Donaldson Q4 sales up 4.8% to $981M; adjusted EPS $1.03; FY2026 guidance centered on record $3.8B, $4.00 EPS

DONALDSON Co INC

2025-FY EPS reported $3.05 revenue$3,690,900,000

Q4 sales $981M (+4.8% YoY); GAAP EPS $0.97 (+7.8%); adjusted EPS $1.03 (+9.6%).
Full-year GAAP EPS $3.05 (down 9.8%), adjusted EPS $3.68 (+7.6%) on $3.7B sales (+2.9%).
FY2026 guidance: sales ~$3.8B, EPS centered on $4.00; operating margin 16.1%-16.7% (record).
Life Sciences +14.1%, Industrial +7.7%, Mobile +2.3%; gross margin compressed 130bps on tariffs.
Returned ~$465M in FY2025 (4% share repurchase); plans 2-3% repurchase in FY2026.

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