Donaldson Company, Inc. Q3 Fiscal 2026 Earnings Release

Donaldson Company, Inc. reported a record third quarter for fiscal year 2026, with sales increasing by 5.8% to $995.1 million. The company achieved an operating margin of 15.6% and an all-time high adjusted operating margin of 16.6%. GAAP EPS was $1.00, while adjusted EPS rose by 7.1% to $1.06. The acquisition of Facet Filtration was completed, enhancing the Industrial Solutions product portfolio. Donaldson is narrowing its fiscal 2026 guidance, anticipating record sales, adjusted operating margin, and adjusted EPS. The Mobile Solutions segment saw an 8.1% sales increase, driven by higher volumes, favorable currency translation, and net pricing. The Industrial Solutions segment experienced a slight decline of 0.6%, while the Life Sciences segment grew by 12.7%. The company also announced a full-year outlook projecting organic sales growth between 3% and 5% and adjusted EPS between $3.94 and $4.01.