Donaldson Company makes filtration systems and replacement filters for engines and industrial equipment.
Donaldson Company, Inc. (DCI) is expected to report earnings on Thursday, December 3, 2026, after the close. Estimated release time 17:40 ET. Consensus EPS estimate is $1.00.
| Report date | Quarter | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| 2026-08-26 | FY2026 Q3 | $1.13 | $1.15 | +1.8% | $1.06B |
| 2026-06-02 | FY2026 Q2 | $1.05 | $1.02 | -2.9% | $995.10M |
| 2026-02-02 | FY2026 Q1 | — | $0.80 | — | $896.30M |
| 2025-12-04 | FY2025 Q4 | $0.92 | $0.98 | +6.2% | $935.40M |
| 2025-08-27 | FY2025 Q3 | — | $0.98 | — | $980.70M |
| 2025-06-03 | FY2025 Q2 | $0.95 | $0.49 | -48.3% | $940.10M |
| 2025-02-27 | FY2025 Q1 | $0.85 | $0.80 | -5.9% | $870.00M |
| 2024-12-03 | FY2024 Q4 | $0.82 | $0.83 | +1.2% | $900.10M |
DCI has beaten consensus EPS in 3 of its last 8 reported quarters.
Donaldson closed fiscal 2026 with a modest Q4 beat, posting EPS of $1.15 versus the $1.13 consensus on revenue of $1.06B against $1.04B expected. It was a record year with annual sales of $3.9B and adjusted EPS of $3.98, though some analysts see the valuation as full at current levels.
DCI pays a quarterly dividend, currently yielding 1.31%.
| Ex-dividend date | Amount | Paid |
|---|---|---|
| 2026-08-17 | $0.32 | 2026-08-31 |
| 2026-06-15 | $0.32 | 2026-06-30 |
| 2026-02-12 | $0.3 | 2026-02-27 |
| 2025-12-05 | $0.3 | 2025-12-22 |
| 2025-08-12 | $0.3 | 2025-08-27 |
| 2025-06-16 | $0.3 | 2025-06-30 |