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Donaldson (DCI) Reports Q3 Earnings: What Key Metrics Have to Say

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Donaldson (DCI - Free Report) reported $995.1 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 5.9%. EPS of $1.06 for the same period compares to $0.99 a year ago.

The reported revenue represents a surprise of +1.64% over the Zacks Consensus Estimate of $979.07 million. With the consensus EPS estimate being $1.05, the EPS surprise was +0.57%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Donaldson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Industrial Solutions segment: $281.7 million versus the three-analyst average estimate of $290.35 million. The reported number represents a year-over-year change of -0.6%.
  • Net Sales- Life Sciences segment: $83.5 million versus $79.45 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.
  • Net Sales- Mobile Solutions segment: $629.9 million versus $613.24 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
  • Net Sales- Mobile Solutions- On-Road: $28.3 million versus $31.21 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.
  • Net Sales- Mobile Solutions- Off-Road: $104 million versus the three-analyst average estimate of $99.29 million. The reported number represents a year-over-year change of +8.8%.
  • Net Sales- Industrial Solutions- Aerospace and Defense: $44.6 million versus $49.32 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -13.4% change.
  • Net Sales- Industrial Solutions- Industrial Filtration Solutions: $237.1 million versus the three-analyst average estimate of $241.37 million. The reported number represents a year-over-year change of +2.3%.
  • Net Sales- Mobile Solutions- Aftermarket: $497.6 million compared to the $482.4 million average estimate based on three analysts. The reported number represents a change of +8.2% year over year.
  • Earnings / (loss) before income taxes- Mobile Solutions: $127 million versus $113.36 million estimated by three analysts on average.
  • Earnings / (loss) before income taxes- Corporate and unallocated: $-16.7 million compared to the $-8.79 million average estimate based on three analysts.
  • Earnings / (loss) before income taxes- Life Sciences: $6.8 million versus the three-analyst average estimate of $6.46 million.
  • Earnings / (loss) before income taxes- Industrial Solutions: $37.7 million versus the three-analyst average estimate of $53.01 million.

View all Key Company Metrics for Donaldson here>>>

Shares of Donaldson have returned -4% over the past month versus the Zacks S&P 500 composite's +5.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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