Consensus EPS · Q4 2026
$1.12
Consensus revenue · Q4 2026
$1B
Analysts
5
Expected report
Aug 27, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 5 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1B | $1B | $1.1B |
| EPS | $1.10 | $1.12 | $1.15 |
| EBITDA | $172.8M | $177.9M | $181.3M |
| EBIT | $152.5M | $157M | $160.1M |
| Net income | $129.7M | $132.8M | $134M |
- Revenue$1B
- EPS$1.12
- EBITDA$177.9M
- EBIT$157M
- Net income$132.8M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q3 2026 | $995.1M | $973.6M | +2.2% | $1.06 | $1.05 | +1.2% |
- Q3 2026+2.2%+1.2%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $1B | $1B | — | — | 0% |
| EPS | $1.02 | $1.02 | — | — | 0% |
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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No community consensus for Donaldson Company (DCI) Q4 2026 yet. Make a prediction to start the crowd forecast.
Analyst price target
Based on price targets from 0 analysts.
- Low
- $91.00
- Consensus
- $100.33
- Median
- $93.50
- High
- $123.00
- Current
- $90.96
- Upside
- +10.3%
Upside calculated vs most recent trading price of $90.96.
Analyst ratings
Consensus: Hold — based on 14 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 4, 2026 | Stifel | maintain | Hold | Hold |
| Mar 30, 2026 | Baird | maintain | Outperform | Outperform |
| Mar 9, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Feb 27, 2026 | Baird | maintain | Outperform | Outperform |
| Feb 3, 2026 | Jefferies | maintain | Buy | Buy |
| Jan 9, 2026 | Jefferies | upgrade | Hold | Buy |
| Dec 5, 2025 | Stifel | maintain | Hold | Hold |
| Dec 5, 2025 | Baird | maintain | Outperform | Outperform |
| Dec 3, 2025 | Baird | maintain | Outperform | Outperform |
| Nov 24, 2025 | Stifel | maintain | Hold | Hold |
- Jun 4, 2026StifelHold
- Mar 30, 2026BairdOutperform
- Mar 9, 2026Morgan StanleyEqual Weight
- Feb 27, 2026BairdOutperform
- Feb 3, 2026JefferiesBuy
- Jan 9, 2026JefferiesBuy
- Dec 5, 2025StifelHold
- Dec 5, 2025BairdOutperform
- Dec 3, 2025BairdOutperform
- Nov 24, 2025StifelHold
Frequently asked questions
Donaldson Company (DCI) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks1.67% TTM
- Dividend Profile1.34% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History8 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.