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Donaldson Gears Up to Report Q3 Earnings: What's in the Offing?
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Key Takeaways
DCI is set to report Q3 fiscal 2026 results June 2, with revenue and earnings growth expected.
Donaldson may see Industrial and Life Sciences gains from filtration, disk drive and food demand.
DCI faces SG&A cost pressure and currency headwinds despite expected Mobile segment growth.
Donaldson Company, Inc. (DCI - Free Report) is scheduled to release third-quarter fiscal 2026 (ended April 30) results on June 2, before market open.
The company’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing the mark in one. The average surprise was negative 0.4%. In the last reported quarter, its earnings of 83 cents per share missed the Zacks Consensus Estimate of 90 cents by 7.8%.
Let’s see how things have shaped up for Donaldson this earnings season.
Factors to Note
In the third quarter of fiscal 2026, the Industrial Solutions segment’s results are expected to benefit from strong momentum in the industrial filtration solutions business, driven by increased demand for products in the power generation end market and industrial gases. The Zacks Consensus Estimate for the segment’s revenues is pegged at $290 million, indicating a 2.5% jump from the year-ago reported number.
The Life Sciences segment has been reaping the benefits from an increase in demand for disk drives and food & beverage products. The consensus mark for the segment’s revenues is pegged at $79 million, which implies a 6.8% increase from the year-ago reported figure.
Higher volume in the aftermarket business, driven by higher vehicle utilization rates in Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC), is expected to have driven the performance of the Mobile Solutions segment. The consensus estimate for the segment’s revenues stands at $613 million. This represents a 5.1% increase from the same quarter last year.
The Zacks Consensus Estimate for the company’s revenues is pegged at $979.1 million, which implies an increase of 4.2% from the year-ago quarter’s reported figure. The consensus estimate for adjusted earnings is pinned at $1.1 per share, indicating a 6.1% increase from the year-ago quarter’s reported number.
However, the escalating selling, general and administrative (SG&A) expenses pose a threat to DCI’s bottom line. Increasing headcount and incremental expenses are expected to have pushed up the SG&A expenses, which are likely to have impacted Donaldson’s margins in the fiscal third quarter.
Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability.
Our proven model predicts an earnings beat for DCI this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as elaborated below.
Earnings ESP: DCI has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $1.05 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Graco Inc. (GGG - Free Report) posted quarterly earnings of 66 cents per share in the first quarter of 2026, missing the Zacks Consensus Estimate of 75 cents per share. This compares with earnings of 70 cents per share a year ago.
Graco posted revenues of $540.1 million for the quarter, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $528.3 million.
Stanley Black & Decker, Inc. (SWK - Free Report) reported first-quarter 2026 adjusted earnings of 80 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 6.7% year over year.
Stanley Black’s net sales of $3.85 billion beat the consensus estimate of $3.74 billion. The top line increased 2.7% from the year-ago quarter.
Ingersoll Rand Inc. (IR - Free Report) reported first-quarter 2026 adjusted earnings of 77 cents per share, which surpassed the Zacks Consensus Estimate of 74 cents. The bottom line increased 7% year over year.
Total revenues of $1.85 billion beat the consensus estimate of $1.83 billion. The top line increased 7.6% year over year.
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Donaldson Gears Up to Report Q3 Earnings: What's in the Offing?
Key Takeaways
Donaldson Company, Inc. (DCI - Free Report) is scheduled to release third-quarter fiscal 2026 (ended April 30) results on June 2, before market open.
The company’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing the mark in one. The average surprise was negative 0.4%. In the last reported quarter, its earnings of 83 cents per share missed the Zacks Consensus Estimate of 90 cents by 7.8%.
Let’s see how things have shaped up for Donaldson this earnings season.
Factors to Note
In the third quarter of fiscal 2026, the Industrial Solutions segment’s results are expected to benefit from strong momentum in the industrial filtration solutions business, driven by increased demand for products in the power generation end market and industrial gases. The Zacks Consensus Estimate for the segment’s revenues is pegged at $290 million, indicating a 2.5% jump from the year-ago reported number.
The Life Sciences segment has been reaping the benefits from an increase in demand for disk drives and food & beverage products. The consensus mark for the segment’s revenues is pegged at $79 million, which implies a 6.8% increase from the year-ago reported figure.
Higher volume in the aftermarket business, driven by higher vehicle utilization rates in Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC), is expected to have driven the performance of the Mobile Solutions segment. The consensus estimate for the segment’s revenues stands at $613 million. This represents a 5.1% increase from the same quarter last year.
The Zacks Consensus Estimate for the company’s revenues is pegged at $979.1 million, which implies an increase of 4.2% from the year-ago quarter’s reported figure. The consensus estimate for adjusted earnings is pinned at $1.1 per share, indicating a 6.1% increase from the year-ago quarter’s reported number.
However, the escalating selling, general and administrative (SG&A) expenses pose a threat to DCI’s bottom line. Increasing headcount and incremental expenses are expected to have pushed up the SG&A expenses, which are likely to have impacted Donaldson’s margins in the fiscal third quarter.
Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability.
Ingersoll Rand Inc. Price and EPS Surprise
Ingersoll Rand Inc. price-eps-surprise | Ingersoll Rand Inc. Quote
Earnings Whispers
Our proven model predicts an earnings beat for DCI this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as elaborated below.
Earnings ESP: DCI has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $1.05 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: DCI currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Performance of Other Companies
Graco Inc. (GGG - Free Report) posted quarterly earnings of 66 cents per share in the first quarter of 2026, missing the Zacks Consensus Estimate of 75 cents per share. This compares with earnings of 70 cents per share a year ago.
Graco posted revenues of $540.1 million for the quarter, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $528.3 million.
Stanley Black & Decker, Inc. (SWK - Free Report) reported first-quarter 2026 adjusted earnings of 80 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 6.7% year over year.
Stanley Black’s net sales of $3.85 billion beat the consensus estimate of $3.74 billion. The top line increased 2.7% from the year-ago quarter.
Ingersoll Rand Inc. (IR - Free Report) reported first-quarter 2026 adjusted earnings of 77 cents per share, which surpassed the Zacks Consensus Estimate of 74 cents. The bottom line increased 7% year over year.
Total revenues of $1.85 billion beat the consensus estimate of $1.83 billion. The top line increased 7.6% year over year.