
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson's diverse business segments and focus on connected solutions have contributed to a favorable outlook, as evidenced by the increase in aftermarket sales from approximately 35% to 50% of total revenue, enhancing the company’s margins. The company generated around $3.7 billion in revenue for fiscal 2025, showing growth driven primarily by strength in the aftermarket and off-road sectors, even amidst challenges in other areas. Additionally, industrial and life sciences sales trends, with expected mid-single-digit growth, further bolster the company's positive financial trajectory.
Bears say
Donaldson's stock outlook appears negative primarily due to a significant 20% decline in on-road revenue as a result of decreased global truck production, indicating vulnerability in its mobile solutions segment. The company's financial performance has also faced pressure from gross margin compression, exacerbated by the post-COVID inflationary environment and ongoing capex headwinds in key markets such as transportation, construction, mining, and agriculture. Additionally, the life sciences segment continues to struggle with low margins in the mid-single digits, raising concerns about overall profitability and sustainability amid prevailing macroeconomic uncertainties.
This aggregate rating is based on analysts' research of Donaldson and is not a guaranteed prediction by Public.com or investment advice.
Donaldson (DCI) Analyst Forecast & Price Prediction
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