Analyst Consensus ?
ConsensusHold14 ratings
Bullish535.7%
Neutral642.9%
Bearish321.4%
Donaldson Company, Inc. · DCI · FY2026 Q2 · Calendar Q1 2026
Donaldson Maintains Outlook as Facet Deal and Backlog Support Growth
Donaldson's operating outlook remains constructive but execution-dependent: resilient demand and backlogs support growth, while the Facet acquisition and footprint actions are intended to strengthen the trajectory. The main test is whether management can convert those initiatives into the expected margin improvement without a deeper slowdown in weaker areas.
Reported Before market openNYSEIndustrials
$10.17B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.83
Consensus $0.90
EPS surprise
-7.8%
Reported versus consensus
Reported revenue
$896.3M
Consensus $898.7M
Revenue surprise
-0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-11.7%
Event window
SPY move
-0.6%
Same window
Abnormal move
-11.2%
Stock minus SPY
Volume
3.4×
Versus trailing sessions
Subsequent drift
-8.1%
Up to 20 sessions
DCISPY benchmark
Ask FN2 about DCI FY2026 Q2
Transcript, numbers and history already loaded
Why did DCI fall 11.7% after missing EPS estimates in FY2026 Q2?What changed in DCI's guidance and outlook in FY2026 Q2?Give me the bull and bear case for DCI after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The company added the Facet acquisition as a significant strategic growth initiative and reported continued demand in Power Generation, Mobile Solutions, and Life Sciences. At the same time, footprint optimization created near-term gross-margin pressure, and Aerospace & Defense guidance was lowered because of project timing.
Guidance delta
Full-year guidance was maintained after being raised in the prior quarter; management continues to expect second-half margin improvement.
Key takeaways
- Record quarterly sales reflected demand across Mobile Solutions, Industrial Solutions, and Life Sciences.
- Management described the Facet acquisition as a major expansion into high-margin filtration markets.
- Near-term margin pressure from footprint optimization contrasts with expected second-half benefits.
- Power Generation, aftermarket demand, backlogs, and AI-related disk-drive demand remain key supports.
Management priorities
- Complete the Facet acquisition and integrate the business.
- Finish plant closures and realize footprint-optimization benefits.
- Ramp Mexico capacity for Power Generation.
- Continue product and technology investment while maintaining capital returns.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$89.31Current
$63Low
$92.45Average
$123High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 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 $89.31. 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 | +6.4% | Sep 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $95 | $91.55 | +6.4% | Aug 28, 2026 |
| Robert W. Baird | Analyst unavailable | $105 | $93.97 | +17.6% | Aug 19, 2026 |
| Stifel Nicolaus | Analyst unavailable | $91 | $85.24 | +1.9% | Jun 4, 2026 |
| Wells Fargo | Analyst unavailable | $91 | $85.24 | +1.9% | Jun 4, 2026 |
| Morgan Stanley | Angel Castillo | $91 | $88.95 | +1.9% | Mar 9, 2026 |
| UBS | Analyst unavailable | $96 | $106.96 | +7.5% | Feb 24, 2026 |
| Jefferies | Analyst unavailable | $123 | $101.13 | +37.7% | Feb 2, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $101.77 | +23.2% | Feb 2, 2026 |
| Jefferies | Analyst unavailable | $120 | $93.02 | +34.4% | Jan 9, 2026 |
| Robert W. Baird | Analyst unavailable | $100 | $94.16 | +12.0% | Dec 5, 2025 |
| Stifel Nicolaus | Adam Farley | $96 | $94.16 | +7.5% | Dec 5, 2025 |
| Robert W. Baird | Analyst unavailable | $96 | $88.16 | +7.5% | Dec 3, 2025 |
| Morgan Stanley | Analyst unavailable | $84 | $88.53 | -5.9% | Nov 24, 2025 |
| Stifel Nicolaus | Adam Farley | $90 | $87.68 | +0.8% | Nov 24, 2025 |
| Robert W. Baird | Analyst unavailable | $85 | $79.67 | -4.8% | Aug 29, 2025 |
| Stifel Nicolaus | Analyst unavailable | $84 | $80.12 | -5.9% | Aug 28, 2025 |
| Stifel Nicolaus | Nathan Jones | $63 | $63.4 | -29.5% | Apr 14, 2025 |
| Robert W. Baird | Richard Eastman | $81 | $77.74 | -9.3% | Dec 2, 2024 |
| Jefferies | Laurence Alexander | $81 | $72.59 | -9.3% | Jun 4, 2024 |
| Robert W. Baird | Richard Eastman | $79 | $73.68 | -11.5% | Jun 3, 2024 |
| Morgan Stanley | Angel Castillo | $62 | $72.46 | -30.6% | Apr 15, 2024 |
| Robert W. Baird | Richard Eastman | $80 | $74.17 | -10.4% | Apr 11, 2024 |
| Morgan Stanley | Analyst unavailable | $66 | $60.75 | -26.1% | Dec 1, 2022 |
| Stifel Nicolaus | Nathan Jones | $51 | $48.71 | -42.9% | Jul 18, 2022 |
Track every rating change on DCI the moment it posts. Free to start.
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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Get the DCI recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-02T13:16:09.169095+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T13:16:09.166030+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 2026-10-02. For educational purposes only; not investment advice.