Donaldson says Q3 execution and not demand was the issue, as it posts record sales and EPS, narrows its 2026 guidance, and closes Facet.
DCI raises its dividend again, extending a decades-long streak of shareholder returns backed by strong cash flow.
Donaldson Company, Inc. (DCI) Q3 2026 Earnings Call Transcript
The headline numbers for Donaldson (DCI) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Donaldson (DCI) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $0.99 per share a year ago.
DCI heads into Q3 fiscal 2026 earnings with expected growth across Industrial, Life Sciences and Mobile segments, despite cost and currency pressures.
Evaluate the expected performance of Donaldson (DCI) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Atmus acquired Koch Filter, directly entering the data center filtration market, with the accretion already visible in its first quarter of ownership at 21.9% EBITDA margins. Donaldson's industrial margins collapsed 420 basis points YoY, management cut guidance, and paid 20x EBITDA for acquiring Facet with no earnings accretion expected until FY2027. Atmus trades at a forward PE of 16.64x and Donaldson at 21.03x, a 4.4 point gap that makes no sense given Atmus is the faster-growing, better-executing business.
Investors need to pay close attention to DCI stock based on the movements in the options market lately.
Donaldson Company, Inc. (DCI) Presents at Oppenheimer 21st Annual Industrial Growth Virtual Conference Transcript
DCI rides strength across segments and acquisitions to drive growth, but weak on-road demand and rising costs pose near-term challenges.
Donaldson Company, Inc. (DCI) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript