Donaldson reported record fourth-quarter fiscal 2026 sales of $1.1 billion, up 8.0%, and GAAP diluted EPS of $1.10, up 13.4%. For fiscal 2027 it forecasts sales growth of 5.5% to 9.5% and EPS of $4.22 to $4.38, compared with fiscal 2026 GAAP EPS of $3.85, reflecting dilution from the Facet acquisition.
Q4 fiscal 2026 sales $1,058.8 million, up 8.0%; GAAP diluted EPS $1.10 versus $0.97; adjusted EPS $1.15 versus $1.03
Full-year fiscal 2026 sales $3.9 billion, up 5.3%; GAAP EPS $3.85, up 26.2%; adjusted EPS $3.98, up 8.2%
Fiscal 2027 guidance: EPS $4.22 to $4.38, including about $0.12 of dilution from Facet; operating margin 16.6% to 17.2%
Full-year fiscal 2026 cash used in acquisitions was $822.6 million, and long-term debt rose to $1,280.0 million from $630.4 million
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
From Donaldson Company's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$3.89B
+5.3%
$3.85
+26.2%
11.7%
FY2025
$3.69B
+2.9%
$3.05
-9.8%
9.9%
FY2024
$3.59B
+4.5%
$3.38
+16.6%
11.5%
FY2023
$3.43B
+3.8%
$2.90
+9.0%
10.5%
FY2022
$3.31B
+15.9%
$2.66
+18.8%
10.1%
Frequently asked questions
When is Donaldson's next earnings date?
Donaldson has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Donaldson earn last quarter?
For the quarter ended Jul 2026, Donaldson reported diluted EPS of $1.10 (+14.6% year over year) on revenue of $1.06B (+8.0%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.