Donaldson Company, Inc. · DCI · Next earnings

Donaldson Company, Inc. reports Thursday, Dec 3, 2026

DCI reports before market open with consensus EPS at $0.98 and revenue at $1.02B. Last quarter: Donaldson posts record FY26 and targets further growth

Reports Before market open73 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.98 Calendar consensus
Consensus revenue $1.02B Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session Before market open 73 days away

Where DCI left off: FY2026 Q4

Full report

Donaldson posts record FY26 and targets further growth

EPS surprise +1.8% Reported $1.15 vs $1.13
Revenue surprise +1.5% Reported $1.06B vs $1.04B
Stock move +2.1% Event window
Subsequent drift -9.2% Up to 20 sessions

Management outlined fiscal 2027 sales above $4.1 billion and EPS of $4.22-$4.38, while maintaining a focus on margin expansion despite modest headwinds.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Industrial cost inflation and power-generation plant transitions in Mexico.
  • Aerospace and defense supply-chain constraints.
  • Higher amortization and interest expense tied to the Facet acquisition.

Questions analysts left open

  • Industrial headwinds and higher amortization may pressure margins.
  • Facet integration could increase dilution and debt burden.
  • Aerospace and defense supply-chain issues may take time to resolve.

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Recent DCI quarters

All DCI earnings
+2.1%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.