9.3M Business development charges = Adjusted operating income $621M
Adjusted operating margin non-GAAP	17.5%	Q4 FY2026	—

Earnings before income taxes - Industrial Solutions	$155.6M	Twelve Months Ended July 31, 2026	—
Earnings before income taxes - Life Sciences	$32.3M	Twelve Months Ended July 31, 2026	—
Earnings before income taxes - Mobile Solutions	$467.5M	Twelve Months Ended July 31, 2026	—

EBITDA	$727.8M	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Net earnings 453.8M +132M Income taxes +36M Interest expense +106M Depreciation and amortization = EBITDA 727.8M
Free cash flow non-GAAP	$426.5M	Twelve Months Ended July 31, 2026	—

GAAP → non-GAAP reconciliation GAAP Net cash provided by operating activities 493.7M -67.2M Net capital expenditures = Free cash flow 426.5M
adjusted effective tax rate non-GAAP	23.8%	Third quarter fiscal 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Industrial Machinery — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
DCI DONALDSON Co INC this stock	$10.65B	+3.6%	+4.0%	24.7	2.7%
GEV GE Vernova Inc.	$254.04B	+39.5%	+9.0%	27.4	3.0%
ETN Eaton Corp plc	$161.59B	+26.5%	+10.3%	42.4	1.6%
SMERY Siemens Energy AG/ADR	$146.56B	—	—	—	0.0%
PH Parker-Hannifin Corp	$125.37B	+13.2%	+18.9%	34.9	1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

631

% held: 90.8%
Net QoQ: +3.8M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

487

View

Short & Settlement

Short Interest Falling

Shares short

3.1M

Days to cover: 5.4d
Change: -239.7K sh

View

Short Volume

Short vol %

67%

As of: Aug 28, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $182
As of: Jul 17, 2026

View

Off-Exchange

Off-exchange %

42.2%

Week of: Jul 20, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Lois Frankel

Amount: $1.0K–$15.0K
Traded: Jan 11, 2022

View

Financials

Revenue (FY)

$2.8B

Net income (FY): $367.0M
EPS diluted: $3.05

View

Buybacks

Authorized

shares 13.0M

Remaining: shares 4.5M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 26, 2026
This year: 11

View

Proposed Sales

Value

$195.5K

Shares: 2.1K
Filed: Aug 27, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 26, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
DCI	-1.5%	-2.5%	+3.3%	-2.5%	+3.6%
SPY	+0.5%	+3.0%	+13.4%	+3.0%	+12.8%
vs SPY	-1.9%	-5.5%	-10.1%	-5.5%	-9.2%

Capital returns

Latest dividend

$0.32 / share · ex Aug 17, 2026

Raised 6.7%

Paid (TTM)

$1.24 / share · 4 payouts

Dividend yield (TTM, derived)

1.35%

Buyback program · as of Apr 30, 2026

Authorized

shares 13.00M

Spent (derived)

shares 8.50M

Remaining

shares 4.50M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 29644 CUSIP 257651109 13F (30d) 437 filings 431 filers Visit website Investor relations

DCI · DONALDSON Co INC

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns