Donaldson Company, Inc.: stock overview

DCINYSEIndustrials · Industrial & Commercial Fans & Blowers & Air Purifing Equip

Price

$86.70

November 13, 2026Market cap $10.0B

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  • The full history: 17 fiscal years, from FY2010
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
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In short

Donaldson had revenue of $3.9B in the fiscal year to July 31, 2026 and net income of $454M, a net margin of 11.7%. Revenue grew by 6.4% a year on average over the last 5 years. At $86.70 the shares trade at a P/E of 22.1, against a median of 22.1 over the last 5 fiscal years. It has net debt of $1.1B. It pays a dividend yielding 1.43%.

From its SEC filings (latest fiscal year to July 31, 2026) and the price of November 13, 2026.

Its SEC filings
Market cap
$10.0B
116M shares
P/E
22.1
Today22.1
Median22.1
Revenue, fiscal year
$3.9B
+6.4% a year over 5 years
Net margin
11.7%
FY2025: 9.9%, above 68% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

FY2024–FY2026 fiscal years

+4.1% a year over 2 years

  • FY2026Jul 31, 202610-K
    Revenue$3.9B
  • FY2025Jul 31, 202510-K
    Revenue$3.7B
  • FY2024Jul 31, 202410-K
    Revenue$3.6B

Fiscal years in figures

DCI's revenue, profit, cash flow and dividend with each year-end price, from FY2010 to FY2023, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $9.0B
$10.0B
Enterprise value 
$11.1B
P/E 3-year median: 23.6
22.1
EV / EBIT 
18.5
EV / Revenue 
2.9
P/B 3-year median: 6.0
5.7
FCF yield 3-year median: 4.1%
4.2%
Earnings yield 3-year median: 4.2%
4.5%

Profitability

Gross margin 
34.6%
Operating margin 
15.4%
Net margin 3-year median: 11.5%
11.7%
ROIC 
19.4%
ROIC, 5-year average 
19.0%
ROE 
28.3%

Growth

Revenue, yearly change 
+5.3%
EPS, yearly change 
+26.2%
FCF, yearly change 
+25.4%
Revenue, average a year 
+6.4%
EPS, average a year 
+11.4%

The yearly change compares FY2026 with FY2025.

Balance sheet

Cash 
$250M
Total debt 
$1.4B
Of which operating leases 
$58M
Net debt 
$1.1B
Net debt / EBITDA 
1.5x
Interest cover 
16.7x
Current ratio 
–

Balance sheet of July 31, 2026.

Returns to shareholders

Dividend yield 3-year median: 1.4%
1.43%
Buybacks 
1.11%
Total returned 
2.54%
Shares, yearly change 
0.0%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 35).

Gross margin

34.8%

Above 47% of the 115 companies in its industry, and 47% of all.

Operating margin

13.4%

Above 64% of the 138 companies in its industry, and 72% of all.

Net margin

9.9%

Above 68% of the 147 companies in its industry, and 65% of all.

ROE

23.3%

Above 85% of the 136 companies in its industry, and 87% of all.

ROA

12.0%

Above 91% of the 146 companies in its industry, and 91% of all.

Revenue growth

2.9%

Above 37% of the 144 companies in its industry, and 38% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
DONALDSON Co INC
CIK
29644
Exchange
NYSE
Industry (SIC)
3564 · Industrial & Commercial Fans & Blowers & Air Purifing Equip
Fiscal year ends
July 31
Latest annual report
July 31, 2026
Reporting currency
USD
Shares
116M

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The full analysis

What do Donaldson's filings show?

These are Donaldson's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about DCI

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What is DCI's market cap?

Donaldson Company, Inc.'s market cap is $10.0B, at a price of $86.70 on November 13, 2026 and 116M shares.

What is DCI's P/E?

DCI's P/E is 22.1, on earnings per share of $3.85 in the fiscal year to July 31, 2026. The median over the last 5 fiscal years was 22.1.

How much revenue does DCI have?

Donaldson had revenue of $3.9B in the fiscal year to July 31, 2026. Over the last 5 years it changed by +6.4% a year on average.

Does DCI pay a dividend?

Yes. Donaldson paid $1.24 per share over the last 12 months, a yield of 1.43% at today's price. All the figures are in the Dividend section.

Where do the figures come from?

From Donaldson Company, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.