Filing Flows › Donaldson (DCI) › Q4 FY26 › vs Q4 FY25
Donaldson (DCI) Q4 FY26 vs Q4 FY25 (year over year)
Donaldson's revenue rose $78.1M (+8%) from $981M in Q4 FY25 to $1.1B in Q4 FY26. Gross margin 36.3% against 34.5% (+1.7 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 Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Gross margin | 36.3% | 34.5% | +1.7 pts |
| Operating margin | 16.7% | 15.5% | +1.2 pts |
| Net margin | 12.2% | 11.7% | +0.6 pts |
| Free cash flow margin | 17.5% | 15.3% | +2.2 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $1.1B | $981M | $78.1M | +8% |
| Gross profit | $384M | $339M | $45.1M | +13% |
| Cost of revenue | $675M | $642M | $33.0M | +5% |
| Operating profit | $177M | $152M | $24.9M | +16% |
| Operating expenses | $207M | $187M | $20.2M | +11% |
| Pre-tax earnings | $167M | $150M | $17.2M | +11% |
| Other expense, net | $9.7M | $2.0M | $7.7M | +385% |
| Research & development | $19.1M | $22.5M | −$3.4M | -15% |
| SG&A | $188M | $165M | $23.6M | +14% |
| Net earnings | $129M | $114M | $15.0M | +13% |
| Income tax | $37.6M | $35.4M | $2.2M | +6% |
| Depreciation & amortization | $33.0M | $24.4M | $8.6M | +35% |
| Share-based compensation | $4.3M | $3.9M | $400K | +10% |
| Working capital & other | $33.3M | $25.2M | $8.1M | +32% |
| Operating cash flow | $200M | $168M | $32.1M | +19% |
| Free cash flow (company-reported) | $185M | $150M | $35.5M | +24% |
| Net capital expenditures | $14.7M | $18.1M | −$3.4M | -19% |
Questions
How much did Donaldson's revenue grow year over year in Q4 FY26?
Donaldson's revenue rose $78.1M (+8%) from $981M in Q4 FY25 to $1.1B in Q4 FY26. Gross margin 36.3% against 34.5% (+1.7 pts).