DONALDSON Co INC (DCI) stock

DCINYSEIndustrial & Commercial Fans & Blowers & Air Purifing EquipFiscal year ends July 31

Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 25, 2026Score 19/303% below fair value

$82.96−2.33 (-2.73%)

Close on Oct 30, 2026Market cap $9.62BP/E 21.5Yield 1.47%

Earnings

Donaldson's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report

Dec 3, 2026

Q1 FY2027 · estimated, after the close

Revenue, Q4 FY2026

$1.06B

+8.0% on a year earlier

Adjusted EPS, Q4 FY2026

$1.10

$1.03 a year earlier

Latest guidance

Issued

Aug 25, 2026 · 5 items

Quarterly results

Revenue and earnings per share from each of Donaldson's earnings releases, newest first

Quarter	Reported	Revenue	YoY	EPS	Adj. EPS	Source
Q1 FY2027ended Oct 31, 2026	Dec 3, 2026Expected	–	–	–	–	–
Q4 FY2026ended Jul 31, 2026	Aug 26, 2026after the close	$1.06B	+8.0%	$1.10	–	Release
Q3 FY2026ended Apr 30, 2026	Jun 2, 2026after the close	$995.10M	+5.9%	$1.00	$1.06	Release
Q2 FY2026ended Jan 31, 2026	Feb 26, 2026after the close	$896.30M	+3.0%	$0.78	$0.83	Release
Q1 FY2026ended Oct 31, 2025	Dec 4, 2025after the close	$935.40M	+3.9%	$0.97	$0.94	Release
Q4 FY2025ended Jul 31, 2025	Aug 27, 2025after the close	$980.70M	+4.8%	$0.97	$1.03	Release
Q3 FY2025ended Apr 30, 2025	Jun 3, 2025after the close	$940.10M	+1.3%	$0.48	$0.99	Release
Q2 FY2025ended Jan 31, 2025	Feb 27, 2025after the close	$870.00M	-0.8%	$0.79	$0.83	Release
Q1 FY2025ended Oct 31, 2024	Dec 3, 2024after the close	$900.10M	+6.4%	$0.81	$0.83	Release
Q4 FY2024ended Jul 31, 2024	Aug 28, 2024after the close	$935.40M	+6.4%	$0.90	$0.94	Release
Q3 FY2024ended Apr 30, 2024	Jun 4, 2024after the close	$927.90M	+6.0%	$0.92	$0.92	Release
Q2 FY2024ended Jan 31, 2024	Feb 28, 2024after the close	$876.70M	+5.8%	$0.81	$0.81	Release
Q1 FY2024ended Oct 31, 2023	Nov 29, 2023after the close	$846.30M	-0.1%	$0.75	$0.75	Release
Q4 FY2023ended Jul 31, 2023	Aug 29, 2023after the close	$879.50M	-1.2%	$0.75	$0.78	Release
Q3 FY2023ended Apr 30, 2023	May 31, 2023after the close	$875.70M	+2.6%	$0.76	$0.76	Release
Q2 FY2023ended Jan 31, 2023	Mar 1, 2023after the close	$828.30M	+3.2%	$0.70	$0.75	Release
Q1 FY2023ended Oct 31, 2022	Nov 30, 2022after the close	$847.30M	+11.4%	$0.70	$0.75	Release
Q4 FY2022ended Jul 31, 2022	Aug 31, 2022after the close	$890.00M	–	$0.81	$0.84	Release
Q3 FY2022ended Apr 30, 2022	Jun 1, 2022after the close	$853.20M	–	$0.67	$0.67	Release
Q2 FY2022ended Jan 31, 2022	Mar 2, 2022after the close	$802.50M	–	$0.57	$0.57	Release
Q1 FY2022ended Oct 31, 2021	Dec 1, 2021after the close	$760.90M	–	$0.61	–	Release
Q4 FY2021ended Jul 31, 2021	Sep 2, 2021after the close	–	–	–	–	Filing
Q3 FY2021ended Apr 30, 2021	Jun 2, 2021after the close	–	–	–	–	Filing
Q2 FY2021ended Jan 31, 2021	Feb 25, 2021before the open	–	–	–	–	Filing
Q1 FY2021ended Oct 31, 2020	Dec 3, 2020before the open	–	–	–	–	Filing
Q4 FY2020ended Jul 31, 2020	Sep 3, 2020before the open	–	–	–	–	Filing

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Donaldson's latest outlook for periods it has not reported yet, compared with what it said before

Metric	Period	Guidance	Before	Change	Given
Total Company sales	FY2026	+3% – +7%	–	New	Aug 27, 2024
Total operating margin	FY2026	15.8% – 16.6%	–	New	Aug 27, 2024
sales growth	FY2027	+5.5% – +9.5%	–	New	Aug 25, 2026
Operating margin	FY2027	16.6% – 17.2%	–	New	Aug 25, 2026
EPS	FY2027	$4.22 – $4.38	–	New	Aug 25, 2026
Capital expenditures	FY2027	$70.00M – $90.00M	–	New	Aug 25, 2026
free cash flow conversion	FY2027	95% – 105%	–	New	Aug 25, 2026

Guidance vs results

The last range Donaldson gave before each report, against the figure it then reported. Full years add up the four quarters.

Period	Metric	Guidance	Actual	Result
FY2026	EPS (GAAP)	$3.92 – $4.08	$3.85Σ4Q	Below range
FY2026	Revenue growth	+3.5% – +5.5%	+5.28%Σ4Q	Within range
FY2025	Adjusted full-year EPS	$3.64 – $3.70	$3.68Σ4Q	Within range
FY2025	Revenue growth	+1% – +3%	+2.92%Σ4Q	Within range

Guidance history

Every forecast Donaldson put in an earnings release, newest first

Given	Metric	Period	Guidance	Change
Aug 25, 2026	Capital expenditures	FY2027	$70.00M – $90.00M	New
Aug 25, 2026	EPS	FY2027	$4.22 – $4.38	New
Aug 25, 2026	Operating margin	FY2027	16.6% – 17.2%	New
Aug 25, 2026	free cash flow conversion	FY2027	95% – 105%	New
Aug 25, 2026	sales growth	FY2027	+5.5% – +9.5%	New
Jun 1, 2026	Capital expenditures	FY2026	$60.00M – $75.00M	Reaffirmed
Jun 1, 2026	organic adjusted full-year EPS	FY2026	$3.94 – $4.01	Raised
Jun 1, 2026	adjusted free cash flow conversion	FY2026	85% – 95%	New
Jun 1, 2026	Adjusted 2026 operating margin	FY2026	15.8% – 16.2%	Lowered
Jun 1, 2026	Full-year repurchases	FY2026	1.2%	Reaffirmed
Jun 1, 2026	fiscal 2026 adjusted effective income tax rate	FY2026	22% – 24%	Lowered
Jun 1, 2026	Organic sales	FY2026	+3% – +5%	Raised
Jun 1, 2026	Mobile sales	FY2026	+3.5% – +5.5%	Raised
Jun 1, 2026	Life Sciences sales	FY2026	+9% – +11%	Raised
Feb 25, 2026	Capital expenditures	FY2026	$60.00M – $75.00M	Lowered
Feb 25, 2026	Adjusted full-year EPS	FY2026	$3.93 – $4.01	Lowered
Feb 25, 2026	Adjusted 2026 operating margin	FY2026	16% – 16.4%	Lowered
Feb 25, 2026	full-year repurchases	FY2026	1.2%	Lowered
Feb 25, 2026	adjusted effective income tax rate	FY2026	22% – 24%	Lowered
Feb 25, 2026	adjusted free cash flow conversion	FY2026	85% – 95%	Raised
Feb 25, 2026	Mobile sales	FY2026	+2% – +6%	Raised
Feb 25, 2026	Industrial sales	FY2026	-1% – +3%	Lowered
Feb 25, 2026	Life Sciences sales	FY2026	+5% – +9%	Raised
Feb 25, 2026	Interest expense	FY2026	$26.00M	Raised
Feb 25, 2026	other income	FY2026	$17.00M – $19.00M	Lowered
Feb 25, 2026	Sales	FY2026	+1% – +5%	Reaffirmed
Dec 3, 2025	Capital expenditures	FY2026	$65.00M – $85.00M	Reaffirmed
Dec 3, 2025	Adjusted full-year EPS	FY2026	$3.95 – $4.11	New
Dec 3, 2025	Adjusted 2026 operating margin	FY2026	16.2% – 16.8%	New
Dec 3, 2025	adjusted effective income tax rate	FY2026	23.5% – 25.5%	New
Dec 3, 2025	adjusted free cash flow conversion	FY2026	85% – 95%	Raised
Dec 3, 2025	Interest expense	FY2026	$24.00M	Raised
Dec 3, 2025	other income	FY2026	$14.00M – $18.00M	Lowered
Dec 3, 2025	Sales	FY2026	+1% – +5%	Reaffirmed
Aug 26, 2025	Capital expenditures	FY2026	$65.00M – $85.00M	New
Aug 26, 2025	EPS	FY2026	$3.92 – $4.08	New
Aug 26, 2025	Operating margin	FY2026	16.1% – 16.7%	New
Aug 26, 2025	effective income tax rate	FY2026	23.5% – 25.5%	New
Aug 26, 2025	free cash flow conversion	FY2026	85% – 95%	Raised
Aug 26, 2025	repurchase ... shares outstanding	FY2026	2% – 3%	Lowered
Aug 26, 2025	Industrial sales	FY2026	+2% – +6%	New
Aug 26, 2025	Life Sciences sales	FY2026	+1% – +5%	Lowered
Aug 26, 2025	Interest expense	FY2026	$22.00M – $23.00M	New
Aug 26, 2025	other income	FY2026	$14.00M – $18.00M	Lowered
Aug 26, 2025	Sales	FY2026	+1% – +5%	New
Jun 2, 2025	Capital expenditures	FY2025	$75.00M – $90.00M	New
Jun 2, 2025	Adjusted full-year EPS	FY2025	$3.64 – $3.70	New
Jun 2, 2025	adjusted free cash flow conversion	FY2025	80% – 90%	New
Jun 2, 2025	Adjusted 2025 operating margin	FY2025	15.6% – 16%	New
Jun 2, 2025	adjusted effective income tax rate	FY2025	23% – 24%	New
Jun 2, 2025	Interest expense	FY2025	$23.00M	New
Jun 2, 2025	other income	FY2025	$18.00M – $20.00M	Lowered
Jun 2, 2025	Sales	FY2025	+1% – +3%	New
Feb 26, 2025	Capital expenditures	FY2025	$85.00M – $100.00M	Lowered
Feb 26, 2025	Adjusted full-year EPS	FY2025	$3.60 – $3.68	Narrowed
Feb 26, 2025	Adjusted operating margin	FY2025	15.6% – 16%	Raised
Feb 26, 2025	free cash flow conversion	FY2025	85% – 95%	Raised
Feb 26, 2025	effective income tax rate	FY2025	23% – 25%	Lowered
Feb 26, 2025	repurchasing shares outstanding	FY2025	2% – 3%	Lowered
Feb 26, 2025	Mobile sales	FY2025	-1% – +3%	New
Feb 26, 2025	Industrial sales	FY2025	+1% – +5%	Raised
Feb 26, 2025	Interest expense	FY2025	$21.00M	Raised
Feb 26, 2025	other income	FY2025	$18.00M – $20.00M	Lowered
Dec 2, 2024	Capital expenditures	FY2025	$85.00M – $105.00M	Reaffirmed
Dec 2, 2024	Adjusted full-year EPS	FY2025	$3.56 – $3.72	Reaffirmed
Dec 2, 2024	Adjusted operating margin	FY2025	15.3% – 15.9%	New
Dec 2, 2024	Sales	FY2025	+2% – +6%	Reaffirmed
Aug 27, 2024	Capital expenditures	FY2025	$85.00M – $105.00M	New
Aug 27, 2024	Adjusted full-year EPS	FY2025	$3.56 – $3.72	New
Aug 27, 2024	free cash flow conversion	FY2025	85% – 95%	New
Aug 27, 2024	Operating margin	FY2025	15.3% – 15.9%	New
Aug 27, 2024	Total operating margin	FY2026	15.8% – 16.6%	New
Aug 27, 2024	effective income tax rate	FY2025	23% – 25%	New
Aug 27, 2024	repurchase	FY2025	2% – 3%	Lowered
Aug 27, 2024	Interest expense	FY2025	$21.00M	New
Aug 27, 2024	other income	FY2025	$16.00M – $20.00M	Lowered
Aug 27, 2024	Sales	FY2025	+2% – +6%	New
Aug 27, 2024	Total Company sales	FY2026	+3% – +7%	New
Jun 3, 2024	Capital expenditures	FY2024	$90.00M – $105.00M	Lowered
Jun 3, 2024	Full-year EPS	FY2024	$3.33 – $3.39	Raised
Jun 3, 2024	free cash flow conversion	FY2024	95% – 105%	Reaffirmed
Jun 3, 2024	Operating margin	FY2024	15% – 15.4%	New
Jun 3, 2024	effective income tax rate	FY2024	23% – 24%	Raised
Jun 3, 2024	repurchasing approximately 2% of its shares outstanding	FY2024	2%	Lowered
Jun 3, 2024	Interest expense	FY2024	$22.00M	Raised
Jun 3, 2024	other income	FY2024	$15.00M – $17.00M	Lowered
Jun 3, 2024	Sales	FY2024	+4% – +6%	Narrowed
Jun 3, 2024	Mobile sales	FY2024	+2% – +4%	Lowered
Jun 3, 2024	Industrial sales	FY2024	+6% – +8%	Raised
Feb 27, 2024	Capital expenditures	FY2024	$95.00M – $110.00M	Lowered
Feb 27, 2024	Full-year EPS	FY2024	$3.24 – $3.32	Raised
Feb 27, 2024	free cash flow conversion	FY2024	95% – 105%	New
Feb 27, 2024	Operating margin	FY2024	15% – 15.4%	Raised
Feb 27, 2024	Sales	FY2024	+3% – +7%	Reaffirmed
Nov 28, 2023	Capital expenditures	FY2024	$95.00M – $115.00M	Reaffirmed
Nov 28, 2023	full-year EPS	FY2024	$3.14 – $3.30	Reaffirmed
Nov 28, 2023	Operating margin	FY2024	14.7% – 15.3%	Reaffirmed
Nov 28, 2023	Sales	FY2024	+3% – +7%	Reaffirmed
Aug 28, 2023	Capital expenditures	FY2024	$95.00M – $115.00M	New
Aug 28, 2023	Full-year EPS	FY2024	$3.14 – $3.30	New
Aug 28, 2023	free cash flow conversion	FY2024	95% – 105%	New
Aug 28, 2023	Operating margin	FY2024	14.7% – 15.3%	New
Aug 28, 2023	effective income tax rate	FY2024	24% – 26%	New
Aug 28, 2023	repurchase of shares outstanding	FY2024	2%	Lowered
Aug 28, 2023	Interest expense	FY2024	$25.00M	New
Aug 28, 2023	other income	FY2024	$7.00M – $11.00M	Lowered
Aug 28, 2023	Sales	FY2024	+3% – +7%	New
May 30, 2023	capital expenditures	FY2023	$115.00M – $130.00M	Reaffirmed
May 30, 2023	Adjusted EPS	FY2023	$3.00 – $3.06	Narrowed
May 30, 2023	GAAP EPS	FY2023	$2.90 – $2.96	Narrowed
May 30, 2023	free cash flow conversion	FY2023	105% – 115%	Lowered
May 30, 2023	GAAP operating margin	FY2023	13.9% – 14.3%	Lowered
May 30, 2023	adjusted operating margin	FY2023	14.4% – 14.8%	Lowered
May 30, 2023	Sales	FY2023	+3% – +5%	Narrowed
Feb 28, 2023	capital expenditures	FY2023	$115.00M – $130.00M	Lowered
Feb 28, 2023	Adjusted EPS	FY2023	$2.99 – $3.07	Raised
Feb 28, 2023	GAAP EPS	FY2023	$2.89 – $2.97	Narrowed
Feb 28, 2023	GAAP operating margin	FY2023	14.1% – 14.5%	Lowered
Feb 28, 2023	adjusted operating margin	FY2023	14.6% – 15%	Narrowed
Feb 28, 2023	Sales	FY2023	+2% – +6%	Raised
Nov 29, 2022	capital expenditures	FY2023	$115.00M – $135.00M	Reaffirmed
Nov 29, 2022	Adjusted EPS	FY2023	$2.91 – $3.07	New
Nov 29, 2022	GAAP EPS	FY2023	$2.86 – $3.02	New
Nov 29, 2022	free cash flow conversion	FY2023	110% – 125%	New
Nov 29, 2022	GAAP operating margin	FY2023	14.3% – 14.9%	New
Nov 29, 2022	adjusted operating margin	FY2023	14.5% – 15.1%	New
Nov 29, 2022	Sales	FY2023	+1% – +5%	Reaffirmed
Aug 30, 2022	capital expenditures	FY2023	$115.00M – $135.00M	New
Aug 30, 2022	EPS	FY2023	$2.91 – $3.07	New
Aug 30, 2022	operating margin	FY2023	14.5% – 15.1%	New
Aug 30, 2022	net sales	FY2023	+1% – +5%	New
May 31, 2022	capital expenditures	FY2022	$90.00M – $100.00M	Lowered
May 31, 2022	generally accepted accounting principles (GAAP) EPS	FY2022	$2.67 – $2.73	Narrowed
May 31, 2022	Free cash flow conversion	FY2022	50% – 60%	Lowered
May 31, 2022	gross margin	FY2022	1.5% – 2%	New
May 31, 2022	operating margin	FY2022	13.5% – 13.9%	Lowered
May 31, 2022	sales	FY2022	+14.5% – +16.5%	Raised
Mar 1, 2022	capital expenditures	FY2022	$90.00M – $110.00M	Reaffirmed
Mar 1, 2022	GAAP EPS	FY2022	$2.66 – $2.76	Raised
Mar 1, 2022	free cash flow conversion	FY2022	70% – 80%	Reaffirmed
Mar 1, 2022	operating margin	FY2022	14% – 14.4%	Lowered
Mar 1, 2022	Net sales	FY2022	+11% – +15%	Raised
Nov 30, 2021	capital expenditures	FY2022	$90.00M – $110.00M	New
Nov 30, 2021	GAAP EPS	FY2022	$2.57 – $2.73	New
Nov 30, 2021	Free cash flow conversion	FY2022	70% – 80%	New
Nov 30, 2021	operating margin	FY2022	14.1% – 14.7%	New
Nov 30, 2021	effective income tax rate	FY2022	24% – 26%	New
Nov 30, 2021	repurchase approximately 2% of its outstanding shares	FY2022	2%	Lowered
Nov 30, 2021	Engine sales	FY2022	+8% – +12%	New
Nov 30, 2021	Industrial sales	FY2022	+7% – +11%	Lowered
Nov 30, 2021	interest expense	FY2022	$14.00M	New
Nov 30, 2021	other income	FY2022	$7.00M – $11.00M	Lowered
Nov 30, 2021	Net sales	FY2022	+8% – +12%	New

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.