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Donaldson Company, Inc.

DCI Industrials Pollution Control Equipment
$84.79
▼ -4.3% Today
as of Oct 23, 16:48 ET
Last 30 days -3.57% Sep 14 → Oct 23
$84.36 $85.91 $87.45 $88.99 $90.54 Sep 14 Sep 22 Sep 30 Oct 07 Oct 15 Oct 23
Open
$85.38
High
$86.04
Low
$84.45
Volume
$595,936
Avg Vol
$710,614
Mkt Cap
$10.5B
P/E (TTM)
27.24
Beta
—
52w High
$112.84
52w Low
$79.61
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 25 items

Oct 20 · 14:00 PR Business Wire
Donaldson Appoints Jeff Stierman President of Industrial Solutions
Oct 19 · 19:12 StockStory
Gas and Liquid Handling Stocks Q2 In Review: Donaldson (NYSE:DCI) Vs Peers
Oct 19 · 12:00 Zacks
Zacks Industry Outlook Highlights Donaldson, CECO Environmental, Fuel Tech and LiqTech International
▸ Show all 25 press releases & news Free account →

DCI earnings at a glance

The options market is pricing a move of about ±7.0% after the report, a range of roughly $78.86 to $90.72 from today's $84.79. Over its last 1 reports the stock rose the next day 1 time and fell 0, moving ±0.2% on average; after the most recent report on Jun 3, 2025 it moved +0.2%. That means options currently expect more movement than DCI has typically delivered. DCI beat the consensus EPS estimate in 2 of its last 2 reported quarters. Implied volatility is currently 59%. The share price of $84.79 sits near its 52-week low.

More Industrials stocks · All stocks · Earnings calendar

Overview

52-week range
$80
$113
16% of range
Avg surprise (last 2)
+2.6%
Avg reaction (last 1)
+0.2%
100% positive
Latest IV / EM
59%
EM ±7.0% · $85 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.48$0.62$0.76$0.89$1.03 Actual $0.76Actual $0.75Actual $0.81Actual $0.92Actual $0.81Actual $0.79Actual $0.48Actual $0.99Est $0.95Actual $1.03Est $1.02Actual $0.97Actual $0.78Actual $1.00 AprOctJanAprOctJanAprApr/2025Jul/2025OctJanApr
Revenue vs Net Income Revenue Net income
$0$261M$522M$784M$1.0B Oct 24Jan 25Apr 25Oct 25Jan 26Apr 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Apr 30, 2026Apr 2026 $1.00 — — — — financials
Sat Jan 31, 2026Jan 2026 $0.78 — — — — financials
Fri Oct 31, 2025Oct 2025 $0.97 — — — — financials
Wed Aug 27, 2025Jul/2025 $1.03 $1.02 +1.0% — — earnings
Tue Jun 3, 2025Apr/2025 $0.99 $0.95 +4.2% — +0.2% earnings
Wed Apr 30, 2025Apr 2025 $0.48 — — — — financials
Fri Jan 31, 2025Jan 2025 $0.79 — — — — financials
Thu Oct 31, 2024Oct 2024 $0.81 — — — — financials
Tue Apr 30, 2024Apr 2024 $0.92 — — — — financials
Wed Jan 31, 2024Jan 2024 $0.81 — — — — financials
Tue Oct 31, 2023Oct 2023 $0.75 — — — — financials
Sun Apr 30, 2023Apr 2023 $0.76 — — — — financials
Tue Jan 31, 2023Jan 2023 $0.70 — — — — financials
Mon Oct 31, 2022Oct 2022 $0.70 — — — — financials

Financials

Income statement (quarterly)

MetricApr 2026Jan 2026Oct 2025Jul 2025Apr 2025Jan 2025Oct 2024Jul 2024
Revenue$995M$896M$935M—$940M$870M$900M—
Cost of revenue$662M$596M$607M—$618M$564M$580M—
Gross profit$333M$300M$329M—$322M$306M$320M—
Operating income$155M$119M$149M—$87M$126M$131M—
Net income$118M$92M$114M—$58M$96M$99M—
EPS (diluted)$1.00$0.78$0.97—$0.48$0.79$0.81—

Balance sheet (quarterly)

MetricApr 2026Jan 2026Oct 2025Jul 2025Apr 2025Jan 2025Oct 2024Jul 2024
Cash & equivalents$204M$194M$211M$180M$178M$189M$221M$233M
Inventory$536M$556M$533M$514M$529M$541M$520M$477M
Total current assets$1.57B$1.53B$1.51B$1.46B$1.48B$1.42B$1.48B$1.44B
Total assets$3.09B$3.06B$3.03B$2.98B$3.00B$2.96B$3.04B$2.91B
Long-term debt————————
Total liabilities$1.39B$1.49B$1.51B$1.52B$1.53B$1.42B$1.50B$1.43B
Total equity$1.70B$1.58B$1.52B$1.45B$1.46B$1.54B$1.54B$1.49B

Implied volatility — last 90 days

21%49%76%104%132% Jun 06 — IV 45% · EM ±8.1%Jun 07 — IV 69% · EM ±9.6%Jun 08 — IV 33% · EM ±4.3%Jun 09 — IV 33% · EM ±4.1%Jun 10 — IV 34% · EM ±4.0%Jun 11 — IV 30% · EM ±3.3%Jun 12 — IV 46% · EM ±4.7%Jun 15 — IV 43% · EM ±3.1%Jun 16 — IV 50% · EM ±2.9%Jun 19 — IV 28% · EM ±6.1%Jun 22 — IV 26% · EM ±5.5%Jun 23 — IV 22% · EM ±4.5%Jun 24 — IV 28% · EM ±5.6%Jun 25 — IV 31% · EM ±6.1%Jun 26 — IV 27% · EM ±5.1%Jun 29 — IV 33% · EM ±5.9%Jun 30 — IV 28% · EM ±4.8%Jul 01 — IV 29% · EM ±4.8%Jul 02 — IV 30% · EM ±4.8%Jul 03 — IV 31% · EM ±4.8%Jul 06 — IV 33% · EM ±4.5%Jul 07 — IV 37% · EM ±4.8%Jul 08 — IV 57% · EM ±7.2%Jul 09 — IV 30% · EM ±3.6%Jul 10 — IV 29% · EM ±3.2%Jul 13 — IV 50% · EM ±4.1%Jul 14 — IV 51% · EM ±3.7%Jul 15 — IV 68% · EM ±4.0%Jul 16 — IV 95% · EM ±4.0%Jul 20 — IV 28% · EM ±6.5%Jul 21 — IV 28% · EM ±6.4%Jul 22 — IV 28% · EM ±6.5%Jul 23 — IV 31% · EM ±7.0%Jul 24 — IV 28% · EM ±6.1%Jul 27 — IV 30% · EM ±6.4%Jul 28 — IV 29% · EM ±6.0%Jul 29 — IV 35% · EM ±7.0%Jul 30 — IV 33% · EM ±6.4%Jul 31 — IV 29% · EM ±5.6%Aug 03 — IV 29% · EM ±5.1%Aug 04 — IV 30% · EM ±5.1%Aug 05 — IV 33% · EM ±5.5%Aug 06 — IV 26% · EM ±4.2%Aug 07 — IV 25% · EM ±3.9%Aug 10 — IV 27% · EM ±3.8%Aug 11 — IV 43% · EM ±5.7%Aug 12 — IV 25% · EM ±3.1%Aug 13 — IV 38% · EM ±4.5%Aug 14 — IV 32% · EM ±3.5%Aug 18 — IV 50% · EM ±3.6%Aug 19 — IV 82% · EM ±4.8%Aug 20 — IV 132% · EM ±5.5%Aug 24 — IV 40% · EM ±8.4%Aug 25 — IV 41% · EM ±8.3%Aug 26 — IV 28% · EM ±5.6%Aug 27 — IV 32% · EM ±6.3%Aug 28 — IV 27% · EM ±5.1%Aug 31 — IV 26% · EM ±4.6%Sep 01 — IV 26% · EM ±4.4%Sep 02 — IV 21% · EM ±3.6%Sep 03 — IV 24% · EM ±3.9%Sep 04 — IV 28% · EM ±4.3%Sep 07 — IV 31% · EM ±4.3%Sep 08 — IV 39% · EM ±5.2%Sep 09 — IV 26% · EM ±3.2%Sep 10 — IV 40% · EM ±4.7%Sep 11 — IV 42% · EM ±4.7%Sep 14 — IV 33% · EM ±2.8%Sep 15 — IV 85% · EM ±6.1%Sep 16 — IV 44% · EM ±2.6%Sep 17 — IV 79% · EM ±3.3%Sep 21 — IV 28% · EM ±5.8%Sep 22 — IV 24% · EM ±4.9%Sep 23 — IV 27% · EM ±5.5%Sep 24 — IV 27% · EM ±5.3%Sep 25 — IV 33% · EM ±6.3%Sep 28 — IV 34% · EM ±6.0%Sep 29 — IV 45% · EM ±7.7%Sep 30 — IV 45% · EM ±7.5%Oct 01 — IV 40% · EM ±6.5%Oct 02 — IV 31% · EM ±4.8%Oct 06 — IV 28% · EM ±3.7%Oct 07 — IV 59% · EM ±7.4%Oct 08 — IV 59% · EM ±7.0%

Sector peers

AVTR
Avantor, Inc.
$10.4B $17.29+0.2%
KNX
Knight Transportation, Inc.
$10.4B $61.21-3.1%
PSKY
Paramount Skydance Corporation
$10.7B $9.780.0%
CGNX
Cognex Corporation
$10.3B $55.55-4.3%
GTLS
Chart Industries, Inc.
$10.0B $209.900.0%
LI
Li Auto Inc.
$11.0B $11.39-1.0%

DCI earnings FAQ

What is DCI's expected move for earnings?

Options currently price a move of about ±7.0%, or $5.93 per share either way from $84.79.

How does DCI stock usually react to earnings?

Across the last 1 reports the average next-day move was ±0.2%, up 1 times and down 0 times.

What is DCI's implied volatility?

DCI's at-the-money implied volatility is about 59% based on the latest options snapshot.

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