Donaldson Co (DCI)

Donaldson Shares Rise After Third-Quarter Results Top Expectations (DCI)June 2, 2026 6:47 AM
IH Market News Donaldson Company (NYSE:DCI) traded higher in premarket activity on Tuesday after reporting third-quarter results that exceeded analyst forecasts on both earnings and revenue, supported by strong performances in its Mobile Solutions and Life Sciences businesses. Shares of the filtration technology manufacturer gained nearly 4% following the release. Revenue and Earnings Come in Ahead of Forecasts For the quarter, Donaldson reported adjusted earnings of $1.06 per share, slightly ahead of the consensus estimate of $1.05. Revenue reached $995.1 million, surpassing analyst expectations of $974.25 million and representing a 5.8% increase from $940.1 million in the corresponding period a year earlier. The company also delivered a record adjusted operating margin of 16.6%, an improvement of 30 basis points compared with the third quarter of fiscal 2025. Record Performance Across Key Metrics Management highlighted the quarter as one of the strongest in the company’s history, citing record sales, profitability and earnings. “Third quarter results marked a significant sequential step-up in performance, including all-time high sales, adjusted operating margin and adjusted earnings,” said Rich Lewis, president and chief executive officer. Lewis noted that growth in several business units helped offset challenges elsewhere in the portfolio. “Strong performance in our Mobile and Life Sciences segments more than offset near-term operating headwinds in the Industrial segment, demonstrating the benefit of our diversified portfolio of businesses,” he added. Mobile Solutions and Life Sciences Lead Growth The Mobile Solutions division was the primary growth driver during the quarter, with sales increasing 8.1% year over year. Within the segment, Off-Road sales rose 8.8%, while Aftermarket revenue advanced 8.1%. The Life Sciences business also posted robust results, with sales climbing 12.7% from the prior-year period. By contrast, revenue within the Industrial Solutions segment slipped 0.6%, reflecting ongoing operating challenges that partially offset gains elsewhere. Full-Year Guidance Maintained Around Consensus Donaldson updated its outlook for fiscal 2026, narrowing its adjusted earnings-per-share guidance range to between $3.94 and $4.01. The midpoint of $3.98 aligns with current Wall Street expectations. The forecast excludes approximately $0.03 per share of dilution associated with the company’s recently completed acquisition of Facet Filtration. Management continues to expect organic sales growth of between 3% and 5% for the full fiscal year. Facet Acquisition Expected to Support Future Growth Earlier this year, Donaldson completed its acquisition of Facet Filtration in a transaction valued at approximately $829 million. The deal closed on May 4, 2026, and is expected to contribute between $25 million and $30 million in revenue during the fourth quarter. The acquisition expands Donaldson’s filtration capabilities and is expected to strengthen its position across several end markets, providing an additional source of growth as the company enters the final quarter of its fiscal year. With record operating margins, stronger-than-expected results and contributions expected from the Facet acquisition, Donaldson enters the remainder of fiscal 2026 with solid momentum across much of its business portfolio. Donaldson Company stock price Original: Donaldson Shares Rise After Third-Quarter Results Top Expectations (DCI)

Donaldson Reports Record Third Quarter Fiscal 2026 Sales and EarningsJune 2, 2026 6:00 AM
Business Wire Third quarter sales of $995.1 million, up 5.8% Operating margin of 15.6%; All-time high adjusted operating margin of 16.6% GAAP EPS of $1.00; Adjusted EPS of $1.06, up 7.1% Closed margin-accretive Facet acquisition, enhancing Industrial Solutions product portfolio Narrowing fiscal 2026 guidance, including record sales, adjusted operating margin and adjusted EPS Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported third quarter fiscal 2026 generally accepted accounting principles (GAAP) net earnings of $118.1 million, compared with $57.8 million a year ago. Earnings per share (EPS)1 were $1.00 compared with third quarter fiscal 2025 EPS of $0.48. Third quarter fiscal 2026 results include $9.8 million of pre-tax, non-recurring net charges versus $65.8 million in the prior year. Excluding these items, adjusted third quarter results2,3 reflect net earnings of $125.5 million compared with $118.9 million in fiscal 2025, and EPS of $1.06 versus $0.99 a year ago. “Third quarter results marked a significant sequential step-up in performance, including all-time high sales, adjusted operating margin and adjusted earnings,” said Rich Lewis, president and chief executive officer. “Strong performance in our Mobile and Life Sciences segments more than offset near-term operating headwinds in the Industrial segment, demonstrating the benefit of our diversified portfolio of businesses. “As we work towards a strong finish to fiscal 2026, including another step-up in operating margin in the fourth quarter, our focus remains on delivering for our customers and thoughtfully investing to increase our scale while generating profitable growth. Our heightened backlogs, driven by robust order volume, combined with focused execution and expense discipline, give us confidence in delivering full-year record sales, adjusted operating margin and adjusted earnings, proving yet again, the strength of Donaldson Company.” _____________________________  1 All EPS figures refer to diluted EPS.  2 Adjusted third quarter fiscal 2026 results exclude pre-tax charges of $9.0 million for restructuring and other, and $0.8 million of business development charges. Adjusted third quarter fiscal 2025 results exclude pre-tax charges of $4.2 million for restructuring and other, $0.8 million of business development charges, $62.0 million for the impairment of intangible assets, and a $1.2 million gain on the sale of fixed assets.  3 Adjusted figures are non-GAAP financial measures that excludes the impact of certain items not related to ongoing operations. The tables attached to this press release include a reconciliation of GAAP to non-GAAP measures.    Third Quarter Operating Results Sales of $995.1 million increased 5.8% compared with 2025 driven by favorable foreign currency translation, net pricing benefits and higher volume.   Three Months Ended   Nine Months Ended   April 30, 2026   April 30, 2026   Reported % Change   Constant Currency % Change   Reported % Change   Constant Currency % Change Mobile Solutions segment               Off-Road 8.8 %   6.3 %   7.6 %   5.1 % On-Road 5.2     3.8     (11.4 )   (12.7 ) Aftermarket 8.1     5.2     5.3     3.0   Total Mobile Solutions segment 8.1     5.3     4.8     2.5                   Industrial Solutions segment               Industrial Filtration Solutions 2.3     0.2     3.6     1.6   Aerospace and Defense (13.5 )   (15.0 )   (13.4 )   (15.2 ) Total Industrial Solutions segment (0.6 )   (2.6 )   0.6     (1.4 )                 Life Sciences segment               Total Life Sciences segment 12.7     7.9     14.0     9.2                   Total Company 5.8 %   3.1 %   4.3 %   1.9 %                 Mobile Solutions segment (Mobile) sales increased 8.1% as a result of higher volumes, favorable currency translation, and net pricing benefits. Off-Road sales increased 8.8% due to improving end-market conditions, particularly in Construction. On-Road sales rose 5.2% from increased truck production, primarily in EMEA. Aftermarket sales increased 8.1% with growth in all regions and in both the OE and independent channel, including a double-digit increase in the independent channel. Industrial Solutions segment (Industrial) sales declined 0.6% versus prior year as lower volumes more than offset net pricing benefits and favorable currency translation. Industrial Filtration Solutions (IFS) sales increased 2.3%, driven by net pricing benefits and ongoing strength in Power Generation new equipment sales, partially offset by volume declines in Industrial Gases and dust collection. Aerospace and Defense sales decreased 13.5% due to weaker new equipment sales, driven by ongoing supply chain constraints and project timing. Life Sciences segment (Life Sciences) sales increased 12.7% from new equipment volume growth in Food and Beverage and Disk Drive. Gross margin was 33.5%, down versus 34.2% in 2025. Adjusted gross margin, excluding restructuring and other charges, was 34.4%, down 10 basis points from prior year. Operating inefficiencies, largely related to production shifts to support customer-specific requirements in Power Generation, were partially offset by higher net pricing, volume leverage and favorable mix. Operating expenses as a percentage of sales were 17.9%, favorable versus 24.9% in 2025. Adjusted operating expenses as a percentage of sales were 17.8% compared with 18.2% in 2025, driven by leverage on higher sales and expense discipline. Operating income as a percentage of sales (operating margin) was 15.6% versus 9.3% in 2025. Adjusted operating margin was 16.6%, up 30 basis points from a year ago driven by operating expense leverage. Interest expense was $6.5 million versus $5.7 million a year ago, primarily due to a higher level of debt. Other income, net was $6.0 million compared with $5.3 million in 2025, as a result of higher earnings from equity investments. The Company’s effective tax rate was 23.7%, favorable compared to 33.6% a year ago. The adjusted effective tax rate was 23.8%, an increase from 22.1% in 2025 due to a decrease in discrete tax benefits. Year to date, Donaldson paid $104.0 million in dividends and repurchased 1.2% of its shares outstanding for $108.5 million. On May 4, 2026, the Company completed the acquisition of Facet Filtration (“Facet”), a provider of fuel and fluid filtration solutions for mission-critical applications, in an all-cash transaction of $829 million. Financial results from the acquisition will be reported in the Industrial Solutions segment beginning in the fourth quarter. Narrowing Fiscal 2026 Organic Outlook Full-year results are forecast to include Facet-related sales of between $25 million and $30 million and net EPS dilution of approximately $0.03. Excluding this impact, organic adjusted full-year EPS is expected to be within a range of $3.94 and $4.01, reflecting an increase between 7% and 9% compared to fiscal 2025 adjusted EPS of $3.68. Fiscal 2026 adjusted EPS excludes a year-to-date net charge of $0.08 related to restructuring and other, and business development charges, offset by a gain on the sale of fixed assets. Organic sales, which exclude the impact from Facet, are forecast to increase between 3% and 5%, versus between 1% and 5% previously. Mobile sales are expected to grow between 3.5% and 5.5% year over year, compared with prior guidance of 2% to 6%, with Off-Road sales increasing mid-single digits, driven by improving end-market conditions and On-Road sales down low-single digits as global truck production remains tempered. Aftermarket sales are projected to increase mid-single digits from continued market share gains and higher vehicle utilization rates. Organic Industrial sales are forecast in a range of flat to 2% growth year over year, consistent with previous expectations and driven by a low-single digit increase in IFS sales, reflecting growth in several key businesses, including dust collection and Power Generation. Aerospace and Defense sales are expected to decrease mid-single digits versus 2025 due to project timing, partially as a result of ongoing supply chain constraints. Life Sciences sales are projected to increase between 9% and 11% versus 2025, up from between 5% and 9% previously, as a result of strong volume growth in Food and Beverage and Disk Drive. Adjusted 2026 operating margin is expected to be between 15.8% and 16.2%, versus previous expectations of between 16.0% and 16.4%, and above fiscal 2025 operating margin of 13.4%, or 15.7% on an adjusted basis. The year-over-year improvement in operating margin is driven by operating expense leverage, partially offset by gross margin headwinds. The fiscal 2026 operating margin impact from Facet is projected to be immaterial as ongoing operating performance is offset by transaction-related amortization costs. Interest expense is estimated to be approximately $26 million, excluding $9 million of additional expense from the Facet acquisition, and other income is forecast to be between $17 million and $19 million. Donaldson projects a fiscal 2026 adjusted effective income tax rate of between 22% and 24%. Capital expenditures are forecast between $60 million and $75 million and adjusted free cash flow conversion is projected to be in a range of 85% and 95%. Full-year repurchases are expected to remain unchanged from the current year-to-date total of 1.2%. Miscellaneous The Company will webcast its third quarter fiscal 2026 earnings conference call today at 9:00 a.m. CT. To listen to the webcast, visit the “Events & Presentations” section of Donaldson’s Investor Relations website (IR.Donaldson.com), and click on the “listen to webcast” option. The webcast replay will be available at approximately 12:00 p.m. CT today. Also available on the website is the Company’s supplemental quarterly earnings presentation. Statements in this release regarding future events and expectations, such as forecasts, plans, trends and projections relating to the Company’s business and financial performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are identified by words or phrases such as “will likely result,” “are expected to,” “will continue,” “will allow,” “estimate,” “project,” “believe,” “expect,” “anticipate,” “forecast,” “plan” and similar expressions. These forward-looking statements speak only as of the date such statements are made and are subject to risks and uncertainties that could affect the Company’s performance and could cause the Company’s actual results for future periods to differ materially from any opinions or statements expressed. These factors include, but are not limited to, challenges in global operations; impacts of global economic, industrial and political conditions on product demand; impacts from unexpected events; effects of unavailable raw materials, significant demand fluctuations or material cost changes; inability to attract and retain qualified personnel; inability to meet customer demand; inability to maintain competitive advantages; threats from disruptive technologies; effects of highly competitive markets with pricing pressure; exposure to customer concentration in certain cyclical industries; inability to manage productivity improvements; inability to achieve commitments related to sustainability, results of execution of any acquisition, divestiture and other strategic transactions; vulnerabilities associated with information technology systems and security; inability to protect and enforce intellectual property rights; costs associated with governmental laws and regulations; impacts of foreign currency fluctuations; and effects of changes in capital and credit markets. These and other factors are described in Part I, Item 1A, “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended July 31, 2025. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, unless required by law. The results presented herein are preliminary, unaudited and subject to revision until the Company files its results with the United States Securities and Exchange Commission on Form 10-Q. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.       DONALDSON COMPANY, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF EARNINGS
(In millions, except per share amounts)
(Unaudited)      Three Months Ended   Nine Months Ended   April 30,   April 30,     2026       2025     Change     2026       2025     Change Net sales $ 995.1     $ 940.1     5.8 %   $ 2,826.8     $ 2,710.2     4.3 % Cost of sales   661.7       618.2     7.0       1,864.8       1,762.8     5.8   Gross profit   333.4       321.9     3.6       962.0       947.4     1.5   Selling, general and administrative   158.9       152.3     4.3       491.0       477.6     2.8   Loss on impairment of intangible assets   —       62.0     100.0       —       62.0     100.0   Gain on sale of fixed assets   —       (1.2 )   100.0       (9.3 )     (1.2 )   NM1 Research and development   19.2       21.4     (10.2 )     57.0       65.3     (12.6 ) Operating expenses   178.1       234.5     (24.0 )     538.7       603.7     (10.7 ) Operating income   155.3       87.4     77.7       423.3       343.7     23.1   Interest expense   6.5       5.7     13.3       21.3       17.1     24.6   Other income, net   (6.0 )     (5.3 )   13.8       (16.9 )     (15.9 )   7.2   Earnings before income taxes   154.8       87.0     78.0       418.9       342.5     22.3   Income taxes   36.7       29.2     25.8       94.4       89.8     5.2   Net earnings $ 118.1     $ 57.8     104.4 %   $ 324.5     $ 252.7     28.4 %                         Weighted average shares – basic   115.9       118.8     (2.4 )%     115.8       119.4     (3.0 )% Weighted average shares – diluted   118.1       120.3     (1.8 )%     117.9       121.2     (2.7 )%                         Net EPS – basic $ 1.02     $ 0.49     109.5 %   $ 2.80     $ 2.12     32.4 % Net EPS – diluted $ 1.00     $ 0.48     108.2 %   $ 2.75     $ 2.09     31.9 %                         Dividends paid per share $ 0.30     $ 0.27     11.1 %   $ 0.90     $ 0.81     11.1 %   Note: Amounts may not foot due to rounding.    (1) NM = not meaningful          DONALDSON COMPANY, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(In millions)
(Unaudited)      April 30,   July 31,   2026   2025 Assets       Current assets:       Cash and cash equivalents $ 204.1   $ 180.4 Accounts receivable, net   702.1     662.2 Inventories, net   535.9     513.6 Prepaid expenses and other current assets   130.7     105.5 Total current assets   1,572.8     1,461.7 Property, plant and equipment, net   637.2     644.5 Goodwill   499.4     493.6 Intangible assets, net   92.3     97.4 Other long-term assets   285.8     280.0 Total assets $ 3,087.5   $ 2,977.2         Liabilities and Stockholders’ Equity       Current liabilities:       Short-term borrowings $ 10.3   $ 31.2 Current maturities of long-term debt   6.4     6.7 Accounts payable   353.4     368.6 Accrued employee compensation and related taxes   139.5     144.3 Income taxes payable   14.0     43.9 Other current liabilities   144.9     162.5 Total current liabilities   668.5     757.2 Long-term debt   591.6     630.4 Non-current income taxes payable   20.3     19.0 Deferred income taxes   10.2     10.5 Other long-term liabilities   101.6     106.6 Total liabilities   1,392.2     1,523.7         Total stockholders’ equity   1,695.3     1,453.5 Total liabilities and stockholders’ equity $ 3,087.5   $ 2,977.2         DONALDSON COMPANY, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(In millions)
(Unaudited)      Nine Months Ended   April 30,     2026       2025   Operating Activities       Net earnings $ 324.5     $ 252.7   Adjustments to reconcile net earnings to net cash provided by operating activities:       Depreciation and amortization   73.0       75.1   Deferred income taxes   (0.7 )     (19.2 ) Stock-based compensation expense   20.4       20.1   Loss on impairment of intangible assets   —       62.0   Gain on sale of fixed assets   (9.3 )     (1.2 ) Other, net   3.3       (9.4 ) Changes in operating assets and liabilities   (117.4 )     (129.1 ) Net cash provided by operating activities   293.8       251.0           Investing Activities       Purchases of property, plant and equipment   (52.5 )     (60.3 ) Proceeds from sale of property, plant and equipment   10.3       1.7   Equity investment   —       (71.2 ) Net cash used in investing activities   (42.2 )     (129.8 )         Financing Activities       Proceeds from long-term debt   38.9       190.0   Repayments of long-term debt   (80.0 )     (65.0 ) Change in short-term borrowings   (20.8 )     54.1   Purchase of treasury stock   (111.2 )     (272.2 ) Payment of contingent consideration   (0.8 )     (2.8 ) Dividends paid   (104.0 )     (96.9 ) Exercise of stock options and other   45.6       17.4   Net cash used in financing activities   (232.3 )     (175.4 ) Effect of exchange rate changes on cash   4.4       —   Increase (decrease) in cash and cash equivalents   23.7       (54.2 ) Cash and cash equivalents, beginning of period   180.4       232.7   Cash and cash equivalents, end of period $ 204.1     $ 178.5           CONSOLIDATED RATE ANALYSIS
(Unaudited)      Three Months Ended Nine Months Ended   April 30, April 30,   2026   2025   2026   2025 Gross margin 33.5 %   34.2 %   34.0 %   35.0 % Operating expenses 17.9 %   24.9 %   19.1 %   22.3 % Operating margin 15.6 %   9.3 %   15.0 %   12.7 % Other income, net (0.6 )%   (0.6 )%   (0.6 )%   (0.6 )% Depreciation and amortization 2.4 %   2.6 %   2.6 %   2.8 % EBITDA 18.6 %   12.5 %   18.2 %   16.0 % Effective tax rate 23.7 %   33.6 %   22.5 %   26.2 % Earnings before income taxes - Mobile Solutions 20.2 %   18.1 %   18.6 %   17.9 % Earnings before income taxes - Industrial Solutions 13.4 %   18.1 %   12.6 %   16.8 % Earnings before income taxes - Life Sciences 8.1 %   7.8 %   8.9 %   — % Cash conversion ratio 94.6 %   126.2 %   77.5 %   76.1 %                   Three Months Ended Nine Months Ended   April 30, April 30,   2026   2025   2026   2025 Adjusted Rates               Gross margin 34.4 %   34.5 %   34.5 %   35.1 % Operating expenses 17.8 %   18.2 %   19.1 %   19.6 % Operating margin 16.6 %   16.3 %   15.4 %   15.5 % Other income, net (0.6 )%   (0.6 )%   (0.6 )%   (0.6 )% Depreciation and amortization 2.4 %   2.6 %   2.6 %   2.8 % EBITDA 19.6 %   19.5 %   18.6 %   18.8 % Effective tax rate 23.8 %   22.1 %   22.6 %   23.1 % Earnings before income taxes - Mobile Solutions 20.2 %   18.1 %   18.6 %   17.9 % Earnings before income taxes - Industrial Solutions 13.4 %   18.1 %   12.6 %   16.8 % Earnings before income taxes - Life Sciences 8.1 %   7.8 %   8.9 %   — % Cash conversion ratio 89.0 %   61.3 %   72.3 %   59.8 %   Note: Rate analysis metrics are computed by dividing the applicable amount by net sales, and cash conversion ratio reflects free cash flow divided by net earnings. Adjusted rates exclude the impact of certain items not related to ongoing operations. Adjusted rates are non-GAAP measures; see the Reconciliation of Non-GAAP Financial Measures schedule for additional information.          SEGMENT DETAIL
(In millions)
(Unaudited)      Three Months Ended April 30,   Nine Months Ended April 30,     2026       2025     Change     2026       2025     Change Net sales                       Mobile Solutions segment                       Off-Road $ 104.0     $ 95.6     8.8 %   $ 285.1     $ 264.9     7.6 % On-Road   28.3       26.9     5.2       74.7       84.3     (11.4 ) Aftermarket   497.6       460.1     8.1       1,425.0       1,353.4     5.3   Total Mobile Solutions segment   629.9       582.6     8.1       1,784.8       1,702.6     4.8                           Industrial Solutions segment                       Industrial Filtration Solutions   237.1       231.8     2.3       675.4       651.8     3.6   Aerospace and Defense   44.6       51.5     (13.5 )     123.8       142.8     (13.4 ) Total Industrial Solutions segment   281.7       283.3     (0.6 )     799.2       794.6     0.6                           Life Sciences segment                       Total Life Sciences segment   83.5       74.2     12.7       242.8       213.0     14.0                           Total Company $ 995.1     $ 940.1     5.8 %   $ 2,826.8     $ 2,710.2     4.3 %                         Earnings before income taxes                       Mobile Solutions segment $ 127.0     $ 105.3     20.6 %   $ 332.0     $ 305.5     8.7 % Industrial Solutions segment   37.7       51.2     (26.4 )%     100.9       133.1     (24.2 )% Life Sciences segment   6.8       5.8     17.2 %     21.5       —     NM(1) Corporate and unallocated   (16.7 )     (75.3 )   77.8 %     (35.5 )     (96.1 )   63.1 % Total Company $ 154.8     $ 87.0     78.0 %   $ 418.9     $ 342.5     22.3 % Earnings before income taxes percentage                       Mobile Solutions segment 20.2 %   18.1 %   2.1 %   18.6 %   17.9 %   0.7 % Industrial Solutions segment 13.4 %   18.1 %   (4.7 )%   12.6 %   16.8 %   (4.2 )% Life Sciences segment 8.1 %   7.8 %   0.3 %   8.9 %   — %   8.9 %   Note: Earnings before income taxes percentage is calculated by dividing earnings before income taxes by net sales. Amounts may not foot due to rounding.    (1) NM = not meaningful          SEGMENT SALES PERCENT CHANGE FROM PRIOR PERIODS BY GEOGRAPHY, AS REPORTED
(Unaudited)      Three Months Ended April 30, 2026   TOTAL   U.S.(1)/CA(2)   EMEA(3)   APAC(4)   LATAM(5) Mobile Solutions segment                   Off-Road 8.8 %   4.2 %   12.8 %   13.5 %   (2.7 )% On-Road 5.2     3.1     27.7     (3.0 )   (12.2 ) Aftermarket 8.1     6.4     11.0     12.1     5.0   Total Mobile Solutions segment 8.1     5.9     11.9     11.2     4.5                       Industrial Solutions segment                   Industrial Filtration Solutions 2.3     (0.8 )   9.2     (3.0 )   0.8   Aerospace and Defense (13.5 )   (27.8 )   37.1     239.2     N/A   Total Industrial Solutions segment (0.6 )   (7.9 )   12.2     1.5     0.8                       Life Sciences segment                   Total Life Sciences segment 12.7     32.1     7.1     9.8     24.6                       Total Company 5.8 %   1.5 %   11.5 %   9.2 %   4.4 %                       Nine Months Ended April 30, 2026   TOTAL   U.S./CA   EMEA   APAC   LATAM Mobile Solutions segment                   Off-Road 7.6 %   (0.4 )%   10.7 %   18.9 %   8.0 % On-Road (11.4 )   (20.4 )   16.2     (5.4 )   (38.5 ) Aftermarket 5.3     3.5     8.7     8.3     2.4   Total Mobile Solutions segment 4.8     1.5     9.4     9.3     2.1                       Industrial Solutions segment                   Industrial Filtration Solutions 3.6     (1.7 )   15.2     (1.5 )   (3.1 ) Aerospace and Defense (13.4 )   (25.9 )   36.4     55.7     N/A   Total Industrial Solutions segment 0.6     (7.9 )   17.6     (0.1 )   (3.1 )                     Life Sciences segment                   Total Life Sciences segment 14.0     27.8     10.2     12.2     7.3                       Total Company 4.3 %   (1.2 )%   12.1 %   8.2 %   1.7 %   Note: Amounts may not foot due to rounding.    (1) United States (U.S.)  (2) Canada (CA)  (3) Europe, Middle East and Africa (EMEA)  (4) Asia Pacific (APAC)  (5) Latin America (LATAM)          SEGMENT SALES PERCENT CHANGE FROM PRIOR PERIODS BY GEOGRAPHY, CONSTANT CURRENCY
(Unaudited)      Three Months Ended April 30, 2026   TOTAL   U.S./CA   EMEA   APAC   LATAM Mobile Solutions segment                   Off-Road 6.3 %   4.2 %   4.4 %   15.9 %   (4.8 )% On-Road 3.8     3.1     16.6     —     (18.1 ) Aftermarket 5.2     6.4     2.1     9.6     2.6   Total Mobile Solutions segment 5.3     5.9     3.1     10.1     2.0                       Industrial Solutions segment                   Industrial Filtration Solutions 0.2     (0.8 )   3.5     (4.3 )   (1.5 ) Aerospace and Defense (15.0 )   (27.8 )   27.2     262.5     N/A   Total Industrial Solutions segment (2.6 )   (7.9 )   6.1     0.7     (1.5 )                     Life Sciences segment                   Total Life Sciences segment 7.9     32.1     (0.8 )   5.8     21.1                       Total Company 3.1 %   1.5 %   3.6 %   7.6 %   1.9 %                       Nine Months Ended April 30, 2026   TOTAL   U.S./CA   EMEA   APAC   LATAM Mobile Solutions segment                   Off-Road 5.1 %   (0.4 )%   2.1 %   21.1 %   6.5 % On-Road (12.7 )   (20.4 )   6.4     (3.8 )   (41.3 ) Aftermarket 3.0     3.5     0.3     8.1     0.5   Total Mobile Solutions segment 2.5     1.5     0.9     9.6     0.2                       Industrial Solutions segment                   Industrial Filtration Solutions 1.6     (1.7 )   9.3     (1.7 )   (4.8 ) Aerospace and Defense (15.2 )   (25.9 )   25.9     64.2     N/A   Total Industrial Solutions segment (1.4 )   (7.9 )   11.1     (0.1 )   (4.8 )                     Life Sciences segment                   Total Life Sciences segment 9.2     27.8     1.6     8.8     4.8                       Total Company 1.9 %   (1.2 )%   4.2 %   7.7 %   (0.2 )%   Note: The constant currency presentation, which is a non-GAAP measure, excludes the impact of fluctuations in foreign currency exchange rates. The Company believes providing constant currency information provides valuable supplemental information regarding its results of operations. The Company calculates constant currency percentages by converting its current period local currency financial results using the prior period exchange rates and compares these adjusted amounts to its prior period reported results. Amounts may not foot due to rounding.          RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(In millions)
(Unaudited)      Three Months Ended   Nine Months Ended   April 30,   April 30,     2026       2025       2026       2025   Net cash provided by operating activities $ 135.4     $ 87.7     $ 293.8     $ 251.0   Net capital expenditures   (23.8 )     (14.7 )     (52.5 )     (58.6 ) Free cash flow $ 111.6     $ 73.0     $ 241.3     $ 192.4                   Net earnings $ 118.1     $ 57.8     $ 324.5     $ 252.7   Income taxes   36.7       29.2       94.4       89.8   Interest expense   6.5       5.7       21.3       17.1   Depreciation and amortization   24.1       24.6       73.0       75.1   EBITDA $ 185.4     $ 117.3     $ 513.2     $ 434.7                   Adjusted net earnings $ 125.5     $ 118.9     $ 333.7     $ 321.4   Adjusted income taxes   39.1       33.8       97.3       96.7   Interest expense   6.5       5.7       21.3       17.1   Depreciation and amortization   24.1       24.6       73.0       75.1   Adjusted EBITDA $ 195.2     $ 183.0     $ 525.3     $ 510.3                   Gross profit $ 333.4     $ 321.9     $ 962.0     $ 947.4   Restructuring and other charges   9.1       2.6       13.3       4.3   Adjusted gross profit $ 342.5     $ 324.5     $ 975.3     $ 951.7                   Operating expense $ 178.1     $ 234.5     $ 538.7     $ 603.7   Impairment of intangible assets   —       (62.0 )     —       (62.0 ) Restructuring and other charges   0.1       (1.6 )     (3.5 )     (5.3 ) Business development charges   (0.8 )     (0.8 )     (4.7 )     (5.2 ) Gain on the sale of fixed assets   —       1.2       9.3       1.2   Adjusted operating expense $ 177.4     $ 171.4     $ 539.8     $ 532.4                   Operating income $ 155.3     $ 87.4     $ 423.3     $ 343.7   Impairment of intangible assets   —       62.0       —       62.0   Restructuring and other charges   9.0       4.2       16.8       9.6   Business development charges   0.8       0.8       4.7       5.2   Gain on the sale of fixed assets   —       (1.2 )     (9.3 )     (1.2 ) Adjusted operating income $ 165.1     $ 153.1     $ 435.5     $ 419.3                   Net earnings $ 118.1     $ 57.8     $ 324.5     $ 252.7   Impairment of intangible assets, net tax   —       58.3       —       58.3   Restructuring and other charges, net tax   6.8       3.2       12.7       7.3   Business development charges, net tax   0.6       0.5       3.5       3.9   Gain on the sale of fixed assets, net tax   —       (0.8 )     (7.0 )     (0.8 ) Adjusted net earnings $ 125.5     $ 118.9       333.7     $ 321.4                   Diluted EPS $ 1.00     $ 0.48     $ 2.75     $ 2.09   Impairment of intangible assets per share   —       0.48       —       0.48   Restructuring and other charges per share   0.05       0.03       0.10       0.06   Business development charges per share   0.01       0.01       0.04       0.04   Gain on the sale of fixed assets per share   —       (0.01 )     (0.06 )     (0.01 ) Adjusted diluted EPS $ 1.06     $ 0.99     $ 2.83     $ 2.65     2026 Adjusted EPS Guidance
A reconciliation of the Company’s fiscal 2026 adjusted EPS guidance to fiscal 2026 GAAP EPS guidance is not included in this release due to the number of variables in the projected GAAP EPS range and the Company’s current inability to reasonably quantify certain amounts, such as restructuring or other charges, that would be included in the GAAP measure or the individual adjustments for such reconciliation. Note: Although free cash flow, EBITDA, adjusted EBITDA, adjusted gross profit, adjusted operating expense, adjusted operating income, adjusted net earnings and adjusted diluted EPS are not measures of financial performance under GAAP, the Company believes they are useful in understanding its financial results. Free cash flow is a commonly used measure of a company’s ability to generate cash in excess of its operating needs. EBITDA is a commonly used measure of operating earnings less non-cash expenses. The adjusted basis presentation excludes the impact of certain matters not related to the Company’s ongoing operations. Management believes that the adjusted basis presentation reflects management’s performance in operating the Company and provides a meaningful representation of the performance of the Company’s core business and is useful to understanding its financial results. A shortcoming of these financial measures is that they do not reflect the Company’s actual results under GAAP. Management does not intend these items to be considered in isolation or as a substitute for the related GAAP measures. Amounts may not foot due to rounding. View source version on businesswire.com: https://www.businesswire.com/news/home/20260602070677/en/ For more information, contact:
Sarika Dhadwal (952) 887-3753
Sarika.Dhadwal@Donaldson.com Original: Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings

Donaldson Company Increases Quarterly Cash Dividend 6.7%May 29, 2026 1:53 PM
Business Wire Donaldson Company, Inc. (NYSE: DCI) today announced that its Board of Directors declared a regular cash dividend of 32.0 cents per share, an increase of 6.7% from the prior quarterly dividend of 30.0 cents per share. The dividend is payable June 30, 2026, to shareholders of record on June 15, 2026. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2025 marked the 30th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 70 years. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 140 locations on six continents partner with customers—from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260529398322/en/ Sarika Dhadwal (952) 887-3753
Sarika.Dhadwal@Donaldson.com Original: Donaldson Company Increases Quarterly Cash Dividend 6.7%

Donaldson Honors Patent Recipients and Inventor Award WinnersMay 12, 2026 2:01 PM
Business Wire Recognized 213 employees as company builds on more than 110 years of filtration innovation Donaldson Company, Inc. (NYSE:DCI), a leading worldwide manufacturer of innovative filtration products and solutions, announced its calendar year 2025 Patent Recipients and Inventor Award winners. The annual recognition celebrates employees whose ideas, inventions, and technical leadership strengthen Donaldson’s technology leadership and enduring culture of innovation. In 2025, 213 Donaldson employees were named on patents granted during the year, contributing to an intellectual property portfolio that includes more than 2,800 active U.S. and international patents, with over 120 patents awarded in the past year alone. These innovations support Donaldson’s leadership across a wide range of filtration markets and applications worldwide. “At Donaldson, innovation begins with solving real-world problems,” said Dave Mulder, chief technology officer, Donaldson. “The employees recognized this year represent the technical depth, collaboration, creativity, and commitment to excellence behind our growing patent portfolio and our continued leadership in advancing filtration technologies.” In addition to honoring employees named on patents granted during 2025, Donaldson recognized select individuals and teams for exceptional innovation, technical leadership, and long-term impact. These peer- and company-nominated awards highlight contributions in five key areas: Emerging Innovator, Manufacturing Excellence, Technology Champion, Technology Achievement, and the Frank A. Donaldson Award. 2025 Inventor Award Recipients Emerging Innovator Award
This award recognizes innovative technical leadership from relative newcomers to Donaldson.
2025 recipient: Matt Goode Richard M. Negri Manufacturing Excellence Award
Named for a former vice president of operations whose contributions greatly advanced Donaldson’s global manufacturing capabilities, this award honors excellence in manufacturing innovation.
2025 recipients: Jon Wood and Jeff Ptacek Technology Champion Award
This award recognizes an individual who advances a technology or process, often against prevailing opinion that is later recognized as the right path forward.
2025 recipient: Patricia Ignacio-de Leon Technology Achievement Award
This award recognizes a material, product, process, or method that has made an extraordinary contribution to Donaldson’s long-term success.
2025 recipients: Quick Lock Yoke team of Ben Nichols, Dominique Renwart, Jimmy Vanderlinden, and Erwin Verbelen Frank A. Donaldson Award
Named after Donaldson’s founder, this award recognizes outstanding, long-term engineering achievements.
2025 recipient: Brian Tucker The patents and achievements recognized in 2025 reinforce Donaldson’s intellectual property strength and support its continued innovation and competitive advantage in the global filtration market. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at more than 150 locations on six continents partner with customers—from small business owners to research and development organizations and the world’s largest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260512117578/en/ For more information, contact:
Becky Cahn (952) 703-4590
Becky.Cahn@Donaldson.com Original: Donaldson Honors Patent Recipients and Inventor Award Winners

Donaldson Completes Acquisition of Facet FiltrationMay 4, 2026 4:12 PM
Business Wire Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today announced it has completed the previously announced acquisition of Facet Filtration, an innovator in mission-critical fuel and fluid filtration solutions. Facet is a pioneer in the jet fuel filtration market where its products are utilized at multiple stages of the supply chain from refinery to end fueling point. The acquisition broadens Donaldson’s exposure to durable end markets including aerospace and defense, and power generation. “Facet brings a highly complementary product portfolio with attractive margins and growth rates, enhancing our Industrial Solutions business,” said Rich Lewis, president and chief executive officer. “We are excited to welcome the Facet team to Donaldson Company.” Donaldson will provide additional details about Facet’s expected impact on fiscal 2026 performance on its upcoming third quarter fiscal 2026 earnings call scheduled for June 2, 2026. Miscellaneous Statements in this release regarding future events and expectations, such as forecasts, plans, trends and projections relating to the Company’s business and financial performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are identified by words or phrases such as “will likely result,” “are expected to,” “will continue,” “will allow,” “estimate,” “project,” “believe,” “expect,” “anticipate,” “forecast,” “plan” and similar expressions. These forward-looking statements speak only as of the date such statements are made and are subject to risks and uncertainties that could affect the Company’s performance and could cause the Company’s actual results for future periods to differ materially from any opinions or statements expressed. These factors include, but are not limited to, challenges in global operations; impacts of global economic, industrial and political conditions on product demand; impacts from unexpected events; effects of unavailable raw materials, significant demand fluctuations or material cost changes; inability to attract and retain qualified personnel; inability to meet customer demand; inability to maintain competitive advantages; threats from disruptive technologies; effects of highly competitive markets with pricing pressure; exposure to customer concentration in certain cyclical industries; inability to manage productivity improvements; inability to achieve commitments related to sustainability, results of execution of any acquisition, divestiture and other strategic transactions; vulnerabilities associated with information technology systems and security; inability to protect and enforce intellectual property rights; costs associated with governmental laws and regulations; impacts of foreign currency fluctuations; and effects of changes in capital and credit markets. These and other factors are described in Part I, Item 1A, “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended July 31, 2025. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, unless required by law. About Facet Facet is a global innovator in aviation fuel filtration with 80 years of industry experience. Facet develops cutting-edge filtration technology to ensure contaminants such as water, dust, and dirt do not negatively impact the performance and quality of equipment. With in-house research, product development, and manufacturing facilities in Oklahoma and Spain, Facet creates contaminant management solutions that combine technology-driven products and advanced testing with outstanding service. Facet’s customer-focused approach and global footprint combined with an understanding of the filtration needs and challenges of the market, make Facet the partner of choice for customers worldwide. Additional information is available at www.facetfiltration.com. About Donaldson Company, Inc. Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260504579532/en/ Sarika Dhadwal (952) 887-3753
Sarika.Dhadwal@Donaldson.com Original: Donaldson Completes Acquisition of Facet Filtration

Donaldson Company to Present at the Oppenheimer 21st Annual Industrial Growth ConferenceMay 1, 2026 7:00 AM
Business Wire
Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Brad Pogalz, chief financial officer, will present virtually at the Oppenheimer 21st Annual Industrial Growth Conference on Monday, May 4, 2026, beginning at 11:15 a.m. ET.




WEBCAST:







To listen to a live webcast of the presentation, visit the “Events & Presentations” section of Donaldson’s Investor Relations website at IR.Donaldson.com and click on the “listen to webcast” option.








 







 








REPLAY:







The webcast replay will be available within the “Events & Presentations” section of Donaldson’s Investor Relations website for approximately 90 days following the event.







About Donaldson Company


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260501170431/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson Company to Present at the Oppenheimer 21st Annual Industrial Growth Conference

Donaldson Company Releases FY25 Sustainability Report, Advancing Filtration for a Thriving FutureApril 13, 2026 9:41 AM
Business Wire
Company delivers measurable climate progress, safer workplaces, and innovation that helps customers accelerate their sustainability goals


Donaldson Company, Inc. (NYSE:DCI), a leading worldwide manufacturer of innovative filtration products and solutions, today published its fiscal 2025 Sustainability Report, detailing how the company is advancing its Filtration for a Thriving Future strategy while delivering meaningful environmental, social, and business results.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260413412125/en/Renewable energy use up 80% since FY21, driven in part by four new solar arrays in Mexico.
“At Donaldson, sustainability and innovation go hand in hand,” said Rich Lewis, President and CEO. “Our FY25 progress reflects how our global teams are embedding sustainability into the way we design products, operate our facilities, and partner with customers—creating solutions that support a cleaner world and stronger business performance.”


The report highlights significant progress toward Donaldson’s 2030 Sustainability Ambitions, including a more than 20% reduction in Scope 1 and 2 greenhouse gas (GHG) emissions compared to its FY21 baseline, expanded use of renewable energy, improved workplace safety outcomes, and continued investment in communities where the company operates. Highlights include:


Climate and energy progress:



Reduced Scope 1 and 2 GHG emissions by more than 23,000 metric tons of CO2e emissions since FY21



Increased renewable energy use by more than 80% since FY21, with renewables now accounting for 9% of total energy consumption



Completed 154 energy efficiency projects, reducing energy use by approximately 6,200 MWh annually



Safe, engaged workplaces:



Achieved the lowest companywide injury and lost-workday incident rates in five years



20 sites operated injury-free for the entire year



Innovation that enables sustainability:



Advanced filtration solutions that reduce hydraulic oil use, support circularity in semiconductor manufacturing, and enable next-generation electric and clean-energy technologies



Community impact:



Provided $1.79 million in global community support through corporate giving and Donaldson Foundation grants



Donaldson’s sustainability strategy aligns with the company’s purpose—Advancing Filtration for a Cleaner World—and supports six United Nations Sustainable Development Goals where the company can have the greatest impact.


The full Fiscal Year 2025 Sustainability Report is available at www.donaldson.com, along with additional information on Donaldson’s sustainability strategy and progress.


Statements in this release regarding future events and expectations, such as forecasts, plans, trends and projections relating to the Company’s business and financial performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are identified by words or phrases such as “will likely result,” “are expected to,” “will continue,” “will allow,” “estimate,” “project,” “believe,” “expect,” “anticipate,” “forecast,” “plan” and similar expressions. These forward-looking statements speak only as of the date such statements are made and are subject to risks and uncertainties that could affect the Company’s performance and could cause the Company’s actual results for future periods to differ materially from any opinions or statements expressed. These factors include, but are not limited to, challenges in global operations; impacts of global economic, industrial and political conditions on product demand; impacts from unexpected events, including natural disasters; effects of unavailable raw materials or material cost inflation; inability to attract and retain qualified personnel; inability to meet customer demand; inability to maintain competitive advantages; threats from disruptive technologies; effects of highly competitive markets with pricing pressure; exposure to customer concentration in certain cyclical industries; inability to manage productivity improvements; inability to achieve commitments to ESG; results of execution of any acquisition, divestiture and other strategic transactions; vulnerabilities associated with information technology systems and security; inability to protect and enforce intellectual property rights; costs associated with governmental laws and regulations; impacts of foreign currency fluctuations; and effects of changes in capital and credit markets. These and other factors are described in Part I, Item 1A, “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended July 31, 2025. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, unless required by law. The results presented herein are preliminary, unaudited and subject to revision until the Company files its results with the United States Securities and Exchange Commission on Form 10-Q.


About Donaldson Company, Inc.


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers—from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260413412125/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson Company Releases FY25 Sustainability Report, Advancing Filtration for a Thriving Future

NYSE Content Update: Georgia Gov. Kemp + Atlanta Mayor Dickens to Ring Bell Ahead of World CupMarch 2, 2026 9:20 AM
PR Newswire (US)

NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, March 2, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. 
Ashley Mastronardi delivers the pre-market update on March 2ndEquities are lower in pre-market trading after the U.S. and Israel attacked Iran over the weekend.Georgia Governor Brian Kemp and Atlanta Mayor Andre Dickens will join NYSE Live as part of the 100-day countdown to the start of the FIFA World Cup.Professional services company Deloitte unveiled its Enterprise AI Navigator solution last week and its CTO Bill Briggs will discuss how its generating value for businesses on NYSE LiveDonaldson (NYSE: DCI) will ring the Closing Bell this afternoon to celebrate a new era, with incoming CEO Richard Lewis and Executive Chairman Tod Carpenter joining Taking StockOpening Bell
Georgia Governor Brian Kemp and Atlanta Mayor Andre Dickens mark 100 days to go until FIFA World Cup 2026Closing Bell
Donaldson (NYSE: DCI) celebrates Rich Lewis, the seventh CEO in the company's 111-year historyFor market insights, IPO activity, and today's opening bell, download the NYSE TV App: TV.NYSE.com Video - https://mma.prnewswire.com/media/2923481/NYSE_Market_Update_March_2.mp4 
Photo - https://mma.prnewswire.com/media/2923480/NYSE_Quantum_eMotion_Closing_Bell.jpg 
Logo - https://mma.prnewswire.com/media/2581322/5830713/New_York_Stock_Exchange_Logo.jpg 



View original content:https://www.prnewswire.co.uk/news-releases/nyse-content-update-georgia-gov-kemp--atlanta-mayor-dickens-to-ring-bell-ahead-of-world-cup-302701111.html

Original: NYSE Content Update: Georgia Gov. Kemp + Atlanta Mayor Dickens to Ring Bell Ahead of World Cup

NYSE Content Update: Georgia Gov. Kemp + Atlanta Mayor Dickens to Ring Bell Ahead of World CupMarch 2, 2026 9:12 AM
PR Newswire (US)

NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, March 2, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. 



Ashley Mastronardi delivers the pre-market update on March 2ndEquities are lower in pre-market trading after the U.S. and Israel attacked Iran over the weekend.Georgia Governor Brian Kemp and Atlanta Mayor Andre Dickens will join NYSE Live as part of the 100-day countdown to the start of the FIFA World Cup.Professional services company Deloitte unveiled its Enterprise AI Navigator solution last week and its CTO Bill Briggs will discuss how its generating value for businesses on NYSE LiveDonaldson (NYSE: DCI) will ring the Closing Bell this afternoon to celebrate a new era, with incoming CEO Richard Lewis and Executive Chairman Tod Carpenter joining Taking StockOpening Bell
Georgia Governor Brian Kemp and Atlanta Mayor Andre Dickens mark 100 days to go until FIFA World Cup 2026Closing Bell
Donaldson (NYSE: DCI) celebrates Rich Lewis, the seventh CEO in the company's 111-year historyFor market insights, IPO activity, and today's opening bell, download the NYSE TV App: TV.NYSE.com














View original content to download multimedia:https://www.prnewswire.com/news-releases/nyse-content-update-georgia-gov-kemp--atlanta-mayor-dickens-to-ring-bell-ahead-of-world-cup-302701101.htmlSOURCE New York Stock Exchange

Original: NYSE Content Update: Georgia Gov. Kemp + Atlanta Mayor Dickens to Ring Bell Ahead of World Cup

Donaldson Company to Present at the Raymond James 47th Annual Institutional Investors ConferenceFebruary 27, 2026 10:58 AM
Business Wire
Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Rich Lewis, president, and chief executive officer will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Florida on Wednesday, March 4, beginning at 10:25 a.m. ET.


About Donaldson Company


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260227625018/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson Company to Present at the Raymond James 47th Annual Institutional Investors Conference

Donaldson shares slide after earnings miss and weaker profit outlookFebruary 26, 2026 8:25 AM
IH Market News
Donaldson Company (NYSE:DCI) shares fell more than 4% in premarket trading Thursday after the filtration products manufacturer reported quarterly results that missed analyst expectations and lowered parts of its fiscal 2026 outlook.The stock declined 4.39% ahead of the U.S. market open following the earnings release.The company posted adjusted earnings per share of $0.83 for its second quarter, falling short of the consensus estimate of $0.89. Revenue rose 3.0% year over year to a record $896.3 million, compared with $870.0 million in the prior-year period, but narrowly missed analyst forecasts of $898.59 million.Sales growth was supported by favorable foreign exchange movements and pricing improvements, although weaker volumes partially offset those gains.



Guidance disappoints investors



Donaldson forecast full-year fiscal 2026 adjusted earnings per share between $3.93 and $4.01. The midpoint of $3.97 came in below analyst expectations of $4.05, contributing to the negative market reaction.“This quarter, the Donaldson team delivered record sales, strengthened the foundation to meet strong customer demand in key, high-margin businesses and made further progress on our footprint optimization initiatives, despite near-term challenges,” said Tod Carpenter, chairman, president and chief executive officer.The company also revised its adjusted operating margin outlook downward to a range of 16.0% to 16.4%, compared with its previous forecast of 16.2% to 16.8%, while maintaining its expectation for fiscal 2026 sales growth of 1% to 5%.



Margins pressured by operational shifts



Gross margin declined to 33.5% from 35.2% a year earlier, reflecting production inefficiencies tied to manufacturing adjustments supporting stronger Power Generation demand as well as costs linked to facility optimization initiatives. Adjusted operating margin fell to 14.0%, compared with 15.2% in the prior-year quarter.Performance across segments was mixed. Mobile Solutions sales increased 1.6%, with Off-Road revenue rising 7.8% amid improving market conditions, while On-Road sales dropped 9.2% due to weaker global truck production.Industrial Solutions revenue grew 2.4%, though Aerospace and Defense sales declined 19.4% because of project timing effects. The Life Sciences segment delivered the strongest growth, with sales rising 16.2% driven by demand in Food and Beverage and Disk Drive equipment markets.



Acquisition expands filtration portfolio



During the quarter, Donaldson also announced an agreement to acquire fuel and fluid filtration specialist Facet for approximately $820 million, a move aimed at expanding its product portfolio and strengthening long-term growth opportunities.Donaldson Company stock price

Original: Donaldson shares slide after earnings miss and weaker profit outlook

???????ArmorSeal™???:??????????????????????????????February 23, 2026 5:11 PM
Business Wire (???????) --
?????????????????????????????????????????????·?????(NYSE:DCI)???????????????ArmorSeal™???????????ArmorSeal™????????Axial Seal??????????RadialSeal™???????????????????????????????????????????????????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260223578491/ja/ArmorSeal™ Air Cleaner Technology
???????????????????????????????????????????????????????????????????????????????????????????????????????????????????1?????????ArmorSeal???????????????????????????????????????????????


ArmorSeal??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


??·?????·?????????????????·??????????????????????????????????????????1????????????????????????????????????ArmorSeal?????????????????????????????????????????????????????????????????????????????????????????????????????????????


????????


??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? ???·????????????(https://www.powerprogress.com/news/putting-the-seal-on-innovative-filtration/8110188.article)?????????????????????????????????????????????????????????????ArmorSeal???????????????????????????????????



??????????????????????????????????????????????????????????????????????30%*????????????????????????????????????



?????????????????????????????????????????



??????????FPG??????????????????????????? ???????????????????????????



*???RadialSealTM??????????


OEM?????????????????????????????????


RadialSeal™???????????????ArmorSeal????????????????????????????????????????????????????????????????????????OEM????????????????


??????


ArmorSeal????????CONEXPO-CON/AGG???????????????????????????????????????????????????????????????????????????????????????????????????????????


ArmorSeal???????????????????????????????https://www.donaldson.com/en-us/engine/oem-systems/products/air-intake/system-components/standard-air-cleaners/armorseal-air-cleaner-technology/????????


??????????


1915?????????????(NYSE:DCI)???????????????·????????????????????????????????????????????6???150???????????????????????????????????????????OEM???????????????????????????????????????????????????????????????3???????????????????????????????????www.Donaldson.com????????


??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260223578491/ja/
For more information, contact:

Chelsea Barnes: 952-698-2872

Chelsea.barnes@donaldson.com


Original: ???????ArmorSeal™???:??????????????????????????????

Donaldson Introduces ArmorSeal™: The New Era of Air Filtration Technology for On-Road and Off-Road Heavy-Duty EquipmentFebruary 23, 2026 9:35 AM
Business Wire
Donaldson Company, Inc. (NYSE: DCI), a global leader in technology-led filtration products and solutions, today announced the launch of ArmorSeal™, its next-generation air filtration technology. The ArmorSeal technology builds on decades of Donaldson leadership in air filtration, from Axial Seal to the industry-defining RadialSeal™ and now to a new standard designed for today’s most demanding operating environments.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260223997395/en/ArmorSeal™ Air Cleaner Technology
As off-highway, construction, and heavy-duty equipment continue to operate under higher vibration, higher dust loads, and more frequent service cycles, maintaining long-term seal integrity has become one of the industry’s most persistent challenges. The ArmorSeal technology addresses this challenge directly, delivering a step-change in reliability, durability, and service consistency.


The ArmorSeal technology integrates a precision spin-welded joint, eliminating common failure modes through a uniform, repeatable spin-welded joint in place of snaps and adhesives, with a geometry-based engineered seal interface. This design maintains controlled sealing pressure over time while reducing service force and installation variability.


“Unplanned downtime remains one of the biggest cost drivers for equipment owners, and effective air filtration plays a critical role in reducing it,” said Mark Sala, Director of Air Product Management. “The ArmorSeal technology was created to eliminate the variability and failure modes we’ve historically seen in high-vibration, dusty environments. It delivers a more robust, user-friendly, and reliable air filtration solution that directly supports equipment uptime.”


Solving Real-World Industry Challenges


Industries operating heavy equipment including construction, mining, and off-road face growing pressures to extend machine life while minimizing downtime. Once contaminants bypass the air filtration system, performance degrades rapidly and engine damage can follow. Recent industry coverage in Power Progress (https://www.powerprogress.com/news/putting-the-seal-on-innovative-filtration/8110188.article) has highlighted the critical role seal integrity plays in preventing particulate ingress and avoiding costly failures. The ArmorSeal technology directly responds to these challenges by:



Improving the user experience through enhanced seal reliability with a guided, controlled-contact geometry that prevents micro-movement, debris intrusion, and improper installation, reducing filter removal force by 30%*;



Lowering total cost of ownership through extended service life and fewer maintenance related failures; and



Supporting scalable adoption across multiple air cleaner architectures, including compatibility with Donaldson’s legacy FPG platform.



*Compared to current RadialSealTM technology.


Purpose-Built for OEMs, Equipment Owners, and Demanding Applications


Building on the legacy of RadialSeal™ technology, the ArmorSeal design redefines expectations for modern air filtration systems. It is engineered for automated manufacturing, global repeatability, and long-life performance, validated through advanced modeling and OEM durability testing.


Availability


The ArmorSeal technology will make its official debut at CONEXPO-CON/AGG, showcasing its performance, engineering, and real-world testing insights. Advanced previews have already been highlighted within industry media and through Donaldson’s participation in upcoming expert forums.


For more information about the ArmorSeal technology or to schedule a technical consultation, visit https://www.donaldson.com/en-us/engine/oem-systems/products/air-intake/system-components/standard-air-cleaners/armorseal-air-cleaner-technology/ .


About Donaldson Company, Inc.


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260223997395/en/
For more information, contact:

Chelsea Barnes: 952-698-2872

Chelsea.barnes@donaldson.com


Original: Donaldson Introduces ArmorSeal™: The New Era of Air Filtration Technology for On-Road and Off-Road Heavy-Duty Equipment

Donaldson to Webcast Second Quarter Fiscal 2026 Earnings Conference CallFebruary 5, 2026 11:36 AM
Business Wire
Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its second quarter 2026 earnings conference call on Thursday, February 26, 2026, at 9:00 a.m. CT.




WEBCAST:






To listen to a live webcast of the call, visit the “Events & Presentations” section of Donaldson’s Investor Relations website at IR.Donaldson.com and click on the “listen to webcast” option.









 








REPLAY:






The webcast replay will be available within the “Events & Presentations” section of Donaldson’s Investor Relations website beginning at approximately 12:00 p.m. CT on Thursday, February 26, 2026.







About Donaldson Company, Inc.


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260205710970/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson to Webcast Second Quarter Fiscal 2026 Earnings Conference Call

Donaldson Elects Chief Operating Officer Richard Lewis to Succeed Tod Carpenter as President and CEO as Part of Planned SuccessionJanuary 29, 2026 4:54 PM
Business Wire
Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, announced that the Company’s board of directors has elected chief operating officer Richard Lewis as president and chief executive officer, effective March 2, 2026. Lewis will succeed Tod Carpenter, who will transition to executive chairman after a career spanning 30 years at the Company, including the past 11 years as president and chief executive officer. Lewis will also join the Company’s Board.


“On behalf of the Board, we extend our sincere appreciation to Tod for his exceptional leadership and decades of service,” said Christopher Hilger, Lead Independent Director. “Under Tod’s leadership, the Company significantly expanded revenue and profit, strengthened its operating model, and created long-term shareholder value by fostering a strong, principled culture. With Rich’s deep understanding of Donaldson’s businesses and operations, the Board is confident the Company will continue to execute well and build on its long track record of success.”


Carpenter said, “Elevating Rich to the president and CEO role reflects our long-term succession planning process and comes at a time when Donaldson is in a strong position thanks to the talent, dedication, and discipline of our global team. Throughout his time with the Company, Rich has played an integral role in shaping and executing our strategy, and I am confident in his ability to lead Donaldson into its next phase of growth and value creation."


Lewis said, “I am excited about the opportunities in front of us. We have a strong leadership team, a clear strategy, and a culture deeply committed to our customers and operational excellence. I look forward to building on the momentum established under Tod’s leadership and continuing to deliver value for our employees, customers and shareholders.”


Lewis joined Donaldson in 2002 and became chief operating officer in August 2025. He has held a broad range of senior leadership roles across the Company, including overseeing global operations as senior vice president and serving as president of the Mobile Solutions and Life Sciences businesses.


About Donaldson Company, Inc.


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260129390734/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson Elects Chief Operating Officer Richard Lewis to Succeed Tod Carpenter as President and CEO as Part of Planned Succession

Donaldson Company Declares Quarterly Cash DividendJanuary 29, 2026 11:22 AM
Business Wire
Donaldson Company, Inc. (NYSE: DCI) today announced its Board of Directors declared a regular cash dividend of 30.0 cents per share. The dividend is payable February 27th, 2026, to shareholders of record on February 12th, 2026. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2025 marked the 30th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 70 years.


About Donaldson Company, Inc.


Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Diverse, skilled employees at over 150 locations on six continents partner with customers – from small business owners to R&D organizations and the world’s biggest OEM brands. Donaldson solves complex filtration challenges through three primary segments: Mobile Solutions, Industrial Solutions and Life Sciences. Additional information is available at www.Donaldson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260129033606/en/
For more information, contact:

Sarika Dhadwal (952) 887-3753

Sarika.Dhadwal@Donaldson.com


Original: Donaldson Company Declares Quarterly Cash Dividend

$DCI Q1 2025 Earnings Call Recap Video

News: $DCI Donaldson Company Reports Fourth Quarter and Full-Year 2019 Earnings

Donaldson achieved record sales of $2.85 billion in 2019, an increase of 4.0 percent from 2018 In 2019, Donaldson invested $150 million of capital and returned $229 million to shareholders Fiscal 2020 sales forecasted between a 2 percent decline and 4 percent increase ...

In case you are interested DCI - Donaldson Company Reports Fourth Quarter and Full-Year 2019 Earnings

American based company FTW! Gov't contracts and more....

Almost doubled in a year! And still growing go DCI :)

Fun fact: Donaldson has a motto where they must gain at least 10% yearly

Bring some action!

DCI valuation models show shares may be highly overvalued prior to earnings: Fair Value Analysis

Donaldson (NYSE:DCI) -10.5% AH after saying it delayed the filing of its 10-K, citing ongoing investigation related to the recognition of revenue for certain projects in its European gas turbine products business.

DCI says an investigation found that documents related to a project in the European gas turbine products business earlier this year were altered in order to inappropriately recognize revenue for certain transactions in periods earlier than would be allowable; DCI believes the transactions were valid, but revenue was inappropriately recognized in an accelerated manner.

DCI believes related financial statement misstatements were immaterial, but says the investigation is still ongoing.

http://www.marketwatch.com/story/donaldson-reports-record-third-quarter-results-2012-05-18

News Alert: Donaldson Reports Record Second Quarter Results

http://ih.advfn.com/p.php?pid=nmona&article=51300163&symbol=DCI

~ Wednesday! $DCI ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $DCI ~ Earnings expected on Wednesday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








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~ Google Finance: http://www.google.com/finance?q=DCI
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*If the earnings date is in error please ignore error. I do my best.

Donaldson Company, Inc. (Donaldson) is a manufacturer of filtration systems and replacement parts. The Company’s product mix includes air and liquid filtration systems and exhaust and emission control products. Products are manufactured at 39 plants around the world and through three joint ventures. Donaldson operates in two segments: Engine Products and Industrial Products. Products in the Engine Products segment consist of air filtration systems, exhaust and emissions systems, liquid filtration systems, and replacement filters. Products in the Industrial Products segment consist of dust, fume, and mist collectors, compressed air purification systems, air filtration systems for gas turbines, Poly tetra fluoro ethylene (PTFE) membrane-based products, and specialized air filtration systems for applications including computer hard disk drives. In January 2011, the Company announced the sale of its Ultracool chiller business, based in Terrassa, Spain, to LAUDA.

http://www.google.com/finance?q=DCI