earnings
confidence high
sentiment positive
materiality 0.75
Donaldson Q3 FY2026 sales $995.1M (+5.8%), adj. EPS $1.06 (+7.1%)
DONALDSON Co INC
- Record third-quarter sales of $995.1M, up 5.8% YoY; GAAP EPS $1.00 vs $0.48.
- Adjusted EPS of $1.06, up 7.1%; adjusted operating margin of 16.6% (all-time high).
- Closed margin-accretive Facet acquisition to enhance Industrial Solutions portfolio.
- Narrowed FY2026 guidance: expects record sales, adjusted operating margin, and adjusted EPS.
- Mobile and Life Sciences segments drove performance, offsetting Industrial headwinds.