
Donaldson (DCI) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Donaldson (DCI) last issued guidance on August 26, 2026 for fiscal year 2027. The company guided earnings per share in the range of $4.22 - $4.38, compared to a consensus EPS estimate of $4.4. Donaldson also guided revenue in the range of $4.1B - $4.25B for the period.
Compared to prior guidance, Donaldson raised its revenue forecast from a prior range of $3.8B - $3.88B.
Donaldson has issued 17 guidance updates between November 30, 2022 and August 26, 2026. During this period, the company raised its outlook 7 times and lowered it 2 times, providing investors with insight into management's evolving expectations.
| Metric | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.13 | $1.05 | $0.89 | $0.93 |
| Actual | $1.15 | $1.06 | $0.83 | $0.94 |
| Surprise | +1.77% | +0.95% | -6.74% | +1.08% |
| Revenue | ||||
| Estimate | $1.05B | $974.7M | $898.6M | $923.3M |
| Actual | $1.06B | $995.1M | $896.3M | $935.4M |
| Surprise | +0.98% | +2.09% | -0.25% | +1.31% |
| Metric | Q1 '27E | Q2 '27E | Q3 '27E | Q4 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.98 | $0.90 | $1.17 | $1.28 |
| Revenue | ||||
| Consensus | $1.02B | $978.7M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q4 | Aug 26, 2026 | $1.15 | $1.13 | 1.77 % |
| Q3 | Jun 2, 2026 | $1.06 | $1.05 | 0.95 % |
| Q2 | Feb 26, 2026 | $0.83 | $0.89 | -6.74 % |
| Q1 | Dec 4, 2025 | $0.94 | $0.93 | 1.08 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q4 | Aug 26, 2026 | $1.06B | $1.05B | 0.98 % |
| Q3 | Jun 2, 2026 | $995.10M | $974.73M | 2.09 % |
| Q2 | Feb 26, 2026 | $896.30M | $898.57M | -0.25 % |
| Q1 | Dec 4, 2025 | $935.40M | $923.28M | 1.31 % |