
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson's positive outlook is supported by a significant increase in its aftermarket sales, which have risen from approximately 35% to 50% of total revenue, enhancing overall margins. The company reported a fiscal 2025 revenue of around $3.7 billion, with strong growth in key segments such as Life Sciences, which experienced a notable year-over-year increase of 13.1%, and Food & Beverage, which achieved over 20% sales growth due to market share gains. Additionally, the projected revenue growth for fiscal 2026 across various segments, including Industrial Solutions and IFS, indicates sustained demand and operational strength moving forward.
Bears say
Donaldson's outlook appears negative due to anticipated flat sales in the Aerospace and Defense sector for fiscal 2026, following record levels in fiscal 2025, alongside a reported 20% decline in on-road revenue attributed to lower global truck production. The company faces persistent gross margin pressure, impacted by the post-COVID inflationary period and price reductions typical in its original equipment business within Mobile Solutions, which adds to concerns over the cyclical nature of its target markets. Additionally, macroeconomic uncertainty is expected to exert continued capital expenditure headwinds in major end markets, including transportation, construction, mining, and agriculture, potentially leading to further fluctuations in revenues and operating results.
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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