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DCI

DonaldsonB
NYSE / Capital Goods
Last Price
At close
2026-07-18
View Chart
Current thesis
The bull case is supported by record Q3 sales, adjusted EPS growth, all-time high adjusted operating margin, backlog strength, and better Life Sciences guidance. The company also maintained a record adjusted EPS framework despite Facet dilution, which supports the deterministic positive prior.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.4.
What can break
Adjusted operating margin guidance of 15.8% to 16.2% is below the prior 16.0% to 16.4% range, reflecting gross margin headwinds and integration effects.
Momentum
66
Value
56
Sentiment
54
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $100.00 · Bull $108.00 · Bear $76.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-05 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $100.00
Why
Momentum66 · Δ7d -5.6
Value56 · Δ7d -0.4
Sentiment54 · Δ7d -4.7
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
66
26% active weight
Current posture
7d trendSoftening
Δ7d
-5.6
Δ21d
+22.2
Value
56
39% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
-1.2
Sentiment
54
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.7
Δ21d
-3.3
Why this grade

Composite grade B. Momentum 65.9 / Value 56.1 / Sentiment 53.6

Fundamentals (TTM)
As of 2026-07-17
Market Cap
$10.48B
Beta
1.01
Shares Out
115.91M
P/E (TTM)
28.4
P/S (TTM)
2.82
P/FCF (TTM)
39.04
Rev YoY
+5.9%
EPS YoY
+108.1%
Gross Margin
+34.3%
Op Margin
+13.8%
Net Debt
$549.8M
Current Ratio
2.35
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology