
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson’s positive financial outlook is supported by a significant increase in its aftermarket sales, which rose from approximately 35% to 50% of total revenue, contributing to improved margins. The company's diverse end markets show resilience, with notable growth in the Life Sciences and Food & Beverage segments, achieving sales increases of 13.1% and over 20%, respectively. Additionally, Donaldson's overall revenue for fiscal 2025 reached approximately $3.7 billion, reflecting a robust performance amidst various market challenges and a strong demand for its filtration solutions.
Bears say
The analysis reveals a negative outlook for Donaldson's stock due to anticipated stagnation in Aerospace & Defense (A&D) sales, alongside a notable 20% decline in on-road revenue attributed to reduced global truck production in fiscal Q4 2025. Additionally, the company faces ongoing gross margin pressures, as evidenced by historical price reductions in its Mobile Solutions segment and persistent capital expenditure headwinds in key markets such as transportation, construction, mining, and agriculture. Furthermore, Donaldson's operations in cyclical industries indicate that revenue and operating results will likely continue to suffer from economic volatility, raising concerns about the overall stability of the company's financial performance.
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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