Donaldson

Q4 FY2026 EarningsDCI Q4 FY26 results beat consensus on both top and bottom lines, with revenue of $1,058.8M vs. $1,051.0M expected and adjusted EPS of $1.15 vs. $1.13 normalized consensus. Gross margin expanded to 36.3%, exceeding the 35.3% mean estimate, driven by pricing and favorable mix from the Facet acquisition. FY27 guidance projects mid-point EPS of $4.30 and sales growth up to 9.5%, largely exceeding market expectations and signaling continued momentum in Mobile and Life Sciences segments.