Skip to content
Screener

Donaldson Company, Inc. DCI Q4 2026 Annual earnings

Reported August 26, 2026 · Before market open

Revenue$1.1BBeat by $15.5M
EPS$1.15Beat by $0.02
Revenue estimate$1.0B
EPS estimate$1.13
“Donaldson's fourth quarter sales and earnings reached an all-time high, driven by strong organic volume growth, augmented by the acquisition of Facet Filtration, and supported by robust execution across all three of our segments. Our global teams successfully delivered another significant step-up in profitability through ongoing operational improvements in Industrial Solutions and continued momentum in Mobile Solutions and Life Sciences.”
Rich Lewis

Next report

Dec 3, 2026 (in a month)
Revenue estimate$1.0B
EPS estimate$0.97

Financials

Q4 2026

Income statement

See full
Revenue$1.1B+8.0%
Gross profit$383.9M+13.3%
Operating income$176.6M+16.4%
Net income$129.3M+13.1%
EPS (diluted)$1.10+14.6%

Balance sheet

See full
Cash & equivalents$250.4M+38.8%
Total debt$1.4B+91.1%
Total equity$1.8B+21.4%
Total assets$4.0B+33.9%

Cash flow

See full
Operating cash flow$199.9M+19.1%
CapEx$14.9M-19.9%
Free cash flow$185.0M+24.0%

Valuation & ratios

Valuation

as of 10/30/26
See full
Market cap$9.88B+1.9%
Enterprise value$11.01B+7.6%
P/E21.8×-4.6×
P/S2.5×-0.1×

Profitability

See full
Gross margin34.6%-0.2pp
Operating margin15.4%+2.0pp
Net margin11.7%+1.7pp
FCF margin11%+1.8pp

Returns & leverage

See full
Return on equity28.2%+3.3pp
Debt / equity0.8×+0.3×
Current ratio2.1×+0.1×

Segments

By product

See full
Aftermarket$511.6M+9.4%
Industrial Filtration Solutions$257.2M-2.0%
Off-Road$94.7M+0.1%
Aerospace and Defense$76.3M+61.0%
On-Road$28.6M+8.7%

By geography

See full
U.S. and Canada$444.8M+8.3%
EMEA$319.1M+6.9%
APAC$186.2M+9.3%
LATAM$108.7M+7.3%

By segment

See full
Mobile Solutions Segment$634.9M+7.9%
Industrial Solutions Segment$333.5M+7.7%
Life Sciences Segment$90.4M+9.6%

FAQ

When did Donaldson Company, Inc. report Q4 2026 earnings?
Donaldson Company, Inc. (DCI) reported Q4 2026 earnings on August 26, 2026 before market open.
What were Donaldson Company, Inc.'s Q4 2026 revenue and EPS?
Donaldson Company, Inc. reported revenue of $1.1B and eps of $1.15 for Q4 2026.
Did Donaldson Company, Inc. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $1.0B by $15.5M. EPS beat the consensus estimate of $1.13 by $0.02.
How did Donaldson Company, Inc.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.0% from $980.7M a year earlier and eps grew 11.7% from $1.03.
Where can I find Donaldson Company, Inc.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0000029644-26-000071) and the 10-K periodic report (0000029644-26-000085) directly on SEC EDGAR. The filing index links above go to sec.gov.