Key Takeaways Five dividend growth stocks were selected as tech shares slid sharply on AI valuation concerns. The list includes TEL, ENS, DCI, LRCX and LDOS, all showing positive sales and EPS growth histories.Each stock features consistent dividend increases, solid fundamentals and favorable valuation metrics.Major U.S. stock indices tumbled on Dec. 12, 2025, dragged by significant sell-offs witnessed for technology stocks as investors remained worried about the narrative of an apparent AI bubble. Investo ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Core Viewpoint - Donaldson Company, Inc. (DCI) has shown a strong stock performance, gaining approximately 25% since June of the previous year, with expectations for further upside in the future [1]. Group 1: Company Performance - The stock of DCI has performed well, with a notable increase of around 25% since the last coverage in June [1]. - There is an optimistic outlook for DCI, suggesting potential for further stock price appreciation [1]. Group 2: Investment Strategy - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1].

Donaldson (DCI) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a cha ...

Core Insights - Donaldson Company, Inc. (DCI) reported adjusted earnings of 94 cents per share for Q1 fiscal 2026, surpassing the Zacks Consensus Estimate of 93 cents, reflecting a year-over-year increase of 13.3% [1] - Total revenues reached $935.4 million, exceeding the Zacks Consensus Estimate of $924 million, with a year-over-year growth of 3.9% [2] Revenue Results - Revenue breakdown shows a 0.6% decline in the United States/Canada, while Europe, the Middle East, and Africa saw a 9.1% increase, and Latin America increased by 5.9%. The Asia Pacific region improved by 6.6% [2] - Mobile Solutions segment, accounting for 64% of net sales, generated $598.3 million, up 4.5% year-over-year, with Off-Road sales rising 6.1% and On-Road sales declining 27.1% [3] - Industrial Solutions segment revenues were $257.8 million, a slight increase of 0.1% year-over-year, impacted by a 7.1% decline in Aerospace and Defense [4] - Life Sciences segment revenues increased by 13.1% year-over-year to $79.3 million, driven by new equipment and replacement part sales in the food and beverage sector [4] Margin Profile - Cost of sales rose 4.5% year-over-year to $606.6 million, while gross profit increased by 2.9% to $328.8 million, resulting in a gross margin of 35.2%, down 30 basis points due to inflation and inventory valuation issues [5] - Operating expenses decreased by 4.9% year-over-year to $179.5 million, leading to a 14.2% increase in operating profit to $149.3 million, with an operating margin of 16%, up 150 basis points [5] Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q1 were $210.7 million, up from $180.4 million in the previous quarter, while long-term debt increased to $671.5 million from $630.4 million [7] - The company generated net cash of $125.4 million from operating activities, a 72% increase year-over-year, with free cash flow rising 154.7% to $122 million [8] FY26 Outlook - For fiscal 2026, DCI expects adjusted EPS in the range of $3.95-$4.11, with sales growth anticipated between 1-5% from fiscal 2025 levels [11] - Segment-wise, Mobile Solutions sales are expected to be flat to increase by 4%, Industrial Solutions by 2-6%, and Life Sciences by 1-5% [12] - Capital expenditure is projected between $65 million and $85 million, with free cash flow conversion expected to be in the range of 85-95% [13]

Core Insights - Donaldson Company, Inc. reported strong first-quarter fiscal 2026 results, with sales increasing by 3.9% year over year to $935.4 million, surpassing the consensus estimate of $922.9 million [1] - GAAP net earnings rose to $113.9 million (97 cents per share) from $99.0 million (81 cents per share) in the previous year, while adjusted EPS was 94 cents, exceeding the consensus of 92 cents [1] Financial Guidance - The company raised its fiscal 2026 guidance for adjusted EPS to a range of $3.95-$4.11, compared to the previous range of $3.92-$4.08, and above the consensus of $4.01 [2] - Sales growth guidance was revised to 1%-5% year over year, up from the earlier guidance of 1%-3%, with an expected pricing benefit of around one percentage point [2] Market Performance - CEO Tod Carpenter highlighted that the company gained market share in key businesses and increased replacement part sales, achieving a 13% growth in adjusted EPS from a 4% sales growth [3] - Following the earnings announcement, Donaldson shares dipped by 1.8%, trading at $92.16 [3] Analyst Ratings - Baird analyst Richard Eastman maintained an Outperform rating on Donaldson and raised the price target from $96 to $100 [6] - Stifel analyst Adam Farley maintained a Hold rating and increased the price target from $90 to $96 [6]

Donaldson Company, Inc. (NYSE:DCI) reported upbeat first-quarter fiscal 2026 results on Thursday.Sales rose 3.9% year over year (Y/Y) to $935.4 million, beating the consensus of $922.9 million, led by favorable currency translation and volume growth. GAAP net earnings increased to $113.9 million (or 97 cents per share) from $99.0 million (or 81 cents per share) in the prior year. The company reported adjusted EPS of 94 cents, beating the consensus of 92 cents.Donaldson raised its fiscal 2026 guidance for ad ...

Core Insights - Donaldson Company, Inc. reported an earnings per share (EPS) of $0.94, exceeding the estimated $0.93, indicating strong financial performance [1][6] - The company achieved revenue of approximately $935.4 million in the first quarter of fiscal year 2026, surpassing the estimated $901.4 million, reflecting a 1.26% increase over the Zacks Consensus Estimate and a rise from $900.1 million in the same period last year [2][6] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 26.59, indicating a healthy market valuation of its earnings [3][6] - Donaldson's price-to-sales ratio stands at about 2.73, reflecting its market value relative to sales [3][6] - The enterprise value to sales ratio is around 2.85, showing total valuation compared to sales [4] - The enterprise value to operating cash flow ratio is approximately 22.53, suggesting a strong cash flow position [4] - The earnings yield is about 3.76%, indicating attractive earnings generated per dollar invested [4] Financial Health - The company maintains a debt-to-equity ratio of approximately 0.44, indicating a balanced approach to financing its assets [5] - A current ratio of around 2.15 suggests the company's ability to cover short-term liabilities with short-term assets, reflecting solid liquidity [5] - These financial metrics highlight Donaldson's strong financial health and its ability to sustain growth in the competitive filtration industry [5]

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