
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson has displayed a robust financial performance with approximately $3.7 billion in revenue for fiscal 2025, bolstered by a significant increase in the aftermarket segment, which rose from around 35% to 50% of total sales, enhancing overall profit margins. Notably, the company has observed strong sales growth across several divisions, including a 13.1% increase in Life Sciences and over 20% growth in Food & Beverage, indicative of favorable market conditions and effective share gains. Furthermore, Donaldson's guidance for fiscal 2026 suggests continued revenue expansion across its key segments, highlighting positive momentum within both the Industrial Solutions and Life Sciences segments.
Bears say
Donaldson's financial outlook is negatively impacted by projections of flat sales in the Aerospace and Defense (A&D) segment for fiscal 2026, following a period of record performance in fiscal 2025. Furthermore, a 20% decline in on-road revenue in the fourth quarter of fiscal 2025, attributed to lower global truck production, raises concerns about demand stability in key markets. The company also faces persistent gross margin pressure from inflationary impacts and cyclical market fluctuations, which are likely to impair revenue and operating results moving forward.
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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