DCI

MINNEAPOLIS, May 29, 2026--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced that its Board of Directors declared a regular cash dividend of 32.0 cents per share, an increase of 6.7% from the prior quarterly dividend of 30.0 cents per share. The dividend is payable June 30, 2026, to shareholders of record on June 15, 2026. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2025 marked the 30th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 70 years. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 140 locations on six continents partner with customers—from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260529398322/en/ Contacts Sarika Dhadwal (952) [email protected]

Analysts on Wall Street project that Donaldson (DCI) will announce quarterly earnings of $1.05 per share in its forthcoming report, representing an increase of 6.1% year over year. Revenues are projected to reach $979.07 million, increasing 4.1% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights. That said, let's delve into the average estimates of some Donaldson metrics that Wall Street analysts commonly model and monitor. The consensus estimate for 'Net Sales- Industrial Solutions segment' stands at $290.35 million. The estimate suggests a change of +2.5% year over year. It is projected by analysts that the 'Net Sales- Life Sciences segment' will reach $79.45 million. The estimate suggests a change of +7.1% year over year. The collective assessment of analysts points to an estimated 'Net Sales- Mobile Solutions' of $613.24 million. The estimate suggests a change of +5.3% year over year. Analysts predict that the 'Net Sales- Mobile Solutions- On-Road' will reach $31.21 million. The estimate indicates a change of +16% from the prior-year quarter. Based on the collective assessment of analysts, 'Net Sales- Mobile Solutions- Off-Road' should arrive at $99.29 million. The estimate points to a change of +3.9% from the year-ago quarter. The consensus among analysts is that 'Net Sales- Industrial Solutions- Aerospace and Defense' will reach $49.32 million. The estimate suggests a change of -4.2% year over year. Analysts expect 'Net Sales- Industrial Solutions- Industrial Filtration Solutions' to come in at $241.37 million. The estimate suggests a change of +4.1% year over year. Accord...

Kennametal (KMT) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.24%. A quarter ago, it was expected that this engineered products maker would post earnings of $0.35 per share when it actually produced earnings of $0.47, delivering a surprise of +34.29%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Kennametal, which belongs to the Zacks Manufacturing - Tools & Related Products industry, posted revenues of $592.59 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.55%. This compares to year-ago revenues of $486.4 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Kennametal shares have added about 32% since the beginning of the year versus the S&P 500's gain of 6%. While Kennametal has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Kennametal was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today...

Since November 2025, Donaldson has been in a holding pattern, posting a small return of 3.2% while floating around $87.16. Is there a buying opportunity in Donaldson, or does it present a risk to your portfolio? See what our analysts have to say in our full research report, it’s free. We're sitting this one out for now. Here are three reasons why DCI doesn't excite us and a stock we'd rather own. We can better understand Gas and Liquid Handling companies by analyzing their constant currency revenue. This metric excludes currency movements, which are outside of Donaldson’s control and are not indicative of underlying demand. Over the last two years, Donaldson’s constant currency revenue averaged 3.5% year-on-year growth. This performance was underwhelming and suggests it might have to lower prices or invest in product improvements to accelerate growth, factors that can hinder near-term profitability. Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Donaldson’s revenue to rise by 4.3%, close to its 7.9% annualized growth for the past five years. This projection doesn't excite us and suggests its newer products and services will not accelerate its top-line performance yet. ROIC, or return on invested capital, is a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, Donaldson’s ROIC averaged 1.1 percentage point decreases each year over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. Donaldson isn’t a terrible business, but it doesn’t pass our quality test. That said, the stock currently trades at 14.1× forward EV-to-EBITDA (or $87.16 per share). This valuation multiple is fair, but we don’t have much faith in the company. We're pretty confident there are more exciting stocks to buy at the moment. We’d suggest looking at a dominant Aerospace business that has perfected its M&A strategy. ONE MORE THING: To...

MINNEAPOLIS, April 30, 2026--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its third quarter 2026 earnings conference call on Tuesday, June 2, 2026, at 9:00 a.m. CT. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers - from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260430428930/en/ Contacts For more information, contact: Sarika Dhadwal (952) 887-3753 [email protected]

Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Donaldson (NYSE:DCI) and its peers. Gas and liquid handling companies possess the technical know-how and specialized equipment to handle valuable (and sometimes dangerous) substances. Lately, water conservation and carbon capture–which requires hydrogen and other gasses as well as specialized infrastructure–have been trending up, creating new demand for products such as filters, pumps, and valves. On the other hand, gas and liquid handling companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 13 gas and liquid handling stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.5% since the latest earnings results. Playing a vital role in the historic Apollo 11 mission, Donaldson (NYSE:DCI) manufacturers and sells filtration equipment for various industries. Donaldson reported revenues of $896.3 million, up 3% year on year. This print was in line with analysts’ expectations, but overall, it was a disappointing quarter for the company with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates. “This quarter, the Donaldson team delivered record sales, strengthened the foundation to meet strong customer demand in key, high-margin businesses and made further progress on our footprint optimization initiatives, despite near-term challenges,” said Tod Carpenter, chairman, president and chief executive officer. Unsurprisingly, the stock is down 18.2% since reporting and currently trades at $85.46. Read our full report on Donaldson here, it’s free. Spun out of Cummins in 2023 after 65 years as part of the engine maker, Atmus Filtration Technologies (NYSE:ATMU) manufactures filters for trucks, construction equipment, and agriculture machinery to reduce emissions and protect engines. Atmus Filtration Technologies reported revenues of $446.6 million, up 9.8% year on year, outperforming analysts’ expectations by 5.5%. The business had a stunn...

Donaldson Company, Inc. DCI reported second-quarter fiscal 2026 (ended Jan. 31, 2026) adjusted earnings of 83 cents per share, which missed the Zacks Consensus Estimate of 90 cents. The bottom line was flat on a year-over-year basis. Total revenues of $896.3 million lagged the Zacks Consensus Estimate of $898 million. The top line increased 3% year over year. Region-wise, Donaldson’s net sales in the United States/Canada decreased 4.7% year over year. The metric increased 16% year over year in Europe, the Middle East and Africa, and decreased 5.2% in Latin America. Also, net sales in the Asia Pacific improved 8.7%. Donaldson reports revenues under three segments, namely Mobile Solutions, Industrial Solutions and Life Sciences. A brief snapshot of segmental sales is provided below. The Mobile Solutions segment’s (accounting for 62.1% of net sales) sales were $556.6 million, indicating a year-over-year increase of 1.6%. Sales rose 7.8% in Off-Road and decreased 9.2% in On-Road businesses during the quarter. Aftermarket sales improved 1.1% year over year. Revenues generated from the Industrial Solutions segment (29%) were $259.7 million, up 2.4% year over year. Industrial Filtration Solutions' sales increased 7.2% year over year. Sales decline of 19.4% in the Aerospace and Defense businesses affected the results. Revenues generated from the Life Sciences segment (8.9%) were $80 million, up 16.2% year over year. The results benefited from an increase in new equipment and replacement part sales in the Food & Beverage and Disk Drive businesses. Donaldson Company, Inc. price-consensus-eps-surprise-chart | Donaldson Company, Inc. Quote In the fiscal second quarter, Donaldson’s cost of sales increased 5.7% year over year to $596.5 million. Gross profit decreased 2% to $299.8 million. The gross margin of 33.5% declined 170 basis points due to operating inefficiencies associated with production shifts and costs related to footprint optimization initiatives. Operating expenses were up 0.5% year over year to $181.1 million. Operating profit decreased 5.6% to $118.7 million. The operating margin was 13.2%, down 120 bps year over year. The effective tax rate was 20.7% compared with 23.2% in the year-ago quarter. Exiting the fiscal second quarter, Donaldson’s cash and cash equivalents were $194.4 million compared with $180.4 million in the fourth quarter of fiscal 2025. Lon...

Record Q2 sales of $896 million (+3%) but margin pressure: gross margin fell 150 bps to 33.7% and operating margin dipped to 14%, leaving adjusted EPS flat at $0.83 as management cited operational inefficiencies (power-generation ramp, plant transfers) and expects sequential improvement in H2. Largest-ever acquisition: the Facet deal adds roughly $110 million of sales with above‑average gross/EBITDA margins, is expected to close in coming quarters, and would raise net leverage from 0.7x to ~1.7x—prompting a pause on share repurchases to focus on debt paydown. Donaldson reaffirmed fiscal‑2026 sales guidance of **1%–5% (~$3.8B)** but trimmed profitability outlook to an operating margin of **16%–16.4%** and EPS of **$3.93–$4.01**; the company raised Mobile and Life Sciences guidance, lowered Industrial Solutions, and confirmed Rich Lewis will become CEO on March 2. Interested in Donaldson Company, Inc.? Here are five stocks we like better. Analysts Have "Buy" Rating On This Mid-Cap Dividend Achiever Donaldson (NYSE:DCI) reported record second-quarter fiscal 2026 sales of $896 million, up 3% year over year, as the filtration company cited strong customer demand, elevated backlogs, and continued order intake across its three operating segments. Management said the quarter included short-term execution challenges—most notably in Industrial Solutions—that pressured profitability, while several businesses, including parts of Mobile Solutions’ aftermarket and Life Sciences, delivered notable growth. Operating margin in the quarter was 14%, down from 15.2% a year earlier. Adjusted earnings per share were $0.83, flat versus the prior-year period’s record, according to management’s prepared remarks. The company discussed results on a non-GAAP basis that excluded $6.7 million of pre-tax charges, including $2.9 million of restructuring and other costs and $3.8 million of business development charges. → Diamondback Sees Resilient Demand Despite Cautious Guidance CFO Brad Pogalz said gross margin declined to 33.7%, down 150 basis points year over year and below the company’s expectations. He attributed the decline to several factors, including: About 60 basis points of de-leveraging from lower volume in Mobile and Industrial segments. Operational inefficiencies tied to changes in Donaldson’s manufacturing footprint, including a ramp in power generation production. Footprint...

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Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 10 a.m. ET Chairman & Chief Executive Officer — Tod Carpenter President & Chief Executive Officer — Rich Lewis Chief Financial Officer — Brad Pogalz Tod Carpenter: Thanks, Sarika. Good morning, everyone. Donaldson Company, Inc. achieved record sales in the second quarter as we worked hard to meet strong customer demand across all three of our segments. Our underlying business is robust as evidenced by our high backlogs and continued strong order intake. While we faced short-term execution challenges in our Industrial segment, we saw strength in areas such as independent aftermarket within Mobile Solutions and Food and Beverage and disk drive within Life Sciences. We also announced the acquisition of Facet, the largest acquisition in company history, which I will discuss in a few minutes. Entering the second half of the year, I have confidence in the strength of our organization and our commitment to deliver on our updated fiscal 2026 outlook, which represents record sales of approximately $3.8 billion with operating margin and adjusted earnings per share at all-time highs. Throughout our history, our talented global teams have demonstrated a commitment to deliver for all of our stakeholders, including our customers, shareholders, and employees. We continually do this through our leadership position in filtration, which was built on decades of solving our customers' most difficult filtration problems; our best-in-class technology uniquely powerful because we focus on filtration capabilities and then leverage these technologies across markets; our ability to help customers meet evolving environmental goals by helping to protect equipment, processes, and people; and our clear, strategic, and balanced growth strategy. This is how we have and will continue to win. In late January, we announced our next President and CEO, Rich Lewis, effective next week on March 2. This transition reflects a long-term succession planning process that comes at a time when we are well positioned for the future thanks to the talent, dedication, and discipline of our global team. Rich has been with Donaldson Company, Inc. since 2002 and has been our Chief Operating Officer since August. On behalf of the entire organization, I want to congratulate him and I look forward to his future success. Before I turn it over to Rich to dis...

This article first appeared on GuruFocus. Record Sales: $896 million, up 3% year-over-year. Operating Margin: 14%, down from 15.2% the previous year. Adjusted Earnings Per Share (EPS): $0.83, flat compared to the previous year. Mobile Solutions Sales: $557 million, up 2%. Industrial Solutions Sales: $260 million, up 2%. Life Sciences Sales: $80 million, up 16%. Gross Margin: 33.7%, down 150 basis points from the prior year. Free Cash Flow Conversion: Approximately 90% expected for fiscal 2026. Fiscal 2026 Sales Guidance: Record $3.8 billion expected. Fiscal 2026 EPS Guidance: $3.93 to $4.01 per share. Capital Expenditures: Expected between $60 million and $75 million. Net Leverage Ratio: 0.7 times, expected to be 1.7 times post-Facet acquisition. Warning! GuruFocus has detected 3 Warning Sign with SM. Is DCI fairly valued? Test your thesis with our free DCF calculator. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Donaldson Co Inc (NYSE:DCI) achieved record sales in the second quarter, driven by strong customer demand across all segments. The acquisition of Facet, the largest in company history, is expected to enhance DCI's product portfolio and financial performance. Mobile Solutions sales increased by 2%, with significant growth in the independent aftermarket channel. Life Sciences segment saw a 16% increase in sales, particularly in Food and Beverage and Disk Drive sectors. DCI's strong backlog and order intake provide confidence in achieving record sales of approximately $3.8 billion for fiscal 2026. Operating margin declined to 14% from 15.2% a year ago due to gross margin pressure. Volume declines in Mobile and Industrial Solutions segments partially offset sales growth. Gross margin was impacted by operational inefficiencies and footprint optimization costs. Aerospace and Defense sales decreased by 19% due to project timing and supply chain challenges. Industrial Solutions sales growth was revised down due to declines in dust collection and industrial hydraulics systems. Q: Can you elaborate on the Aerospace and Defense (A&D) guidance for 2026 and how it relates to the Facet acquisition? A: Richard Lewis, President & Incoming CEO, explained that the A&D segment is experiencing timing issues with military projects and supply chain challenges. Despite these issues, or...

For the quarter ended January 2026, Donaldson (DCI) reported revenue of $896.3 million, up 3% over the same period last year. EPS came in at $0.83, compared to $0.83 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $898.46 million, representing a surprise of -0.24%. The company delivered an EPS surprise of -7.37%, with the consensus EPS estimate being $0.90. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Donaldson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Mobile Solutions- Off-Road: $86.5 million compared to the $84.7 million average estimate based on three analysts. The reported number represents a change of +7.9% year over year. Net Sales- Mobile Solutions- On-Road: $23 million versus $24.08 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.1% change. Net Sales- Mobile Solutions- Aftermarket: $447.1 million compared to the $453.65 million average estimate based on three analysts. The reported number represents a change of +1.2% year over year. Net Sales- Life Sciences segment: $80 million versus $71.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.3% change. Net Sales- Industrial Solutions- Industrial Filtration Solutions: $222.6 million versus $221.1 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change. Net Sales- Industrial Solutions- Aerospace and Defense: $37.1 million versus $46.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -19.7% change. Net Sales- Industrial Solutions segment: $259.7 million versus $267.5 million estimated by three analysts on average. Compared to the year-ago quarter, this number represe...