Description

Donaldson Company Targets $4.1 Billion — Facet Reshapes The Growth Story!

Donaldson Company reported record fiscal 2026 results, with total sales reaching $3.9 billion, up 5% from 2025, while adjusted EPS increased 8% to $3.98. Operating margin expanded to a record 16%, supported by operational efficiency and execution despite macroeconomic uncertainty. Donaldson returned $250 million to shareholders through dividends and share repurchases. The May 2026 acquisition of Facet Filtration expanded Donaldson’s exposure to aerospace, defense, and power generation while adding higher-growth, higher-margin aftermarket revenue. Facet contributed approximately 3 percentage points to fourth-quarter sales growth but reduced EPS by $0.06 because of additional amortization and acquisition-related interest expense. Mobile Solutions sales increased 8% to $635 million, driven primarily by aftermarket volumes and pricing. China grew 27%, supported by OE replacement parts and new platform wins. Industrial Solutions sales rose 8% to $334 million, with Facet providing a significant contribution.