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Donaldson Company (DCI)
NYSE:DCI
Earnings Data
Report Date
Jun 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.05Last Year’s EPS
0.99Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of short-term operational headwinds (gross margin pressure, footprint optimization costs, and segment execution issues) but emphasized strong underlying demand, record quarterly sales, robust backlogs, an acquisitive strategy (Facet) that is mix-accretive, and a reaffirmed full-year record sales/growth outlook with margin and EPS at all-time highs at the midpoint. Management expects sequential improvement in the second half driven by backlog conversion, improved plant efficiency, and cost discipline; Life Sciences and Mobile aftermarket strength, and Facet's addition are notable positives. Given the balance of solid forward guidance, strong cash metrics, and strategic upside versus temporary execution-related drag, the overall tone is constructive.Company Guidance
Record Quarterly Sales
Second quarter sales of $896 million, a 3% increase year-over-year, described as a company record driven by strength across all three segments and high order backlogs.
Full-Year Record Sales and Elevated Guidance
Updated fiscal 2026 outlook targeting record sales of approximately $3.8 billion with operating margin guidance of 16.0%–16.4% (midpoint 16.2%) and EPS guidance of $3.93–$4.01 (midpoint $3.97), implying ~8% EPS growth at the midpoint versus prior year.
Acquisition to Expand Portfolio (Facet)
Announced acquisition of Facet (expected to add nearly $110 million in sales), characterized as mix-accretive: ~70% recurring regulated replacement revenue, historical high-single-digit growth, higher gross/EBITDA margins than company average, and quick cash generation with expected earnings accretion by year 2.
Life Sciences Outperformance
Life Sciences sales of $80 million, up 16% year-over-year; pretax margin improved to 9.3% from a ~1% loss last year (large margin swing) driven by strong Food & Beverage and Disk Drive performance and focused expense structure.
Mobile Solutions Resilience and China Strength
Mobile Solutions sales $557 million, up 2% (currency-driven). Aftermarket sales $447 million up 1% with high single-digit independent channel growth; China Mobile sales up 18%, marking six consecutive quarters of growth.
Power Generation Demand and Backlogs
Industrial filtration (IFS) sales of $223 million, up 7%, with notably strong Power Generation demand and healthy order books; management reports solid backlogs across several businesses supporting second-half step-up.
Strong Cash/Capital Position and Policy
Net leverage 0.7x (pro forma ~1.7x including Facet), capex guidance $60–$75 million, projected cash conversion 85%–95% (midpoint ~90%), intent to rapidly pay down acquisition-related debt, dividend continued (70th consecutive year paying dividends, 30th consecutive increase).
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 |
|---|---|---|---|
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% |
Apr 30, 2025 | $64.65 | $64.79 | +0.21% |
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 Company (DCI) report earnings?
Donaldson Company (DCI) is schdueled to report earning on Jun 09, 2026, Before Open (Confirmed).
What is Donaldson Company (DCI) earnings time?
Donaldson Company (DCI) earnings time is at Jun 09, 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 (Q3) is 1.05.