Analyst Consensus ?
ConsensusHold14 ratings
Bullish535.7%
Neutral642.9%
Bearish321.4%
Donaldson Company, Inc. · DCI · FY2025 Q4 · Calendar Q3 2025
Donaldson closes FY2025 with record sales and margin outlook
The current analysis supports a constructive operating trajectory: record FY2025 results, aftermarket share gains, connected-machine expansion, cost actions, and new life-sciences products support management's FY2026 plan. Evidence remains conditional on cyclical recovery, tariff control, and bioprocessing execution.
Reported Before market openNYSEIndustrials
$10.08B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.03
Consensus $1.02
EPS surprise
+1.0%
Reported versus consensus
Reported revenue
$980.7M
Consensus $951.5M
Revenue surprise
+3.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+8.6%
Event window
SPY move
+0.2%
Same window
Abnormal move
+8.4%
Stock minus SPY
Volume
3.3×
Versus trailing sessions
Subsequent drift
-2.6%
Up to 20 sessions
DCISPY benchmark
Ask FN2 about DCI FY2025 Q4
Transcript, numbers and history already loaded
Why did DCI rise 8.6% after beating EPS estimates in FY2025 Q4?What changed in DCI's guidance and outlook in FY2025 Q4?Give me the bull and bear case for DCI after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The latest analysis adds a maintained FY2026 outlook, the RPS Associates acquisition, a manufacturing-grade Purexa launch, and a projected 30% increase in connected machines. Compared with the prior quarter, emphasis shifted from a raised near-term outlook to execution against the FY2026 plan.
Guidance delta
Management maintained its outlook, targeting FY2026 sales of $3.8 billion, EPS of about $4, and a 16.4% operating margin.
Key takeaways
- Management highlighted record FY2025 revenue and operating margin, with aftermarket growth and connected services supporting profitability.
- New Purexa products, planned connected-machine growth, cost actions, and targeted M&A underpin the FY2026 outlook.
- The main open questions are cyclical agriculture demand, tariff-related margin pressure, and the path to bioprocessing profitability.
Management priorities
- Scale Purexa membrane chromatography for GMP customers
- Increase connected machines by over 30% in FY2026 and pursue life-sciences and industrial M&A
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$86.93Current
$63Low
$92.45Average
$123High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Sep 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Stifel | Hold | Hold | Maintain | Jun 4, 2026 |
| Jefferies | Buy | Buy | Maintain | Feb 3, 2026 |
| Stifel Nicolaus | Hold | Hold | Maintain | Sep 14, 2018 |
| Edward Jones | Buy | Hold | Upgrade | Mar 29, 2018 |
| Gabelli & Co. | Buy | Neutral | Upgrade | Mar 7, 2018 |
| CL King | Buy | Buy | Maintain | Jun 8, 2016 |
| Avondale Partners | Market Perform | Market Perform | Maintain | Mar 21, 2016 |
| SunTrust Robinson Humphrey | Neutral | Neutral | Maintain | Nov 3, 2015 |
| Bank of America | Underperform | Buy | Downgrade | Oct 29, 2013 |
| B of A Securities | Underperform | Buy | Downgrade | Oct 29, 2013 |
| BMO Capital | Underperform | Market Perform | Downgrade | Jul 31, 2013 |
| Oppenheimer | Perform | Perform | Maintain | Oct 19, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $86.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $95 | $87.78 | +9.3% | Sep 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $95 | $91.55 | +9.3% | Aug 28, 2026 |
| Robert W. Baird | Analyst unavailable | $105 | $93.97 | +20.8% | Aug 19, 2026 |
| Stifel Nicolaus | Analyst unavailable | $91 | $85.24 | +4.7% | Jun 4, 2026 |
| Wells Fargo | Analyst unavailable | $91 | $85.24 | +4.7% | Jun 4, 2026 |
| Morgan Stanley | Angel Castillo | $91 | $88.95 | +4.7% | Mar 9, 2026 |
| UBS | Analyst unavailable | $96 | $106.96 | +10.4% | Feb 24, 2026 |
| Jefferies | Analyst unavailable | $123 | $101.13 | +41.5% | Feb 2, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $101.77 | +26.5% | Feb 2, 2026 |
| Jefferies | Analyst unavailable | $120 | $93.02 | +38.0% | Jan 9, 2026 |
| Robert W. Baird | Analyst unavailable | $100 | $94.16 | +15.0% | Dec 5, 2025 |
| Stifel Nicolaus | Adam Farley | $96 | $94.16 | +10.4% | Dec 5, 2025 |
| Robert W. Baird | Analyst unavailable | $96 | $88.16 | +10.4% | Dec 3, 2025 |
| Morgan Stanley | Analyst unavailable | $84 | $88.53 | -3.4% | Nov 24, 2025 |
| Stifel Nicolaus | Adam Farley | $90 | $87.68 | +3.5% | Nov 24, 2025 |
| Robert W. Baird | Analyst unavailable | $85 | $79.67 | -2.2% | Aug 29, 2025 |
| Stifel Nicolaus | Analyst unavailable | $84 | $80.12 | -3.4% | Aug 28, 2025 |
| Stifel Nicolaus | Nathan Jones | $63 | $63.4 | -27.5% | Apr 14, 2025 |
| Robert W. Baird | Richard Eastman | $81 | $77.74 | -6.8% | Dec 2, 2024 |
| Jefferies | Laurence Alexander | $81 | $72.59 | -6.8% | Jun 4, 2024 |
| Robert W. Baird | Richard Eastman | $79 | $73.68 | -9.1% | Jun 3, 2024 |
| Morgan Stanley | Angel Castillo | $62 | $72.46 | -28.7% | Apr 15, 2024 |
| Robert W. Baird | Richard Eastman | $80 | $74.17 | -8.0% | Apr 11, 2024 |
| Morgan Stanley | Analyst unavailable | $66 | $60.75 | -24.1% | Dec 1, 2022 |
| Stifel Nicolaus | Nathan Jones | $51 | $48.71 | -41.3% | Jul 18, 2022 |
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Start freeCompany context
Snapshot as of publicationDonaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid filtration needs, comprehensive air filtration systems, and specialized liquid filtration systems designed for fuel, lubrication, and hydraulic applications. This segment also offers exhaust and emissions control technologies, alongside a suite of sensors, indicators, and monitoring systems. Its clientele primarily consists of Original Equipment Manufacturers (OEMs) within the construction, mining, agriculture, aerospace, defense, and transportation industries.…
Historical context
All DCI earningsIndustrials peers this season
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Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-11T07:20:41.402662+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T07:20:41.399919+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-11. For educational purposes only; not investment advice.