This morning, we will provide a summary of our Q2 performance and our outlook for fiscal 2026. Donaldson Company achieved record sales in the Q2 as we worked hard to meet strong customer demand across all three of our segments. While we face short-term execution challenges in our industrial segment, we saw strength in areas such as independent aftermarket within mobile solutions and food and beverage and Disk Drive within life sciences. We also announced the acquisition of Facet, the largest acquisition in company history, which I will discuss in a few minutes.

Before I turn it over to Rich to discuss our Q2 results in more detail, I wanna touch on our recent acquisition of Facet, which we are very excited about. This acquisition complements and expands Donaldson's product portfolio, bringing high-performance fuel and fluid filtration capabilities for mission-critical applications and broadening our exposure to durable end markets, such as Aerospace and Defense and power generation. Importantly, approximately 70% of Facet's revenue are driven by recurring, regulated replacement part sales, a nice fit with our already large composition of replacement parts. Facet makes us stronger, adding nearly $110 million in sales, with gross margins and EBITDA margins significantly above our current company average.

At a high level, sales were a record $896 million, 3% above prior year, with growth across all three segments. Operating margin was 14%, down from 15.2% a year ago as a result of gross margin pressure. Volume de-leveraging, concentrated operational inefficiencies related to our production shifts to support higher demand and power generation, and footprint optimization costs negatively impacted gross margin in the quarter. Adjusted earnings per share were $0.83, flat versus the record achieved in 2025.

What went well
  • Q2 sales reached a record $896 million, up 3% year-over-year with growth across all three segments.
  • The company announced the acquisition of Facet, the largest in company history, adding nearly $110 million in sales with gross and EBITDA margins significantly above the company average and approximately 70% recurring regulated replacement-part revenue.
  • Mobile Solutions independent channel grew high single digits and China sales were up 18% for a sixth consecutive quarter of growth, driven by off-road and aftermarket.
  • Life Sciences sales grew 16% to $80 million on robust food and beverage and disk drive growth, with pre-tax margin improving to 9.3% from a loss of about 1% a year ago.
  • IFS sales grew 7% to $223 million from continued power generation strength in North America and Europe, with order books full through the fiscal year and solid bookings already loaded into the next two fiscal years.
  • Operating expenses improved to 19.7% of sales from 20% a year ago, reflecting structural cost optimization benefits and continued expense discipline.
What went wrong
  • Operating margin declined 120 basis points to 14% and gross margin fell 150 basis points to 33.7%, below expectations, driven by volume deleveraging and operational inefficiencies.
  • Power generation production startup in Mexico for large turbine systems caused a roughly 40 basis point gross margin headwind due to a protracted ramp amid surging demand.
  • Footprint optimization created about 30 basis points of gross margin pressure during the final stages of a U.S. plant closure and production transfer.
  • Aerospace and Defense sales fell 19% to $37 million on project timing primarily in defense, and Industrial Solutions pre-tax margin dropped to 11.9% from 16.1%.
  • Adjusted EPS of $0.83 was flat versus the prior-year record, and on-road sales declined 9% on continued global truck production declines.

Guidance Changes

MetricPeriodCurrent guidance
Total sales growthFY20261% to 5% (reaffirmed, ~1% pricing, ~1% currency) (reaffirmed)
Operating marginFY202616% to 16.4% (down 30 bps at midpoint), all-time high 16.2% (lowered)
EPSFY2026$3.97 (~8% above prior year) (lowered)
Free cash flow conversionFY2026approximately 90% (reaffirmed)
Mobile Solutions salesFY20262% to 6% (raised, primarily favorable currency) (raised)
Mobile aftermarket salesFY2026mid single digits (raised)
Industrial Solutions salesFY2026-1% to +3% (lowered) (lowered)
IFS salesFY2026low single digits (dust collection and hydraulics declines) (lowered)
Aerospace and Defense salesFY2026decline mid single digits (program timing) (lowered)
Life Sciences salesFY20265% to 9% (raised on currency and momentum) (raised)

Performance Breakdown

MetricYoYNote
Total sales +3% to record $896M Currency and pricing benefits partially offset by mobile and industrial volume declines
Adjusted EPS flat at $0.83 Gross margin pressure from discrete operational issues
Operating margin -120 bps to 14% Discrete operational issues and volume deleveraging hitting gross margin
Gross margin -150 bps to 33.7% ~60 bps volume deleveraging, ~40 bps power gen Mexico startup, ~30 bps footprint optimization
Mobile Solutions sales +2% to $557M Currency benefits; independent channel up high single digits offset by OE declines
Mobile Solutions pre-tax margin -60 bps to 16.8% Volume deleveraging in aftermarket OE channel and footprint optimization
Industrial Solutions sales +2% to $260M Currency benefits; IFS up 7% offset by A&D down 19%
Industrial Solutions pre-tax margin -4.2 pts to 11.9% Operational inefficiencies and footprint optimization costs
Aerospace and Defense sales -19% to $37M Project timing primarily in defense and supply chain challenges
Life Sciences sales +16% to $80M Robust food and beverage and disk drive growth
Life Sciences pre-tax margin +~10 pts to 9.3% (from ~-1%) Higher margin food and beverage and disk drive plus focused expense structure

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Power generation super cycleOrder books full through fiscal yearBooked through fiscal year-end plus solid bookings into next two fiscal years; Mexico ramp causing near-term inefficiencyImproving
Footprint optimizationBuilding benefit toward back half FY26Four plant closures, two in final phase and two closing in Q3; margin benefit feathers into FY27Progressing
M&A / Facet acquisitionStrong pipeline, appetite for M&AAnnounced largest acquisition in company history (~$110M sales, high margin), close expected within a couple quartersImproving
Aerospace and DefenseSofter defense after large project completionsDown 19% on timing and supply chain, but post-October backlog up over 20%; significant 2H step-up expectedStable
First-fit cyclical markets (ag and truck)At or near troughNear bottom of cycle with pockets of ag optimism; truck builds expected to rise in 2H calendar 2026 (FY27)Stable
Disk drive / HAMR and liquid coolingGrowing on AI and cloud demandContinued strength; HAMR ramped with an OE customer; liquid cooling for data centers a new fragmented opportunityImproving

Q&A Summary

Why is A&D guided down for fiscal 2026 and how does it compare to Facet?
A&D is down on lumpy military project timing and ongoing supply chain challenges, though post-October backlog is up over 20% with a significant 2H step-up expected; Facet plays in different parts (military fixed wing, marine) versus Donaldson's ground vehicle exposure.
Will footprint changes continue or abate into Q3 and Q4, and what does it buy you in power gen?
Four plant closures (none touching power gen) are underway; two are in final phase and two will close in Q3 with productivity ramping in Q4, with margin benefit appearing in the FY27 guide.
How did IFS orders trend and is there accelerated weakness in dust collection?
Power gen is very strong and broad-based; dust collection is about where it was in Q2, with weakness concentrated on first-fit new systems while replacement parts continue to perform well.
What are Facet's historical growth rates and the P&L impact for fiscal 2027?
Facet grows high single digits on a mix of volume and pricing, is margin and EBITDA accretive, with only a few million in procurement cost synergies expected and unmodeled revenue synergy upside.
What drove the power generation operating inefficiencies and how will they ramp?
Production was moved into the Monterrey, Mexico facility with capacity ramped through process improvements and a dramatic staffing increase; with hiring largely behind, output and productivity are expected to improve through the fiscal year.
What is the time frame for the Facet acquisition to reach acceptable return on capital?
It is more strategic than a synergy play, with cash-basis returns near the cost of capital in a five-year horizon, immediate cash generation, and GAAP earnings accretion by year two.

More on DONALDSON Co INC

Reported 2026-02-26 · figures from the DONALDSON Co INC Q2 2026 earnings call.

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