

Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript

Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, a

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Rich Lewis, president, and chief executive officer will present at the Jefferies 2026 Global Industrials Conference on Tuesday, September 9, 2026, beginning at 9:30 a.m. ET. Brad Pogalz, chief financial officer, will present at the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026, beginning at 1:00 p.m. E.

AXQ Capital LP acquired a new position in shares of Donaldson Company, Inc. (NYSE: DCI) in the undefined quarter, according to its most recent 13F filing with the SEC. The fund acquired 37,402 shares of the industrial products company's stock, valued at approximately $3,358,000. Several other institutional investors and hedge funds have also

Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027.

Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript

Donaldson NYSE: DCI reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.

While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.