$DCI

DONALDSON Co INC

5
4
1

No SEC Form 4 filings for $DCI in the last 30 days.

See all $DCI insider activity →
Low

Donaldson (NYSE: DCI) CFO exercises options, covers costs with stock

Donaldson (DCI) CFO Bradley J. Pogalz exercised 3,000 stock options at $42.72 per share, receiving 3,000 shares. He delivered 2,129 shares to cover costs, resulting in a net gain of 871 shares. He also holds indirect shares in a Benefit Plan Trust.

DCI Q2 Deep Dive: Acquisition Momentum, Segment Growth, and Margin Expansion Shape Outlook

Donaldson (DCI) reported Q2 CY2026 revenue of $1.06B, up 8% YoY, beating estimates. EPS was $1.10, slightly missing expectations. Adjusted EBITDA was $223.5M, a 6.8% beat. Guidance for FY2027 EPS midpoint is $4.30, a 1.9% miss. Operating margin improved to 16.7%. Growth was driven by acquisitions, operational efficiency, and strong demand in key segments.

DCI sentiment & insider activity

Over the past 7 days, alphai's AI scored 10 news stories mentioning DCI (DONALDSON Co INC). Coverage has skewed bullish: 5 bullish, 4 neutral, and 1 bearish.

Recent DCI coverage spans earnings and financial news.

What's driving DCI

alphai scores every news story that mentions DCI with an AI model for sentiment and relevance, and aggregates insider trades from DONALDSON Co INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DCI

Score
$DCIMedAI 8/10

Donaldson Co Inc (DCI) (Q4 2026) Earnings Call Highlights: Record Sales and EPS Fuel

Donaldson Co Inc (DCI) reported record fiscal 2026 results with sales of $3.9B, EPS of $3.98, and 16% operating margin. Q4 sales exceeded $1B, with adjusted EPS up 12% YoY. Strong aftermarket growth in Mobile Solutions and Facet acquisition performing as expected. Fiscal 2027 guidance projects $4.1B+ sales, 16.9% margin, and $4.30 EPS. Challenges include Mexico facility inefficiencies and supply chain constraints in Aerospace and Defense.

$DCIMedAI 8/10

Donaldson Company, Inc. Q4 2026 Earnings Call Summary

Donaldson Company reported record 2026 sales of $3.9B, driven by acquisitions and segment growth. It forecasts 2027 sales of $4.1B and operating margins of 16.6-17.2%. The Facet acquisition is expected to be $0.12 dilutive to EPS. Management expects operational recovery in H2 2027.

$DCIMed

Why is Donaldson Company stock gaining today?

Donaldson Company (DCI) stock rose 0.5% in pre-market trading ahead of its Q4 2026 earnings release. Analysts expect $1.13 EPS on $1.04B revenue, up 9.7% YoY. Baird raised its price target to $105, citing a buying opportunity and improving cyclical indicators. The company's history of meeting expectations and recent acquisition of Filtration Group's Facet Filtration business have also drawn investor interest.

$DCIHighAI 8/10

DONALDSON Co INC (DCI): Results of Operations and Financial Condition

DONALDSON Co INC (DCI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings Fiscal 2027 Guidance Projects All-Time High Sales and EPS; Operating Margin Expansion Fourth Quarter Fiscal 2026 Highlights (All comparisons against the fourth quarter fiscal 2025 unless ot

Donaldson Gears Up to Report Q4 Earnings: What's in the Cards?

Donaldson Company (DCI) is set to report Q4 2026 earnings on Aug 26. Analysts expect $1.04B revenue (6.4% YoY growth) and $1.12 EPS (8.7% YoY growth). Segments like Mobile Solutions and Industrial Solutions are projected to drive growth, but rising costs may impact margins. DCI's Earnings ESP is 0.00%, with a Zacks Rank of 3.

$DCIMed

Indonesian Stocks Near Bull Market as DCI Indonesia Profit Jumps 19%

Indonesia’s Jakarta Composite Index rebounded about 20% from its early-June low, after Bank Indonesia raised rates, MSCI delayed a market-status review, and S&P Global affirmed the sovereign rating. DCI Indonesia reported first-half net profit up 18.7% to Rp732.53B and revenue up 33.2% to Rp1.77T, driven by colocation.

Related tickers