# Donaldson (DCI) — Earnings

DCI · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/dci/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q4 2026 |
| Period end | Jul 31, 2026 |
| EPS actual | $1.15 |
| EPS estimate | $1.13 |
| EPS surprise | +2.03% |
| Revenue surprise | +1.49% |
| Revenue | $1.1B |
| Revenue estimate | $1.0B |
| Reported | Aug 26, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/29644/000002964426000071/dci-20260826.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/59da298c-e589-3e0f-5528-a5ea0fc56fe4.html) |

Donaldson reported fiscal Q4 2026 results on August 26, 2026. Earnings per share were $1.15, ahead of the $1.13 estimate by 2.03%. Revenue was $1.1 billion against a $1.0 billion consensus, a 1.49% beat. Compared with Q4 2025, EPS rose about 12% from $1.03 and revenue rose from $980.7 million. The quarter set the highs in the table for both EPS and revenue.

The table shows steady growth with no losses. Annual EPS rose every year, from $2.69 in fiscal 2022 to $3.04 in 2023, $3.42 in 2024, $3.68 in 2025 and $3.98 in 2026, a gain of about 48% over four years. Annual revenue grew from about $3.18 billion to $3.93 billion over the same span. The fourth quarter earned the most in every full year shown. Over the last 20 quarters, Donaldson beat the EPS estimate 15 times and missed five times, most recently in Q2 2026.

Donaldson reported its fiscal Q1 between November 29 and December 4 in each of the past five years. That points to late November or early December 2026 for the next report. It will show whether the year-over-year growth of fiscal 2026 carries into fiscal 2027.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q4 2026 | Aug 26, 2026 | $1.13 | $1.15 | 2.03% | $1.0B | $1.1B |
| Q3 2026 | Jun 2, 2026 | $1.05 | $1.06 | 1.23% | $973.6M | $995.1M |
| Q2 2026 | Feb 26, 2026 | $0.89 | $0.83 | -6.59% | $898.7M | $896.3M |
| Q1 2026 | Dec 4, 2025 | $0.92 | $0.94 | 1.85% | $922.9M | $935.4M |
| Q4 2025 | Aug 27, 2025 | $1.02 | $1.03 | 1.32% | $951.5M | $980.7M |
| Q3 2025 | Jun 3, 2025 | $0.95 | $0.99 | 4.53% | $933.4M | $940.1M |
| Q2 2025 | Feb 27, 2025 | $0.85 | $0.83 | -1.95% | $908.2M | $870.0M |
| Q1 2025 | Dec 3, 2024 | $0.82 | $0.83 | 1.06% | $888.9M | $900.1M |
| Q4 2024 | Aug 28, 2024 | $0.89 | $0.94 | 6.21% | $942.9M | $935.4M |
| Q3 2024 | Jun 4, 2024 | $0.84 | $0.92 | 10.18% | $915.8M | $927.9M |
| Q2 2024 | Feb 28, 2024 | $0.74 | $0.81 | 9.95% | $874.3M | $876.7M |
| Q1 2024 | Nov 29, 2023 | $0.72 | $0.75 | 4.09% | $857.9M | $846.3M |
| Q4 2023 | Aug 29, 2023 | $0.78 | $0.78 | 0.15% | $896.0M | $879.5M |
| Q3 2023 | May 31, 2023 | $0.74 | $0.76 | 3.16% | $868.4M | $875.7M |
| Q2 2023 | Mar 1, 2023 | $0.68 | $0.75 | 10.02% | $837.2M | $828.3M |
| Q1 2023 | Nov 30, 2022 | $0.71 | $0.75 | 6.13% | $827.1M | $847.3M |
| Q4 2022 | Aug 31, 2022 | $0.84 | $0.84 | -0.20% | $880.2M | $890.0M |
| Q3 2022 | Jun 1, 2022 | $0.72 | $0.67 | -6.52% | $824.0M | $853.2M |
| Q2 2022 | Mar 2, 2022 | $0.62 | $0.57 | -7.57% | $768.7M | $679.1M |
| Q1 2022 | Dec 1, 2021 | $0.55 | $0.61 | 10.25% | $745.4M | $760.9M |

## Frequently Asked Questions

### When did Donaldson (DCI) last report earnings?

Donaldson last reported on Aug 26, 2026, covering fiscal Q4 2026.

### Did DCI beat earnings estimates?

Yes. Donaldson reported EPS of $1.15 for Q4 2026 against a $1.13 estimate — a 2.03% beat.

### How much revenue did DCI report last quarter?

Donaldson reported $1.1B in revenue for Q4 2026, against a consensus estimate of $1.0B.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).