DONALDSON COMPANY, INC. — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-31) · sourced from SEC EDGAR
Next earnings (estimated): Sat, May 2, 2026 — ~1 days away. Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-31 | $896M | ↑+3.0% | $93M | ↓-3.5% | 13.2% |
| 2025-10-31 | $935M | ↑+3.9% | $114M | ↑+15.1% | 16.0% |
| 2025-07-31 | $981M | ↑+4.8% | $114M | ↑+4.2% | 15.5% |
| 2025-04-30 | $940M | ↑+1.3% | $58M | ↓-49.1% | 9.3% |
| 2025-01-31 | $870M | ↓-0.8% | $96M | ↓-2.8% | 14.4% |
| 2024-10-31 | $900M | ↑+6.4% | $99M | ↑+7.5% | 14.5% |
| 2024-07-31 | $935M | ↑+6.4% | $110M | ↑+19.4% | 15.6% |
| 2024-04-30 | $928M | ↑+6.0% | $114M | ↑+21.1% | 15.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$896M
↑+3.0% +$26M YoY
Net Income
$93M
↓-3.5% -$3M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 68 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.7pts
33.4%
Operating Margin↓-1.2pts
13.2%
Net Margin↓-0.7pts
10.3%
Go deeper
DCI Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyDCI Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics