Donaldson Company, Inc. · NYSE:DCI
Donaldson — Q4 2026 Earnings Presentation
14 slides from Donaldson's earnings presentation, Aug 26, 2026
Slide 1: Fourth Quarter Fiscal Year 2026
DONALDSON COMPANY F O U RT H Q U ARTE R FI S CA L Y EA R 2 0 2 6 AUGUST 2026
Slide 2: Forward-Looking Statement Safe Harbor
Forward-Looking Statement Safe Harbor Statements in this presentation regarding future events and expectations, such as forecasts, plans, trends, and projections relating to the Company’s business and financial performance, are forward-looking statements within the meaning of the Private Securities
Slide 3: Invest with Donaldson
Invest with Donaldson Leader in filtration with long history of solving the most difficult filtration problems and 1 forming mission critical partnerships across global customer base Best-in-class technology and strategic organizational redesign strengthens ability to 2 drive long-term profitable gr
Slide 4: Fourth Quarter FY26 Update and Overview
Fourth Quarter FY26 Update and Overview Positioning for Long-Term Growth Delivered record fourth quarter with all-time high sales, adjusted operating margin and adjusted earnings Key Achieved a notable sequential step-up in margin performance, particularly in Industrial Solutions, as expected
Slide 5: Full-Year FY26 Overview & Highlights
Full-Year FY26 Overview & Highlights Sales ($M) Adjusted Operating Margin(1) Adjusted Diluted EPS(1) Up 3% YoY Constant Currency Basis $3.98 +8% $3,886 +30bps 16.0% $3.68 $3,691 +5% 15.7% FY25 FY26 FY25 FY26 FY25 1 FY26 2 Highlights Highlights Highlights • +2% YoY contribution from price • Adjusted
Slide 6: Fourth Quarter FY26 Overview & Highlights
Fourth Quarter FY26 Overview & Highlights Sales ($M) Adjusted Operating Margin(1) Adjusted Diluted EPS(1) Up 7% YoY Constant Currency Basis 17.5% +110bps $1,059 $1.15 $981 +8% 16.4% +12% $1.03 Q4’25 Q4’26 Q4’25 Q4’26 Q4’25 Q4’26 Highlights Highlights Highlights • +2% YoY contribution from price • Ad
Slide 7: Mobile Solutions Segment Fourth Quarter FY26 Results
Mobile Solutions Segment Fourth Quarter FY26 Results Fourth Quarter Overview Sales • Total Sales YoY: +8% reported and +8% on a constant currency basis • Sales increase driven by strong volume growth and pricing • Aftermarket sales driven by growth in all regions and in both OE and independent chann
Slide 8: Industrial Solutions Segment Fourth Quarter FY26 Results
Industrial Solutions Segment Fourth Quarter FY26 Results Fourth Quarter Overview Sales • Total Sales YoY: +8% reported and +5% on a constant currency basis • Sales increase driven by the inclusion of Facet • Industrial Filtration Solutions sales decreased due to lower dust collection new equipment v
Slide 9: Life Sciences Segment Fourth Quarter FY26 Results
Life Sciences Segment Fourth Quarter FY26 Results Fourth Quarter Overview Sales • Total Sales YoY: +10% reported and +10% constant currency basis • Higher sales driven by double-digit growth in Disk Drive and solid Food and Beverage new equipment sales • Performance by region YoY: • US/CA -1% Q4’26
Slide 10: Balance Sheet and Cash Flow Overview
Balance Sheet and Cash Flow Overview Net Debt and Financial Leverage $1,074 $1,000 1.6x 1.4x Net Debt(1) ($M) Net Debt to Adj. Highlights $800 1.3x EBITDA(1) $600 $488 1.0x $400 $304 • Adjusted free cash flow conversion(1,2) of 0.7x $200 0.5x 0.7x 136% in Q4’26; 91% in FY26 $0 0.4x • Supported by co
Slide 11: Fiscal 2027 Financial Outlook
Fiscal 2027 Financial Outlook Segment Outlook Total Company Total Sales 2% to 6% +5.5% to 9.5% Sales Growth Off-Road + Mid-single digits On-Road + High-single digits Aftermarket + Mid-single digits Total Company Mobile Solutions YoY Expansion Gross Margin Total Sales + Mid-teens Industrial Filtratio
Slide 12: Appendix
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Slide 13: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures ($ in millions, except per share amounts) (Unaudited) 13
Slide 14: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures ($ in millions, except per share amounts) (Unaudited) 14