Donaldson Company, Inc. Q4 2026 Earnings Call Summary

Donaldson Co. (DCI) CEO Tod Carpenter sold 31,968 shares for $2.91M at $91.1 each, after exercising options at $42.72. DCI trades at $88.27, with a PEG ratio of 0.87. Q4 earnings beat estimates, with revenue at $1.1B and EPS at $1.15. Stifel raised its price target to $95, maintaining a Hold rating.

Donaldson Company (DCI) reported a record quarter with $1 billion in sales, an 8% increase, and adjusted EPS of $1.15, up 12%. Operating margin reached 17.5%, the highest ever. The company guided for another record year but noted increased interest costs and dilution from its largest acquisition. Aerospace and Industrial Filtration segments saw declines, and input costs from the Middle East conflict impacted margins.

Donaldson Company (DCI) shares rose 6.07% premarket after Q4 earnings of $1.15 per share and revenue of $1.1 billion beat estimates. Sales grew 8% YoY, aided by the Facet acquisition. Despite lower-than-expected fiscal 2027 earnings guidance, margins improved and sales grew across all segments.

Donaldson (DCI) reported Q2 CY2026 revenue of $1.06B, up 8% YoY, beating estimates. EPS was $1.10, slightly missing expectations. Adjusted EBITDA was $223.5M, a 6.8% beat. Guidance for FY2027 EPS midpoint is $4.30, a 1.9% miss. Operating margin improved to 16.7%. Growth was driven by acquisitions, operational efficiency, and strong demand in key segments.

Donaldson (DCI) reported Q4 2026 revenue of $1 billion, up 8% YoY, and full-year sales of $3.9 billion, a 5% increase. Adjusted EPS rose 12% to $1.15. Fiscal 2027 guidance includes EPS of $4.22-$4.38 and revenue growth of 5.5%-9.5%. The company completed the Facet acquisition, expecting it to be accretive despite dilution. Management highlighted growth in Mobile Solutions and Life Sciences, but noted challenges in Aerospace and Defense due to supply chain constraints.

Donaldson Co Inc (DCI) reported record fiscal 2026 results with sales of $3.9B, EPS of $3.98, and 16% operating margin. Q4 sales exceeded $1B, with adjusted EPS up 12% YoY. Strong aftermarket growth in Mobile Solutions and Facet acquisition performing as expected. Fiscal 2027 guidance projects $4.1B+ sales, 16.9% margin, and $4.30 EPS. Challenges include Mexico facility inefficiencies and supply chain constraints in Aerospace and Defense.