Equity Profile

DCI

Donaldson Company, Inc.

IndustrialsIndustrial Machinery & Supplies & Components$9.7B

Sep1Tue

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

Donaldson Company, Inc. (DCI) is a leading manufacturer of filtration systems and replacement parts for various industries, including industrial machinery and transportation....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will show how well DCI is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and indicates overall business health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DCI Q3-2026 Earnings Preview

Context

Company Snapshot

Donaldson Company, Inc. (DCI) is a leading manufacturer of filtration systems and replacement parts for various industries, including industrial machinery and transportation. With a market cap of $10 billion, the company plays a crucial role in ensuring clean air and fluid systems, which is increasingly important as industries focus on sustainability and efficiency.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+2.16%

Avg Stock Reaction

-0.83%

Last Quarter Recap

In Q2-2026, Donaldson reported an EPS of $0.83, which was below the expected $0.90, resulting in a stock decline of 11.73% the following day. The company continues to face challenges in meeting earnings expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for DCI's upcoming earnings are mixed, given the recent earnings miss and lack of guidance. Investors are looking for signs of recovery and improvement in profitability.

Bull Case

If DCI can show a rebound in EPS and revenue growth, it may signal a strong recovery and renewed investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations again, it could lead to further declines in stock price and increased skepticism about its future performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026?

EPS is crucial for assessing the company's profitability and will heavily influence investor sentiment following the earnings report.

How does DCI plan to improve its revenue growth moving forward?

Investors will be keen to hear about strategies for growth, especially after recent performance has not met expectations.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating DCI's potential for a rebound in EPS due to recent operational improvements that have not yet been fully reflected in the financials.

Supporting Evidence

DCI has a history of recovering from earnings misses, as seen in previous quarters.

The options market is pricing in a significant move, indicating that investors expect volatility and potential upside.

Insider selling may not reflect a lack of confidence but rather a normal adjustment in holdings.

Key Risk

If DCI can demonstrate strong operational improvements leading to an EPS above $0.90, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether DCI can recover from its recent earnings miss and demonstrate growth in profitability.

Bull Confirmed If

A return to an EPS of $0.90 or higher would confirm the bull case and indicate a recovery in profitability.

Bear Confirmed If

An EPS below $0.80 would reinforce the bear case, suggesting ongoing challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±7.83%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a significant move of about 7.83%, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±7.8% while DCI has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

22.3%

Calls (400)P/C Ratio: 0.06Puts (100)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.8M

19,800 sh

1 insider

Net

$1.8M

Net selling

Most Active Insiders· 4 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DCI beats expectations, history suggests the stock could rise by around 2.87%, confirming a recovery narrative.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience a muted reaction as investors weigh future growth prospects.

Miss

A miss could lead to a decline of approximately 7.01%, reinforcing concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Details on new product launches or market expansions that could drive revenue.
3Insights into customer demand trends in key markets.
4Management's outlook on supply chain stability and its effects on production.
5Any commentary on competitive pressures and how DCI plans to address them.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Sep1

TTWOReported

Take-Two Interactive Software, Inc.

RecapView

Sep1

PAYReported

Company Snapshot

Donaldson Company, Inc. (DCI) is a leading manufacturer of filtration systems and replacement parts for various industries, including industrial machinery and transportation....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will show how well DCI is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and indicates overall business health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DCI Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+2.16%

Avg Stock Reaction

-0.83%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for DCI's upcoming earnings are mixed, given the recent earnings miss and lack of guidance. Investors are looking for signs of recovery and improvement in profitability.

Bull Case

If DCI can show a rebound in EPS and revenue growth, it may signal a strong recovery and renewed investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations again, it could lead to further declines in stock price and increased skepticism about its future performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026?

EPS is crucial for assessing the company's profitability and will heavily influence investor sentiment following the earnings report.

How does DCI plan to improve its revenue growth moving forward?

Investors will be keen to hear about strategies for growth, especially after recent performance has not met expectations.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating DCI's potential for a rebound in EPS due to recent operational improvements that have not yet been fully reflected in the financials.

Supporting Evidence

DCI has a history of recovering from earnings misses, as seen in previous quarters.

The options market is pricing in a significant move, indicating that investors expect volatility and potential upside.

Insider selling may not reflect a lack of confidence but rather a normal adjustment in holdings.

Key Risk

If DCI can demonstrate strong operational improvements leading to an EPS above $0.90, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether DCI can recover from its recent earnings miss and demonstrate growth in profitability.

Bull Confirmed If

A return to an EPS of $0.90 or higher would confirm the bull case and indicate a recovery in profitability.

Bear Confirmed If

An EPS below $0.80 would reinforce the bear case, suggesting ongoing challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±7.83%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a significant move of about 7.83%, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±7.8% while DCI has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

22.3%

Calls (400)P/C Ratio: 0.06Puts (100)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.8M

19,800 sh

1 insider

Net

$1.8M

Net selling

Most Active Insiders· 4 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DCI beats expectations, history suggests the stock could rise by around 2.87%, confirming a recovery narrative.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience a muted reaction as investors weigh future growth prospects.

Miss

A miss could lead to a decline of approximately 7.01%, reinforcing concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Details on new product launches or market expansions that could drive revenue.
3Insights into customer demand trends in key markets.
4Management's outlook on supply chain stability and its effects on production.
5Any commentary on competitive pressures and how DCI plans to address them.