DCI (Donaldson Co) Tariff Resilience Score: 7/10 (As of Jul. 01, 2026)


DCI Donaldson Co Inc DCI
93 GF Score
Price $88.69
GF Value $81.19
Valuation Fairly Valued
! 1 Warning Sign
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What is Donaldson Co Tariff Resilience Score?

Donaldson Co DCI -1.20% 93 Tariff Resilience Score is 7 as of Jul. 01, 2026. GuruFocus rates DCI with a GF Score™ of 93/100 and a GF Value™ of $81.19 (Fairly Valued). The stock has 1 warning sign investors should review. Among 3,040 Industrial Products companies, Donaldson Co ranks better than 99.7% on this metric.

Donaldson Co has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

Donaldson Co has Donaldson Co Inc has a diversified global supply chain and manufacturing footprint, reducing tariff impact. Its strong pricing power and ability to shift production mitigate risks. Historical tariff impacts have been minimal due to strategic sourcing and industry exemptions.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Donaldson Co might have Highly Resilient.

Donaldson Co  (NYSE:DCI) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Donaldson Co Tariff Resilience Score Related Terms

DCI vs GTLS, FLS, WTS: Tariff Resilience Score Comparison

For the Specialty Industrial Machinery subindustry, Donaldson Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Donaldson Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Donaldson Co's Tariff Resilience Score falls into.


DCI
93GF Score
Donaldson Co Inc DCI
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
Donaldson Co (DCI) has a Tariff Resilience Score of 7 as of Jul. 01, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Donaldson Co ranks #9 out of 3040 companies in the Industrial Products industry, placing it in the top 0.3%.
Is Donaldson Co's Tariff Resilience Score too high?
Donaldson Co's current Tariff Resilience Score is 7. Based on the distribution chart, Donaldson Co ranks #9 out of 3040 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 93/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Donaldson Co's Tariff Resilience Score compare to GTLS and FLS?
According to the Industrial Products industry distribution chart, Donaldson Co ranks #9 out of 3040 companies for Tariff Resilience Score. This places Donaldson Co in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Industrial Products company?
A good Tariff Resilience Score depends on the Industrial Products industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Donaldson Co's current Tariff Resilience Score is 7. 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 $81.19, compared to a current price of $88.69 — trading 9.2% above its estimated fair value. The current Tariff Resilience Score is 7. Donaldson Co's overall GF Score™ is 93/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Donaldson Co (DCI), the current Tariff Resilience Score is 7 as of Jul. 01, 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 $88.69 is trading 9.2% above its estimated GF Value™ of $81.19. GuruFocus considers Donaldson Co to be Fairly Valued.

Key valuation signals for DCI:

  • Tariff Resilience Score: 7
  • GF Value™: $81.19 vs. price of $88.69 (9.2% above fair value)
  • GF Score™: 93/100 with 1 warning sign

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 Co Business Description

Other Exchanges DNZ:Germany
Address 1400 West 94th Street, Minneapolis, MN, USA, 55431
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.
93GF Score

Get the complete analysis for DCI

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$88.69
Price
$81.19
GF Value