DCI

Looking back on gas and liquid handling stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Donaldson (NYSE:DCI) and its peers.

Donaldson Company has delivered a 60.9% total return over the past five years, which raises a simple question for anyone looking at the stock today.

In the past quarter, Donaldson Company reported fiscal 2026 fourth-quarter adjusted earnings and revenue that exceeded analyst estimates, helped by higher volumes, stronger pricing, and a favorable product mix.

Donaldson (DCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Donaldson (DCI) has gained 9.1% over the past twelve months and still trades about 20% below its 52-week high.

Donaldson currently trades at $87.94 per share and has shown little upside over the past six months, posting a middling return of 2.9%. The stock also fell short of the S&P 500’s 14.2% gain during that period.

On August 26, Donaldson Company (NYSE:DCI) reported the first $1 billion quarter in its history, an 8% jump that capped a record fiscal year with $3.9 billion in total sales.

Donaldson Company stock has delivered a 56.2% gain over the past three years, yet both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiple checks currently point to the shares trading at a premium, with the intrinsic value estimate sitting about 14.6% below the recent market price of US$95.24.

Filtration equipment manufacturer Donaldson (NYSE:DCI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 8% year on year to $1.06 billion. Its GAAP profit of $1.10 per share was 1.8% below analysts’ consensus estimates.