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How Donaldson (DCI) makes money
Donaldson (DCI) made $1.1B of revenue in the fourth quarter fiscal 2026 (Q4 FY26), +8% from a year earlier. Of every dollar of revenue, 36¢ was left as gross profit, 17¢ was left as operating profit, 12¢ was left as net earnings.
Drawing the Sankey…
Where each dollar of revenue goes
| Line | Q4 FY26 | % of revenue |
|---|---|---|
| Revenue | $1.1B | 100.0% |
| Cost of revenue | $675M | 63.7% |
| Gross profit | $384M | 36.3% |
| Operating expenses | $207M | 19.6% |
| Operating profit | $177M | 16.7% |
| Income tax | $37.6M | 3.6% |
| Net earnings | $129M | 12.2% |
| Operating cash flow | $200M | 18.9% |
| Free cash flow | $185M | 17.5% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q4 FY26 | $1.1B | +8% |
| Q3 FY26 | $995M | +6% |
| Q2 FY26 | $896M | +3% |
| Q1 FY26 | $935M | +4% |
| Q4 FY25 | $981M | +5% |
| Q3 FY25 | $940M | +1% |
| Q2 FY25 | $870M | -0.8% |
From Donaldson's 10-K filed Sep 25, 2026 (on EDGAR).
Questions
How does Donaldson make money?
Donaldson (DCI) made $1.1B of revenue in the fourth quarter fiscal 2026 (Q4 FY26), +8% from a year earlier. Of every dollar of revenue, 36¢ was left as gross profit, 17¢ was left as operating profit, 12¢ was left as net earnings.
What is Donaldson's profit margin?
Net earnings were $129M, 12.2% of revenue, in the fourth quarter fiscal 2026; the operating margin was 16.7%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.