
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson's revenue in fiscal 2025 reached approximately $3.7 billion, with a notable increase in aftermarket sales from ~35% to ~50% of total revenue, which positively influences overall margins. The company's sales for the fourth quarter increased by 2.3% year-over-year, primarily driven by strength in the aftermarket and off-road segments. The outlook for fiscal 2026 suggests continued growth in the OEM aftermarket channel, further supported by mid-single-digit increases in industrial and IFS sales, reinforcing Donaldson's position in the filtration market.
Bears say
Donaldson has reported a significant decline in on-road revenue, posting a 20% decrease in the fourth quarter of fiscal 2025, attributed to lower global truck production. The company faces ongoing challenges in its Life Sciences segment, which is generating margins in the mid single-digits, reflecting operational inefficiencies. Additionally, Donaldson's reliance on cyclical markets may lead to continued fluctuations in revenues and operating results, raising concerns about its financial stability and growth prospects 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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