profit from every $100 of sales.
$0$100
Donaldson
$86.70-0.33% today
+0.1% in 1 year
1-year low $81.551-year high $110.57
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2021 to 2026.
0%20% a year
You pay $22.13 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Donaldson sold, what it kept, and what it did with the cash.
Sales went from $3.43 billion in 2023 to $3.89 billion in 2026, with $454 million of profit last year.
SalesProfit
Donaldson handed back 59% of the cash it generated last year.
Buybacks $111M$141M
Free cash flow 2026$426M
Bought back its own shares$111M
Paid as dividends$141M
Cash vs. debt$250M vs. $1.3B
Donaldson vs. similar companies
Donaldson grows in the middle of these 5 and is the cheapest for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Donaldson | 22.1× · Fair price | ||
 GE Vernova | 43.5× · Expensive | ||
 Schneider Electric S.E. | 34.4× · Expensive | ||
 Eaton | 33.6× · Expensive | ||
 Siemens Energy | 79.0× · Very expensive |
AI analysis
An AI analyst reads Donaldson's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| 2,854 | 3,307 | 3,431 | 3,586 | 3,691 | 3,886 | |
| 972 | 1,067 | 1,161 | 1,274 | 1,286 | 1,346 | |
| 385 | 444 | 480 | 544 | 495 | 600 | |
| 489 | 547 | 580 | 655 | 616 | 728 | |
| 287 | 333 | 359 | 414 | 367 | 454 | |
| 2.24 | 2.66 | 2.90 | 3.38 | 3.05 | 3.85 | |
| 34.0% | 32.3% | 33.8% | 35.5% | 34.8% | 34.6% | |
| 13.5% | 13.4% | 14.0% | 15.2% | 13.4% | 15.4% | |
| 10.1% | 10.1% | 10.5% | 11.5% | 9.9% | 11.7% |
Balance sheet
| In millions of USD | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Total assets | 2,400 | 2,600 | 2,771 | 2,914 | 2,977 | 3,987 |
| Cash | 223 | 193 | 187 | 233 | 180 | 250 |
| Total debt | 512 | 648 | 656 | 537 | 668 | 1,328 |
| Total liabilities | 1,263 | 1,467 | 1,450 | 1,425 | 1,524 | 2,222 |
| 1,137 | 1,133 | 1,321 | 1,489 | 1,454 | 1,764 | |
| 128 | 125 | 124 | 123 | 120 | 118 | |
| 18.9% | 20.1% | 19.5% | 21.7% | 19.2% | 15.9% | |
| 25.2% | 29.4% | 27.2% | 27.8% | 25.2% | 25.7% |
Cash flow
| In millions of USD | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| 402 | 253 | 545 | 493 | 419 | 494 | |
| 59 | 86 | 119 | 86 | 79 | 67 | |
| 343 | 167 | 426 | 407 | 340 | 426 | |
| Dividends paid | 107 | 110 | 114 | 123 | 132 | 141 |
| 142 | 171 | 142 | 163 | 332 | 111 | |
| 14 | 20 | 20 | 22 | 24 | 25 |
Valuation
- 22.1×
- 21.8×
- 1.93
- 5.8×
- 2.6×
- 23.6×
- 15.3×
- 4.2%
- 4.5%
- 1.4%
Profitability
- 34.6%
- 15.4%
- 11.7%
- 17.4%
- 16.3%
- 19.6%
- 28.1%
- 14.2%
- 23.5%
- 2.1%
Growth
- +6.4%
- +11.4%
- −16.5%
- +6.9%
- −1.6%
Financial health
- 1.5×
- 0.75
- 19.5%
- 17.3×
- 2.08
- 1.55
- 1.23
How it ranks in Industrials
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 13%of 978
Top 24%of 985
Bottom 48%of 866
Bottom 47%of 984
Top 44%of 987
What analysts expect
- Average price target
- $103.20
- Range
- $91.00 – $123.00
- 2 analysts
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Feb 26, 2026 | 0.83 | 0.90 | −7.8% |
| Dec 4, 2025 | 0.94 | 0.92 | +1.8% |
| Aug 27, 2025 | 1.03 | 1.02 | +1.0% |
| Jun 3, 2025 | 0.99 | 0.95 | +4.5% |
| Feb 27, 2025 | 0.83 | 0.85 | −2.4% |
| Dec 3, 2024 | 0.83 | 0.82 | +1.2% |
| Aug 28, 2024 | 0.94 | 0.89 | +5.6% |
| Jun 4, 2024 | 0.92 | 0.84 | +9.5% |
1.4%of the share price, paid each year
On $1,000 invested$14a year at today's yield, before tax
+6.9%2020 to 2025
Raised10 yearsin a row, in our data
Paid per share, each year
$0.68 in 2015 → $1.17 in 2025
How safe it looks
31.1% of its profit
Room to growStretchedMore than it earns: 33.1%
News
3 Reasons DCI is Risky and 1 Stock to Buy InsteadYahoo Finance · Sep 15, 2026The newest story we have is from Sep 15, 2026.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
4/7Passes 4 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
68Pass
Benjamin Graham
56No pass
Philip Fisher
66Pass
Peter Lynch
48No pass
Joel Greenblatt
39No pass
Charlie Munger
65Pass
Terry Smith
60Pass
Questions about Donaldson
Is Donaldson a good stock to buy?
A solid business at a fair price. 4 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Donaldson AI analysis
What does Donaldson do?
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. It is in Specialty Industrial Machinery, based in Bloomington, MN, United States, with 15,000 employees.
Does Donaldson pay a dividend?
Yes. At today's price the dividend is 1.4% a year, about 31% of its yearly profit. In 2026 it paid out $141 million in dividends.
Is Donaldson stock halal?
Yes. Donaldson passes our halal screen: its business is permitted and its debt is 13% of its market value, under the 30% limit. How we check
How has Donaldson stock done over the past year?
Up 0.1% over the past twelve months, to $86.70. It traded between $81.55 and $110.57 and is 21.6% below its high.
Who are Donaldson's competitors?
The largest listed companies in the same industry are GE Vernova, Schneider Electric S.E., Eaton and Siemens Energy. The peers table on this page compares their profit, growth and price with Donaldson's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.