DONALDSON Co INC(DCI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #617 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DCI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for DONALDSON Co INC (DCI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DCI at 64.7/100 on a 32-signal composite quality model, placing it at rank #617 of 2,879 stocks — the top 25% of the AI-ranked universe. DCI scores in the top quartile across balance sheet strength (91.0), institutional flow (79.5). Areas of concern include earnings quality (36.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), DONALDSON Co INC reports quarterly revenue of $995.1M, net income of $118.1M, an operating margin of 15.6%. DCI trades on the NYSE exchange and files with the SEC under CIK 29644. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DCI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DONALDSON Co INC directly from SEC EDGAR. DONALDSON Co INC's 13F Pro composite quality score has ranged between 8 and 68 since 2021, currently 64.7 — an improving long-term trajectory across 40 quarterly and live scoring snapshots.
Revenue
Q3 2026
$995.1M
Net Income
Q3 2026
$118.1M
Free Cash Flow
Q3 2026
$112.1M
Operating Margin
Q3 2026
15.6%
D/E Ratio
Q3 2026
0.36
AI Insight: DCI Financial Trends
Revenue stabilized above $890M while operating income recovered to $155M in Q2 2026, but operating cash flow remains volatile and leverage has drifted higher.
• Operating income recovered to $155M in Q2 2026, matching Q3 2025 peak, after dipping to $87M in Q2 2025.
• Revenue averaged $936M over last four quarters (Q3 2025–Q2 2026), down 2–4% from $935M–$981M in prior-year comparable period.
• Operating cash flow rebounded to $135M in Q2 2026 from $33M in Q1 2026, but remains below $168M high in Q3 2025.
⚠ Total debt climbed to $681M–$722M in mid-2025, then fell to $608M in Q2 2026; equity spiked to $1,695M—elevated leverage warrants monitoring.
⚠ Net income swung from $58M (Q2 2025) to $118M (Q2 2026), signaling earnings volatility despite margin stabilization.
AI Insight: DCI Ratio Trends
Q2 2026 shows strong recovery in margins and returns after Q1 weakness, but ROIC remains below prior-year peaks.
• OpMargin rebounded to 15.6% in Q2 2026 from 13.2% in Q1 2026; NPM improved to 11.9% from 10.3%.
• ROE and ROA both strengthened in Q2 2026 (27.9% and 15.3% respectively) after Q1 dip.
• D/E improved to 0.36 in Q2 2026, lowest since Q3 2024, signaling deleveraging progress.
⚠ ROIC of 27.0% in Q2 2026 trails Q4 2025 peak (29.3%) and Q3 2024 (29.3%); still below historical highs.
⚠ Q2 2025 saw dramatic operational collapse: OpMargin fell to 9.3%, NPM to 6.2%. Ensure 2026 sustainability.
Get alerted when DCI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for DONALDSON Co INC including:
More Industrials Companies
View all Industrials →Put DCI on your watchlist
Track score changes the day DONALDSON Co INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is DCI a good stock to buy?
13F Pro's AI-powered analysis of DONALDSON Co INC (DCI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DCI are available on the DCI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DCI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DCI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DONALDSON Co INC's investment landscape.