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.
Donaldson Company IncRecord sales and positive fiscal 2027 guidance, with margin expansion and share repurchases, offsetting acquisition dilution.
