Donaldson Company (DCI) Q3 Net Income Rises 12%, Lifts Full-Year Profit View

Donaldson Company Inc. (DCI) reported a 12% rise in fiscal third-quarter net income on Tuesday, June 2, 2026, powered by strong aftermarket and OEM filtration sales. The Bloomington, Minnesota-based manufacturer said net income for the period ended April 30 climbed to $112.3 million, or 92 cents per share, from $100.4 million, or 82 cents per share, a year earlier. Revenue advanced 8% to $987.5 million, exceeding analyst estimates of $965 million. Engine segment sales rose 9%, driven by replacement filter demand in on- and off-highway markets, while industrial filtration solutions grew 6%. Donaldson raised its full-year adjusted earnings guidance to a range of $3.45 to $3.55 per share, up from $3.25 to $3.35, citing a strong order backlog. Shares gained about 3% in early trading following the announcement. The company also declared a quarterly cash dividend of 27 cents per share.