B+
Bull case
28%
Probability
Target price
$108.00
+19.5% vs current
DCI
DonaldsonBNYSE / Capital Goods
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
52%
Probability
Target price
$100.00
+10.6% vs current
B-
Bear case
20%
Probability
Target price
$76.00
-15.9% vs current
AI sentiment snapshot
Latest data as of 2026-06-05
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+53.6
Score
AI commentary
The company-source earnings evidence is concrete and generally positive, and secondary coverage reported an immediate post-print share rise. The T+3 analyst reaction set is still thin and mixed, with one available target-cut signal rather than broad upward revisions. That keeps the report constructive but tentative, with execution and margin follow-through more important than the headline beat alone.
RankAlpha Sentiment Codex - 2026-06-05
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-06-12eventQ3 record sales and adjusted EPS create a positive post-print setupMedium impact
Donaldson's SEC-furnished earnings release reported fiscal Q3 2026 sales of $995.1 million, up 5.8%, adjusted EPS of $1.06, up 7.1%, and an all-time high adjusted operating margin of 16.6%. The result supports a constructive but partly priced-in post-earnings view because secondary coverage reported an immediate positive share reaction after the print [#SEC-8K-2026-06-02].
2026-08-15catalystBacklog and segment mix can support Q4 if Industrial weakness stabilizesMedium impact
Management cited heightened backlogs driven by robust order volume, plus Mobile and Life Sciences strength, as support for a strong fiscal-year finish. The offset is that Industrial Solutions sales declined in Q3 and Aerospace and Defense remained pressured by supply-chain constraints and project timing [#SEC-8K-2026-06-02].
2026-09-01catalystNarrowed FY26 outlook leaves upside tied to execution, not a clean guide raiseMedium impact
The earnings release narrowed organic fiscal 2026 sales growth to 3% to 5% versus 1% to 5% previously and set organic adjusted EPS at $3.94 to $4.01, but adjusted operating margin guidance moved to 15.8% to 16.2% from the prior 16.0% to 16.4% range. Facet is expected to add $25 million to $30 million of sales and about $0.03 of net EPS dilution, so the outlook is positive on growth but mixed on margin quality [#SEC-8K-2026-06-02].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-05 • Updated nightlySource: Internal modelMethodology