Filing Flows › Donaldson (DCI) › Q3 FY26 › vs Q2 FY26
Donaldson (DCI) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Donaldson's revenue rose $98.8M (+11%) from $896M in Q2 FY26 to $995M in Q3 FY26. Gross margin 33.5% against 33.4% (+0.1 pts).
Donaldson, Q3 FY26: revenue $995M (+6% year over year), operating margin 15.6%, net earnings $118M, operating cash flow $135M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 33.5% | 33.4% | +0.1 pts |
| Operating margin | 15.6% | 13.2% | +2.4 pts |
| Net margin | 11.9% | 10.3% | +1.5 pts |
| Free cash flow margin | 11.3% | 2.0% | +9.3 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $995M | $896M | $98.8M | +11% |
| Gross profit | $333M | $300M | $33.6M | +11% |
| Cost of revenue | $662M | $596M | $65.2M | +11% |
| Operating profit | $155M | $119M | $36.6M | +31% |
| Operating expenses | $178M | $181M | −$3.0M | -2% |
| Pre-tax earnings | $155M | $117M | $38.2M | +33% |
| Research & development | $19.2M | $18.6M | $600K | +3% |
| SG&A | $159M | $162M | −$3.6M | -2% |
| Net earnings | $118M | $92.5M | $25.6M | +28% |
| Income tax | $36.7M | $24.1M | $12.6M | +52% |
| Depreciation & amortization | $24.1M | $24.6M | −$500K | -2% |
| Share-based compensation | $4.4M | $4.6M | −$200K | -4% |
| Working capital & other | $11.2M | $88.7M | −$77.5M | -87% |
| Operating cash flow | $135M | $33.0M | $102M | +310% |
| Free cash flow (OCF − capex) | $112M | $18.0M | $94.1M | +523% |
| Capital expenditures | $23.3M | $15.0M | $8.3M | +55% |
Questions
How much did Donaldson's revenue grow quarter over quarter in Q3 FY26?
Donaldson's revenue rose $98.8M (+11%) from $896M in Q2 FY26 to $995M in Q3 FY26. Gross margin 33.5% against 33.4% (+0.1 pts).