Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. Thank you for joining us and welcome to Donaldson Company Q4 twenty twenty six earnings webcast. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. I will now hand the conference over to Sarika Dodwell, senior director, investor relations. Please go ahead. Good morning. Thank you for joining Donaldson's fourth quarter fiscal twenty twenty six earnings conference call. With me today are Rich Lewis, President and CEO and Brad Pogles, Chief Financial Officer. This morning, we will provide a summary of our fourth quarter performance and our outlook for fiscal twenty twenty seven. During today's call, we will discuss non GAAP or adjusted results. The fourth quarter twenty twenty six non GAAP results exclude pretax charges of $8,900,000 including $4,200,000 of restructuring and other and $4,700,000 of business development charges. This compares to prior year pretax charges of $9,500,000 of restructuring and other. A reconciliation of GAAP to non GAAP metrics is provided within the schedules attached to this morning's press release. A quick note on the Facet acquisition. We acquired Facet on 05/04/2026. Therefore, beginning with fourth quarter results, we will report on our combined performance. For clarity and to help understand organic performance, Rich and Brad will add detail on Facet's impact in their remarks where appropriate. Please keep in mind that any forward looking statements made during this call are subject to risks and uncertainties, which are described in our press release and SEC filings. With that, I will now turn the call over to Rich. Thanks, Erica, and good morning, everyone. Fiscal twenty ...