Industrial Filtration Market Size, Share | Industry Report 2033
The global industrial filtration market is projected to reach USD 53.81 billion by 2033, growing at a CAGR of 4.6% from 2025 to 2033, driven by increasing industrial activity, stricter environmental regulations, and demand for cleaner air and water. North America currently dominates the market, with the U.S. leading the region, while Asia Pacific is expected to be the fastest-growing market. Key trends include the integration of smart technologies, a focus on sustainability, and customized filtration solutions, with liquid filtration holding the largest market share and air filtration anticipated to experience the fastest growth.
Short Interest in Donaldson Company, Inc. (NYSE:DCI) Drops By 13.6%
Short interest in Donaldson Company, Inc. (NYSE:DCI) decreased by 13.6% in January, totaling 1,500,403 shares as of January 30th. This translates to a days-to-cover ratio of 2.0 days, with approximately 1.3% of the company's stock currently sold short. The company recently reported strong earnings, beating analyst estimates, and declared a quarterly dividend of $0.30 per share.
Heartland Advisors Inc. Cuts Holdings in Donaldson Company, Inc. $DCI
Heartland Advisors Inc. reduced its stake in Donaldson Company, Inc. by 20.7% in Q3, now owning 203,469 shares valued at approximately $16.65 million. While some insiders recently sold shares, institutional ownership remains high at 82.81%, with many large investors increasing their holdings. Donaldson slightly exceeded quarterly earnings estimates and declared a quarterly dividend, maintaining a consensus "Moderate Buy" rating from analysts.
15,363 Shares in Donaldson Company, Inc. $DCI Bought by Caprock Group LLC
Caprock Group LLC has acquired 15,363 shares of Donaldson Company, Inc. ($DCI) worth approximately $1.22 million, making it a new position for the firm. This comes as institutional ownership in Donaldson reached 82.81%, while corporate insiders significantly reduced their stakes. The company reported a slight beat on its Q3 earnings estimates and declared a quarterly dividend of $0.30, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $103.25.
Donaldson Engine Filter System Earns California OK For Retrofits
Donaldson Co. has received Level 1 Verification from the California Air Resources Board (ARB) for its Diesel Oxidation Catalyst muffler and Spiracle crankcase ventilation filter system. This approval allows Donaldson to sell the combination as a retrofit solution for medium and heavy-duty trucks and school buses, aiming to significantly reduce diesel engine emissions. The company anticipates a substantial market opportunity, estimating $100 million in retrofits over the next five years.
Donaldson stock hits all-time high at 104.0 USD By Investing.com
Donaldson Company Inc. (NYSE: DCI) stock reached an all-time high of $104.0 USD, pushing its market capitalization to $11.9 billion, driven by a 50.16% total return over the past year and strategic initiatives. The company recently reported strong first-quarter fiscal year 2026 earnings, exceeding expectations, announced the acquisition of Facet Filtration for $820 million, and appointed Richard Lewis as the new CEO. Analysts Jefferies and Stifel have expressed positive sentiment, citing market recovery and strong financial performance.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) stock recently reached an all-time high of $110.92, driven by strong investor confidence and a 58.94% increase over the past year. The company boasts 56 consecutive years of dividend payments and "GOOD" financial health. Recent positive developments include strong Q1 2026 earnings, the acquisition of Facet Filtration, and a new CEO appointment, leading to analyst upgrades and increased price targets.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) has achieved a new all-time stock high of $110.92, reflecting a 58.94% increase over the past year and a market cap of $12.81 billion. This performance is supported by strong Q1 fiscal year 2026 earnings, upcoming acquisition of Facet Filtration, and a leadership change, alongside maintained dividend payments for 56 consecutive years. Analyst ratings from Jefferies (Upgrade to Buy) and Stifel (price target raised to $96) further highlight positive market sentiment despite the stock trading in overbought territory according to InvestingPro data.
Donaldson to Acquire Filtration Group’s Facet Filtration Business
Donaldson Company, Inc. announced its definitive agreement to acquire Filtration Group’s Facet Filtration business for approximately $820 million in an all-cash transaction. This acquisition aims to expand Donaldson's product portfolio in fuel and fluid filtration for critical applications, particularly in aerospace and defense, and power generation. Facet is noted for its pioneering role in jet fuel filtration, with 70% of its revenues derived from recurring, regulated replacement part sales.
Donaldson stock hits all-time high of 110.92 USD
Donaldson Company Inc. stock reached an all-time high of $110.92, marking a 58.94% increase over the past year, reflecting strong investor confidence and positive market sentiment. The company also reported strong Q1 fiscal year 2026 earnings, announced the acquisition of Facet Filtration for $820 million, and appointed Richard Lewis as the new CEO. Jefferies upgraded the stock to Buy, while Stifel raised its price target but maintained a Hold rating.
Donaldson (NYSE:DCI) Sets New 52-Week High - Here's What Happened
Donaldson (NYSE: DCI) recently reached a new 52-week high of $111.36. The company reported strong December-quarter earnings, beating analyst expectations for both EPS and revenue. Analysts maintain a "Moderate Buy" consensus rating for DCI, with several firms raising their price targets, indicating continued confidence in the stock's performance.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) stock reached an all-time high of $110.92 USD, reflecting significant investor confidence and a 58.94% increase over the past year. InvestingPro data shows the stock is trading above its Fair Value and is in overbought territory, yet the company maintains a "GOOD" financial health score and has paid dividends for 56 consecutive years. Recent positive developments include strong Q1 fiscal year 2026 earnings, the acquisition of Facet Filtration for $820 million, and a CEO appointment, alongside analyst upgrades.
Donaldson Company Acquires Facet Filtration Group for USD820 Million
Donaldson Company, Inc. has announced its agreement to acquire Facet Filtration Group from affiliates of Madison Industries for $820 million. The acquisition enhances Donaldson's portfolio in filtration solutions. Baker McKenzie advised Donaldson Company on the transaction.
ProShare Advisors LLC Lowers Position in Donaldson Company, Inc. $DCI
ProShare Advisors LLC recently reduced its stake in Donaldson Company, Inc. by 5.2% during the third quarter, selling over 26,000 shares but still holding 490,701 shares valued at approximately $40.16 million. Despite this, Donaldson reported slightly better-than-expected earnings and revenue and announced a quarterly dividend. Insider trading activity included sales by the CFO and a director, while analysts have a "Moderate Buy" rating for the stock.
Donaldson Retrofitting 1,100 NY School Buses
Donaldson Co. Inc. is supplying 1,100 EPA-approved emissions control devices for the New York State Clean Air School Bus Program. These retrofits, including Diesel Oxidation Catalyst mufflers and Spiracle crankcase filters, will be installed in 41 New York school districts to reduce particulate matter, hydrocarbons, carbon monoxide, and toxic air pollutants. The program, sponsored by the New York State Energy Research and Development Authority, allocated $5 million for these upgrades, offering a cost-effective alternative to purchasing new buses.
Donaldson Company, Inc. $DCI Shares Sold by Alps Advisors Inc.
Alps Advisors Inc. reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 3.7% in Q3, selling 9,605 shares and holding 248,704 shares valued at $20.36 million. Donaldson reported strong quarterly earnings, beating analyst estimates with an EPS of $0.94 and revenue of $935.4 million, and declared a quarterly dividend of $0.30 per share. Institutional investors hold 82.81% of the stock, while insiders have recently sold shares.
How to listen to Donaldson’s Q2 2026 earnings call on Feb. 26
Donaldson Company, Inc. (NYSE: DCI) will webcast its second quarter fiscal year 2026 earnings conference call on Thursday, February 26, 2026, at 9:00 a.m. CT. Interested parties can listen to the live webcast and access a replay via the "Events & Presentations" section of Donaldson’s Investor Relations website. The company is a global leader in filtration products and solutions, founded in 1915.
Baird Reiterates Outperform Rating on Donaldson (DCI)
Baird has reiterated an Outperform rating on Donaldson (DCI) and increased its price target from $100 to $110 following the company's CEO transition announcement. This positive revision aligns with an earlier upgrade from Jefferies, driven by recovery indicators in mining and non-residential construction markets and expectations of a favorable credit environment. Donaldson specializes in filtration systems across various industries.
Baird Reiterates Outperform Rating on Donaldson (DCI)
Baird has reiterated its Outperform rating on Donaldson Company (DCI) and raised its price target to $110 following the company's CEO transition. This positive outlook is supported by a previous upgrade from Jefferies, citing recovery in mining and non-residential construction markets and an expected favorable credit environment benefiting Donaldson's various segments. Donaldson, a filtration systems provider, is considered one of the top industrial machinery stocks by hedge funds, though the article also suggests exploring AI stocks for potentially higher, quicker returns.
Donaldson stock hits all-time high at 104.0 USD
Donaldson Company Inc. (DCI) reached an all-time high of $104.0 per share, increasing its market capitalization to $11.9 billion. This surge is supported by a 50.16% total return over the past year and strategic moves including strong first-quarter earnings, the acquisition of Facet Filtration, and a new CEO appointment. Analysts like Jefferies and Stifel have also expressed positive sentiment, upgrading ratings and raising price targets.
Donaldson Expands Monitoring to Fuel Filters, Engine Oil Condition
Donaldson has expanded its Filter Minder Connect system to monitor fuel filters and engine oil condition in heavy-duty engines. This system utilizes sensors to wirelessly transmit performance data to the cloud, providing predictive analytics for optimal maintenance timing. Fleets using both Filter Minder Connect and Geotab can access this data through the MyGeotab dashboard, enhancing fleet management and efficiency.
Donaldson Announces CEO Transition Plan
Donaldson, a manufacturer of air and liquid filtration systems, has established a narrow economic moat driven by its large installed equipment base and a "razor-and-blade" business model. This model ensures a steady stream of high-margin recurring revenue from aftermarket parts, with recurring revenue increasing from 50% in 2012 to 65% in fiscal 2024. The company is strategically increasing its focus on proprietary solutions and expanding its life sciences segment through both organic growth and acquisitions.
Donaldson makes $820M deal to buy another filtration business
Donaldson Co. has agreed to acquire Filtration Group’s Facet business for $820 million, significantly expanding its presence in aviation and marine fuel and fluid filtration. This acquisition is expected to add $110 million in annual sales, and 70% of Facet's revenue comes from consumable products. The deal marks the largest acquisition in Donaldson's history and occurs shortly before CEO Tod Carpenter's retirement, with Richard Lewis set to succeed him.
Donaldson to acquire Facet Filtration for $820 million
Donaldson Company, Inc. announced its acquisition of Filtration Group’s Facet Filtration business for $820 million in an all-cash transaction. Facet Filtration specializes in fuel and fluid filtration for mission-critical applications, expanding Donaldson's Industrial Solutions portfolio. The deal is expected to be immediately margin and EPS accretive in fiscal year 2027.
Inside Donaldson’s $820M bet on jet fuel filters and recurring parts sales
Donaldson Company, Inc. announced its acquisition of Filtration Group's Facet Filtration business for approximately $820 million in an all-cash transaction. This strategic move aims to expand Donaldson's Industrial Solutions business, particularly in mission-critical fuel and fluid filtration, including jet fuel filtration, and strengthen its recurring revenue stream as 70% of Facet's sales come from regulated replacement parts. The acquisition is expected to enhance Donaldson's financial profile with immediate margin accretion and EPS accretion by fiscal year 2027.
Donaldson Signs Securities Purchase Agreement With Facet Group Holdings II and Facet Holdings II
Donaldson (DCI) has entered into a Securities Purchase Agreement to acquire Facet US and Facet BV from Facet Group Holdings II and Facet Holdings II for $820 million in cash. This acquisition is expected to broaden Donaldson's filtration offerings and international footprint, and is subject to antitrust and foreign investment clearances. The agreement was signed on January 31, 2026.
Donaldson (NYSE: DCI) inks $820 million all-cash deal to acquire Facet
Donaldson Company, Inc. (NYSE: DCI) has entered into a Securities Purchase Agreement to acquire all equity interests of Facet (Oklahoma) LLC and Facet Netherlands B.V. for $820 million in cash. The acquisition is subject to customary closing conditions, including antitrust clearance and foreign direct investment filings. The deal is expected to close by October 31, 2026, with a possible six-month extension.
Donaldson names COO Richard Lewis as new CEO effective March By Investing.com
Donaldson Company, Inc. has announced the appointment of COO Richard Lewis as its new President and CEO, effective March 2, 2026. Lewis will succeed Tod Carpenter, who is transitioning to executive chairman. The company, which specializes in filtration products, has seen a 47% return over the past year and recently surpassed Q1 2026 earnings and revenue expectations.
Donaldson Company Inc (NYSE:DCI) Valuation Checks Compared With Russell 1000 etf
Donaldson Company, Inc. (NYSE: DCI), a company specializing in industrial filtration systems, is discussed in terms of its valuation relative to the Russell 1000 ETF. The article notes that DCI's shares are trading near an annual high and above an estimated intrinsic value based on a valuation model. Full access to the valuation details requires logging in or creating an account.
When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?
Donaldson Company, Inc. (NYSE:DCI) recently saw a significant price jump, nearing its 52-week high, and is currently trading above Simply Wall St's intrinsic value estimate. The company has a highly optimistic future outlook with expected earnings growth of 44% in the coming years. While the stock appears fairly valued now, its stable price and strong growth prospects suggest it warrants further investigation for potential investors monitoring for a price drop.
Donaldson names COO Richard Lewis as new CEO effective March By Investing.com
Donaldson Company, Inc. has announced the appointment of Richard Lewis, its current Chief Operating Officer, as the new President and CEO, effective March 2, 2026. Lewis will succeed Tod Carpenter, who transitions to executive chairman, and will also join the company's board of directors. The filtration company has shown strong financial performance, with a 47% return over the past year and recent earnings surpassing expectations.
Donaldson Company taps COO Richard Lewis as next CEO
Donaldson Company, a global leader in filtration products, has announced that Chief Operating Officer Richard Lewis will succeed Tod Carpenter as President and CEO, effective March 2, 2026. Carpenter, who has served the company for 30 years, including 11 as CEO, will transition to Executive Chairman. The board expressed confidence in Lewis's deep understanding of the business and ability to continue the company's growth trajectory.
Donaldson names COO Richard Lewis as new CEO effective March
Donaldson Company, Inc. (NYSE:DCI) has appointed its Chief Operating Officer, Richard Lewis, as the new President and CEO, effective March 2, 2026. Lewis will succeed Tod Carpenter, who will become executive chairman. The filtration company, with a market capitalization of $11.88 billion, has shown strong financial performance, including a 47% return over the past year and recent earnings exceeding expectations.
Richard Lewis to become Donaldson (DCI) CEO as Tod Carpenter shifts to Executive Chairman
Donaldson Company, Inc. announced that Richard B. Lewis, current Chief Operating Officer, will become President and CEO on March 2, 2026, succeeding Tod E. Carpenter. Mr. Carpenter will transition to Executive Chairman of the Board to ensure a smooth leadership change. The announcement also detailed the compensation adjustments for both executives, reflecting Lewis's new role and Carpenter's continued strategic involvement.
Donaldson elects new President and CEO
Donaldson Company, Inc., a global provider of filtration products, has announced that Richard Lewis will become its new President and CEO, effective March 2, 2026. Lewis, currently COO, will also join the board. He succeeds Tod Carpenter, who will transition to executive chairman after 30 years with the company, including 11 years as CEO. The appointment reflects Donaldson's long-term succession planning, acknowledging Lewis's deep understanding of the business and the company's strong market position.
This manufacturer has paid a dividend every quarter for 70 years
Donaldson Company, Inc. (NYSE: DCI) has announced a regular cash dividend of 30.0 cents per share, payable on February 27th, 2026, to shareholders of record on February 12th, 2026. The company is a member of the S&P High-Yield Dividend Aristocrats Index and has increased its annual dividend for 30 consecutive years, having paid a cash dividend every quarter for the past 70 years. Donaldson Company is a global leader in filtration products and solutions across various industries.
Donaldson Company, Inc. $DCI Holdings Decreased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC significantly reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 42.1% in the third quarter of 2025, selling 156,369 shares. Despite this, Donaldson reported slightly better-than-expected Q3 earnings with $0.94 EPS and $935.4M revenue, and has issued positive FY2026 guidance. Insider selling was also noted, but several analysts maintain a "Moderate Buy" consensus rating for the stock.
Inscription Capital LLC Has $1.43 Million Position in Donaldson Company, Inc. $DCI
Inscription Capital LLC significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 166% during Q3, now owning 17,484 shares valued at $1.43 million. Donaldson recently surpassed earnings estimates and provided strong FY2026 guidance, while trading near its 12-month high with a market capitalization of around $11.7 billion. Despite receiving a quarterly dividend payment and mostly positive analyst ratings, there has been recent insider selling from a director and CFO.
Donaldson Comp Inc stock hits all-time high at 100.92 USD
Donaldson Company Inc. (DCI) stock reached an all-time high of $100.92, marking a 45.54% increase over the past year. The company's strong performance is supported by 55 consecutive years of dividend payments and recent increases in analyst price targets following robust Q1 fiscal year 2026 earnings. Jefferies upgraded the stock to Buy with a $120.00 price target, citing recovery in mining and non-residential construction.
Donaldson Comp Inc stock hits all-time high at 100.92 USD
Donaldson Company Inc. (DCI) stock has reached an all-time high of $100.92, reflecting a 45.54% increase over the past year and a 45.09% gain in the last six months. This surge is supported by strong Q1 fiscal year 2026 earnings, exceeding analyst expectations for both EPS and revenue, and the company's 55 consecutive years of dividend payments with recent 11.11% growth. Analysts from Stifel and Jefferies have responded positively, with Jefferies upgrading the stock to Buy and raising its price target to $120.00.
Donaldson Company (NYSE:DCI) Russell 1000 ETF Operations Snapshot
Donaldson Company (NYSE:DCI), a provider of advanced filtration systems, is featured in a Russell 1000 ETF operations snapshot. The article highlights Donaldson's role in supplying filtration technologies for engine and industrial applications and its continuous innovation in refining filtration materials and designs. Readers need to log in or register to access the full content.
Jefferies Turns Bullish on Donaldson (DCI) as Cyclical Demand Signals Improve
Jefferies has upgraded Donaldson Company, Inc. (DCI) to Buy from Hold, raising its price target to $120. The upgrade is driven by early signs of improved cyclical demand in mining and non-residential construction, with further market strength anticipated through mid-2026. Donaldson recently reported record fiscal Q1 2026 sales and operating margin, demonstrating broad-based growth and raising its full-year guidance.
Jefferies Turns Bullish on Donaldson (DCI) as Cyclical Demand Signals Improve
Jefferies has upgraded Donaldson Company, Inc. (DCI) to Buy from Hold, increasing its price target to $120 from $92. The upgrade is based on improving cyclical demand signals in mining and non-residential construction markets, with potential benefits from an easier credit backdrop and fiscal stimulus. Donaldson recently reported strong fiscal Q1 2026 earnings, with record sales and operating margins, and raised its full-year EPS guidance.
SG Americas Securities LLC Raises Holdings in Donaldson Company, Inc. $DCI
SG Americas Securities LLC significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 258.9% in Q3 2025, now holding 27,033 shares valued at approximately $2.21 million. The company reported strong quarterly earnings, beating estimates with an EPS of $0.94 and revenue of $935.4 million, and received an "upgrade" to "Buy" from Jefferies with a $120 price target, contributing to a consensus "Moderate Buy" rating. Despite institutional growth, insiders like Director Ajita G. Rajendra and CFO Bradley J. Pogalz have recently sold shares, reducing their total ownership to 2.20%.
Nisa Investment Advisors LLC Has $2.45 Million Holdings in Donaldson Company, Inc. $DCI
Nisa Investment Advisors LLC recently reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 29.4%, holding 29,884 shares valued at $2.45 million. Despite this, institutional investors collectively own 82.81% of the company's stock. Donaldson beat quarterly earnings estimates, provided optimistic FY2026 guidance, and maintains a "Moderate Buy" consensus rating from analysts with a $100 price target.
Unpacking Q3 Earnings: Donaldson (NYSE:DCI) In The Context Of Other Gas and Liquid Handling Stocks
This article analyzes Q3 earnings for gas and liquid handling stocks, spotlighting Donaldson (DCI), SPX Technologies (SPXC), Graco (GGG), Helios (HLIO), and Ingersoll Rand (IR). While the sector reported satisfactory results overall, Donaldson exceeded revenue expectations. SPX Technologies had an exceptional quarter, whereas Graco missed estimates. Helios showcased strong performance with significant beats, and Ingersoll Rand presented mixed results despite solid operating income.
Boston Trust Walden Corp Reduces Holdings in Donaldson Company, Inc. $DCI
Boston Trust Walden Corp reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 4.4% in Q3 2025, selling 123,191 shares, though DCI remains its sixth-largest position. Donaldson exceeded Q3 earnings and revenue estimates and announced a quarterly dividend. Insider transactions included sales by a director and the CFO, while analysts maintain a "Moderate Buy" consensus rating for the company.
Thrivent Financial for Lutherans Has $3.07 Million Stock Position in Donaldson Company, Inc. $DCI
Thrivent Financial for Lutherans increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 41.9% in Q2, bringing their total holdings to 44,215 shares valued at $3.07 million. Donaldson reported strong Q-3 earnings, beating EPS and revenue estimates, and provided positive FY2026 guidance. Analysts maintain a "Moderate Buy" rating with an average target price of $93.33 for the company.
Donaldson's Q3 Earnings Call: Our Top 5 Analyst Questions
Donaldson's Q3 2025 results exceeded analyst expectations for revenue and adjusted EPS, driven by strong growth in mobile aftermarket, power generation, and food and beverage segments. The company's CEO, Todd Carpenter, attributed this success to their "razor-to-sell razor blades model" and cost optimization. Analysts focused on industrial filtration strength, pricing trends, aftermarket share gains, capacity needs for data center expansion, and the timing of footprint optimization savings.
Donaldson director Rajendra sells $1.82 million in stock
Donaldson Co Inc director Ajita G. Rajendra sold 19,800 shares of common stock for $1.82 million on December 5, 2025, while also exercising options to acquire an equal number of shares for $880,968. This transaction follows strong first-quarter results for fiscal year 2026, which led Stifel to raise its price target for Donaldson's stock to $96.
