Donaldson Company reported fiscal 2026 fourth-quarter adjusted earnings and revenue that exceeded analyst estimates, helped by higher volumes, stronger pricing, and a favorable product mix. The company also issued a fiscal 2027 outlook calling for sales growth across its segments, with management guiding to mid single digit sales growth and an operating margin range of 16.6% to 17.2%. As part of that outlook, Donaldson plans to repurchase about 1% of its shares, even as recent earnings estimates have been revised lower. The company's narrative projects $4.5 billion in revenue and $594.0 million in earnings by 2029, requiring 6.1% yearly revenue growth and a $155.2 million earnings increase from $438.8 million today, and yields a $98.80 fair value, a 13% upside to its current price.
Donaldson Company IncDonaldson beat fiscal 2026 Q4 earnings and revenue estimates and guided to mid single digit sales growth with a 16.6%-17.2% operating margin.
