Earnings summaries and quarterly performance for DONALDSON Co.
Executive leadership at DONALDSON Co.
Board of directors at DONALDSON Co.
Research analysts who have asked questions during DONALDSON Co earnings calls.
Adam Farley
Stifel Financial Corp.
5 questions for DCI
Also covers: AOS, BMI, CR +10 more
Bryan Blair
Oppenheimer
5 questions for DCI
Also covers: AOS, CSL, ESAB +12 more
Angel Castillo Malpica
Morgan Stanley
4 questions for DCI
Also covers: AGCO, ALSN, CAT +15 more
Brian Drab
William Blair & Company
4 questions for DCI
Also covers: DDD, ENS, GNRC +11 more
Robert Mason
Robert W. Baird & Co.
4 questions for DCI
Also covers: AEIS, AME, ATMU +12 more
Laurence Alexander
Jefferies
3 questions for DCI
Also covers: AIQUY, ALB, APD +27 more
Tim Thein
Raymond James Financial
3 questions for DCI
Also covers: AGCO, ALSN, CMI +9 more
Daniel Rizzo
Jefferies
2 questions for DCI
Also covers: APD, ATR, AZZ +15 more
Brian Paul Drab
William Blair & Company L.L.C.
1 question for DCI
Bryan Francis Blair
Oppenheimer & Co. Inc.
1 question for DCI
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
1 question for DCI
Also covers: AOS, BMI, CR +20 more
Rob Mason
Baird
1 question for DCI
Also covers: KEYS, MIR, MSA +2 more
Stefan Diaz
Morgan Stanley
1 question for DCI
Also covers: AMBP, BALL, CCK +4 more
Timothy Thein
Raymond James
1 question for DCI
Also covers: AGCO, ALSN, CAT +14 more
Tyler Mulier
William Blair & Company
1 question for DCI
Also covers: GCMG
Recent press releases and 8-K filings for DCI.
Donaldson Company Reports Strong Q1 FY26 Results and Raises FY26 Outlook
DCI
Earnings
Guidance Update
Share Buyback
- Donaldson Company reported strong Q1 FY26 results with sales of $935 million, a 4% year-over-year increase, and record earnings per share of $0.94, up 13% from the prior year.
- The company expanded its operating profit margin to a record 15.5% in Q1 FY26.
- Donaldson is increasing its full-year fiscal 2026 guidance, with expected record sales of $3.8 billion and an all-time high EPS of $4.03 at the midpoint of the updated ranges.
- Shareholder returns included $127 million through share repurchase and dividends in Q1 FY26, and the company forecasts repurchasing 2%-3% of shares outstanding for FY26.
- Key segment performance in Q1 FY26 included Mobile Solutions sales up 5% and Life Sciences sales up 13%, with significant improvement in Life Sciences' pre-tax margin to 9.2% from a loss in the prior year.
Dec 4, 2025, 3:00 PM
Donaldson Company Reports Strong Q1 FY26 Results and Raises Full-Year Guidance
DCI
Earnings
Guidance Update
Dividends
- Donaldson Company reported strong first-quarter fiscal 2026 results, with sales growing 4% year-over-year to an all-time first-quarter high of $935 million, and record earnings per share of $0.94, up 13% from the prior year.
- The company increased its fiscal 2026 outlook, now expecting record sales of $3.8 billion, operating margin expansion to a record 16.5% (at midpoint), and all-time high earnings per share of $4.03 (at midpoint).
- Growth was observed across many key businesses, including mobile aftermarket, power generation, food and beverage, and disk drive, with Mobile Solutions sales up 5% and Life Sciences sales up 13%. Cost optimization initiatives and leverage on higher sales contributed to an expanded operating profit margin of 15.5%.
- Donaldson returned $127 million to shareholders through share repurchases and dividends in Q1 FY26 and noted its 70th consecutive year of paying dividends and 30th consecutive year of increasing dividends.
Dec 4, 2025, 3:00 PM
Donaldson Company Reports Strong Q1 FY26 Results and Raises FY26 Guidance
DCI
Earnings
Guidance Update
Share Buyback
- Donaldson Company reported Q1 FY26 sales of $935 million, a 4% increase year-over-year, and Adjusted EPS of $0.94, up 13% year-over-year.
- The company's Adjusted operating margin increased by 60 basis points year-over-year to 15.5% in Q1 FY26.
- Donaldson returned $127 million to shareholders in Q1 FY26 through dividends and share repurchases.
- The company raised its Fiscal Year 2026 guidance, now expecting Adjusted Operating Margin between 16.2% and 16.8% and Adjusted EPS between $3.95 and $4.11.
Dec 4, 2025, 2:00 PM
Donaldson Reports Record First Quarter Fiscal Year 2026 Sales and Raises Full-Year Guidance
DCI
Earnings
Guidance Update
Share Buyback
- Donaldson reported record first quarter fiscal year 2026 sales of $935.4 million, an increase of 3.9% compared to the prior year.
- GAAP diluted earnings per share (EPS) for Q1 2026 increased 19.0% to $0.97, while adjusted diluted EPS rose 13.3% to $0.94.
- The company is raising its full-year fiscal 2026 adjusted EPS guidance to a range of $3.95 to $4.11 and its adjusted operating margin guidance to between 16.2% and 16.8%.
- During the first quarter of fiscal year 2026, Donaldson paid $34.7 million in dividends and repurchased $91.9 million of its shares outstanding.
Dec 3, 2025, 10:53 PM
Donaldson Provides FY 2025 Guidance and Strategic Update
DCI
Guidance Update
Dividends
Share Buyback
- Donaldson (DCI) projects record FY 2025 revenue of $3.8 billion, an operating margin of 16.4% at the midpoint, and EPS of $4.
- The company's business model, with 68% of its products being replacement parts, has contributed to four consecutive years of record revenue and EPS.
- DCI is a Dividend Aristocrat, having increased its dividend for 30 years, including an 11% raise last year. The company also returned over $400 million to shareholders last year, including an opportunistic 4% share repurchase.
- While facing headwinds in original equipment (OE) markets, Donaldson expects these to recover within 12-18 months, with aftermarket opportunities and a strong balance sheet supporting continued growth and M&A across its segments.
Nov 3, 2025, 11:00 PM
Donaldson (DCI) Provides Strategic and Financial Update at 49th Annual Automotive Symposium
DCI
Guidance Update
Demand Weakening
Share Buyback
- Donaldson (DCI) projects record revenue of $3.8 billion and record EPS of $4 for fiscal year 2025, with an operating margin midpoint of 16.4%, continuing a trend of four consecutive years of record revenue and EPS. The company also raised its dividend by 11% last year and is a Dividend Aristocrat.
- The company's business model relies heavily on proprietary filtration technology, with 68% of its products being replacement parts, driving high aftermarket retention. Current growth is primarily driven by aftermarket opportunities, as original equipment (OE) markets like construction, mining, agriculture, and long-haul trucks are currently experiencing headwinds but are expected to recover in the next 12-18 months.
- Donaldson is optimizing its operations, having resolved supply chain issues and gaining aftermarket share. This includes shutting down three manufacturing plants, such as two in California, to improve cost structure, with one moving to Illinois for a 2.5-year payback.
- Strategic initiatives include expanding the life sciences segment, with EBIT margins expected to reach the new company average within five years, and digitizing the industrial segment through telematics, which increases aftermarket opportunities by 3 to 4 times for connected units.
- Donaldson maintains a strong balance sheet with $700 million available liquidity and prioritizes investing in organic growth, M&A, dividends, and opportunistic share repurchases, having returned over $400 million to shareholders last year through buybacks and dividends.
Nov 3, 2025, 11:00 PM
Donaldson (DCI) Highlights Record Performance, Strategic Growth, and Operational Optimization
DCI
Guidance Update
New Projects/Investments
M&A
- Donaldson has delivered record revenue and EPS for four consecutive years and projects continued growth for FY2026, with guidance of $3.8 billion in revenue and $4 EPS, alongside an operating margin of 16.4% at midpoint.
- The company's business model is robust, with 68% of products being replacement parts, ensuring consistent aftermarket revenue. It also benefits from a localized manufacturing strategy, producing 75% of goods in the region of consumption, which helps mitigate tariff impacts.
- Strategic initiatives include digitizing the industrial segment, where connected dust collectors yield 3-4 times more aftermarket opportunity, and a broad M&A strategy supported by a strong balance sheet (net debt-to-EBITDA of 0.7 and $700 million available capital).
- Operational improvements have addressed supply chain issues, and the company is optimizing its manufacturing footprint by closing high-cost plants, such as those in California, with a 2.5-year payback for relocation. While some first-fit markets face headwinds, aftermarket demand is strong, and a rebound in first-fit markets is anticipated within 12-18 months.
Nov 3, 2025, 11:00 PM
Donaldson Co. Provides Business Update at Morgan Stanley Conference
DCI
Guidance Update
New Projects/Investments
M&A
- Donaldson reported record top and bottom line results and anticipates another record year in fiscal year 2026, with high single-digit growth expected in on-road and mid-single-digit growth in off-road for FY26.
- The company's resilience is driven by a large percentage of replacement parts revenue and ongoing market share gains in mobile aftermarket solutions.
- Growth is also supported by an upcycle in power generation due to demand from AI data centers, leading to high plant utilization.
- In Life Sciences, the food and bev business is growing at high single digits, and the bioprocessing business offers above-average margins (operating profit margins in the 20s).
- Donaldson maintains a strong balance sheet, has increased its dividend annually for 30 years, and is disciplined in its M&A strategy, seeking profit-generating companies in the life sciences space.
Sep 10, 2025, 8:05 PM
Donaldson Company Reports Record Results and Provides Fiscal Year 2026 Guidance
DCI
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Donaldson Company reported record top line and bottom line results and anticipates another record year in fiscal year 2026, attributing its resilience to a large percentage of revenue from replacement parts.
- The company projects high single-digit growth in on-road and mid-single-digit growth in off-road for fiscal year 2026, noting that regulatory changes have historically led to expanded market share.
- Strategic growth areas include industrial solutions, which are experiencing high plant utilization due to demand from AI data centers, and a goal to increase connected parts by 30%.
- In life sciences, the bioprocessing segment, though early stage, offers operating profit margins in the 20s, while the food and beverage business is growing at high single digits.
- Donaldson maintains a conservative balance sheet for internal investments and M&A, has increased its dividend annually for 30 years, and expects to continue delivering mid-single digit growth and higher earnings.
Sep 10, 2025, 8:05 PM
Donaldson Company Reports Record Fiscal Year and Provides Optimistic FY2026 Guidance
DCI
Guidance Update
New Projects/Investments
M&A
- Donaldson Company achieved a record top-line and bottom-line year and anticipates another record year for fiscal year 2026, supported by its resilient replacement parts business and consistent profit growth.
- The company projects high single-digit growth in on-road and mid-single-digit growth in off-road for fiscal year 2026 , and is experiencing high plant utilization in industrial solutions due to increased natural gas-powered demand from data centers.
- Life Sciences, particularly bioprocessing, is a key growth area with operating profit margins in the 20s and high single-digit growth potential, with two new products launching this year.
- Donaldson maintains a conservative balance sheet and prioritizes internal investments and M&A in profit-generating life sciences and industrial companies, while also noting a 30-year streak of annual dividend increases.
- The company expects to continue setting records with mid-single-digit growth and higher earnings, aiming for market share expansion across most of its revenue base.
Sep 10, 2025, 8:05 PM
Quarterly earnings call transcripts for DONALDSON Co.
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