Q4 2026 Earnings

EX-99.1 2 a991pr20260731.htm EX-99.1 Document Exhibit 99.1 Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings Fiscal 2027 Guidance Projects All-Time High Sales and EPS; Operating Margin Expansion Fourth Quarter Fiscal 2026 Highlights (All comparisons against the fourth quarter fiscal 2025 unless otherwise noted) • Sales of $1.1 billion, up 8.0% • Generally accepted accounting principles (GAAP) earnings per share (EPS) 1 of $1.10, up 13.4%; adjusted EPS 2,3 of $1.15, up 11.7%, including $0.06 of dilution from Facet • Significantly improved Industrial Solutions operational performance with a 300 basis point sequential improvement in earnings before tax (EBT) margin • Facet operating performance consistent with expectations, contributing about $30 million in sales and generating favorable mix to enterprise gross margin • Returned approximately $37 million to share...