Q4 FY2026 EarningsFY26 delivered a slight top-line beat but missed consensus on profitability metrics. Revenue reached $3,885.6M, up 5.3% YoY and 0.22% above expectations, supported by strong Mobile Solutions and Life Sciences performance. However, gross margin of 34.6% missed the 35.02% consensus by 42bps, and GAAP EPS of $3.85 fell 1.28% short of the $3.90 estimate. Operating results were pressured by inefficiencies in Industrial Solutions and costs related to footprint optimization, despite the inorganic contribution from the Facet acquisition.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Donaldson(DCI) the Revenue is 1.059 B (+7.96%), Beat estimate;the EBIT is 185.5 M (+15.07%), Beat estimate;the EPS is 1.1 (+13.4%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.06B7.96%
1.05B7.16%
+0.01B0.80%
EBITExceed expectations
0.19B15.07%
0.18B14.52%
+0.00B0.55%
EPSMiss expectations
1.113.40%
1.1215.46%
-0.02002.06%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf