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Donaldson Company DCI Q3 2026 earnings

Reported June 2, 2026 · Before market open

Revenue$995.1MBeat by $21.5M
EPS$1.06Beat by $0.01
Revenue estimate$973.6M
EPS estimate$1.05

Next report

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

Financials

Q3 2026

Income statement

See full
Revenue$995.1M+5.9%
Gross profit$333.4M+3.6%
Operating income$155.3M+77.7%
Net income$118.1M+104%
EPS (diluted)$1.00+108%

Balance sheet

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Cash & equivalents$204.1M+14.3%
Total debt$601.9M-16.7%
Total equity$1.7B+15.8%
Total assets$3.1B+3.0%

Cash flow

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Operating cash flow$135.4M+54.4%
CapEx$23.3M+42.9%
Free cash flow$112.1M+57.0%

Valuation & ratios

Valuation

as of 04/30/26
See full
Market cap$10.21B+29.8%
Enterprise value$10.61B+26.2%
P/E23.3×+1.6×
P/S2.7×+0.5×

Profitability

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Gross margin34.2%-1.0pp
Operating margin15.1%+1.7pp
Net margin11.5%+1.6pp
FCF margin10.3%+2.1pp

Returns & leverage

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Return on equity27.8%+3.2pp
Debt / equity0.4×-0.1×
Current ratio2.4×+0.4×

Segments

By product

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Aftermarket$497.6M+8.2%
Industrial Filtration Solutions$237.1M+2.3%
Off-Road$104.0M+8.8%
Aerospace and Defense$44.6M-13.4%
On-Road$28.3M+5.2%

By geography

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U.S. and Canada$427.1M+1.5%
EMEA$289.3M+11.5%
APAC$172.8M+9.2%
LATAM$105.9M+4.4%

By segment

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Mobile Solutions Segment$629.9M+8.1%
Industrial Solutions Segment$281.7M-0.6%
Life Sciences Segment$83.5M+12.5%

FAQ

When did Donaldson Company report Q3 2026 earnings?
Donaldson Company (DCI) reported Q3 2026 earnings on June 2, 2026 before market open.
What were Donaldson Company's Q3 2026 revenue and EPS?
Donaldson Company reported revenue of $995.1M and eps of $1.06 for Q3 2026.
Did Donaldson Company beat estimates in Q3 2026?
Revenue beat the consensus estimate of $973.6M by $21.5M. EPS beat the consensus estimate of $1.05 by $0.01.
How did Donaldson Company's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.9% from $940.1M a year earlier and eps grew 7.1% from $0.99.
Where can I find Donaldson Company's Q3 2026 SEC filings?
You can read the 8-K earnings release (0000029644-26-000049) and the 10-Q periodic report (0000029644-26-000052) directly on SEC EDGAR. The filing index links above go to sec.gov.