NYSE$DCI
Donaldson Company · Q3 2026 earnings
Q3 2026 earnings · · Before market open · Investor relations
Briefing
Donaldson Company reported record third quarter fiscal 2026 sales and earnings with sales up 5.8% and adjusted EPS up 7.1%.
Donaldson achieved net sales of $995.1 million in Q3 2026, up 5.8% year-over-year, with GAAP net earnings of $118.1 million and diluted EPS of $1.00. Adjusted operating margin reached an all-time high of 16.6%, and the company completed the Facet acquisition while narrowing fiscal 2026 guidance to reflect record full-year performance.
- Q3 sales reached a record $995.1 million, increasing 5.8% driven by volume, pricing, and currency.
- Adjusted EPS rose 7.1% to $1.06 with adjusted operating margin expanding 30 bps to 16.6%.
- Mobile and Life Sciences segments delivered strong growth offsetting softness in Industrial.
- Fiscal 2026 guidance narrowed to organic sales growth of 3-5% and adjusted EPS of $3.94-$4.01 excluding Facet.
Headline financials
Revenue & EPS history
Donaldson · Revenue · Quarterly
$995M
Revenue by segment
Donaldson · $995M total across 3 segments · Q3 2026
- Mobile Solutions$630M—63.3%
- Industrial Solutions$282M—28.3%
- Life Sciences$83.5M—8.4%
Forward guidance
Fiscal 2026 guidance narrowed for record sales, adjusted operating margin and adjusted EPS; Facet expected to add $25-30M sales with $0.03 EPS dilution.
Tailwinds
- Organic sales growth forecast 3-5%
- Mobile segment growth 3.5-5.5%
- Life Sciences growth raised to 9-11%
Headwinds
- Adjusted operating margin guidance lowered to 15.8-16.2%
- Industrial sales flat to +2%
- Aerospace and Defense sales down mid-single digits
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2026
+0.0%
Avg return
Earnings day
-0.2%
Avg return
5 days after
-1.4%
Avg return
30 days after
54%
37 / 68 earnings
Positive
+10.1%
Q4 2018
Best reaction
-11.7%
Q2 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | +4.7% | +2.4% | — | |
| Q2 2026 | -11.7% | -10.9% | -19.7% | |
| Q1 2026 | +7.6% | +2.9% | +2.7% | |
| Q4 2025 | +8.5% | +5.3% | +7.1% | |
| Q3 2025 | -0.1% | +1.7% | +3.0% | |
| Q2 2025 | -2.4% | -2.5% | -3.1% | |
| Q1 2025 | -6.0% | -6.6% | -13.8% | |
| Q4 2024 | -3.9% | -2.3% | -0.8% | |
| Q3 2024 | +3.7% | +1.7% | -1.2% | |
| Q2 2024 | +6.7% | +8.3% | +11.2% | |
| Q1 2024 | +3.5% | +5.3% | +11.2% | |
| Q4 2023 | +4.0% | +5.8% | -2.5% | |
| Q3 2023 | -7.7% | -8.9% | -2.5% | |
| Q2 2023 | +4.9% | +4.5% | +3.3% | |
| Q1 2023 | +3.1% | +0.7% | -0.5% | |
| Q4 2022 | -2.3% | -3.9% | -7.4% | |
| Q3 2022 | +2.6% | +1.9% | -7.1% | |
| Q2 2022 | +0.2% | -7.5% | +0.2% | |
| Q1 2022 | +0.9% | +2.2% | +5.0% | |
| Q4 2021 | -7.5% | -9.5% | -12.8% | |
| Q3 2021 | +2.4% | +0.5% | +2.8% | |
| Q2 2021 | -4.9% | -4.4% | -4.9% | |
| Q1 2021 | +3.0% | +3.0% | +5.2% | |
| Q4 2020 | -7.8% | -10.3% | -7.0% | |
| Q3 2020 | +3.5% | +7.2% | -3.6% | |
| Q2 2020 | -4.9% | -4.1% | -25.9% | |
| Q1 2020 | -2.8% | +0.7% | +5.1% | |
| Q4 2019 | +7.4% | +8.7% | +8.2% | |
| Q3 2019 | +0.7% | +1.2% | +4.0% | |
| Q2 2019 | -5.9% | -4.6% | +1.9% | |
| Q1 2019 | -9.3% | -13.7% | -26.1% | |
| Q4 2018 | +10.1% | +13.1% | +13.6% | |
| Q3 2018 | -2.9% | -1.2% | -5.2% | |
| Q2 2018 | -5.7% | -3.1% | -4.7% | |
| Q1 2018 | -0.2% | -0.7% | +0.9% | |
| Q4 2017 | -6.7% | -5.1% | -0.5% | |
| Q3 2017 | -2.6% | -5.8% | -5.0% | |
| Q2 2017 | +5.1% | +5.0% | +6.0% | |
| Q1 2017 | +6.8% | +8.6% | +3.7% | |
| Q4 2016 | -1.9% | -2.8% | -2.1% | |
| Q3 2016 | +8.6% | +9.4% | +3.5% | |
| Q2 2016 | +7.5% | — | — | |
| Q1 2016 | +3.1% | — | — | |
| Q4 2015 | -1.6% | — | — | |
| Q3 2015 | +2.2% | — | — | |
| Q2 2015 | -2.0% | — | — | |
| Q1 2015 | -7.6% | — | — | |
| Q4 2014 | +3.6% | — | — | |
| Q3 2014 | -7.0% | — | — | |
| Q2 2014 | -2.7% | — | — | |
| Q1 2014 | +0.0% | — | — | |
| Q4 2013 | -3.5% | — | — | |
| Q3 2013 | +1.8% | — | — | |
| Q2 2013 | -2.8% | — | — | |
| Q1 2013 | +5.7% | — | — | |
| Q4 2012 | +1.4% | — | — | |
| Q3 2012 | +6.0% | — | — | |
| Q2 2012 | -3.5% | — | — | |
| Q1 2012 | -2.8% | — | — | |
| Q4 2009 | +2.4% | — | — | |
| Q4 2011 | +2.4% | — | — | |
| Q4 2010 | +2.4% | — | — | |
| Q3 2011 | -2.9% | — | — | |
| Q3 2010 | -2.9% | — | — | |
| Q2 2010 | +1.2% | — | — | |
| Q2 2011 | +1.2% | — | — | |
| Q1 2010 | +0.0% | — | — | |
| Q1 2011 | +0.0% | — | — |
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