Donaldson Company, Inc.
Donaldson Company, Inc. (DCI) is a US-based manufacturer of filtration systems and replacement parts used across transportation, industrial processes, and engine applications. With a market capitalisation around $9.7 billion, Donaldson sells air, liquid and gas filtration products to OEMs and the aftermarket, making revenue partly resilient through recurring filter replacement demand. Investors should note key drivers: industrial production and transportation activity, regulatory trends on emissions and air quality, and aftermarket share gains. Risks include cyclical end markets, raw‑material and supply‑chain pressures, and competition from peers or lower‑cost suppliers. The business mixes engineering-led product development with global manufacturing and distribution, which can support steady cash flows but also exposes the firm to foreign‑exchange and macroeconomic swings. This summary is for general education only and not personal advice; values can rise or fall and past performance does not guarantee future returns.
Stock Performance Snapshot
Analyst Rating
Analysts suggest holding Donaldson's stock, with a target price indicating potential decline.
Financial Health
Donaldson Company, Inc. is performing well with solid revenue, profitability, and cash generation.
Dividend
Donaldson's dividend yield of 1.37% is relatively low, making it less attractive for dividend-focused investors. If you invested $1000 you would be paid $11.10 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Steady Aftermarket Demand
Recurring replacement filters provide a base of repeat revenue, which can cushion cycles, though overall performance still depends on industrial and transport activity.
Global Manufacturing Reach
A broad manufacturing and sales footprint helps access diverse markets, but brings currency and supply‑chain exposure that investors should monitor.
Product Innovation Focus
Engineering and product development can unlock new applications and margins, yet R&D investment and competitive pressure may affect near‑term profitability.
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