XNYS · Industrials · Specialty Industrial Machinery
Donaldson is a leading manufacturer of filtration systems and replacement parts, including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors. The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.9 billion in revenue in its fiscal 2026.
Donaldson posted a solid quarter, beating on both EPS (**$1.15 vs. $1.13**) and revenue (**$1.1B vs. $1.0B**). The key positives are mid-single-digit organic growth guidance and stable industrial filtration demand, though Facet makes the top-line mix look less clean.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-26 | Q4 2026 | 1.13 | 1.15 | +1.77% | $1.06B | ✅ Beat | +0.23% | — | — |
| 2026-06-02 | Q3 2026 | 1.05 | 1.06 | +0.95% | $995.1M | ✅ Beat | +0.60% | +0.61% | +4.03% |
| 2026-02-26 |
| Q2 2026 |
| 0.89 |
| 0.83 |
| -6.74% |
| $896.3M |
| ❌ Miss |
| -4.39% |
| -0.52% |
| -9.01% |
| 2025-12-04 | Q1 2026 | 0.93 | 0.94 | +1.08% | $935.4M | ✅ Beat | — | — | — |
| 2025-08-27 | Q4 2025 | 1.02 | 1.03 | +0.98% | $980.7M | ✅ Beat | +2.45% | -3.07% | -1.36% |
| 2025-06-03 | Q3 2025 | 0.95 | 0.99 | +4.21% | $940.1M | ✅ Beat | — | — | — |
| 2025-02-27 | Q2 2025 | 0.85 | 0.83 | -2.35% | $870.0M | ❌ Miss | — | — | — |
| 2024-12-03 | Q1 2025 | 0.82 | 0.83 | +1.22% | $900.1M | ✅ Beat | — | — | — |
Showing last 8 quarters.