Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding ...
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Est. EPS $0.97 · Revenue $1.02B · 4 analysts
Est. EPS $0.89 · Revenue $978.81M · 4 analysts
Est. EPS $1.17 · Revenue $1.07B · 1 analysts
Est. EPS $4.37 · Revenue $4.18B · 5 analysts
$1.24 per share
$1.24 per share
EPS $3.85 · Revenue $3.89B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.9B | +5.3% | +6.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $453.8M | +23.7% | +9.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +34.6% | -0.6% | +8.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +15.4% | +2.2% | +10.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +11.7% | +17.5% | +2.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $426.3M | +25.4% | +65.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.0% | +19.1% | +55.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 75.1% | +63.3% | +109.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.08x | +7.6% | -11.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.0B | +33.9% | +29.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.85 vs 3.96 | -2.7% | 1.10 vs 1.13 | -2.4% |
| Revenue Surprise | $3.9B vs $3.9B | +0.4% | $1.1B vs $1.0B | +1.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Carpenter Tod E. | director, officer: Chairman, President and CEO | Common Stock | A | 3,032 | $42.72 |
| Aug 31, 2026 | Carpenter Tod E. | director, officer: Chairman, President and CEO | Common Stock | D | 3,032 | $91.00 |
| Aug 31, 2026 | Carpenter Tod E. | director, officer: Chairman, President and CEO | Employee Stock Option (right to buy) | D | 3,032 | $42.72 |
| Aug 27, 2026 | Pogalz Bradley J. | officer: Chief Financial Officer | Common Stock | A | 3,000 | $42.72 |
| Aug 27, 2026 | Pogalz Bradley J. | officer: Chief Financial Officer | Common Stock | D | 2,129 | $91.84 |
Operator: Hello, everyone. Thank you for joining us, welcome to Donaldson Company Q4 26 Earnings Webcast. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again. I will now hand the conference over to Sarika Dhadwal, Senior Director, Investor Relations. Please go ahead. Sarika Dhadwal: Good morning. Thank you for joining Donaldson's fourth quarter fiscal 26 earnings conference call. With me today are Richard Lewis, president and CEO, and Bradley J. Pogalz, chief financial officer. This morning, we will provide a summary of our fourth quarter performance and our outlook for fiscal 27. During today's call, we will discuss non GAAP or adjusted results. The fourth quarter 26 non GAAP results exclude pretax charges of $8.9 million including $4.2 million of restructuring and other and $4.7 million of business development charges. This compares to prior year pretax charges of $9.5 million of restructuring and other. A reconciliation of GAAP to non GAAP metrics is provided within the schedules attached to this morning's press release. A quick note on the facet acquisition. We acquired Facet on May 4, 2026. Therefore, beginning with fourth quarter results, we will report on our combined performance. For clarity and to help understand organic performance, Richard and Bradley will add detail on Facet's impact in their remarks where appropriate. Please keep in mind that any forward looking statements made during this call are subject to risks and uncertainties, which are described in our press release and SEC filings. With that, I will now turn the call over to Richard. Richard Lewis: Thanks, Sarika, and good morning, everyone. Fiscal 26 was another record year for Donaldson Company and I am proud of the way our global teams came together. Demonstrating agility and resilience and finishing strong. Led by our collective mission of advancing filtration for a cleaner world, we reached sales of $3.9 billion, an all time high and a 5% increase versus 2025. grew EPS 8% to a record $3.98, expanded operating margin to a record 16% and returned $250 million to shareholders through dividends and share repurchases. Our execution on our clear and balanced growth strategy is yielding higher levels of performance. In mobile, we are building on our strong first fit and aftermarket leadership positions. Leveraging our large install base gaining share with our OEM partners, and winning new customers. In industrial, we are scaling our platform increasing our aftermarket penetration, expanding in high growth, end markets such as power generation. In life sciences, we are applying our industry leading technologies to grow and gain share in attractive markets focused on high purity filtration. In support of our growth strategy, we completed the largest acquisition in company history, facet filtration, expanding our strategic position in durable …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Tod E. Carpenter | Executive Chairman | USD 2,515,454 | Male | 1959 | Active |
Bradley J. Pogalz | Chief Financial Officer | USD 1,448,885 | Male | 1976 | Active |
Richard Lewis | President, CEO, COO & Director | USD 1,124,223 | Male | 1972 | Active |
Amy C. Becker | Chief Legal Officer & Corporate Secretary | USD 978,589 | Female | 1965 | Active |
Darcy D. Devincke | Chief Human Resources Officer | USD 231,057 | Female | 1967 | Active |
David W. Mulder | Chief Technology Officer | — | Male | — | Active |
Jeff Stierman | Senior Vice President of Business Operations | — | Male | — | Active |
Michael D. Lexa | Chief Information Officer | — | Male | — | Active |
Todd C. Smith | Chief of Staff | — | Male | — | Active |
Keith A. Bechtum | Senior Vice President of Mobile Solutions OEM | — | Male | — | Active |
Guillermo Briseño | President of Industrial Solutions | — | Male | 1968 | Active |
David E. Wood | Vice President of Corporate Development | — | Male | — | Active |
Bart Driesen | President of Mobile Solutions Aftermarket | — | Male | — | Active |
Sarika Dhadwal | Director of Investor Relations | — | Female | — | Active |
Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its fourth quarter 2026 earnings
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its fourth quarter 2026 earnings conference call on Wednesday, August 26, 2026, at 9:00 a.m. CT. WEBCAST: To listen to a live webcast of the call, visit the “Events & Presentations” section of Donaldson's Investor Relations website at IR.Donaldson.com and click on the “listen to webcast” option. REPLAY: The webcast replay will be ava.
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced its Board of Directors declared a regular cash dividend of 32.0 cents per share. The dividend is payable August 31st, 2026, to shareholders of record on August 17th, 2026. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2025 marked the 30th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 70 years.About Donaldson Compa.
Delivers scalable datacenter connectivity, increased capacity, and reduced power consumption PLANO, Texas, July 21, 2026 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a global leader in real-time communications technology, IP routing and optical networking solutions, today announced that leading Indonesia provider PT Jala Lintas Media (JLM) is leveraging Ribbon's Apollo platform for a greenfield DWDM network deployment connecting Indonesia and Singapore. JLM is also utilizing Ribbon's Data Center Interconnect (DCI) solution to deliver scalable, high-capacity connectivity for cloud and AI workloads.
Arjuna Capital grew its stake in shares of Donaldson Company, Inc. (NYSE: DCI) by 38.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,600 shares of the industrial products company's stock after purchasing an additional 11,655 shares during the quarter.
