Donaldson increased its fourth-quarter fiscal 2026 adjusted EPS by 12% from the prior-year period to $1.15. For the full year, the company reported record-high sales of roughly $3.9 billion, up 5% year over year thanks to solid growth across all three segments.
Donaldson generates a healthy stream of recurring revenue, as aftermarket parts and consumables account for over 60% of sales, which helps mitigate the firm’s exposure to cyclical end markets.
In the long run, the advent of electric powertrains poses a threat to Donaldson’s engine segment.
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Metric
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DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.79 | 28.58 | 26.28 |
Price/Book Value | 5.77 | 5.61 | 3.76 |
Price/Sales | 2.66 | 6.20 | 3.58 |
Price/Cash Flow | 17.94 | 24.82 | 23.26 |
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Metric
|
DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Quick Ratio | 1.25 | 1.05 | 0.77 |
Current Ratio | 2.08 | 1.82 | 1.26 |
Interest Coverage | 17.27 | 8.42 | 6.82 |
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Metric
|
DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Return on Assets (Normalized) | 14.43% | 10.85% | 8.41% |
Return on Equity (Normalized) | 29.09% | 20.72% | 17.21% |
Return on Invested Capital (Normalized) | 20.62% | 13.95% | 11.83% |
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