MINNEAPOLIS--(BUSINESS WIRE)-- #Filtration--Donaldson Company, Inc. (NYSE: DCI), a global leader in technology-led filtration products and solutions, today announced the launch of ArmorSealâ"¢, its nextgeneration air filtration technology. The ArmorSeal technology builds on decades of Donaldson leadership in air filtration, from Axial Seal to the industry-defining RadialSealâ"¢ and now to a new standard designed for today's most demanding operating environments. As offhighway, construction, and heavyduty eq ...

经济观察网根据截至2026年2月13日的公开信息，唐纳森公司近期未披露明确的未来事件安排(如财报发 布、股东大会等)。以下为基于最新数据的概况： 业绩经营情况 公司在2025年12月4日发布的2026财年第一季度财报显示，营收达9.354亿美元(同比增长4%)，每股收益 0.94美元(超预期)。管理层上调全年每股收益指引至中值4.03美元，并预计销售额约38亿美元。 业务进展情况 2026年1月，公司工业除尘事业部在山东泰安举办经销商峰会，聚焦亚太区战略规划及行业合作，但未 公布新业务里程碑或资本运作计划。 股票近期走势 截至2026年2月12日，唐纳森股价报110.49美元，市盈率(TTM)为33.37倍，总市值约127.44亿美元。 目前公开渠道暂未提及未来一周或一个月内的特定事件(如财报日、投资者会议等)。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - Donaldson Company, Inc. will host a webcast for its second quarter 2026 earnings conference call on February 26, 2026, at 9:00 a.m. CT [1] Company Information - Donaldson Company, Inc. is recognized as a leading provider of innovative filtration products and solutions globally [1] Event Details - The live webcast can be accessed through the "Events & Presentations" section of Donaldson's Investor Relations website [1] - A replay of the webcast will be available after the live event [1]

Company Overview - Donaldson (DCI) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - DCI shares have increased by 1.1% over the past week, outperforming the Zacks Pollution Control industry, which rose by 0.55% [5] - Over the last month, DCI's price change is 12.21%, significantly higher than the industry's 0.83% [5] - In the last quarter, DCI shares have risen by 17.86%, and over the past year, they have gained 47.83%, while the S&P 500 has only moved 1.21% and 16.64%, respectively [6] Trading Volume - DCI's average 20-day trading volume is 687,544 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for DCI have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $4.04 to $4.05 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [9] Conclusion - Considering the positive price trends and earnings outlook, DCI is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Viewpoint - Jefferies upgraded Donaldson Company, Inc. to a "Buy" rating and increased the price target to $123, indicating positive sentiment towards the company's future performance [1][5]. Company Developments - Donaldson announced an agreement to acquire Facet Filtration for $820 million in cash, which is valued at 20 times the projected EBITDA for 2025, or 16.6 times when adjusted for tax benefits and cost savings, aiming to strengthen its position in the filtration industry [2]. - The current stock price of DCI is $101.13, reflecting a slight decrease of 0.79% from the previous day, with a trading range between $99.28 and $102.58 today [3]. - Donaldson's market capitalization is approximately $11.71 billion, indicating a significant presence in the market, with a trading volume of 559,393 shares today, suggesting active investor interest [4][5].

Core Viewpoint - Donaldson Company, Inc. has announced a definitive agreement to acquire Filtration Group's Facet Filtration business for approximately $820 million, which reflects a valuation of about 20.0x calendar year 2025 EBITDA, or 16.6x when adjusted for expected tax benefits and cost synergies [1][5] Group 1: Acquisition Details - The acquisition is an all-cash transaction valued at approximately $820 million [1] - Facet Filtration specializes in fuel and fluid filtration solutions, particularly in aerospace, defense, and power generation sectors [4] - Facet's products are utilized throughout the fuel supply chain, making it a pioneer in the jet fuel filtration market [4] Group 2: Strategic Importance - The acquisition is expected to enhance Donaldson's Industrial Solutions business by increasing exposure to durable end markets that require high-performance filtration solutions [2] - Approximately 70% of Facet's revenues are derived from recurring, regulated replacement part sales, which are characterized by high margins [2] - This acquisition is anticipated to expand Donaldson's addressable market and contribute to long-term profitable growth [3] Group 3: Financial Aspects - Donaldson plans to fund the acquisition through a combination of cash on hand and new debt financing [5] - Facet's projected sales for calendar year 2025 are estimated at $108 million, with significant revenue contributions from North America (57%) and Europe (26%) [4]

Core Viewpoint - Donaldson Company, Inc. has appointed Richard Lewis as the new president and CEO, effective March 2, 2026, succeeding Tod Carpenter, who will become executive chairman after 30 years with the company [1][2]. Group 1: Leadership Transition - Richard Lewis, currently the chief operating officer, will take over the role of president and CEO, reflecting the company's long-term succession planning [1][2]. - Tod Carpenter has led the company for 11 years as president and CEO, during which time he significantly expanded revenue and profit, and strengthened the operating model [2]. - The board expresses confidence in Lewis's ability to lead the company into its next growth phase, citing his deep understanding of Donaldson's operations [2]. Group 2: Company Background - Donaldson Company, Inc. was founded in 1915 and is recognized as a global leader in technology-led filtration products and solutions [3]. - The company serves a diverse range of industries and advanced markets, employing skilled personnel at over 150 locations across six continents [3]. - Donaldson addresses complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences [3].

Core Viewpoint - Investors should closely monitor Donaldson Company, Inc. (DCI) stock due to significant implied volatility in the options market, particularly the Feb 20, 2026 $55.00 Put option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectation of future stock movement, with high levels suggesting potential for a significant price change or an upcoming event that could impact the stock [2] - High implied volatility in options may attract traders looking to sell premium, as they anticipate that the underlying stock will not move as much as expected by expiration [4] Group 2: Analyst Sentiment - Donaldson currently holds a Zacks Rank of 3 (Hold) within the Pollution Control Industry, which is positioned in the bottom 23% of the Zacks Industry Rank [3] - Over the past 60 days, one analyst has raised their earnings estimate for the current quarter, while three have lowered theirs, resulting in a consensus estimate decrease from 91 cents to 90 cents per share [3]

Market Overview - The U.S. stock market experienced a slight decline on December 26, 2025, primarily due to low trading volume following the Christmas holiday, with many institutional investors absent for the year [1] - Major indexes such as the S&P 500, Dow, and Nasdaq saw small dips, ending short winning streaks observed earlier in the week [1][9] Investment Strategy - During the holiday season, equity investors may favor dividend-growth stocks over high price-growth stocks, as companies with a consistent history of dividend increases often exhibit strong financial health [2] - Dividend-growth stocks provide a defensive hedge against economic uncertainty and market volatility, making them attractive during periods of low market activity [4] Dividend Growth Stocks - Stocks with a strong history of year-over-year dividend growth are considered healthier investments, offering greater potential for capital appreciation compared to simple dividend-paying stocks [3][6] - Five selected dividend-growth stocks include: - Woodward Inc. (WWD): Expected revenue growth of 11.1% for fiscal 2026, long-term earnings growth rate of 15.20%, and an annual dividend yield of 0.36% [10] - Enersys (ENS): Projected revenue growth of 4% for fiscal 2026, long-term earnings growth rate of 15%, and an annual dividend yield of 0.70% [11] - Donaldson (DCI): Anticipated revenue growth of 3.5% for fiscal 2026, long-term earnings growth rate of 10%, and an annual dividend yield of 1.31% [12] - Rockwell Automation (ROK): Expected revenue growth of 5.8% for fiscal 2026, long-term earnings growth rate of 12.4%, and an annual dividend yield of 1.38% [13] - Vertiv Holdings (VRT): Projected revenue growth of 27.5% for fiscal 2025, long-term earnings growth rate of 30.2%, and an annual dividend yield of 0.15% [14] Stock Selection Criteria - Stocks selected for their strong fundamentals include criteria such as: - 5-Year Historical Dividend Growth Greater Than Zero [6] - 5-Year Historical Sales Growth Greater Than Zero [7] - 5-Year Historical EPS Growth Greater Than Zero [7] - Next 3-5 Year EPS Growth Rate Greater Than Zero [7] - Price/Cash Flow Less Than Industry Median [8] - 52-Week Price Change Greater Than S&P 500 [8]

Market Overview - Major U.S. stock indices experienced a significant decline on December 12, 2025, primarily driven by sell-offs in technology stocks due to concerns over an AI bubble narrative [1] - Investors reacted negatively to news from Broadcom, which indicated expected margin pressure in its AI business for the first quarter of fiscal 2026, despite exceeding fiscal fourth-quarter earnings estimates [1] Investment Strategy - In the current market environment, equity investors may favor dividend-growth stocks over high price-growth stocks, as companies with a history of raising dividends typically demonstrate strong financial health, providing a defensive hedge against economic uncertainty [2] - Stocks with a strong history of year-over-year dividend growth are suggested to form a healthier portfolio with greater potential for capital appreciation compared to simple dividend-paying stocks or those with high yields [2] Selected Dividend Growth Stocks - Five dividend growth stocks have been identified as potential solid choices for investment: TE Connectivity (TEL), Enersys (ENS), Donaldson (DCI), Lam Research (LRCX), and Leidos Holdings (LDOS) [3][9] - These stocks exhibit positive sales and earnings per share (EPS) growth histories, consistent dividend increases, solid fundamentals, and favorable valuation metrics [9] Characteristics of Dividend Growth Stocks - Stocks with a strong history of dividend growth are typically associated with mature companies that are less vulnerable to market volatility, thus providing a hedge against economic or political uncertainties [4] - These stocks are characterized by superior fundamentals, including sustainable business models, long-term profitability, rising cash flows, good liquidity, strong balance sheets, and value characteristics [5] - Although these stocks may not have the highest yields, they have historically outperformed the broader stock market and other dividend-paying stocks [6] Performance Metrics - Selected stocks must meet specific criteria, including: - 5-Year Historical Dividend Growth Greater Than Zero - 5-Year Historical Sales Growth Greater Than Zero - 5-Year Historical EPS Growth Greater Than Zero - Next 3-5 Year EPS Growth Rate Greater Than Zero [7] - Additional metrics include a Price/Cash Flow ratio less than the industry median and a 52-Week Price Change greater than the S&P 500 [8] Individual Stock Insights - **TE Connectivity (TEL)**: Expected fiscal 2026 revenue growth of 10.2%, long-term earnings growth rate of 12.3%, and an annual dividend yield of 1.23% [10][11] - **Enersys (ENS)**: Projected fiscal 2026 revenue growth of 4%, long-term earnings growth rate of 15%, and an annual dividend yield of 0.71% [11][12] - **Donaldson (DCI)**: Anticipated fiscal 2026 revenue growth of 3.4%, long-term earnings growth rate of 10%, and an annual dividend yield of 1.30% [12] - **Lam Research (LRCX)**: Expected fiscal 2026 revenue growth of 14.1%, long-term earnings growth rate of 20.3%, and an annual dividend yield of 0.65% [13] - **Leidos Holdings (LDOS)**: Projected fiscal 2025 revenue growth of 3.4%, long-term earnings growth rate of 11.6%, and an annual dividend yield of 0.84% [14]