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Donaldson Company DCI Q1 2026 earnings

Reported December 4, 2025 · Before market open

Revenue$935.4MBeat by $12.5M
EPS$0.94Beat by $0.02
Revenue estimate$922.9M
EPS estimate$0.92

Next report

Dec 3, 2026 (in 2 months)
Revenue estimate$1.0B
EPS estimate$0.98

Financials

Q1 2026

Income statement

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Revenue$935.4M+3.9%
Gross profit$328.8M+2.9%
Operating income$149.3M+14.1%
Net income$113.9M+15.1%
EPS (diluted)$0.97+19.8%

Balance sheet

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Cash & equivalents$210.7M-4.7%
Total debt$674.0M+9.3%
Total equity$1.5B-1.7%
Total assets$3.0B-0.6%

Cash flow

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Operating cash flow$125.4M+72.0%
CapEx$14.2M-43.4%
Free cash flow$111.2M+133%

Valuation & ratios

Valuation

as of 10/31/25
See full
Market cap$9.76B+11.4%
Enterprise value$10.22B+11.6%
P/E25.6×+4.7×
P/S2.6×+0.2×

Profitability

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Gross margin34.8%-0.8pp
Operating margin13.8%-1.3pp
Net margin10.2%-1.3pp
FCF margin10.8%+1.5pp

Returns & leverage

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Return on equity25%-4.3pp
Debt / equity0.4×0.0×
Current ratio2.2×+0.3×

Segments

By product

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Aftermarket$480.3M+6.4%
Industrial Filtration Solutions$215.7M+1.6%
Off-Road$94.6M+6.2%
Aerospace and Defense$42.1M-6.9%
On-Road$23.4M-27.1%

By geography

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U.S. and Canada$407.4M-0.6%
EMEA$262.8M+9.1%
APAC$165.4M+6.6%
LATAM$99.8M+5.9%

By segment

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Mobile Solutions Segment$598.3M+4.5%
Industrial Solutions Segment$257.8M+0.1%
Life Sciences Segment$79.3M+13.1%

FAQ

When did Donaldson Company report Q1 2026 earnings?
Donaldson Company (DCI) reported Q1 2026 earnings on December 4, 2025 before market open.
What were Donaldson Company's Q1 2026 revenue and EPS?
Donaldson Company reported revenue of $935.4M and eps of $0.94 for Q1 2026.
Did Donaldson Company beat estimates in Q1 2026?
Revenue beat the consensus estimate of $922.9M by $12.5M. EPS beat the consensus estimate of $0.92 by $0.02.
How did Donaldson Company's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 3.9% from $900.1M a year earlier and eps grew 13.3% from $0.83.
Where can I find Donaldson Company's Q1 2026 SEC filings?
You can read the 8-K earnings release (0000029644-25-000145) and the 10-Q periodic report (0000029644-25-000147) directly on SEC EDGAR. The filing index links above go to sec.gov.