---
title: "Donaldson | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 935.4 M"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/268647752.md"
datetime: "2025-12-04T17:00:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/268647752.md)
  - [en](https://longbridge.com/en/news/268647752.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/268647752.md)
---

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# Donaldson | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 935.4 M

Revenue: As of FY2026 Q1, the actual value is USD 935.4 M, beating the estimate of USD 922.94 M.

EPS: As of FY2026 Q1, the actual value is USD 0.97, beating the estimate of USD 0.9067.

EBIT: As of FY2026 Q1, the actual value is USD 156.4 M.

### Mobile Solutions Segment

-   **Net Sales**: $598.3 million for the three months ended October 31, 2025, compared to $572.4 million for the same period in 2024, an increase of $25.9 million or 4.5%.
-   **Earnings Before Income Taxes**: $111.3 million, representing 18.6% of net sales, up from 18.3% in the prior year.

### Industrial Solutions Segment

-   **Net Sales**: $257.8 million for the three months ended October 31, 2025, compared to $257.6 million for the same period in 2024, an increase of $0.2 million or 0.1%.
-   **Earnings Before Income Taxes**: $32.2 million, representing 12.5% of net sales, down from 15.9% in the prior year.

### Life Sciences Segment

-   **Net Sales**: $79.3 million for the three months ended October 31, 2025, compared to $70.1 million for the same period in 2024, an increase of $9.2 million or 13.1%.
-   **Earnings Before Income Taxes**: $7.3 million, representing 9.2% of net sales, up from a loss of 7.6% in the prior year.

### Cash Flow

-   **Operating Cash Flow**: $125.4 million for the three months ended October 31, 2025, compared to $72.9 million for the same period in 2024, an increase of $52.5 million.
-   **Investing Activities**: Cash used was $3.4 million, compared to $96.0 million in the prior year, primarily due to the equity method investment in Medica during the previous year.
-   **Financing Activities**: Cash used was $93.1 million, compared to cash provided of $9.8 million in the prior year, primarily driven by a decrease in short-term borrowings and increased share repurchases.

### Future Outlook and Strategy

-   **Core Business Focus**: The company plans to continue leveraging its global manufacturing footprint and supply chain to mitigate the cost impact of tariffs, with expected annual costs related to tariffs of approximately $25 million, down from $35 million previously.
-   **Non-Core Business**: The company is focused on restructuring activities to improve operating and manufacturing cost structures, with estimated future costs associated with these actions ranging from $5.0 million to $10.0 million through fiscal 2026.

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