Donaldson (DCI)
NYSE:DCI
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Earnings Data
Report Date
Sep 02, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.14Last Year’s EPS
1.03Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflected a largely positive tone: record quarterly sales, a company-high operating margin and EPS, strong performance in mobile solutions and life sciences, successful completion of the Facet acquisition, and clear runway for footprint-driven cost savings. These positives are tempered by temporary but meaningful industrial gross margin headwinds from production shifts and footprint costs, aerospace & defense supply-chain/timing issues, and near-term acquisition-related interest expense. Management communicated confidence in operational recovery by mid fiscal 2027 and reiterated disciplined capital allocation and backlog-driven demand, so the highlights materially outweigh the lowlights.Company Guidance
Record quarterly performance
Total sales increased 6% year-over-year to a record quarter (approximately $995 million reported in the quarter); adjusted EPS was $1.06, up 7% versus FY25; adjusted operating margin was a record 16.6%, up 30 basis points year-over-year and 260 basis points sequentially from Q2.
Strong mobile solutions performance
Mobile solutions sales of $630 million increased 8% year-over-year. Aftermarket sales were $498 million (up 8%) with double-digit growth in the independent channel and a large new North America fleet win. First-fit off-road sales rose 9% ($104 million) and on-road sales rose 5% ($28 million).
Life sciences and food & beverage momentum
Life sciences sales were $84 million, up 13% year-over-year. Food & beverage grew over 30%, driven by robust new equipment volume and an expanding installed base driving consumables demand. New product introductions (e.g., advanced high-loading Lifetech filter) bolster future growth.
Product and portfolio expansion (Facet acquisition)
Closed acquisition of Facet Filtration (adds high-performance fuel and fluid capabilities). Facet expected to contribute $25–$30 million of sales in Q4, add ~70–80 basis points to full-year growth, and brings a recurring revenue mix (~70% regulated replacement parts) and procurement cost synergies (~$4–$5 million).
IFS and power generation strength in EMEA
Industrial Filtration Systems (IFS) sales of $237 million grew 2% year-over-year; new equipment sales in power generation more than doubled in EMEA, supporting improved demand in certain CapEx-driven markets.
Operational progress on footprint optimization
Completed the last two plant closures in the footprint optimization initiative and transitioned to ramping production at receiving sites; program expected to generate roughly $10 million of annualized benefits once run-rate productivity is achieved in fiscal 2027.
Balance sheet, cash flow and capital allocation
Projected free cash flow conversion ~85–95% (company noted ~90% conversion); capital expenditures guided to $60–$75 million; net debt/EBITDA approx. 1.8x including Facet, maintaining financial flexibility; dividend increased 7% and the company remains committed to disciplined M&A and share repurchases (repurchases paused temporarily to pay down acquisition debt).
Pricing and expense discipline
Pricing and currency each expected to contribute ~+1% to growth; operating expense rate improved to 17.8% of sales (40 basis points improvement year-over-year) demonstrating structural expense discipline and enabling margin expansion.
Backlog and order strength
Exited the quarter with robust order volumes and elevated backlogs (near-record in aerospace & defense), supporting confidence in sequential improvement into Q4 and tailwinds into fiscal 2027 as supply chain issues are resolved.
DCI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 02, 2026 | $81.79 | $85.64 | +4.71% |
Feb 26, 2026 | $104.42 | $92.17 | -11.73% |
Dec 04, 2025 | $87.08 | $93.61 | +7.49% |
Aug 27, 2025 | $75.18 | $81.66 | +8.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Donaldson (DCI) report earnings?
Donaldson (DCI) is schdueled to report earning on Sep 02, 2026, Before Open (Confirmed).
What is Donaldson (DCI) earnings time?
Donaldson (DCI) earnings time is at Sep 02, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DCI EPS forecast?
DCI EPS forecast for the fiscal quarter 2026 (Q4) is 1.14.