Record Q4 and FY2026 Results, with FY2027 EPS Guidance of $4.22–$4.38
DCI sits 24% above its 52-week low of $75.28.
Summary
Donaldson reported record Q4 and full-year fiscal 2026 results, with Q4 sales up 8.0% to $1.06 billion and adjusted EPS of $1.15. The company guided fiscal 2027 EPS to $4.22–$4.38, projecting another record year with operating margin expansion.
Key Events · Earnings and Guidance · DCI
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Record Q4 and FY2026 Results
Q4 sales rose 8.0% to $1,058.8 million; GAAP EPS of $1.10 (up 13.4%) and adjusted EPS of $1.15 (up 11.7%). Full-year sales of $3.89 billion, up 5.3%, with GAAP EPS of $3.85 and adjusted EPS of $3.98.
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FY2027 Guidance Projects Record Year
Company expects FY2027 sales growth of 5.5%–9.5% and EPS of $4.22–$4.38, including $0.12 of dilution from Facet. Operating margin is guided to 16.6%–17.2%, up from 15.4% in FY2026.
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Facet Integration Progress
Facet contributed approximately $30 million in Q4 sales and favorable mix to gross margin. The company paid down $102 million of Facet-related debt in the quarter; interest expense is projected at $55M–$60M for FY2027 vs $36M in FY2026.
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Shareholder Returns
Full-year 2026 dividends totaled $141.2 million and share repurchases of $108.5 million (1.2% of shares outstanding). For FY2027, the company expects to repurchase approximately 1% of shares outstanding.
Analysis · DCI · Technology
Donaldson delivered record fourth-quarter and full-year fiscal 2026 results, with Q4 sales up 8.0% to $1.06 billion and adjusted EPS of $1.15, beating the prior year's $1.03. The company also issued fiscal 2027 guidance projecting all-time high sales and EPS of $4.22 to $4.38, including $0.12 of dilution from the Facet acquisition. The strong quarter was driven by broad-based volume growth across all three segments, with the Facet acquisition contributing about $30 million in sales and favorable mix to gross margin. Management also paid down $102 million of Facet-related debt and returned $37 million to shareholders in the quarter, while full-year share repurchases totaled $108.5 million. The guidance implies continued operating margin expansion to 16.6%–17.2%, up from 15.4% in fiscal 2026, supported by gross margin gains and improving Industrial Solutions performance.
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At the time of this filing, DCI was trading at $93.46 on NYSE in the Technology sector, with a market capitalization of approximately $10.8B. The 52-week trading range was $75.28 to $112.84. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.