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Donaldson Company entered an agreement to issue up to $1,500,000,000 of senior unsecured notes, with an initial $250 million series expected on January 12, 2027.
Donaldson Company, Inc. recommends electing Tod E. Carpenter, Pilar Cruz, Richard B. Lewis and Simon A. Meester at its November 20, 2026 annual meeting, alongside advisory executive-compensation approval and ratification of PricewaterhouseCoopers LLP for the fiscal year ending July 31, 2027.
Donaldson Company, Inc. reported year ended July 31, 2026 net sales up $194.7 million, or 5.3%, net earnings of $453.8 million, up $86.8 million, or 23.7%, and diluted EPS of $3.85; increased debt funded the Facet acquisition.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Donaldson reported record fiscal 2026 results with $3.9B sales (+5.3%) and adjusted EPS of $3.98 (+8.2%), and issued fiscal 2027 guidance for record sales of over $4.1B (+7.5% at midpoint) and EPS of $4.22–$4.38 inclusive of ~$0.12 FACET dilution.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $3.98 | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Diluted EPS $3.85
+$0 Impairment of intangible assets
+$0.13 Restructuring and other charges
-$0.06 Gain on the sale of fixed assets
+$0.06 Business development charges
= Adjusted diluted EPS $3.98
|
|||
| Adjusted EBITDA non-GAAP | $748.8M | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Adjusted net earnings 469.7M
+137.1M Adjusted income taxes
+36M Interest expense
+106M Depreciation and amortization
= Adjusted EBITDA 748.8M
|
|||
| Adjusted gross margin non-GAAP | 36.7% | Q4 FY2026 | — |
| Adjusted net earnings non-GAAP | $469.7M | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net earnings 453.8M
+0M Impairment of intangible assets, net tax
+15.9M Restructuring and other charges, net tax
-7M Gain on the sale of fixed assets, net tax
+7M Business development charges, net tax
= Adjusted net earnings 469.7M
|
|||
| Adjusted operating income non-GAAP | $621M | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income 599.9M
+0M Impairment of intangible assets
+21.1M Restructuring and other charges
-9.3M Gain on the sale of fixed assets
+9.3M Business development charges
= Adjusted operating income 621M
|
|||
| Adjusted operating margin non-GAAP | 17.5% | Q4 FY2026 | — |
| Dividends paid | $141.2M | Full Year Fiscal 2026 | — |
| EBITDA | $727.8M | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net earnings 453.8M
+132M Income taxes
+36M Interest expense
+106M Depreciation and amortization
= EBITDA 727.8M
|
|||
| Free cash flow non-GAAP | $426.5M | Twelve Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 493.7M
-67.2M Net capital expenditures
= Free cash flow 426.5M
|
|||
| Shares repurchased | $108.5M | Full Year Fiscal 2026 | — |
| Aerospace and Defense | 44.6M | the three months ended April 30, 2026 filing | — |
| Aftermarket | 497.6M | the three months ended April 30, 2026 filing | — |
| Industrial Filtration Solutions (IFS) | 237.1M | the three months ended April 30, 2026 filing | — |
| Life Sciences segment earnings before income taxes % of net sales | 8.1% | the three months ended April 30, 2026 filing | — |
| Mobile Solutions segment earnings before income taxes % of net sales | 20.2% | the three months ended April 30, 2026 filing | — |
| Off-Road | 104M | the three months ended April 30, 2026 filing | — |
| On-Road | 28.3M | the three months ended April 30, 2026 filing | — |
| Remaining authorization to repurchase shares | 4.5M | the three months ended April 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DCI
this stock
DONALDSON Co INC
|
$10.05B | -2.2% | +4.0% | 22.5 | 2.9% |
|
GEV
GE Vernova Inc.
|
$212.57B | +22.9% | +9.0% | 21.1 | 2.8% |
|
ETN
Eaton Corp plc
|
$137.13B | +10.8% | +10.3% | 35.3 | 1.8% |
|
SMERY
Siemens Energy AG
|
$123.80B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$120.51B | +8.7% | +18.9% | 32.8 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DCI | +2.8% | -1.4% | +2.3% | +4.5% | -2.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.2% | -0.3% | +1.8% | +4.7% | -12.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
