Donaldson (DCI) News Today

Donaldson Company, Inc. (NYSE: DCI) shares increased after the filtration-products maker reported record fiscal fourth-quarter and full-year results. The earnings and revenue beats, along with solid year-over-year growth, appear to be the primary catalysts, although fiscal 2027 EPS guidance came in below Wall Street expectations.

• Positive Sentiment: Donaldson reported fourth-quarter adjusted earnings of $1.15 per share, exceeding the $1.12–$1.13 consensus range, while revenue of $1.06 billion topped the approximately $1.04 billion forecast. Quarterly revenue rose 8% year over year, and EPS increased from $1.03 a year earlier. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2026 was a record year for Donaldson, with GAAP net earnings rising to $453.8 million from $367.0 million and full-year GAAP EPS increasing to $3.85 from $3.05. Fourth-quarter GAAP net earnings also improved to $129.3 million from $114.3 million. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: The earnings release and conference call reinforced the strength of Donaldson’s operating performance and helped drive reports that the stock gained roughly 6% following the results. Donaldson Shares Gain After Earnings and Revenue Beat Forecasts
• Neutral Sentiment: Management issued fiscal 2027 revenue guidance of $4.1 billion to $4.3 billion, broadly consistent with the $4.2 billion analyst consensus. The outlook reflects continued growth expectations, but its midpoint does not imply a clear upside surprise.
• Negative Sentiment: Fiscal 2027 EPS guidance of $4.22 to $4.38 fell below the $4.40 consensus estimate. The modest shortfall may limit further upside despite the strong fiscal 2026 results. Donaldson Key Metrics Versus Estimates