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Donaldson raises FY26 adjusted EPS view to $3.95-$4.11 from $3.92-$4.08

FY26 EPS consensus $4.81. Still sees FY26 revenue growth 1%-5% from FY25 revenue of $3.69B. FY26 revenue consensus $3.81B. Capital expenditures are forecast to be $65M-$85M. Anticipates repurchasing 2.0%-3.0% of its shares outstanding.

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