Donaldson Company, Inc. (DCI) Earnings Call Transcripts
Donaldson Company, Inc.'s Latest Earnings Call - June 4, 2026
Donaldson Company, Inc. reported record Q3 FY2026 results, with significant growth in sales, adjusted operating profit, and EPS. Revenue increased by 4% and EPS grew by 8% YoY. Management highlighted a strong backlog and sequential improvements, signaling confidence in continued growth. The company maintained its guidance, expecting record levels across key performance indicators for the fiscal year. The stock could be positively impacted by these strong results and optimistic future outlook.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | 4% growth YoY (beat) |
| EPS | 8% growth YoY (beat) |
| Backlog | Record levels (positive) |
| Operating Margin | Potential to exceed 20% (positive) |
Guidance from management
Management maintained guidance, expecting record levels in sales, adjusted operating profit, and EPS for FY2026. They anticipate further margin expansion into next year.
What management said
On those drives, 2 to 3x what a typical nearline. So even if the industry stays flat from a capacity standpoint, if they convert to that, it's increasing our dollar content. And it's a very, very complex technology. We are investing in that business, more clean room space to support these 2 operations. And it's also allowed us to take more market share because this technology jump has been really challenging for the ...
What analysts pressed on
Analysts expressed interest in the sustainability of pricing strategies and the potential for further operating margin expansion. Questions also focused on the impact of AI and data center growth on Donaldson's business.
Main topics on the call
- Record Financial Performance — Q3 FY2026 was a record quarter for Donaldson in terms of sales, adjusted operating profit, and EPS. Management noted, 'Quarter 3 was a record quarter for us on sales, adjusted operating profit and EPS, a record of all ti...
- Operational Challenges and Recovery — The company faced operational challenges due to plant closures and ramp-ups but saw these as transient. Management stated, 'We still carry probably over a point of gross margin and operating margin pressure due to those ...
- Pricing Strategy Shift — A cultural shift in pricing strategy has led to durable price increases, particularly in the Mobile OEM business. CEO Richard Lewis mentioned, 'Now we know... that pricing was warranted, necessary and durable.'
- Growth in High-Purity Filtration — Expansion into high-purity membrane filtration is opening new addressable markets. This aligns with their strategy to grow in high-margin areas.
Read the full Donaldson Company, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Donaldson Company, Inc.
Donaldson Company, Inc. (DCI) is a publicly listed company in the Machinery industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 66 calls on record spanning March 5, 2020 to June 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 66 Donaldson Company, Inc. earnings call transcripts on record, spanning March 5, 2020 to June 4, 2026. Based on this history, Donaldson Company, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- DCI
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Machinery
- Calls on record
- 66
- First call
- March 5, 2020
- Most recent
- June 4, 2026
- Reporting cadence
- quarterly