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Donaldson Company DCI Q2 2026 earnings

Reported February 26, 2026 · Before market open

Revenue$896.3MMiss by $2.4M
EPS$0.83Miss by $0.07
Revenue estimate$898.7M
EPS estimate$0.90

Next report

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

Financials

Q2 2026

Income statement

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Revenue$896.3M+3.0%
Gross profit$299.8M-2.0%
Operating income$118.7M-5.4%
Net income$92.5M-3.5%
EPS (diluted)$0.78-1.3%

Balance sheet

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Cash & equivalents$194.4M+2.8%
Total debt$674.3M+22.1%
Total equity$1.6B+2.0%
Total assets$3.1B+3.3%

Cash flow

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Operating cash flow$33.0M-63.5%
CapEx$15.0M-20.6%
Free cash flow$18.0M-74.8%

Valuation & ratios

Valuation

as of 01/31/26
See full
Market cap$11.76B+38.3%
Enterprise value$12.24B+38.0%
P/E31.1×+10.7×
P/S3.1×+0.8×

Profitability

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Gross margin34.4%-1.2pp
Operating margin13.5%-1.5pp
Net margin10.1%-1.4pp
FCF margin9.3%-0.2pp

Returns & leverage

See full
Return on equity24.3%-4.4pp
Debt / equity0.4×+0.1×
Current ratio2.3×+0.4×

Segments

By product

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Aftermarket$447.1M+1.2%
Industrial Filtration Solutions$222.6M+7.3%
Off-Road$86.5M+7.9%
Aerospace and Defense$37.1M-19.7%
On-Road$23.0M-9.1%

By geography

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U.S. and Canada$372.7M-4.7%
EMEA$264.8M+16.0%
APAC$165.1M+8.7%
LATAM$93.7M-5.2%

By segment

See full
Mobile Solutions Segment$556.6M+1.7%
Industrial Solutions Segment$259.7M+2.4%
Life Sciences Segment$80.0M+16.3%

FAQ

When did Donaldson Company report Q2 2026 earnings?
Donaldson Company (DCI) reported Q2 2026 earnings on February 26, 2026 before market open.
What were Donaldson Company's Q2 2026 revenue and EPS?
Donaldson Company reported revenue of $896.3M and eps of $0.83 for Q2 2026.
Did Donaldson Company beat estimates in Q2 2026?
Revenue missed the consensus estimate of $898.7M by $2.4M. EPS missed the consensus estimate of $0.90 by $0.07.
How did Donaldson Company's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 3.0% from $870.0M a year earlier and eps grew 0.0% from $0.83.
Where can I find Donaldson Company's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000029644-26-000024) and the 10-Q periodic report (0000029644-26-000026) directly on SEC EDGAR. The filing index links above go to sec.gov.