Spoken Alpha
DCI
DONALDSON Co INC
Overview
Donaldson Company manufactures filtration products and solutions for mobile equipment, industrial applications, and life sciences markets.
DONALDSON Co INC is a Industrials company operating in Specialty Industrial Machinery with a $9.91B market cap.
DCI beat consensus EPS by 0.0% in Q2 FY2026, reported Jun 1, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-12-0426 Q&A exchanges
- Q4 FY2025Earnings2025-08-2728 Q&A exchanges
- Q3 FY2025Earnings2025-06-0342 Q&A exchanges
- Q2 FY2025Earnings2025-02-2725 Q&A exchanges
- Q1 FY2025Earnings2024-12-0324 Q&A exchanges
- Q4 FY2024Earnings2024-08-2825 Q&A exchanges
- Q3 FY2024Earnings2024-06-0419 Q&A exchanges
- Q2 FY2024Earnings2024-02-2811 Q&A exchanges
- Q1 FY2024Earnings2023-11-2924 Q&A exchanges
- Q4 FY2023Earnings2023-08-2921 Q&A exchanges
- Q3 FY2023Earnings2023-05-3112 Q&A exchanges
- Q2 FY2023Earnings2023-03-0119 Q&A exchanges
- Q1 FY2023Earnings2022-11-3019 Q&A exchanges
- Q4 FY2022Earnings2022-08-3131 Q&A exchanges
- Q3 FY2022Earnings2022-06-019 Q&A exchanges
- Q2 FY2022Earnings2022-03-0221 Q&A exchanges
- Q1 FY2022Earnings2021-12-0121 Q&A exchanges
- Q4 FY2021Earnings2021-09-0223 Q&A exchanges
- Q3 FY2021Earnings2021-06-0228 Q&A exchanges
- Q2 FY2021Earnings2021-02-2627 Q&A exchanges
- Q1 FY2021Earnings2020-12-0335 Q&A exchanges
History
Earnings history
- Q2 FY20262026-06-01EPS$1.06 vs $1.05+0.9%Rev$995.1M vs ——EODHD
- Q1 FY20262026-02-25EPS$0.83 vs $0.90-7.8%Rev$896.3M vs ——EODHD
- Q4 FY20252025-08-26EPS$1.03 vs $1.02+1.0%Rev$980.7M vs ——EODHD
- Q3 FY20252025-06-02EPS$0.99 vs $0.95+4.2%Rev$940.1M vs ——EODHD
- Q2 FY20252025-02-26EPS$0.83 vs $0.85-2.4%Rev$870.0M vs ——EODHD
- Q1 FY20252024-12-02EPS$0.83 vs $0.82+1.2%Rev$900.1M vs ——EODHD
- Q4 FY20242024-08-27EPS$0.94 vs $0.89+5.6%Rev$935.4M vs ——EODHD
- Q3 FY20242024-06-03EPS$0.92 vs $0.84+9.5%Rev$927.9M vs ——EODHD
- Q2 FY20242024-02-27EPS$0.81 vs $0.74+9.5%Rev$876.7M vs ——EODHD
- Q1 FY20242023-11-28EPS$0.75 vs $0.72+4.2%Rev$846.3M vs ——EODHD
- Q4 FY20232023-08-28EPS$0.78 vs $0.780.0%Rev$879.5M vs ——EODHD
- Q3 FY20232023-05-30EPS$0.76 vs $0.74+2.7%Rev$875.7M vs ——EODHD
- Q2 FY20232023-02-28EPS$0.75 vs $0.68+10.3%Rev$828.3M vs ——EODHD
- Q1 FY20232022-11-29EPS$0.75 vs $0.70+7.1%Rev$847.3M vs ——EODHD
- Q4 FY20222022-08-30EPS$0.84 vs $0.840.0%Rev$890.0M vs ——EODHD
- Q3 FY20222022-05-31EPS$0.67 vs $0.72-6.9%Rev$853.2M vs ——EODHD
- Q2 FY20222022-03-01EPS$0.57 vs $0.62-8.1%Rev$802.5M vs ——EODHD
- Q1 FY20222021-11-30EPS$0.61 vs $0.55+10.9%Rev$760.9M vs ——EODHD
- Q4 FY20212021-09-01EPS$0.66 vs $0.660.0%Rev$773.1M vs ——EODHD
- Q3 FY20212021-06-01EPS$0.66 vs $0.58+13.8%Rev$765.0M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-06-01 | $1.06 | $1.05 | +0.9% | $995.1M | — | — | EODHD |
| Q1 FY2026 | 2026-02-25 | $0.83 | $0.90 | -7.8% | $896.3M | — | — | EODHD |
| Q4 FY2025 | 2025-08-26 | $1.03 | $1.02 | +1.0% | $980.7M | — | — | EODHD |
| Q3 FY2025 | 2025-06-02 | $0.99 | $0.95 | +4.2% | $940.1M | — | — | EODHD |
| Q2 FY2025 | 2025-02-26 | $0.83 | $0.85 | -2.4% | $870.0M | — | — | EODHD |
| Q1 FY2025 | 2024-12-02 | $0.83 | $0.82 | +1.2% | $900.1M | — | — | EODHD |
| Q4 FY2024 | 2024-08-27 | $0.94 | $0.89 | +5.6% | $935.4M | — | — | EODHD |
| Q3 FY2024 | 2024-06-03 | $0.92 | $0.84 | +9.5% | $927.9M | — | — | EODHD |
| Q2 FY2024 | 2024-02-27 | $0.81 | $0.74 | +9.5% | $876.7M | — | — | EODHD |
| Q1 FY2024 | 2023-11-28 | $0.75 | $0.72 | +4.2% | $846.3M | — | — | EODHD |
| Q4 FY2023 | 2023-08-28 | $0.78 | $0.78 | 0.0% | $879.5M | — | — | EODHD |
| Q3 FY2023 | 2023-05-30 | $0.76 | $0.74 | +2.7% | $875.7M | — | — | EODHD |
| Q2 FY2023 | 2023-02-28 | $0.75 | $0.68 | +10.3% | $828.3M | — | — | EODHD |
| Q1 FY2023 | 2022-11-29 | $0.75 | $0.70 | +7.1% | $847.3M | — | — | EODHD |
| Q4 FY2022 | 2022-08-30 | $0.84 | $0.84 | 0.0% | $890.0M | — | — | EODHD |
| Q3 FY2022 | 2022-05-31 | $0.67 | $0.72 | -6.9% | $853.2M | — | — | EODHD |
| Q2 FY2022 | 2022-03-01 | $0.57 | $0.62 | -8.1% | $802.5M | — | — | EODHD |
| Q1 FY2022 | 2021-11-30 | $0.61 | $0.55 | +10.9% | $760.9M | — | — | EODHD |
| Q4 FY2021 | 2021-09-01 | $0.66 | $0.66 | 0.0% | $773.1M | — | — | EODHD |
| Q3 FY2021 | 2021-06-01 | $0.66 | $0.58 | +13.8% | $765.0M | — | — | EODHD |
Source: EODHD. DCI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks DCI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.61 | $0.71 | -14.0% | -4.4% | -3.2% |
| Q4 FY2026 | $0.72 | $0.86 | -16.5% | -6.7% | -4.5% |
| Q3 FY2026 | $0.55 | $0.66 | -17.1% | -4.1% | -2.8% |
| Q2 FY2026 | $0.60 | $0.71 | -15.6% | -6.3% | -6.3% |
| Q1 FY2025 | $0.50 | $0.69 | -28.0% | +1.3% | +1.4% |
| Q4 FY2025 | $0.68 | $0.82 | -16.9% | +1.0% | +1.2% |
| Q3 FY2025 | $0.73 | $0.87 | -16.0% | -7.5% | -4.6% |
| Q2 FY2025 | $0.64 | $0.83 | -22.5% | -3.0% | -5.6% |
| Q1 FY2024 | $0.75 | $1.02 | -26.8% | -5.9% | -5.5% |
| Q4 FY2024 | $0.68 | $0.91 | -25.5% | +1.8% | -0.2% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Tod E CarpenterCEO9 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Bradley J PogalzCFO8 mono recorded callsCurrentSample
CFO since 2025 • 1/4 beats (25%) • last guidance cut Q3 FY2026
- Bart C DriesenPresident9 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Richard Brent LewisPresident9 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Guillermo BrisenoPresident9 mono recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Amy C BeckerChief Legal Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for DCI.
$ curl https://api.spokenalpha.com/v1/companies/DCIFAQ
Frequently asked about DCI
Where can I find DONALDSON Co INC's (DCI) earnings call transcripts?
Spoken Alpha indexes DCI's earnings call transcripts at https://spokenalpha.com/companies/DCI. Each call links to attributed speakers and parsed analyst Q&A.
When was DONALDSON Co INC's most recent earnings call?
DONALDSON Co INC (DCI) held its most recent earnings call on 2025-12-04, covering fiscal Q1 2026.
What sector is DCI in?
DONALDSON Co INC (DCI) operates in the Industrials sector (Specialty Industrial Machinery industry).