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Donaldson (NYSE:DCI) is looking for FY2026 Adj EPS of $3.92-$4.08 vs $3.67 analyst estimate..
Mobile sales are expected to be flat to up 4% year over year. Off-Road sales are projected to increase mid-single digits and On-Road sales are estimated to increase high-single digits as a result of a modest rebound following the declines in fiscal 2025. Aftermarket sales are forecast to grow low-single digits from market share gains and continued strength in vehicle utilization rates.
Industrial sales are expected to grow between 2% and 6% versus 2025. IFS sales are forecast to increase mid-single digits with strength across all businesses, including dust collection and Power Generation. Aerospace and Defense sales are projected to be about flat after cycling against a record 2025.
Life Sciences sales are forecast to grow between 1% and 5% compared with prior year driven by continued sales growth in Food & Beverage and Disk Drive.
Operating margin is expected to be between 16.1% and 16.7% versus 13.4%, or 15.7% on an adjusted basis, in 2025 driven by gross margin expansion and leverage on higher sales.
Interest expense is projected to be between $22 million and $23 million and other income is expected to be between $14 million and $18 million. Donaldson expects a fiscal 2026 effective income tax rate of between 23.5% and 25.5%.
Capital expenditures are forecast to be between $65 million and $85 million and free cash flow conversion is projected to be between 85% and 95%. For the full year, Donaldson expects to repurchase 2% to 3% of its shares outstanding.
Posted In: DCI
