DONALDSON Co INC (DCI): Results of Operations and Financial Condition

Donaldson reported Q3 updates across segments. Mobile Solutions off-road sales rose 9% to $104M and on-road 5% to $28M; China Mobile Solutions sales grew 6%, led by off-road. Life Sciences sales rose 13% to $84M. Industrial Solutions sales fell 1% to $282M; Aerospace & Defense fell 14% to $45M. CFO Brad Pogalz said Industrial Solutions pretax margin was 13.4% vs 18.1% a year ago. For FY2026, organic sales growth guidance is 3%–5% (midpoint raised), with organic operating margin 15.8%–16.2% and a

Donaldson’s Q3 2026 earnings call said the Industrial business expects margins to return to about 18% by the midpoint of fiscal 2027, helped by footprint optimization and Power Generation ramp-up, with an additional $10 million savings expected absent major mix changes. The Facet Filtration integration targets $4–5 million procurement synergies. CFO Brad Pogalz cited improved operations, volumes, and plant closures for Q4 margin gains. Aerospace/Defense ended Q3 with near-record backlogs, though

Donaldson (NYSE:DCI) reported third-quarter results with record sales of $995 million, up 6% year over year, driven by currency translation, net pricing benefits, and volume growth. Adjusted EPS was $1.06 and operating margin 16.6%. The company said it closed its Facet Filtration acquisition and revised fiscal 2026 organic sales growth guidance to 3%–5%.

US stocks opened slightly lower Tuesday: the Dow was down 0.4%, the S&P 500 down about 0.1%, and the Nasdaq near flat. The prior session closed at record highs. Analysts cited valuation “bubble” worries and “FOMO” after the Nasdaq’s 25% gain since late March. Sector moves included tech and energy higher; Intuit, Carvana and Trade Desk fell. Futures pointed to a softer open.

Donaldson (DCI) narrowed 2026 guidance, forecasting Facet-related sales of $25m–$30m and net EPS dilution of about $0.03. Excluding Facet, organic adjusted EPS is expected at $3.94–$4.01 (+7%–9%), and organic sales to rise 3%–5% (vs 1%–5% prior). Q3 net earnings were $118.1m ($1.00 EPS) on $995.1m sales. Donaldson completed the $829m all-cash Facet Filtration acquisition on May 4, 2026.

Donaldson (NYSE:DCI) reported Q1 CY2026 sales of $995.1 million, up 5.9% year on year, exceeding Wall Street’s revenue estimate by 1.6%, according to the article. Non-GAAP adjusted EPS was $1.06, up from $0.99, and beat consensus by 1.2%. The stock rose 4.9% to $85.76 after the release.