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Donaldson Company (DCI)
NYSE:DCI
Earnings Data
Report Date
Mar 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.89Last Year’s EPS
0.83Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Donaldson Company's first quarter results showcase strong sales growth, successful cost optimization, and robust performances in key segments like mobile solutions and life sciences. However, challenges remain in certain areas such as on-road sales and aerospace and defense. Despite these challenges, the company's strong financial performance, strategic initiatives, and shareholder returns reflect a positive outlook.Company Guidance
Record-Breaking Revenue and Growth
First quarter sales reached an all-time high of $935 million, a 4% year-over-year increase, with record earnings per share of 94¢, 13% above the prior year.
Strong Performance in Mobile Solutions
Mobile solutions sales were $598 million, 5% above the prior year, with aftermarket sales up 7%, driven by strength in both the OE and independent channels.
Life Sciences Growth
Sales in life sciences grew 13% year-over-year, driven by double-digit growth in food and beverage and disk drive.
Successful Cost Optimization Initiatives
Expanded operating profit margin to a record 15.5% due to leverage on higher sales and cost optimization initiatives.
Strong Shareholder Returns
Returned $127 million to shareholders through share repurchase and dividends.
Power Generation Business Success
The power generation business is robust, supported by the electricity demand super cycle, with order books full through the rest of the fiscal year.
Reduction in Tariff Impact
Annualized estimate for the impact of tariffs is down to approximately $25 million from $35 million previously.
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 |
|---|---|---|---|
Dec 04, 2025 | $87.32 | $93.86 | +7.49% |
Aug 27, 2025 | $75.39 | $81.88 | +8.61% |
Apr 30, 2025 | $64.82 | $64.96 | +0.22% |
Feb 27, 2025 | $68.44 | $66.80 | -2.40% |
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 Mar 04, 2026, Before Open (Confirmed).
What is Donaldson Company (DCI) earnings time?
Donaldson Company (DCI) earnings time is at Mar 04, 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 (Q2) is 0.89.