Filing Flows › Donaldson (DCI) › Q4 FY26
Donaldson (DCI) Q4 FY26 earnings results (fourth quarter fiscal 2026)
10-K filed Sep 25, 2026
Donaldson (DCI) reported revenue of $1.1B for the fourth quarter fiscal 2026 (Q4 FY26), +8% from a year earlier and +6% from the quarter before. Operating margin was 16.7%, net earnings $129M (12.2% of revenue).
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.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.1B | +6% | +8% |
| Gross profit | $384M | +15% | +13% |
| Operating profit | $177M | +14% | +16% |
| Net earnings | $129M | +9% | +13% |
| Operating cash flow | $200M | +48% | +19% |
| Free cash flow | $185M | — | +24% |
What changed
Revenue was $1.1B in Q4 FY26, up 8% year over year and up 6% from the previous quarter.
Gross margin was 36.3%, up 1.7 points from Q4 FY25. Operating profit was $0.18B, a 16.7% margin (up 1.2 points year over year). Of the extra revenue versus Q4 FY25, 32% reached operating profit, above the 15% margin then. Operating expenses grew 11% against revenue growth of 8%. The fastest-growing cost line was SG&A (+14%). Net earnings were $0.13B, up 13% year over year. The effective tax rate was 22.5%.
Operating cash flow was $0.20B (up 19% year over year), 155% of net earnings. Non-cash charges added back $0.03B of depreciation and amortization and $4.3M of share-based compensation. Working capital and other items added $0.03B. After net capital expenditures ($0.01B), free cash flow as the company reports it was $0.19B.
Questions
What was Donaldson's revenue in the fourth quarter fiscal 2026?
Donaldson (DCI) reported revenue of $1.1B for the fourth quarter fiscal 2026 (Q4 FY26), +8% from a year earlier and +6% from the quarter before.
Was Donaldson profitable in the fourth quarter fiscal 2026?
Operating profit was $177M (16.7% of revenue) and net earnings $129M.
Source: Donaldson 10-K on SEC EDGAR.