Every 10-Q that Donaldson Company, Inc. (DCI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow DCI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DCI filings page.
Donaldson Company, Inc. reported stronger results for the quarter ended April 30, 2026. Net sales rose to $995.1 million from $940.1 million, while net earnings more than doubled to $118.1 million, lifting diluted EPS to $1.00 from $0.48. Growth was led by Mobile Solutions and Life Sciences, with Industrial Solutions held back by production inefficiencies and weaker Aerospace and Defense.
For the first nine months, net sales reached $2,826.8 million and net earnings were $324.5 million, with diluted EPS of $2.75. Gross margin percentage eased due to footprint optimization costs and Power Generation manufacturing shifts, partly offset by pricing and mix. Operating cash flow was $293.8 million, supporting $108.5 million of share repurchases and $104.0 million of dividends.
After quarter-end, Donaldson closed the acquisition of Facet for cash consideration of $828.7 million, funding it with about $820 million of new variable-rate debt, bringing long-term debt to roughly $1.4 billion. Management also highlights uncertainties from U.S. tariff developments and the conflict in Iran as potential macro risks.
Donaldson Company, Inc. reported modest growth with some margin pressure and a major pending acquisition. For the quarter ended January 31, 2026, net sales rose to $896.3 million from $870.0 million, while net earnings dipped slightly to $92.5 million and diluted EPS were $0.78 versus $0.79.
Over the first six months, net sales increased to $1,831.7 million from $1,770.1 million and net earnings improved to $206.4 million from $194.9 million, with diluted EPS up to $1.75 from $1.60. Gross margin narrowed as the company shifted Power Generation manufacturing and incurred footprint optimization costs, partly offset by pricing.
Life Sciences returned to profitability with strong Food and Beverage and Disk Drive demand, Mobile Solutions grew on Aftermarket strength, and Industrial Solutions saw lower margins from operational inefficiencies. Donaldson agreed to acquire Facet Filtration in an all‑cash transaction valued at approximately $820 million, expected to close in about six months, and continued returning cash via $108.6 million of share repurchases and higher dividends.
Donaldson Company, Inc. reported stronger quarterly results for the three months ended October 31, 2025. Net sales rose to $935.4 million from $900.1 million, helped by pricing, modest volume growth and an $11.9 million foreign currency tailwind. Net earnings increased to $113.9 million from $99.0 million, and diluted EPS grew to $0.97 from $0.81.
Gross margin eased slightly to 35.2%, but operating margin improved as selling, general and administrative expense leveraged lower versus sales, research and development spending declined, and the company recorded a $9.3 million gain on sale of fixed assets tied to footprint optimization. Life Sciences revenue grew 13.1% and moved from a loss to a 9.2% pre-tax margin, while Mobile Solutions posted higher earnings; Industrial Solutions saw margin pressure from mix and higher costs.
Operating cash flow strengthened to $125.4 million from $72.9 million, supporting $91.9 million of share repurchases, $34.7 million of dividends and higher cash on hand of $210.7 million. Total debt rose modestly to $678.0 million, and the company retained $491.6 million of capacity on its $600.0 million revolving credit facility.