
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson has demonstrated a robust financial performance, with approximately $3.7 billion in revenue recorded in fiscal 2025, reflecting the strength of its diverse product offerings and market presence. The company has successfully increased its aftermarket sales from around 35% to 50% of total revenue, contributing positively to its margins and market share expansion. Notably, segments such as Life Sciences and Food & Beverage have shown significant growth, with Life Sciences reporting a 13.1% sales increase and Food & Beverage exceeding 20% growth, highlighting strong demand and favorable market conditions across key sectors.
Bears say
Donaldson's financial outlook presents several concerns, primarily due to projected flat sales in its Aerospace and Defense segment for fiscal 2026, following record levels in fiscal 2025. Additionally, a significant decline in on-road revenue by 20% in the fourth quarter of 2025, alongside ongoing capex headwinds in key mobile end markets, suggests ongoing challenges in revenue stability. Lastly, the company has faced gross margin pressure during the post-COVID inflationary period, contributing to a multiple compression in its shares over the past five years, indicating potential long-term profitability concerns.
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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