DCI · DONALDSON Co INC
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative 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 effective tax rate non-GAAP | 23.8% | Third quarter fiscal 2026 | — |
| Adjusted EPS non-GAAP | $1.06 | Third quarter fiscal 2026 | — |
| Adjusted gross margin non-GAAP | 34.4% | Third quarter fiscal 2026 | — |
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| Adjusted operating margin non-GAAP | 16.6% | Third quarter fiscal 2026 | — |
| Adjusted diluted EPS non-GAAP | $1.77 | Six Months Ended January 31, 2026 | — |
| Adjusted EBITDA non-GAAP | $330.1M | Six Months Ended January 31, 2026 | — |
| Adjusted gross profit non-GAAP | $632.8M | Six Months Ended January 31, 2026 | — |
| Adjusted net earnings non-GAAP | $208.2M | Six Months Ended January 31, 2026 | — |
| Adjusted operating expense non-GAAP | $362.4M | Six Months Ended January 31, 2026 | — |
| Adjusted operating income non-GAAP | $270.4M | Six Months Ended January 31, 2026 | — |
| Cash conversion ratio non-GAAP | 62.3% | Six Months Ended January 31, 2026 | — |
| Earnings before income taxes - Industrial Solutions non-GAAP | 11.9% | Three Months Ended January 31, 2026 | — |
| Earnings before income taxes - Life Sciences non-GAAP | 9.3% | Three Months Ended January 31, 2026 | — |
| Earnings before income taxes - Mobile Solutions non-GAAP | 16.8% | Three Months Ended January 31, 2026 | — |
| EBITDA | $327.8M | Six Months Ended January 31, 2026 | — |
| Free cash flow | $129.7M | Six Months Ended January 31, 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DCI
this stock
DONALDSON Co INC
|
$11.12B | +8.2% | +4.0% | 25.8 | 2.9% |
|
GEV
GE Vernova Inc.
|
$283.18B | +62.7% | +9.0% | 30.5 | 3.2% |
|
ETN
Eaton Corp plc
|
$175.37B | +41.8% | +10.3% | 46.0 | 1.8% |
|
SMERY
Siemens Energy AG/ADR
|
$158.90B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$134.85B | +20.1% | +18.9% | 39.5 | 1.2% |
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 | -2.7% | +6.1% | -10.1% | +1.8% | +8.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -3.1% | +1.7% | -23.9% | -2.1% | -5.6% |
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.