Filing Flows › Donaldson (DCI) › Q4 FY26 › vs Q3 FY26
Donaldson (DCI) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Donaldson's revenue rose $63.7M (+6%) from $995M in Q3 FY26 to $1.1B in Q4 FY26. Gross margin 36.3% against 33.5% (+2.8 pts).
Donaldson, Q4 FY26: revenue $1.1B (+8% year over year), operating margin 16.7%, net earnings $129M, operating cash flow $200M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 36.3% | 33.5% | +2.8 pts |
| Operating margin | 16.7% | 15.6% | +1.1 pts |
| Net margin | 12.2% | 11.9% | +0.3 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.1B | $995M | $63.7M | +6% |
| Gross profit | $384M | $333M | $50.5M | +15% |
| Cost of revenue | $675M | $662M | $13.2M | +2% |
| Operating profit | $177M | $155M | $21.3M | +14% |
| Operating expenses | $207M | $178M | $29.2M | +16% |
| Pre-tax earnings | $167M | $155M | $12.1M | +8% |
| Other expense, net | $9.7M | $500K | $9.2M | 19× |
| Research & development | $19.1M | $19.2M | −$100K | -0.5% |
| SG&A | $188M | $159M | $29.3M | +18% |
| Net earnings | $129M | $118M | $11.2M | +9% |
| Income tax | $37.6M | $36.7M | $900K | +2% |
| Depreciation & amortization | $33.0M | $24.1M | $8.9M | +37% |
| Share-based compensation | $4.3M | $4.4M | −$100K | -2% |
| Working capital & other | $33.3M | −$11.2M | $44.5M | — |
| Operating cash flow | $200M | $135M | $64.5M | +48% |
Questions
How much did Donaldson's revenue grow quarter over quarter in Q4 FY26?
Donaldson's revenue rose $63.7M (+6%) from $995M in Q3 FY26 to $1.1B in Q4 FY26. Gross margin 36.3% against 33.5% (+2.8 pts).