---
title: "DONALDSON Co INC 3Q 2026: Revenue $995.1M, EPS $1— 10-Q Summary"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288451313.md"
description: "Donaldson Co Inc reported Q3 2026 revenue of $995.1M and diluted EPS of $1, reflecting year-over-year growth driven by Mobile Solutions and Life Sciences demand. Net income surged to $118.1M. While aftermarket and off-road volumes supported gains, on-road segments faced pressure from lower truck production. Operational shifts in Power Generation caused temporary inefficiencies, but footprint optimization helped reduce operating expense intensity."
datetime: "2026-06-02T15:31:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288451313.md)
  - [en](https://longbridge.com/en/news/288451313.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288451313.md)
---

# DONALDSON Co INC 3Q 2026: Revenue $995.1M, EPS $1— 10-Q Summary

Donaldson Co Inc reported third-quarter 2026 results with revenue of $995.1M, net income of $118.1M and diluted EPS of $1, marking year-over-year gains driven by Mobile Solutions and Life Sciences demand.

**Financial Highlights**

Metric

Current quarter

Prior year quarter

YoY change

Revenue¹

$995.1M

$940.1M

5.9%

Net income²

$118.1M

$57.8M

104.3%

Diluted EPS³

$1

$0.48

108.3%

_¹ Reported as “Net sales”. ² Reported as “Net earnings”. ³ Reported as “earnings per share – diluted”._

**Business Highlights**

-   Revenue growth was supported by Mobile Solutions and robust Life Sciences performance, with Life Sciences up 12.7% in the quarter and 14.0% year-to-date.
-   Channel and mix shifts favored aftermarket and off‑road volumes, while on‑road was pressured by lower truck production.
-   Operational changes included a completed production shift for Power Generation that caused short‑term inefficiencies but enables customer‑specific manufacturing.
-   Company actions on footprint optimization and R&D prioritization helped reduce operating expense intensity despite temporary gross margin pressure.

Original SEC Filing: DONALDSON Co INC \[ DCI \] - 10-Q - Jun. 02, 2026

**Disclaimer**

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

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