Donaldson CoDCI +3.17%94 Net Margin % is 11.87% as of Apr. 2026, which is 19% above its 10-year median of 9.95. GuruFocus rates DCI with a GF Score™ of 94/100 and a GF Value™ of $81.11 (Fairly Valued). The stock has 1 warning sign investors should review. Among 3,039 Industrial Products companies, Donaldson Co ranks better than 80.55% on this metric.
Net margin is calculated as Net Income divided by its Revenue. Donaldson Co's Net Income for the
three
months ended in Apr. 2026 was $118 Mil. Donaldson Co's Revenue for the
three
months ended in Apr. 2026 was $995 Mil. Therefore, Donaldson Co's net margin for the quarter that ended in Apr. 2026 was 11.87%.
The historical rank and industry rank for Donaldson Co's Net Margin % or its related term are showing as below:
DCI'
s Net Margin % Range Over the Past 10 Years
Min: 6.59 Med: 9.95 Max: 11.54
Current: 11.53
DCI's Net Margin % is ranked better than 80.55% of 3039
companies
in the Industrial Products industry
Industry Median: 4.54
vs DCI: 11.53
Donaldson Co (NYSE:DCI) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
Donaldson Co Net Margin % Related Terms
Donaldson Co Net Margin % Historical Data
* Premium members only.
The historical data trend for Donaldson Co's Net Margin % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Specialty Industrial Machinery subindustry, Donaldson Co's Net Margin %, along with its competitors' market caps and Net Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Donaldson Co Net Margin % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Donaldson Co's Net Margin % distribution charts can be found below:
* The bar in red indicates where Donaldson Co's Net Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Donaldson Co (DCI) has a Net Margin % of 11.87% as of Apr. 2026. Net margin is the ratio of total net income to net sales. View historical data on Donaldson Co and its competitors. This is 19% above median its historical median of 9.95. Over the past decade, Donaldson Co's Net Margin % has ranged from 6.59 to 11.54. According to the industry distribution chart, Donaldson Co ranks #591 out of 3039 companies in the Industrial Products industry, placing it in the top 19.4%.
Is Donaldson Co's Net Margin % too high?
Donaldson Co's current Net Margin % of 11.87% is 19% above median its 10-year median of 9.95. Over the past 10 years, this metric has ranged from a low of 6.59 to a high of 11.54. The Industrial Products industry median Net Margin % is 4.54. Donaldson Co's value of 11.87% is 161.5% above this industry median. Based on the distribution chart, Donaldson Co ranks #591 out of 3039 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Donaldson Co has a GF Score™ of 94/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Donaldson Co's Net Margin % compare to FLS and GTLS?
According to the Industrial Products industry distribution chart, Donaldson Co ranks #591 out of 3039 companies for Net Margin %. This places Donaldson Co in the top 19% of its industry — outperforming the majority of peers. The industry median Net Margin % is 4.54. Donaldson Co's value of 11.87% is 161.5% above this benchmark. Historically, Donaldson Co's own Net Margin % has ranged from 6.59 to 11.54 over the past decade. While the company's 10-year median is 9.95 vs. the industry median of 4.54, Donaldson Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Margin % for an Industrial Products company?
The median Net Margin % among Industrial Products companies is 4.54, based on 3,039 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Donaldson Co's current Net Margin % of 11.87% is 161.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Donaldson Co and its competitors. For the Industrial Products industry, the median Net Margin % is 4.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Donaldson Co's current Net Margin % is 11.87%, which is 19% above median its own 10-year median of 9.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Donaldson Co stock overvalued right now?
Based on GuruFocus' analysis, Donaldson Co (DCI) is currently considered Fairly Valued. The stock's GF Value™ is $81.11, compared to a current price of $88.80 — trading 9.5% above its estimated fair value. The current Net Margin % is 11.87%, which is 19% above median its 10-year median of 9.95 and 161.5% above the Industrial Products industry median of 4.54. Donaldson Co's overall GF Score™ is 94/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Donaldson Co (DCI), the current Net Margin % is 11.87% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Donaldson Co (DCI) Overvalued in 2026?
Based on GuruFocus' analysis, Donaldson Co stock appears to be overvalued.
The current stock price of $88.80 is trading 9.5% above its estimated GF Value™ of $81.11.
GuruFocus considers Donaldson Co to be Fairly Valued.
Key valuation signals for DCI:
Net Margin %: 11.87% (19% above median its 10-year median of 9.95)
GF Value™: $81.11 vs. price of $88.80 (9.5% above fair value)
Industry Position: 161.5% above the Industrial Products median (#591 of 3039)
No single metric tells the full story. See the DCI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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 $3.7 billion in revenue in its fiscal 2025.
94GF Score
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