Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings
Donaldson reported record Q3 fiscal 2026 sales of $995.1 million, up 5.8% year-over-year, with GAAP EPS of $1.00 and adjusted EPS of $1.06. The company narrowed its full-year guidance, projecting organic adjusted EPS of $3.94-$4.01 (up 7-9% YoY) and organic sales growth of 3-5%, while slightly lowering the adjusted operating margin outlook to 15.8-16.2%.
Key figures
- Eps
- 1
- Revenue
- 995100000
- Guidance
- FY26 organic adjusted EPS $3.94-$4.01 (up 7-9% YoY); organic sales growth 3-5%; adjusted operating margin 15.8-16.2%
- Revenue Yoy
- 5.8%
- Ebitda
- 185400000
- Adjusted eps
- 1.06
- Gross margin
- 33.5%
- Net earnings
- 118100000
- Free cash flow
- 111600000
- Adjusted ebitda
- 195200000
- Adjusted eps yoy
- 7.1%
- Operating income
- 155300000
- Operating margin
- 15.6%
- Facet eps dilution
- $0.03
- Facet sales impact
- $25M-$30M
- Adjusted gross margin
- 34.4%
- Adjusted net earnings
- 125500000
- Facet acquisition value
- 829000000
- Adjusted operating income
- 165100000
- Adjusted operating margin
- 16.6%
AI analysis
Red flags1 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.