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Donaldson Company Inc

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

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Donaldson Reports Record Sales, Guides Fiscal 2027 Growth

Donaldson Company reported record fiscal 2026 sales of $3.9 billion, driven by growth across its Mobile, Industrial, and Life Sciences segments, and completed its largest acquisition ever, Facet Filtration. The company forecasts record fiscal 2027 sales of over $4.1 billion, a 7.5% increase, with operating margin expanding to 16.6%-17.2%. The Facet acquisition is expected to be $0.12 dilutive to fiscal 2027 EPS due to incremental amortization and interest expense, though it is accretive on a cash basis. Management noted early fiscal 2027 margin pressure from power generation inefficiencies and plant closures, with recovery expected by mid-year. The company also restarted its share repurchase program to offset stock compensation dilution.
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Donaldson to Report Q4 Earnings on Aug. 26

Donaldson Company is scheduled to release fourth-quarter fiscal 2026 results on Aug. 26 before market open. The Zacks Consensus Estimate for revenues is pegged at $1.04 billion, indicating 6.4% growth from the year-ago quarter, while the consensus estimate for adjusted earnings is pinned at $1.12 per share, an increase of 8.7% from the year-ago quarter. The consensus estimate for earnings has been stable over the past 60 days, and the company has outperformed the consensus estimate thrice and missed once in the preceding four quarters. The Mobile Solutions segment's revenues are pegged at $620 million, indicating a 5.4% increase from the year-ago figure, while the Industrial Solutions segment's revenues are pegged at $336 million, indicating an 8.4% growth from the year-ago figure. The Life Sciences segment's revenues are pegged at $84 million, indicating a 2.4% increase from the year-ago figure. In May 2026, Donaldson acquired Filtration Group's Facet Filtration business, which is expected to have boosted its top line during the quarter. However, rising costs and operating expenses have been concerns for DCI for some time now, and the impacts of high operating costs are likely to have affected its margins and profitability.
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Donaldson Declares $0.32 Quarterly Dividend

Donaldson Co Inc announced a quarterly dividend of $0.32 per share, with the ex-dividend date set for August 17, 2026, and payment on August 31, 2026. The company has paid dividends consistently since 1985 and has increased its payout every year since 1996, earning dividend aristocrat status. Its dividend payout ratio stands at 0.32, and GuruFocus ranks its profitability and growth at 9 out of 10. Donaldson's three-year annual dividend growth rate is 7.60%, while its five-year rate is 5.90% and ten-year rate is 5.20%. The company generated approximately $3.7 billion in revenue in fiscal 2025.
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Donaldson declares $0.32 quarterly dividend

Donaldson declared a quarterly cash dividend of $0.32 per share, in line with the previous payout. The dividend carries a forward yield of 1.36% and is payable on August 31 to shareholders of record as of August 17, with the ex-dividend date also set for August 17.
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Donaldson Q3 Earnings and Revenue Beat Estimates, Shares Up 3.9%

Donaldson reported third-quarter fiscal 2026 adjusted earnings of $1.06 per share, topping the Zacks Consensus Estimate of $1.05, with total revenues of $995.1 million surpassing the $979 million estimate. Sales increased 5.8% year over year, driven by an 8.1% rise in the Mobile Solutions segment, which accounts for 63.3% of net sales, and a 12.7% increase in the Life Sciences segment, while the Industrial Solutions segment, representing 28.3% of net sales, declined 0.6%. The company provided fiscal 2026 adjusted EPS guidance of $3.94 to $4.01 and expects organic sales growth of 3% to 5%. Shares have risen 3.9% since the last earnings report, outperforming the S&P 500.
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Gas and Liquid Handling Stocks Report Satisfactory Q1, ITT Leads Revenue Growth

The 12 gas and liquid handling stocks tracked by StockStory reported a satisfactory first quarter, with revenues beating analysts' consensus estimates by 1.3% and next quarter's revenue guidance coming in 4.8% above expectations. Donaldson posted revenues of $995.1 million, up 5.9% year on year and exceeding estimates by 1.6%, while Gorman-Rupp delivered the best performance with revenues of $176.6 million, a 7.7% increase that beat estimates by 3.5%. Graco was the weakest, with revenues of $540.1 million missing estimates by 3.9%. ITT achieved the fastest revenue growth among peers at 32.7% to $1.21 billion, surpassing estimates by 9.8%, and Ingersoll Rand reported revenues of $1.85 billion, up 7.6% and topping estimates by 0.9%.
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Donaldson Shares Fall 6.7% in Six Months as Analysts Flag Weak Demand and Declining Returns

Donaldson shares have dropped 6.7% over the past six months to $85.86, underperforming the S&P 500’s 10.9% gain. The company’s constant currency revenue growth averaged just 3% annually over the last two years, signaling soft underlying demand. Sell-side analysts project revenue will rise only 6.9% over the next 12 months, below the sector average. Donaldson’s return on invested capital has declined by an average of 1.6 percentage points each year, suggesting fewer profitable growth opportunities. The stock trades at 12.9 times forward EV-to-EBITDA, but its shaky fundamentals present too much downside risk.
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