Donaldson (DCI) Earnings Preview: Revenue Growth Expected, Shares Lag Ahead of June 2 Report

Donaldson (NYSE:DCI) will report fiscal third-quarter earnings on June 2, 2026, before the market opens, after last quarter’s results missed profit estimates. Analysts forecast revenue of approximately $933.5 million, a 4.2% increase from a year earlier. The filtration equipment maker reported $896.3 million in sales last quarter, up 3% year-over-year, but missed adjusted operating income and EBITDA expectations. Peers Gorman-Rupp and ITT recently delivered revenue beats, though ITT shares fell. Gas and liquid handling stocks gained 5.2% on average over the past month, while Donaldson shares slipped 3.9% to $81.89. The average analyst price target is $96.40.