
Donaldson (DCI) Stock Forecast & Price Target
Donaldson (DCI) Analyst Ratings
Bulls say
Donaldson's revenue reached approximately $3.7 billion in fiscal 2025, highlighting its strong market presence and operational performance. The company's aftermarket sales have significantly improved, increasing from around 35% to 50% of total revenue, which has positively impacted margins. Additionally, the notable 2.3% year-over-year growth in sales during the most recent quarter, driven primarily by the aftermarket and off-road segments, suggests a robust demand environment and favorable sales dynamics moving forward.
Bears say
Donaldson's fiscal 2025 performance reflects significant challenges, particularly with a 20% decline in on-road revenue attributed to lower global truck production. Additionally, the company's presence in cyclical markets suggests that it is vulnerable to ongoing fluctuations in revenues and operating results driven by economic conditions. Despite some cost control measures and a potential boost to gross margins from the absence of certain charges in fiscal 2026, the mid single-digit margins in the Life Sciences segment indicate limited profitability improvement potential.
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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