Post-earnings recap
Reported
Wed, Aug 26, 2026
EPS actual
$1.15
EPS est.
$1.12
EPS surprise
+2.31%
1-day move
+2.12%
—
Est. EPS
—
Est. Rev
—
Impl. Move
±7.1%
Donaldson Company, Inc. reported strong earnings with an EPS beat, leading to a positive stock reaction of 2.12%. The company achieved record sales, indicating robust operational performance. The anticipated contributions from the Facet acquisition suggest potential for further growth in the upcoming fiscal year.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.15 | N/A | +2.31% |
| Revenue | Over $1 billion | N/A | N/A |
| Operating Margin | 17.5% | N/A | +110 bps |
| Fiscal 2027 Sales Guidance | Over $4.1 billion | N/A | N/A |
Management expressed confidence in the company's performance, highlighting record sales and improved margins. They anticipate continued growth driven by strategic acquisitions.
Q4 2026 sales surpassed $1 billion for the first time, up 8% YoY.
EPS grew 12% to $1.15, reflecting strong operational performance.
The Facet acquisition is expected to contribute positively to growth and margins in the coming year.