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 diluted 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 diluted 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.

Donaldson Company DCI Q2 2026 earnings

Reported February 26, 2026 · Before market open

Revenue$896.3MMiss by $2.4M Diluted EPS$0.83Miss by $0.07

Revenue estimate$898.7M

EPS estimate$0.90

Next report

Aug 26, 2026 (in 2 months)

Revenue estimate$1.0B

EPS estimate$1.12

Financials

Q2 2026

Income statement

See full

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

See full

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

See full

Operating cash flow$33.0M-63.5%

CapEx$15.0M-20.6%

Free cash flow$18.0M-74.8%

Valuation & ratios

Q2 2026

Valuation

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

See full

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

See full

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

See full

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%

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 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 diluted 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 diluted 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.