Donaldson Raises FY26 EPS Outlook, Maintains Sales Growth Guidance

Donaldson Co. Inc. raised its adjusted EPS guidance for FY26 to $3.95-$4.11, up from $3.92-$4.08, while maintaining annual sales growth outlook of 1-5%. The company expects adjusted operating margin of 16.2-16.8%, up from 16.1-16.7%. Chairman Tod Carpenter said Donaldson remains on track to deliver a record FY26 with sales of $3.8 billion, incremental margin of over 40%, and high-single digit adjusted earnings growth.