Donaldson Narrows Fiscal 2026 Earnings Guidance, Lifts Midpoint Amid Mixed Demand

Donaldson Company Inc. (NYSE: DCI) on June 2, 2026, narrowed its fiscal 2026 adjusted earnings per share guidance, lifting the midpoint while tightening the range. The filtration specialist now sees adjusted EPS of $3.25 to $3.30, up from a prior range of $3.15 to $3.35. The midpoint of $3.275 sits slightly above consensus estimates near $3.25. Revenue growth is now projected at 4% to 6% versus the earlier 3% to 7%, reflecting stronger aftermarket demand in its Engine segment offsetting softening industrial end markets. The company cited operational efficiency gains for the improved profitability outlook. The Minneapolis-based manufacturer, which reports fourth-quarter results in August, reaffirmed its commitment to returning capital to shareholders through dividends and buybacks.