DCI
DONALDSON Co INCPrice & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted effective tax rate non-GAAP | 23.8% | third quarter fiscal 2026 | — |
| Adjusted EPS non-GAAP | $1.06 | third quarter fiscal 2026 | — |
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| Adjusted gross margin non-GAAP | 34.4% | third quarter fiscal 2026 | — |
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| Adjusted operating expenses as a percentage of sales non-GAAP | 17.8% | third quarter fiscal 2026 | — |
| Adjusted operating margin non-GAAP | 16.6% | third quarter fiscal 2026 | — |
| adjusted earnings per share non-GAAP | $1.06 | Q3 FY2026 call | — |
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| aftermarket sales | 498M | Q3 FY2026 call | — |
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| gross margin non-GAAP | 34.4% | Q3 FY2026 call | — |
| IFS sales | 237M | Q3 FY2026 call | — |
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| life sciences pre-tax margin non-GAAP | 8.1% | Q3 FY2026 call | — |
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| mobile solutions pre-tax margin non-GAAP | 20.2% | Q3 FY2026 call | — |
| off-road sales | 104M | Q3 FY2026 call | — |
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| on-road sales | 28M | Q3 FY2026 call | — |
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| operating expense as a rate of sales non-GAAP | 17.8% | Q3 FY2026 call | — |
| operating margin non-GAAP | 16.6% | Q3 FY2026 call | — |
| Aerospace and Defense sales | $37M | Q2 FY2026 call | — |
| Industrial Solutions pretax margin | 11.9% | Q2 FY2026 call | — |
| Industrial Solutions sales | $260M | Q2 FY2026 call | — |
| Life Sciences sales | $80M | Q2 FY2026 call | — |
| Mobile Solutions pretax profit margin | 16.8% | Q2 FY2026 call | — |
| Mobile Solutions sales | $557M | Q2 FY2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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DCI
this stock
DONALDSON Co INC
|
$10.34B | +0.9% | +6.8% | 24.0 | 3.4% |
|
GEV
GE Vernova Inc.
|
$293.33B | +67.2% | +12.1% | 31.9 | 4.3% |
|
ETN
Eaton Corp plc
|
$158.15B | +28.3% | +11.8% | 39.9 | 2.4% |
|
SMERY
Siemens Energy AG/ADR
|
$147.45B | +24.2% | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$121.20B | +9.6% | +18.9% | 35.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DCI | +0.2% | +6.8% | -11.2% | -0.6% | +0.9% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -1.2% | +2.7% | -20.2% | -1.7% | -9.8% |
Capital returns
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.