La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Donaldson a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Donaldson..

Donaldson (NYSE:DCI) Azioni, Catena delle Opzioni

Donaldson

Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.

Donaldson Co Inc

DCI ADVISORS LTD by DCI ADVISORS LTD

Donaldson Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) shares are trading higher after the company&nbsp;reported&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b44000829/donaldson-reports-second-quarter-fiscal-year-2025-sales-and-earnings" rel="noreferrer noopener">second-quarter results</a>.
Sales fell 0.8% year over year to&nbsp;$870.0 million,&nbsp;missing the consensus of&nbsp;$908.33 million, due to a 170 basis point negative impact from currency translation.
By Segment, Mobile Solutions sales declined 0.5% Y/Y, with Aftermarket sales climbing&nbsp;4.0% Y/Y, aided by strong demand in the OEM channel.
Industrial Filtration Solutions sales fell by 7.5% due to slower capital expenditure investments and the timing of Power Generation projects, while Aerospace and Defense sales rose 18.7% Y/Y, led by strong demand in the Defense sector.
Life Sciences segment sales increased&nbsp;9.2%, led by higher volume growth in Disk Drive.
Gross margin remained flat Y/Y at&nbsp;35.2% in the quarter. Adjusted EPS of&nbsp;83 cents <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">missed the consensus of&nbsp;85 cents</a>.
Year-to-date, Donaldson paid&nbsp;$64.6 million in dividends and repurchased shares worth&nbsp;$81.4 million.
Last month, the Board of Directors declared a cash dividend per share of 27.0 cents, payable on February 28, to&nbsp;shareholders&nbsp;of record as <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43321809/donaldson-company-declares-quarterly-cash-dividend" rel="noreferrer noopener">on February 13, 2025</a>.
Tod Carpenter, chairman, president, and chief executive officer, said, &#8220;We generated sales growth in Aftermarket, Aerospace and Defense, and Life Sciences, while also diligently managing costs and further optimizing operating expenses.&#8221;
&#8221;Our diversified portfolio of businesses, once again, provides balance in an uncertain environment, giving us confidence in our ability to drive record earnings in fiscal 2025.&#8221;
FY25&nbsp;Outlook: Donaldson revised its guidance for adjusted EPS to $3.60 &#8211; $3.68 (vs. consensus of $3.63) from the <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">previous range of $3.56 &#8211; $3.72</a>.
The company now sees sales growth of flat to up 4%, compared to the earlier expectation of a 2% to 6% increase year-over-year.
Donaldson projects mobile sales growth to be&nbsp;down 1% to up 3%, Industrial sales growth of 1% to 5%, and Life Sciences sales to increase in the high single digits.
For the full year, Donaldson anticipates repurchasing approximately&nbsp;2%&nbsp;to&nbsp;3%&nbsp;of its shares outstanding.
Investors can gain exposure to the stock via&nbsp;VanEck Green Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RNEW#NASDAQ">RNEW</a>) and VanEck Environmental Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVX#NYSE">EVX</a>).
Price Action: DCI shares are down 1.91% at $67.93 at the last check Thursday.
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Earnings

Equities

Large Cap

News

Guidance

Dividends

Movers

Market Vectors Environmental Services Index Fund

RNEW

Donaldson Q2 Earnings Miss: Aftermarket And Life Sciences Segments Shine Amid Revenue Dip

Mobile sales are projected to be down 1% to up 3% versus 2024. Off-Road sales are expected to decline mid-single digits due to end-market weakness, particularly in agriculture. On-Road sales are forecast to decrease low-double digits due to an exit from non-strategic product sales combined with a decline in global truck production. Aftermarket sales are projected to increase low-single digits, driven by robust OEM channel demand and market share gains.
Industrial sales are forecast to grow between 1% and 5% year over year. IFS sales are projected to increase low-single digits with growth across most businesses, including dust collection, Industrial Hydraulics and Industrial Gases. Aerospace and Defense sales are expected to increase high-single digits as robust end-market conditions continue.
Life Sciences sales are forecast to grow high-single digits compared with 2024 driven by growth in Disk Drive and Food &amp; Beverage.
Adjusted operating margin, resulting from solid gross margin and operating expense leverage, is expected to be between 15.6% and 16.0%, up from previous guidance of 15.3% and 15.9%, and versus 15.2%, or 15.4% on an adjusted basis, in 2024.
Interest expense is estimated to be approximately $21 million and other income is forecast to be between $18 million and $20 million. Donaldson projects a fiscal 2025 effective income tax rate of between 23% and 25%.
Capital expenditures are forecast to be between $85 million and $100 million and free cash flow conversion is expected to be between 85% and 95%. For the full year, Donaldson anticipates repurchasing 2% to 3% of its shares outstanding.

Donaldson Revised Guidance For FY25 Adj. EPS To $3.60-$3.68 (From $3.56-$3.72 Earlier) Vs. Est. $3.63; Sales To Be Flat To Up 4% (From Increase 2%-6% YoY Earlier)

Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) reported quarterly earnings of $0.83 per share which missed the analyst consensus estimate of $0.85 by 2.35 percent. This is a 2.47 percent increase over earnings of $0.81 per share from the same period last year. The company reported quarterly sales of $870.00 million which missed the analyst consensus estimate of $908.33 million by 4.22 percent. This is a 0.76 percent decrease over sales of $876.70 million the same period last year.

Earnings Misses

Donaldson Q2 2025 Adj EPS $0.83 Misses $0.85 Estimate, Sales $870.00M Miss $908.33M Estimate

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Earnings Scheduled For February 27, 2025

Donaldson's advanced air filter technology is set to be featured in the next-generation Freightliner SuperTruck III, further solidifying its position at the forefront of hydrogen fuel cell innovation.

Donaldson Enters Partnership With Daimler Truck North America On Hydrogen Fuel Cell Project

Morgan Stanley analyst Angel Castillo maintains Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) with a Underweight and raises the price target from $67 to $68.

Price Target

Analyst Ratings

Morgan Stanley Maintains Underweight on Donaldson, Raises Price Target to $68

Baird analyst Richard Eastman maintains Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) with a Outperform and raises the price target from $81 to $83.

Baird Maintains Outperform on Donaldson, Raises Price Target to $83

WIIM

Donaldson shares are trading lower. The company reported Q1 financial results.

Donaldson Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) shares are trading lower after the company <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/b42284820/donaldson-reports-record-first-quarter-fiscal-2025-sales-and-earnings" rel="noreferrer noopener">reported&nbsp;first-quarter&nbsp;FY25 results</a>.
Sales increased&nbsp;6.4%&nbsp;year over year to&nbsp;$900.1 million,&nbsp;beating the consensus of&nbsp;$888.9 million, led by higher volume growth across all segments.
By Segment, Mobile Solutions sales surged&nbsp;6.0%, with Aftermarket sales climbing 10.7%, aided by market share gains and the impact of customer destocking in the prior-year period.
Industrial Solutions sales grew&nbsp;4.6%&nbsp;in the quarter, driven by a 26.8% surge in Aerospace and Defense sales on strong end-market conditions.
Life Sciences segment sales increased&nbsp;16.6%, led by market share gains, improved conditions in the Disk Drive market, and double-digit growth in Food &amp; Beverage sales.
Gross margin contracted 10 basis points to&nbsp;35.5%&nbsp;on higher costs. Adjusted EPS of&nbsp;83 cents&nbsp;<a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">beat the consensus of&nbsp;82 cents</a>.
In the quarter, Donaldson paid&nbsp;$32.4&nbsp;million&nbsp;in dividends and repurchased shares worth&nbsp;$74.9&nbsp;million.
Last month, the Board of Directors declared a cash dividend per share of 27.0 cents, payable on December 23, to&nbsp;shareholders <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/b42146556/donaldson-company-declares-quarterly-cash-dividend" rel="noreferrer noopener">of record on December 9</a>.
Tod Carpenter, chairman, president, and chief executive officer, said, &#8220;We gained share in several of our key businesses while continuing the footprint and cost optimization initiatives we began last quarter, strengthening our foundation for higher profitability.&#8221;
FY25 Outlook: Donaldson reiterated EPS forecast at $3.56 &#8211; $3.72 (vs. consensus of $3.62) and sales growth guidance at 2% &#8211; 6%, with a <a href="https://www.benzinga.com/calendars/guidance">pricing benefit of around 1%.</a> 
Donaldson projects mobile sales growth to be&nbsp;flat to up 4%, Industrial sales growth between 4% and 8% and Life Sciences sales to increase in low-double digits.
For the full year, Donaldson anticipates repurchasing approximately 2% to 3% of its shares outstanding. The company expects capital expenditures of $85 million and $105 million in FY25.
Investors can gain exposure to the stock via&nbsp;ALPS O&#8217;Shares U.S. Small-Cap Quality Dividend ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/OUSM#BATS">OUSM</a>) and&nbsp;First Trust Horizon Managed Volatility Small/Mid ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSMV#NYSE">HSMV</a>).
Price Action: DCI shares are down 4.56% at $74.51 at the last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/24/11/42255482/donaldson-gears-up-for-q1-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts" target="_blank" rel="noreferrer noopener">Donaldson Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>

HSMV

O'Shares FTSE Russell Small Cap Quality Dividend ETF

OUSM

Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance

Donaldson Reaffirmed Guidance For FY25 Adj. EPS At $3.56-$3.72 Vs. Est. $3.62; Sales Projected To Increase 2%-6% YoY

Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.82 by 1.22 percent. The company reported quarterly sales of $900.100 million which beat the analyst consensus estimate of $888.946 million by 1.25 percent. This is a 6.36 percent increase over sales of $846.300 million the same period last year.

Earnings Beats

Donaldson Q1 2025 Adj. EPS $0.83 Beats $0.82 Estimate, Sales $900.100M Beat $888.946M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Core &amp; Main (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNM#NYSE">CNM</a>) is likely to report quarterly earnings at $0.66 per share on revenue of $1.99 billion. 
• Citi Trends (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTRN#NASDAQ">CTRN</a>) is expected to report quarterly loss at $0.75 per share on revenue of $178.48 million. 
• REX American Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REX#NYSE">REX</a>) is estimated to report quarterly earnings at $0.72 per share on revenue of $159.00 million. 
• Bank of Nova Scotia (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BNS#NYSE">BNS</a>) is likely to report quarterly earnings at $1.16 per share on revenue of $6.16 billion. 
• Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) is estimated to report quarterly earnings at $0.82 per share on revenue of $892.43 million. 
<h3>Companies Reporting After The Bell</h3>
• Descartes Systems Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DSGX#NASDAQ">DSGX</a>) is projected to report quarterly earnings at $0.42 per share on revenue of $164.12 million. 
• Inotiv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOTV#NASDAQ">NOTV</a>) is estimated to report quarterly earnings at $0.00 per share on revenue of $116.94 million. 
• Torrid Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CURV#NYSE">CURV</a>) is estimated to report quarterly earnings at $0.03 per share on revenue of $284.29 million. 
• Pure Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSTG#NYSE">PSTG</a>) is projected to report quarterly earnings at $0.42 per share on revenue of $818.14 million. 
• Box (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOX#NYSE">BOX</a>) is likely to report quarterly earnings at $0.42 per share on revenue of $275.10 million. 
• Okta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>) is expected to report quarterly earnings at $0.58 per share on revenue of $649.64 million. 
• Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) is estimated to report quarterly earnings at $0.41 per share on revenue of $1.46 billion. 
• Couchbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BASE#NASDAQ">BASE</a>) is projected to report quarterly loss at $0.08 per share on revenue of $50.77 million. 
• Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) is estimated to report quarterly earnings at $2.44 per share on revenue of $9.34 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For December 3, 2024

Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) is gearing up to announce its quarterly earnings on Tuesday, 2024-12-03. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Donaldson will report an earnings per share (EPS) of $0.82.
Anticipation surrounds Donaldson's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Performance in Previous Earnings</h3>
In the previous earnings release, the company beat EPS by $0.06, leading to a 0.38% drop in the share price the following trading session.
Here's a look at Donaldson's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.88</td>
<td>0.83</td>
<td>0.74</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.94</td>
<td>0.92</td>
<td>0.81</td>
<td>0.75</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-0.0%</td>
<td>2.0%</td>
<td>1.0%</td>
<td>1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1733148073_0.png" alt="eps graph" />
<h3>Donaldson Share Price Analysis</h3>
Shares of Donaldson were trading at $78.05 as of November 28. Over the last 52-week period, shares are up 27.97%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<a href="https://www.benzinga.com/quote/DCI/earnings">To track all earnings releases for Donaldson visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights Ahead: Donaldson's Quarterly Earnings

Donaldson Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) will release earnings results for the first quarter, before the <a href="https://www.benzinga.com/quote/DCI/earnings">opening bell on Tuesday, Dec. 3.</a>
Analysts expect Donaldson to report quarterly earnings at 82 cents per share. That's up from 75 cents per share a year ago. The Bloomington, Minnesota-based company projects to report quarterly revenue of $893.49 million, compared to $846.3 million a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Oct. 29, Donaldson Company said CFO Scott Robinson will retire on Oct. 31 and Brad Pogalz will assume the role.
Donaldson shares fell 0.5% to close at $77.64 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/DCI/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul>
<li>Stifel analyst Nathan Jones maintained a Hold rating and cut the price target from $76 to $71 on Aug. 29. This analyst has an accuracy rate of 82%.</li>
<li>Raymond James analyst Tim Thein initiated coverage on the stock with a Market Perform rating on June 28. This analyst has an accuracy rate of 81%.</li>
<li>Baird analyst Richard Eastman maintained an Outperform rating and cut the price target from $80 to $79 on June 3. This analyst has an accuracy rate of 80%.</li>
</ul>
Considering buying DCI stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="548" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/28102549/image-308-1024x548.png" alt="" class="wp-image-669193" style="width:584px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/28102549/image-308-1024x548.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/28102549/image-308-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/28102549/image-308-768x411.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/28102549/image-308.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Markets

Trading Ideas

Donaldson Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Management

Donaldson Company Announced CFO Scott Robinson Will Retire On October 31, 2024 And Brad Pogalz Will Assume The Role

A significant insider transaction involving the exercise of company stock options was reported on October 8, by Willard D Oberton, Director at Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>), as per the latest SEC filing.
What Happened: In an insider options sale disclosed in a Form 4 filing on Tuesday with the <a href="https://www.sec.gov/Archives/edgar/data/0000029644/000002964424000162//Archives/edgar/data/29644/000002964424000162/0000029644-24-000162-index.htm">U.S. Securities and Exchange Commission</a>, Oberton, Director at Donaldson, exercised stock options for 2,700 shares of DCI. The transaction value amounted to $119,907.
As of Wednesday morning, Donaldson shares are down by 0.0%, with a current price of $72.84. This implies that Oberton's 2,700 shares have a value of $119,907.
<h3>Delving into Donaldson's Background</h3>
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
<h3>Unraveling the Financial Story of Donaldson</h3>
Revenue Growth: Donaldson displayed positive results in 3 months. As of 31 July, 2024, the company achieved a solid revenue growth rate of approximately 6.36%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company faces challenges with a low gross margin of 35.79%, suggesting potential difficulties in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Donaldson's EPS reflects a decline, falling below the industry average with a current EPS of 0.91.
</li>
</ul>
Debt Management: Donaldson's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.36.
Insights into Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 21.55, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 2.49 is lower than the industry average, implying a discounted valuation for Donaldson's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Donaldson's EV/EBITDA ratio at 13.78 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>Exploring the Significance of Insider Trading</h3>
In the complex landscape of investment decisions, investors should approach insider transactions as part of a comprehensive analysis, considering various elements.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Unlocking the Meaning of Transaction Codes</h3>
In the domain of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their focus to those taking place in the open market, as meticulously outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000029644">Check Out The Full List Of Donaldson's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Willard D Oberton Exercises Options, Realizes $119K

On September 30, it was revealed in an SEC filing that Scott Robinson, Chief Financial Officer at Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) executed a significant exercise of company stock options.
What Happened: Robinson, Chief Financial Officer at Donaldson, made a strategic move by exercising stock options for 83,600 shares of DCI as detailed in a Form 4 filing on Monday with the <a href="https://www.sec.gov/Archives/edgar/data/0000029644/000002964424000113//Archives/edgar/data/29644/000002964424000113/0000029644-24-000113-index.htm">U.S. Securities and Exchange Commission</a>. The transaction value amounted to $1,551,494.
As of Tuesday morning, Donaldson shares are down by 0.0%, with a current price of $73.7. This implies that Robinson's 83,600 shares have a value of $1,551,494.
<h3>Unveiling the Story Behind Donaldson</h3>
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
<h3>Unraveling the Financial Story of Donaldson</h3>
Revenue Growth: Donaldson's remarkable performance in 3 months is evident. As of 31 July, 2024, the company achieved an impressive revenue growth rate of 6.36%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Industrials sector.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 35.79%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Donaldson's EPS lags behind the industry average, indicating concerns and potential challenges with a current EPS of 0.91.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.36, Donaldson adopts a prudent financial strategy, indicating a balanced approach to debt management.
Navigating Market Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 21.8 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 2.52 is lower than the industry average, implying a discounted valuation for Donaldson's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio 13.93 is below the industry average, indicating that it may be relatively undervalued compared to peers.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>Delving Into the Significance of Insider Transactions</h3>
Insider transactions serve as a piece of the puzzle in investment decisions, rather than the entire picture.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Transaction Codes Worth Your Attention</h3>
When it comes to transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S indicates a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000029644">Check Out The Full List Of Donaldson's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Strategic Sale: Scott Robinson Decides To Exercise Options Worth $1.55M At Donaldson

On September 30, it was revealed in an SEC filing that Scott Robinson, Chief Financial Officer at Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) executed a significant exercise of company stock options.
What Happened: Robinson, Chief Financial Officer at Donaldson, exercised stock options for 83,600 shares of DCI stock. This information was disclosed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000029644/000002964424000113//Archives/edgar/data/29644/000002964424000113/0000029644-24-000113-index.htm">U.S. Securities and Exchange Commission</a> on Monday. The exercise price of the options was $55.14 per share.
During Monday's morning session, Donaldson shares down by 0.0%, currently priced at $73.82. Considering the current price, Robinson's 83,600 shares have a total value of $1,567,378.
<h3>About Donaldson</h3>
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
<h3>Donaldson's Financial Performance</h3>
Positive Revenue Trend: Examining Donaldson's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 0.81% as of 31 July, 2024, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Navigating Financial Profits:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 35.79%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Donaldson's EPS is below the industry average, signaling challenges in bottom-line performance with a current EPS of 0.91.
</li>
</ul>
Debt Management: Donaldson's debt-to-equity ratio is below the industry average at 0.36, reflecting a lower dependency on debt financing and a more conservative financial approach.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 21.84, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a lower-than-average P/S ratio of 2.52, the stock presents an attractive valuation, potentially signaling a buying opportunity for investors interested in sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With an EV/EBITDA ratio lower than industry benchmarks at 13.96, Donaldson presents an attractive value opportunity.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Illuminating the Importance of Insider Transactions</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>Cracking Transaction Codes</h3>
In the domain of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their focus to those taking place in the open market, as meticulously outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000029644">Check Out The Full List Of Donaldson's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Decision: Scott Robinson Exercises Options At Donaldson For $1.57M

Donaldson Company, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/dci#NYSE">DCI</a>) recently unveiled its filtration services in France, Germany and Austria. The company plans to expand its presence in the food and beverage markets through this move.
Donaldson&#39;s filtration services will help manufacturers operate their filtration system, providing on-site help and customized solutions to achieve their sustainability, efficiency and effectiveness goals. DCI&#39;s services include testing the integrity of sterile air and liquid filters, calibrating equipment, measuring compressed air quality and managing filters through exchange, maintenance and setup.
With the launch of filtration services for food and beverage in France, Germany and Austria, DCI&#39;s customers will benefit from service teams that work closely with its network of more than 1,000 engineers, scientists and specialists worldwide. The new filtration services for the Life Sciences sector are based on a century of dependable service. The company had been planning to expand into the food and beverage markets in France, Germany and Austria, with goals for growth across Europe.
<h2>DCI&#39;s Zacks Rank and Price Performance</h2>
DCI currently carries a Zacks Rank #4 (Sell). In the year-to-date period, the company&#39;s shares have gained 11.1% compared with the industry&#39;s 25.3% growth.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/81/79027.jpg?v=1736680807" />
Image Source: Zacks Investment Research
Donaldson has been witnessing weakness in the on-road and off-road businesses. Lower levels of equipment production owing to softness in industrial markets, particularly in the United States and China, are affecting the on-road business. Weakness in agriculture markets and soft end-market demand in China have been impacting the off-road business. Also, challenged market conditions in dust collection and power generation verticals within the industrial filtration solutions business remain concerning.
<h2>Stocks to Consider</h2>
Some better-ranked companies are discussed below.
Tetra Tech, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ttek#NASDAQ">TTEK</a>) presently carries a Zacks Rank #2 (Buy).
The company delivered a trailing four-quarter average earnings surprise of 9.5%. In the past 60 days, the Zacks Consensus Estimate for TTEK&#39;s fiscal 2024 earnings has increased 0.8%.
Atmus Filtration Technologies Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/atmu#NYSE">ATMU</a>) currently carries a Zacks Rank of 2. ATMU delivered a trailing four-quarter average earnings surprise of 13.4%.
In the past 60 days, the consensus estimate for Atmus&#39; 2024 earnings has increased 3.1%.
Parker-Hannifin Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ph#NYSE">PH</a>) currently carries a Zacks Rank of 2. PH delivered a trailing four-quarter average earnings surprise of 2.6%.
In the past 60 days, the consensus estimate for Parker-Hannifin&#39;s fiscal 2025 earnings has increased 1.3%.
<a href="https://www.zacks.com/stock/news/2340748/donaldson-introduces-filtration-services-for-life-sciences?cid=CS-BENZ-FT-analyst_blog|company_news_corporate_actions-2340748">To read this article on Zacks.com click here.</a>

Mid Cap

ATMU

TTEK

Donaldson Introduces Filtration Services for Life Sciences

On September 24, it was revealed in an SEC filing that Tod E Carpenter, Chairman at Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) executed a significant exercise of company stock options.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000029644/000002964424000103//Archives/edgar/data/29644/000002964424000103/0000029644-24-000103-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday revealed that Carpenter, Chairman at Donaldson in the Industrials sector, exercised stock options for 55,000 shares of DCI stock. The exercise price of the options was $36.57 per share.
The Wednesday morning update indicates Donaldson shares up by 0.04%, currently priced at $73.5. At this value, Carpenter's 55,000 shares are worth $2,031,012.
<h3>Unveiling the Story Behind Donaldson</h3>
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
<h3>Unraveling the Financial Story of Donaldson</h3>
Revenue Growth: Over the 3 months period, Donaldson showcased positive performance, achieving a revenue growth rate of 0.81% as of 31 July, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: With a low gross margin of 35.79%, the company exhibits below-average profitability, signaling potential struggles in cost efficiency compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Donaldson exhibits below-average bottom-line performance with a current EPS of 0.91.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.36, Donaldson adopts a prudent financial strategy, indicating a balanced approach to debt management.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 21.74 is lower than the industry average, implying a discounted valuation for Donaldson's stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 2.51 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 13.97, Donaldson presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>The Relevance of Insider Transactions</h3>
Considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
From a legal standpoint, the term "insider" pertains to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as outlined in Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and significant hedge funds. These insiders are mandated to inform the public of their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
A company insider's new purchase is a indicator of their positive anticipation for a rise in the stock.
While insider sells may not necessarily reflect a bearish view and can be motivated by various factors.
<h3>Understanding Crucial Transaction Codes</h3>
Delving into transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> typically prioritize those unfolding in the open market, as precisely outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000029644">Check Out The Full List Of Donaldson's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Tod E Carpenter At Donaldson Executes Options Exercise, Realizing $2.03M

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Donaldson Company to Present at the Gabelli Funds 48th Annual Automotive Aftermarket Symposium

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Donaldson Company Declares Quarterly Cash Dividend

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Donaldson to Webcast Second Quarter Fiscal 2025 Earnings Conference Call

Donaldson Reports Second Quarter Fiscal Year 2025 Sales and Earnings

Donaldson Company to Present at the Raymond James 46th Annual Institutional Investors Conference

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