Donaldson reports Q2 adjusted EPS 83c, consensus 89c

Reports Q2 revenue $896M, consensus $898.64M. “This quarter, the Donaldson (DCI) team delivered record sales, strengthened the foundation to meet strong customer demand in key, high-margin businesses and made further progress on our footprint optimization initiatives, despite near-term challenges,” said CEO Tod Carpenter. “We also made investments to drive sustainable growth as evidenced by our agreement to acquire Facet, which expands our core product portfolio with fuel and fluid filtration capabilities in durable end markets including Aerospace and Defense and Power Generation. Supported by our strong backlogs and expected improvement in operating performance in the second half of the year, we project record sales, operating margin and earnings in fiscal 2026. The Donaldson team is committed to solving our customers’ challenges through our technology-led solutions, strategically investing for our future, and generating long-term shareholder value.”