
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson has demonstrated strong revenue growth, achieving approximately $3.7 billion in fiscal 2025, with notable contributions from the aftermarket segment, which has increased its share of sales from around 35% to 50%. The company's connected solutions are enhancing customer value, supporting market share gains, and driving a higher capture rate of higher-margin aftermarket sales, particularly in the robust Aftermarket and Off-Road sectors. Overall, the growth outlook remains favorable, bolstered by a steady increase in industrial sales and anticipated strength in the independent channel as the company transitions towards a more diverse sales strategy.
Bears say
Donaldson's fiscal 2025 results indicate a concerning trend, particularly with a 20% decline in on-road revenue attributed to reduced global truck production, highlighting the company's vulnerability to cyclical market fluctuations. The Life Sciences segment continues to struggle with margins remaining in the mid-single digits, which may hinder overall profitability despite potential improvements in gross margins from the absence of specific charges in fiscal 2026. Additionally, the ongoing economic uncertainties suggest that Donaldson is likely to face further revenue and operating result volatility, casting a shadow over its financial outlook.
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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