Donaldson Company (DCI) 82.62 +6.99 (+9.24%)
The Company is a global manufacturer of filtration systems and replacement parts. Products are manufactured and sold around the world. Products are sold to original equipment manufacturers, distributors, dealers and directly to end users. The Company's operating segments are Engine Products and Industrial Products. The Engine Products segment consists of replacement filters for air and liquid filtration applications, air filtration systems, liquid filtration systems for fuel, lube and hydraulic applications, exhaust and emissions systems and sensors, indicators and monitoring systems. The Industrial Products segment consists of dust, fume and mist collectors, compressed air purification systems, gas and liquid filtration for food, beverage and industrial processes, air filtration systems for gas turbines, polytetrafluoroethylene membrane-based products and specialized air and gas filtration systems. 20.99 PE; 1.5% div; low Debt/Equity 0.44x; Stock at an ALL Time High too
Way to go Lance! Nice catch. I missed this one; Stock hit a low of $58/share in 4/2025 +41% but was as low as $48 6/2022.
The company recently reported its fiscal fourth-quarter and full-year 2025 earnings. Key highlights from the report include:
- Q4 2025 Earnings:
- Adjusted EPS (Earnings Per Share): $1.03, which beat analyst estimates of $1.02.
- Revenue: $981 million, exceeding the consensus estimate of $951.57 million. This represents a 5% increase year-over-year.
- Full-Year 2025 Performance:
- Sales: Reached a record high of $3.7 billion.
- Operating Margin: A record 15.7%.
- Adjusted EPS: $3.68, up from $3.42 in fiscal 2024.
- Fiscal 2026 Outlook:
- Donaldson projects total sales to be approximately $3.8 billion.
- The company expects EPS to grow to $4.00.
- They are targeting a record operating margin of 16.4%.
|
