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Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
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Donaldson (DCI - Free Report) reported $1.06 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 8%. EPS of $1.15 for the same period compares to $1.03 a year ago.
The reported revenue represents a surprise of +1.46% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $1.12, the EPS surprise was +2.68%.
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: $333.5 million compared to the $336.14 million average estimate based on three analysts. The reported number represents a change of +7.7% year over year.
Net Sales- Life Sciences segment: $90.4 million compared to the $83.95 million average estimate based on three analysts. The reported number represents a change of +9.7% year over year.
Net Sales- Mobile Solutions segment: $634.9 million compared to the $620.38 million average estimate based on three analysts. The reported number represents a change of +7.9% year over year.
Net Sales- Mobile Solutions- On-Road: $28.6 million compared to the $32.27 million average estimate based on three analysts. The reported number represents a change of +8.8% year over year.
Net Sales- Mobile Solutions- Off-Road: $94.7 million compared to the $95.43 million average estimate based on three analysts. The reported number represents a change of +0.1% year over year.
Net Sales- Mobile Solutions- Aftermarket: $511.6 million versus the three-analyst average estimate of $492.65 million. The reported number represents a year-over-year change of +9.4%.
Net Sales- Industrial Solutions- Industrial Filtration Solutions: $257.2 million versus the three-analyst average estimate of $264.51 million. The reported number represents a year-over-year change of -2%.
Net Sales- Industrial Solutions- Aerospace and Defense: $76.3 million versus the two-analyst average estimate of $81.85 million. The reported number represents a year-over-year change of +61%.
Earnings / (loss) before income taxes- Mobile Solutions: $135.5 million versus $128.96 million estimated by two analysts on average.
Earnings / (loss) before income taxes- Life Sciences: $10.8 million compared to the $7.59 million average estimate based on two analysts.
Earnings / (loss) before income taxes- Industrial Solutions: $54.7 million compared to the $57.95 million average estimate based on two analysts.
Shares of Donaldson have returned -2.2% over the past month versus the Zacks S&P 500 composite's no 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.
View the Zacks #1 Rank List
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Donaldson (DCI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Donaldson (DCI - Free Report) reported $1.06 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 8%. EPS of $1.15 for the same period compares to $1.03 a year ago.
The reported revenue represents a surprise of +1.46% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $1.12, the EPS surprise was +2.68%.
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:View all Key Company Metrics for Donaldson here>>>
Shares of Donaldson have returned -2.2% over the past month versus the Zacks S&P 500 composite's no 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.