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 diluted 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 diluted 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.

Donaldson Company DCI Q1 2026 earnings

Reported December 4, 2025 · Before market open

Revenue$935.4MBeat by $12.5M Diluted EPS$0.94Beat by $0.02

Revenue estimate$922.9M

EPS estimate$0.92

Next report

Aug 26, 2026 (in 2 months)

Revenue estimate$1.0B

EPS estimate$1.12

Financials

Q1 2026

Income statement

See full

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

See full

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

See full

Operating cash flow$125.4M+72.0%

CapEx$14.2M-43.4%

Free cash flow$111.2M+133%

Valuation & ratios

Q1 2026

Valuation

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

See full

Gross margin34.8%-0.8pp

Operating margin13.8%-1.3pp

Net margin10.2%-1.3pp

FCF margin10.8%+1.5pp

Returns & leverage

See full

Return on equity25%-4.3pp

Debt / equity0.4×0.0×

Current ratio2.2×+0.3×

Segments

By product

See full

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

See full

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

See full

Mobile Solutions Segment$598.3M+4.5%

Industrial Solutions Segment$257.8M+0.1%

Life Sciences Segment$79.3M+13.1%

Versus estimates

Revenue

Q3 2026$995.1MBeat by $21.5M Q2 2026$896.3MMiss by $2.4M

Q1 2026$935.4MBeat by $12.5M

Q4 2025$980.7MBeat by $29.2M Q3 2025$940.1MBeat by $6.7M Q2 2025$870.0MMiss by $75.0M

Diluted EPS

Q3 2026$1.06Beat by $0.01 Q2 2026$0.83Miss by $0.07

Q1 2026$0.94Beat by $0.02

Q4 2025$1.03Beat by $0.01 Q3 2025$0.99Beat by $0.04 Q2 2025$0.83Miss by $0.02

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Questions, answered.

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 diluted 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 diluted 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.