Donaldson Q1 FY2026: record GAAP EPS $0.97 (+19%), raises adjusted EPS guidance

DONALDSON Co INC

2026-Q1 EPS reported $0.97 revenue$935,400,000

GAAP net earnings $113.9M ($0.97 EPS) vs $99.0M ($0.81) YoY; adjusted EPS $0.94 (+13.3%).
Sales growth of 3.9%, driven by replacement parts and new equipment; full-year sales midpoint ~$3.8B.
Record Q1 includes $9.3M gain on asset sale and $5.0M restructuring charges (net $4.3M benefit).
Raising FY2026 adjusted operating margin and adjusted EPS guidance; expects >40% incremental margin.
CEO cites market share gains and cost optimization for double-digit EPS growth despite macro headwinds.

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