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Donaldson Company Earnings Calls
| Release date | Jun 02, 2026 |
| EPS estimate | $1.05 |
| EPS actual | $1.06 |
| EPS Surprise | 0.95% |
| Revenue estimate | 973.649M |
| Revenue actual | 995.1M |
| Revenue Surprise | 2.20% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.90 |
| EPS actual | $0.83 |
| EPS Surprise | -7.78% |
| Revenue estimate | 898.69M |
| Revenue actual | 896.3M |
| Revenue Surprise | -0.266% |
| Release date | Dec 04, 2025 |
| EPS estimate | $0.92 |
| EPS actual | $0.94 |
| EPS Surprise | 1.84% |
| Revenue estimate | 922.942M |
| Revenue actual | 935.4M |
| Revenue Surprise | 1.35% |
| Release date | Aug 27, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.03 |
| EPS Surprise | 0.98% |
| Revenue estimate | 951.498M |
| Revenue actual | 980.7M |
| Revenue Surprise | 3.07% |
Last 4 Quarters for Donaldson Company
Below you can see how DCI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 27, 2025 |
| Price on release | $82.14 |
| EPS estimate | $1.02 |
| EPS actual | $1.03 |
| EPS surprise | 0.98% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $73.89 |
| Aug 22, 2025 | $75.72 |
| Aug 25, 2025 | $75.34 |
| Aug 26, 2025 | $75.63 |
| Aug 27, 2025 | $82.14 |
| Aug 28, 2025 | $80.12 |
| Aug 29, 2025 | $79.67 |
| Sep 02, 2025 | $79.66 |
| Sep 03, 2025 | $79.62 |
| 4 days before | 11.17% |
| 4 days after | -3.07% |
| On release day | -2.46% |
| Change in period | 7.75% |
| Release date | Dec 04, 2025 |
| Price on release | $94.16 |
| EPS estimate | $0.92 |
| EPS actual | $0.94 |
| EPS surprise | 1.84% |
| Date | Price |
|---|---|
| Nov 28, 2025 | $89.90 |
| Dec 01, 2025 | $88.06 |
| Dec 02, 2025 | $88.16 |
| Dec 03, 2025 | $87.60 |
| Dec 04, 2025 | $94.16 |
| Dec 05, 2025 | $92.44 |
| Dec 08, 2025 | $91.76 |
| Dec 09, 2025 | $90.16 |
| Dec 10, 2025 | $92.11 |
| 4 days before | 4.74% |
| 4 days after | -2.18% |
| On release day | -1.83% |
| Change in period | 2.46% |
| Release date | Feb 26, 2026 |
| Price on release | $92.17 |
| EPS estimate | $0.90 |
| EPS actual | $0.83 |
| EPS surprise | -7.78% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $107.76 |
| Feb 23, 2026 | $106.76 |
| Feb 24, 2026 | $106.88 |
| Feb 25, 2026 | $104.42 |
| Feb 26, 2026 | $92.17 |
| Feb 27, 2026 | $92.76 |
| Mar 02, 2026 | $95.72 |
| Mar 03, 2026 | $92.99 |
| Mar 04, 2026 | $93.44 |
| 4 days before | -14.47% |
| 4 days after | 1.38% |
| On release day | 0.640% |
| Change in period | -13.29% |
| Release date | Jun 02, 2026 |
| Price on release | $85.64 |
| EPS estimate | $1.05 |
| EPS actual | $1.06 |
| EPS surprise | 0.95% |
| Date | Price |
|---|---|
| May 27, 2026 | $83.72 |
| May 28, 2026 | $83.35 |
| May 29, 2026 | $81.87 |
| Jun 01, 2026 | $81.79 |
| Jun 02, 2026 | $85.64 |
| Jun 03, 2026 | $85.24 |
| Jun 04, 2026 | $84.05 |
| Jun 05, 2026 | $83.65 |
| Jun 08, 2026 | $83.98 |
| 4 days before | 2.29% |
| 4 days after | -1.94% |
| On release day | -0.467% |
| Change in period | 0.311% |
Donaldson Company Earnings Call Transcript Summary of Q2 2026
Donaldson reported record second-quarter sales of $896 million (up 3% YoY) with strength across Mobile Solutions and Life Sciences, but faced gross-margin pressure and operational inefficiencies in Industrial Solutions. Key positives: strong order intake and high backlogs, continued aftermarket strength (notably independent channel and China for Mobile), robust Food & Beverage and Disk Drive demand in Life Sciences, and announcement of the Facet acquisition (~$110M revenue, higher gross/EBITDA margins) expected to close in the coming quarters. Challenges included volume deleveraging, concentrated inefficiencies from footprint optimization and a protracted plant ramp (Power Generation production moved to Monterrey, Mexico), which drove a second-quarter operating margin decline to 14% (from 15.2% prior year) and flat adjusted EPS of $0.83. Management reaffirmed full-year sales guidance (1%–5% growth) but revised FY26 operating margin to 16%–16.4% and EPS to $3.93–$4.01 (midpoint $3.97, ~8% growth), expecting a second-half step-up in sales and margin improvement as operational issues are resolved. Capital allocation priorities remain: reinvestment, disciplined M&A (Facet), dividends (70th consecutive year; 30th consecutive increase), and variable share repurchase (paused near-term due to Facet). Net leverage was 0.7x (pro forma ~1.7x including Facet). Management expects gross-margin recovery and further margin expansion into FY27 as footprint projects complete and Power Gen productivity improves.
