Donaldson Company is rated Buy due to its strong recurring replacement demand and diversified filtration portfolio that supports margin recovery and growth. The company's installed base and aftermarket sales provide resilience, while acquisitions like Facet enhance its consumables exposure and recurring revenue streams. Fiscal 2027 projections include $4.18 billion in revenue, a 16.9% GAAP operating margin, and approximately $4.30 EPS, with potential upside to $4.72 EPS in 2028 if operational improvements continue. The valuation at about 20–22 times forward earnings is justified by consistent demand and execution, though risks include weaker replacement demand, acquisition integration challenges, and margin pressures.
Donaldson stock and its replacement filter business are presented here with Industrials-sector data from Pluang as of Oct 12, 2026 03:21 WIB. Among 113 priced US Industrials stocks, 61 rose and 51 fell. Notable movers include PAGSEG Inc (PAGS) up 4.49% at USD 11.16 with a typical hold time of 27 days, AGCO Corporation (AGCO) down 4.49% at USD 103.28 with a hold time of 98 days, and Byrna Technologies Inc (BYRN) down 4.44% at USD 4.52 with a hold time of 15 days.
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