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Oct 31, 2025
Donaldson Q1 2026 Earnings Report
Donaldson posted record sales and earnings in the first quarter of fiscal 2026.
Key Takeaways
Donaldson delivered a strong Q1 FY26 performance with record revenue and earnings, driven by growth in replacement parts, new equipment sales, and cost optimization efforts.
Revenue reached $935.4M, up 3.9% from the prior year.
Net income rose to $113.9M, reflecting strong margin leverage.
Adjusted EPS increased to $0.94 despite soft On-Road and Defense sales.
Life Sciences segment led growth with a 13.1% revenue increase.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Donaldson raised its FY26 adjusted EPS and operating margin guidance, anticipating continued growth despite soft areas in Defense and On-Road markets.
Positive Outlook
- Raised adjusted EPS guidance to $3.95–$4.11.
- Operating margin outlook increased to 16.2%–16.8%.
- Sales expected to grow 1%–5% YoY.
- IFS and Life Sciences expected to deliver mid-single-digit growth.
- Plan to repurchase 2–3% of shares outstanding.
Challenges Ahead
- On-Road sales projected to remain flat due to weak truck production.
- Defense segment remains soft post-record comps.
- Industrial Solutions shows flat current performance.
- FX impact considered immaterial but a potential risk.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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