DCI · DONALDSON Co INC
$95.95
+0.24 (+0.25%)
At close · Aug 14
Market Cap
$11.12B
Shares
115.91M
DONALDSON Co INC Earnings Call Transcripts
Every quarterly earnings call for DONALDSON Co INC (DCI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲11.4%
$847.30M
$87.20M
'23 Q1
22-11-30
▲3.2%
$828.30M
$86.00M
'23 Q2
23-03-01
▲2.6%
$875.70M
$93.70M
'23 Q3
23-05-31
▼1.2%
$879.50M
$91.90M
'23 Q4
23-08-29
▼0.1%
$846.30M
$92.10M
'24 Q1
23-11-29
▲5.8%
$876.70M
$98.70M
'24 Q2
24-02-28
▲6%
$927.90M
$113.50M
'24 Q3
24-06-04
▲6.4%
$935.40M
$109.70M
'24 Q4
24-08-28
▲6.4%
$900.10M
$99.00M
'25 Q1
24-12-03
▼0.8%
$870.00M
$95.90M
'25 Q2
25-02-27
▲1.3%
$940.10M
$57.80M
'25 Q3
25-06-03
▲4.8%
$980.70M
$114.30M
'25 Q4
25-08-27
▲3.9%
$935.40M
$113.90M
'26 Q1
25-12-04
▲3%
$896.30M
$92.50M
'26 Q2
26-02-26
LATEST
▲5.9%
$995.10M
$118.10M
'26 Q3
26-06-02
Earnings call
FY26 · Q4
2026-08-26
Donaldson to Webcast Fourth Quarter Fiscal 2026 Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-04
Donaldson to Present at the William Blair 46th Annual Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-06-02
DONALDSON Co INC Q3 FY2026 Earnings Call
Confident tone
Quarterly financial performance and records
Mobile solutions / aftermarket growth
Industrial solutions and power generation super cycle
Revenue
$995.10M
▲ 5.9% YoY Diluted EPS
$1.00
▲ 108.3% YoY Gross margin
33.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-04
Donaldson Company to Present at the Oppenheimer 21st Annual Industrial Growth Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-02-26
DONALDSON Co INC Q2 FY2026 Earnings Call
Positive tone
FACET acquisition
Record sales and full-year outlook
Life sciences growth
Revenue
$896.30M
▲ 3% YoY Diluted EPS
$0.78
▼ 1.3% YoY Gross margin
33.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-12-04
DONALDSON Co INC Q1 FY2026 Earnings Call
Confident tone
Aftermarket and razor/blade model strength
Record financial performance and raised guidance
Life sciences growth
Revenue
$935.40M
▲ 3.9% YoY Diluted EPS
$0.97
▲ 19.8% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-27
DONALDSON Co INC Q4 FY2025 Earnings Call
Confident tone
Mobile aftermarket and share gains
Footprint and cost optimization
Record fiscal 2025 performance
Revenue
$980.70M*
▲ 4.8% YoY Gross margin
34.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-06-03
DONALDSON Co INC Q3 FY2025 Earnings Call
Confident tone
Mobile Solutions / Aftermarket strength
Life Sciences / Bioprocessing
Industrial Solutions and Aerospace & Defense
Revenue
$940.10M
▲ 1.3% YoY Diluted EPS
$0.48
▼ 47.8% YoY Gross margin
34.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-27
DONALDSON Co INC Q2 FY2025 Earnings Call
Positive tone
Aftermarket and share gains in Mobile Solutions
Diversified portfolio performance / margin discipline
Bioprocessing / life sciences headwinds
Revenue
$870.00M
▼ 0.8% YoY Diluted EPS
$0.79
▼ 2.5% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-12-03
DONALDSON Co INC Q1 FY2025 Earnings Call
Revenue
$900.10M
▲ 6.4% YoY Diluted EPS
$0.81
▲ 8% YoY Gross margin
35.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-28
DONALDSON Co INC Q4 FY2024 Earnings Call
Revenue
$935.40M*
▲ 6.4% YoY Gross margin
35.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-06-04
DONALDSON Co INC Q3 FY2024 Earnings Call
Confident tone
Life sciences / bioprocessing
Mobile solutions / aftermarket
M&A and investments
Revenue
$927.90M
▲ 6% YoY Diluted EPS
$0.92
▲ 21.1% YoY Gross margin
35.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-28
DONALDSON Co INC Q2 FY2024 Earnings Call
Confident tone
Life Sciences segment
Pricing and margin discipline
Mobile Solutions / Aftermarket strength
Revenue
$876.70M
▲ 5.8% YoY Diluted EPS
$0.81
▲ 15.7% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-29
DONALDSON Co INC Q1 FY2024 Earnings Call
Revenue
$846.30M
▼ 0.1% YoY Diluted EPS
$0.75
▲ 7.1% YoY Gross margin
35.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-29
DONALDSON Co INC Q4 FY2023 Earnings Call
Revenue
$879.50M*
▼ 1.2% YoY Gross margin
34.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-31
DONALDSON Co INC Q3 FY2023 Earnings Call
Revenue
$875.70M
▲ 2.6% YoY Diluted EPS
$0.76
▲ 13.4% YoY Gross margin
33.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-03-01
DONALDSON Co INC Q2 FY2023 Earnings Call
Revenue
$828.30M
▲ 3.2% YoY Diluted EPS
$0.70
▲ 22.8% YoY Gross margin
34.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-30
DONALDSON Co INC Q1 FY2023 Earnings Call
Revenue
$847.30M
▲ 11.4% YoY Diluted EPS
$0.70
▲ 14.8% YoY Gross margin
33.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-31
DONALDSON Co INC Q4 FY2022 Earnings Call
Revenue
$890.00M*
▲ 15.1% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-06-01
DONALDSON Co INC Q3 FY2022 Earnings Call
Revenue
$853.20M
▲ 11.5% YoY Diluted EPS
$0.67
▲ 1.5% YoY Gross margin
31.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-03-02
DONALDSON Co INC Q2 FY2022 Earnings Call
Revenue
$802.50M
▲ 18.2% YoY Diluted EPS
$0.57
▲ 29.5% YoY Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-12-01
DONALDSON Co INC Q1 FY2022 Earnings Call
Revenue
$760.90M
▲ 19.5% YoY Diluted EPS
$0.61
▲ 27.1% YoY Gross margin
33.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-09-02
DONALDSON Co INC Q4 FY2021 Earnings Call
Revenue
$773.20M*
▲ 25.2% YoY Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-06-02
DONALDSON Co INC Q3 FY2021 Earnings Call
Revenue
$765.00M
▲ 21.5% YoY Diluted EPS
$0.66
▲ 32% YoY Gross margin
33.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-25
DONALDSON Co INC Q2 FY2021 Earnings Call
Revenue
$679.10M
▲ 2.6% YoY Diluted EPS
$0.44
▼ 12% YoY Gross margin
33.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-12-03
DONALDSON Co INC Q1 FY2021 Earnings Call
Revenue
$636.60M
▼ 5.4% YoY Diluted EPS
$0.48
▼ 5.9% YoY Gross margin
35.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-09-03
DONALDSON Co INC Q4 FY2020 Earnings Call
Revenue
$617.40M
▼ 15.1% YoY Diluted EPS
$0.50
▲ 11.1% YoY Gross margin
33.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-06-02
DONALDSON Co INC Q3 FY2020 Earnings Call
Revenue
$629.70M
▼ 11.7% YoY Diluted EPS
$0.50
▼ 13.8% YoY Gross margin
33.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-03-05
DONALDSON Co INC Q2 FY2020 Earnings Call
Revenue
$662.00M
▼ 5.9% YoY Diluted EPS
$0.50
▲ 8.7% YoY Gross margin
33.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts
CIK
29644
CUSIP
257651109
13F (30d)
595 filings
565 filers
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