US · Industrials · Specialty Industrial Machinery
EPS came in at 1.15 against a street estimate of 1.12 — a beat of 2.7%.
Analysts rate Donaldson Company Inc a hold (2 buy, 5 hold, 1 sell out of 8) with an average price target of $100.40.
CONFIDENT Donaldson delivered record Q4 FY26 sales ($1.01B, +8%) and full-year EPS of $3.98 (+8%). FY27 guidance calls for $4.1B+ sales (+7.5%) and $4.30 EPS midpoint (+8%), above street consensus. Facet integration progressing; near-term headwinds in power generation and aerospace/defense supply chains expected to resolve by H2 FY27. Q4 FY26 Mobile China accelerating on OE replacement part growth. North America trucking ramping. Europe contributing to On-Road recovery. Industrial A&D supply chain constraints improving gradually through H1 FY27. Analysts pressed on margin compression (Q4 vs. FY27 midpoint), Facet dilution bridge, and supply chain resolution timing. Management attributed margin pressure to temporary power gen operational ramp and A&D facility transition (resolved H1/H2), Facet dilution to purchase accounting step-down and debt paydown, and A&D growth to backlog conversion…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.31% |
| State Farm Mutual Automobile Ins Co | 7.89% |
| Vanguard Portfolio Management, LLC | 5.63% |
| Vanguard Capital Management, LLC | 4.53% |
| State Street Corp | 4.34% |
| FMR Inc | 3.40% |
| Geode Capital Management, LLC | 2.69% |
| Kayne Anderson Rudnick Investment Management LLC | 2.40% |
| Document | Date |
|---|---|
| Proxy statement · Q1 FY2027 EXECUTIVE PAY • CEO Tod E. Carpenter’s fiscal 2026 total compensation was not included in the provided excerpt, so its amount and year-over-year chan | 2026-10-06 |
| Annual report FY2026 DONALDSON COMPANY, INC. — FORM 10-K SUMMARY Fiscal Year Ended July 31, 2026 --- HEADLINE NUMBERS • Market Capitalization: $11.74 billion as of Janu | 2026-09-25 |
| Results announced · Q1 FY2027 DONALDSON COMPANY, INC. — EARNINGS SUMMARY HEADLINE NUMBERS • Q4 2026 sales: $1,058.8 million, up 8.0% year-over-year • Q4 2026 GAAP EPS: $1.10, up | 2026-08-26 |
| Board / officer change · Q4 FY2026 DONALDSON COMPANY, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Douglas A. Milroy resigned from the Board of Directors effective July 31, 2026, af | 2026-07-24 |
| Quarterly report · Q3 FY2026 DONALDSON COMPANY, INC. - Q3 FISCAL 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q3 2026: $995.1 million vs. $940.1 million Q3 2025 (+5.9%) • Net | 2026-06-02 |
| Results announced · Q4 FY2026 DONALDSON COMPANY, INC. – Q3 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 FY2026 sales: $995.1 million, up 5.8% vs. prior year ($940.1 million | 2026-06-02 |
| Material agreement · Q3 FY2026 DONALDSON COMPANY, INC. – 8-K SUMMARY HEADLINE NUMBERS • New credit facility: $400 million unsecured, delayed draw term loan established April 8, 20 | 2026-04-10 |
| Quarterly report · Q2 FY2026 DONALDSON COMPANY, INC. - FORM 10-Q SUMMARY Period Ended January 31, 2026 --- HEADLINE NUMBERS • Net Sales (6 months): $1,831.7 million vs. $1,770. | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.32 / share ex-date Aug 17, 2026 · pay Aug 31, 2026 | 2026-08-17 |
| Dividend | $0.32 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.30 / share ex-date Feb 12, 2026 · pay Feb 27, 2026 | 2026-02-12 |
| Dividend | $0.30 / share ex-date Dec 5, 2025 · pay Dec 22, 2025 | 2025-12-05 |
| Announcement | Date |
|---|---|
| Execution of purchase agreement for acquisition of Facet announced On February 2, 2026, Donaldson Company announced it executed a Purchase Agreement to acquire a company (likely Facet, based on document references). However, this 8-K filing provides minimal | 2026-02-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.