Filing Flows › Donaldson (DCI) › Q3 FY26 › vs Q3 FY25
Donaldson (DCI) Q3 FY26 vs Q3 FY25 (year over year)
Donaldson's revenue rose $55.0M (+6%) from $940M in Q3 FY25 to $995M in Q3 FY26. Gross margin 33.5% against 34.2% (-0.7 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 Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 33.5% | 34.2% | -0.7 pts |
| Operating margin | 15.6% | 9.3% | +6.3 pts |
| Net margin | 11.9% | 6.1% | +5.7 pts |
| Free cash flow margin | 11.3% | 7.6% | +3.7 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $995M | $940M | $55.0M | +6% |
| Gross profit | $333M | $322M | $11.5M | +4% |
| Cost of revenue | $662M | $618M | $43.5M | +7% |
| Operating profit | $155M | $87.4M | $67.9M | +78% |
| Operating expenses | $178M | $234M | −$56.4M | -24% |
| Pre-tax earnings | $155M | $87.0M | $67.8M | +78% |
| Research & development | $19.2M | $21.4M | −$2.2M | -10% |
| SG&A | $159M | $152M | $6.6M | +4% |
| Net earnings | $118M | $57.8M | $60.3M | +104% |
| Income tax | $36.7M | $29.2M | $7.5M | +26% |
| Depreciation & amortization | $24.1M | $24.6M | −$500K | -2% |
| Share-based compensation | $4.4M | $3.7M | $700K | +19% |
| Working capital & other | $11.2M | −$1.6M | $12.8M | — |
| Operating cash flow | $135M | $87.7M | $47.7M | +54% |
| Free cash flow (OCF − capex) | $112M | $71.4M | $40.7M | +57% |
| Capital expenditures | $23.3M | $16.3M | $7.0M | +43% |
Questions
How much did Donaldson's revenue grow year over year in Q3 FY26?
Donaldson's revenue rose $55.0M (+6%) from $940M in Q3 FY25 to $995M in Q3 FY26. Gross margin 33.5% against 34.2% (-0.7 pts).