Donaldson posts record Q4/FY26 results; FY27 EPS guided $4.22-$4.38, sales +5.5%-9.5%

DONALDSON Co INC

Q4 FY26 sales $1,058.8M (+8.0% YoY); GAAP EPS $1.10 (+13.4%), adjusted EPS $1.15 (+11.7%).
Full-year FY26 sales $3.9B (+5.3%); GAAP EPS $3.85 (+26.2%), adjusted EPS $3.98 (+8.2%).
Q4 gross margin 36.3% (+180 bps); operating margin 16.7% (+120 bps); Aerospace/Defense sales +61%.
Facet acquisition added ~$30M Q4 sales and $0.06 EPS dilution; $102M of Facet-related debt paid down.
FY27 guidance: EPS $4.22-$4.38 (incl. ~$0.12 Facet dilution), operating margin 16.6%-17.2%, interest $55-60M.

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