Donaldson Company, Inc. (DCI)

Donaldson beat expectations on both the top and bottom line in preliminary results for the fourth fiscal quarter of 2026, reported August 26, 2026, with adjusted EPS of $1.15 topping the $1.13 estimate (+1.8%) and revenue of $1.059 billion topping the $1.043 billion estimate (+1.5%). Revenue rose 8% to about $1.1 billion (up from roughly $980.7 million a year ago) as the filtration equipment and components business posted higher sales, while gross margin held at about 36% and operating margin was about 17%, supporting profitability for the period. Net income increased 13% to roughly $129.3 million (up from about $114.3 million a year ago), and adjusted EPS was up 12% from $1.03 a year ago. Operating cash flow came in at about $199.9 million. For the next period, consensus calls for EPS of $1.04 on revenue of $1.003 billion.