
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 rose from approximately 35% to 50% of total revenue, positively impacting overall margins. The company's revenue for fiscal 2025 reached around $3.7 billion, with key segments such as Life Sciences displaying robust growth of 13.1%, while its legacy Food & Beverage and Disk Drive businesses saw over 20% sales growth due to market share gains. Additionally, stable performance in Industrial Solutions, along with ongoing strength in core markets like Power Generation and dust collection, reinforces the company's strong positioning and future growth potential across its diverse segments.
Bears say
Donaldson's stock outlook is negatively impacted by projected stagnation in A&D sales for fiscal 2026, which follows record levels in the previous fiscal year, indicating potential challenges in sustaining revenue growth. Additionally, the company experienced a significant 20% decrease in on-road revenue in the fourth quarter of fiscal 2025 due to declining global truck production, reflecting underlying demand weakness in key segments. Lastly, ongoing macroeconomic uncertainties are expected to contribute to persistent capital expenditure headwinds in Donaldson’s primary mobile end markets, exacerbating the volatility in revenues and operating results typical of cyclical industries.
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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