Donaldson Co Inc (DCI) (Q4 2026) Earnings Call Highlights: Record Sales and EPS Fuel

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 Company reported record 2026 sales of $3.9B, driven by acquisitions and segment growth. It forecasts 2027 sales of $4.1B and operating margins of 16.6-17.2%. The Facet acquisition is expected to be $0.12 dilutive to EPS. Management expects operational recovery in H2 2027.