Donaldson Company Achieves Record Q1 2026 Earnings
Donaldson Company reported record Q1 2026 earnings with a 3.9% sales increase and a 19% rise in GAAP EPS. Net earnings grew to $113.9 million, driven by growth in replacement parts and new equipment. The Mobile Solutions segment saw a 4.5% sales increase, while Life Sciences rose by 13.1%. Operating margin improved to 16%. Donaldson raised its fiscal 2026 guidance, projecting sales growth of 1-5% and adjusted EPS of $3.95-$4.11, anticipating further market share gains.
Donaldson ( (DCI) ) has released its Q1 earnings. Here is a breakdown of the information Donaldson presented to its investors.
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Donaldson Company, Inc., a global leader in technology-led filtration products and solutions, operates across three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences, serving a diverse range of industries worldwide.
In its fiscal first quarter of 2026, Donaldson reported record sales and earnings, with a 3.9% increase in sales and a 19.0% rise in GAAP earnings per share (EPS). The company’s strong performance was attributed to growth in replacement parts and new equipment, as well as cost optimization benefits.
Key financial highlights include a net earnings increase to $113.9 million from $99.0 million the previous year, and an adjusted EPS growth of 13.3%. The Mobile Solutions segment saw a 4.5% sales increase, driven by pricing, volume growth, and favorable currency translation. The Life Sciences segment experienced a significant 13.1% sales increase, while the Industrial Solutions segment remained relatively flat.
Donaldson’s operating margin improved to 16.0% from 14.5% due to expense management and higher sales leverage. The company also raised its fiscal 2026 adjusted operating margin and EPS guidance, projecting continued growth and a record fiscal year.
Looking ahead, Donaldson remains optimistic about its fiscal 2026 performance, with expectations of sales growth between 1% and 5% and an adjusted EPS range of $3.95 to $4.11. The company anticipates further market share gains and ongoing strength in its key business segments.
