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DCIDonaldson Company, Inc.Sell5.2·$87.93-1.48%

Donaldson Company (DCI) Q2 2026 earnings — TrendMatrix coverage

BEAT+2.1% vs estimateEPS $1.15 vs $1.13 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.15
Estimate
$1.13
Surprise
+2.1%
Score at report (before → after)
5.76.1/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Donaldson Company (DCI) beat the $1.13 estimate with diluted EPS of $1.15 — a modest 2.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.7/10) to Hold at 6.1/10 after the report.

Current read · as of 2026-09-14

Where TrendMatrix's rating stands now

TrendMatrix currently rates DCI Sell at 5.2/10.

3 of the last 4 quarters beat the estimate; this quarter's +2.1% surprise compares with a -0.4% four-quarter average. Next scheduled report: 2026-12-03.

What supports the rating

  • Strong earnings beat streak (3/4)

What argues against it

  • Analyst target reached - limited upside remaining
  • Sector modifier (Industrials): -0.7
  • Negative momentum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$87.93
Price target
$96.00
Stop
$84.83
Upside to target
+9.2%

The stock trades at 23.2× trailing but 18.4× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.

Industrials context

DCI at TrendMatrix's latest read

Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.

Industry
Specialty Industrial Machinery
P/E (fwd)
18.4
P/E (ttm)
23.2
52-week range
$79.42$112.84
Off 52-week high
22.1%
RSI (14)
35
Volume vs avg
0.96×
Score today
5.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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