DCI

In the past six months, Donaldson's stock was impacted by several key events. The company reported record fourth-quarter and full-year fiscal 2026 sales and earnings in August 2026, with Q4 sales surpassing $1 billion and full-year sales reaching approximately $3.9 billion, a 5.3% increase from the previous year. Adjusted EPS for Q4 fiscal 2026 was $1.15, up 11.7% year-over-year, and full-year adjusted EPS was $3.98, up 8.2% from fiscal 2025. This strong performance led to a positive outlook for fiscal 2027, projecting sales growth of 5.5-9.5%. The acquisition of Facet Filtration in June 2026 for $829 million expanded Donaldson's presence in high-margin process filtration for the energy sector, though it was initially dilutive to Q4 fiscal 2026 EPS by $0.06. Insider trading activity, including sales by the CEO and CFO after option exercises, was reported in September 2026. The stock price gained 3.05% over the past six months.