Filing Flows › Donaldson (DCI) › Guidance history
Donaldson (DCI) guidance history: what it guided and what it reported
Donaldson gave guidance in 12 earnings releases on file since Nov 29, 2023. Of 3 guided periods since reported, it met or beat its own guidance twice (67%). Tax rate: 1 of 2, on average -0.3 pts against the guided midpoint. Its releases raised guidance 6 times and lowered it once.
Revenue
Met or beat 1 of 1 periods (1 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $3.8B (Aug 27, 2025) | $3.9B | above the range | +2.2% |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY25 | 15.3%–15.9% (Dec 3, 2024) → raised 15.6%–16.0% (Feb 27, 2025) | — | — | — |
Operating margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 16.6%–17.2% (Aug 26, 2026) | — | to be reported | — |
| FY26 | 15.6%–16.4% (Aug 28, 2024) → raised 16.1%–16.7% (Aug 27, 2025) | — | — | — |
| FY25 | 15.3%–15.9% (Aug 28, 2024) | — | — | — |
| FY24 | 14.7%–15.3% (Nov 29, 2023) → raised 15.0%–15.4% (Feb 28, 2024) → reaffirmed 15.0%–15.4% (Jun 4, 2024) | — | — | — |
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | 16.2%–16.8% (Dec 4, 2025) → lowered 16.0%–16.4% (Feb 26, 2026) → lowered 15.8%–16.2% (Jun 2, 2026) | — | — | — |
| FY25 | 15.6%–16.0% (Jun 3, 2025) | — | — | — |
Tax rate
Met or beat 1 of 2 periods (1 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 23.5%–25.5% (Aug 26, 2026) | — | to be reported | — |
| FY26 | 23.5%–25.5% (Aug 27, 2025) | 22.5% | below the range | -2.0 pts |
| FY25 | 23.0%–25.0% (Aug 28, 2024) → reaffirmed 23.0%–25.0% (Dec 3, 2024) → reaffirmed 23.0%–25.0% (Feb 27, 2025) | 25.4% | above the range | +1.4 pts |
| FY24 | 24.0%–26.0% (Nov 29, 2023) → lowered 24.0%–25.0% (Feb 28, 2024) → lowered 23.0%–24.0% (Jun 4, 2024) | — | — | — |
Adjusted tax rate
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | 23.5%–25.5% (Dec 4, 2025) → lowered 22.0%–24.0% (Feb 26, 2026) → reaffirmed 22.0%–24.0% (Jun 2, 2026) | — | — | — |
| FY25 | 23.0%–24.0% (Jun 3, 2025) | — | — | — |
The latest quarter
Donaldson, Q4 FY26: revenue $1.1B (+8% year over year), operating margin 16.7%, net earnings $129M, operating cash flow $200M. The chart follows the revenue to costs, profit and cash.
Questions
Does Donaldson beat its guidance?
Donaldson gave guidance in 12 earnings releases on file since Nov 29, 2023. Of 3 guided periods since reported, it met or beat its own guidance twice (67%). Tax rate: 1 of 2, on average -0.3 pts against the guided midpoint.
How often does Donaldson raise guidance?
Its earnings releases raised guidance 6 times and lowered it once since Nov 29, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.