DCI

DonaldsonA

NYSE / Capital Goods

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$117.00

Analysis reference price unavailable

Analysis 2026-09-08 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$104.75

Analysis reference price unavailable

Analysis 2026-09-08 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$82.00

Analysis reference price unavailable

Analysis 2026-09-08 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-08

AI commentary

News tone is positive after the record earnings release and FY2027 guide, but the initial enthusiasm is partly offset by higher financing costs, dilution, and execution risks. Social, options, short-interest, employee, and formal analyst-revision data are unavailable or insufficient in the packet; the social field is therefore not decision-useful.

RankAlpha Sentiment Codex - 2026-09-08

Open full AI memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-08-26eventRecord FY2026 results and FY2027 guidanceMedium impact

Donaldson reported record fourth-quarter sales of $1.0588 billion, adjusted EPS of $1.15, and FY2027 guidance for 5.5%-9.5% sales growth and $4.22-$4.38 EPS, including $0.12 of Facet dilution. The release was furnished in the August 26 8-K. [#IR-2026-08-26] [#SEC-8K-2026-08-26]

2027-01-31catalystFacet dilution, higher interest expense, and operational inefficienciesMedium impact

FY2027 interest expense is projected at $55-$60 million versus $36 million in FY2026, while Facet is expected to dilute EPS by approximately $0.12. Power-generation production inefficiencies and supply-chain constraints remain near-term execution risks. [#IR-2026-08-26]

2027-07-31catalystExecution of FY2027 segment growth and margin planHigh impact

Management expects Industrial Solutions growth in the mid-teens, Life Sciences growth of 7%-11%, Mobile Solutions growth of 2%-6%, and operating margin of 16.6%-17.2%. Delivery would support continued earnings compounding, but the forecast remains execution-dependent. [#IR-2026-08-26]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-08 • Updated nightlySource: Internal modelMethodology