DONALDSON COMPANY, INC.
Income Statement
| Line Item | Apr 2026 | Jan 2026 | Oct 2025 | Jul 2025 | Apr 2025 | Jan 2025 | Oct 2024 | Jul 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $995.1M | $896.3M | $935.4M | $980.7M | $940.1M | $870.0M | $900.1M | $935.4M |
| Cost of Revenue | $661.7M | $596.5M | $606.6M | $641.9M | $618.2M | $564.1M | $580.5M | $600.6M |
| Gross Profit | $333.4M | $299.8M | $328.8M | $338.8M | $321.9M | $305.9M | $319.6M | $334.8M |
| Gross Margin | 33.5% | 33.4% | 35.2% | 34.5% | 34.2% | 35.2% | 35.5% | 35.8% |
| Operating Expenses | ||||||||
| Research & Development | $19.2M | $18.6M | $19.2M | $22.5M | $21.4M | $21.2M | $22.7M | $25.4M |
| SG&A Expense | $158.9M | $162.5M | $169.6M | $163.4M | $152.3M | $159.2M | $166.1M | $163.2M |
| Operating Income | $155.3M | $118.7M | $149.3M | $151.7M | $87.4M | $125.5M | $130.8M | $146.2M |
| Operating Margin | 15.6% | 13.2% | 16.0% | 15.5% | 9.3% | 14.4% | 14.5% | 15.6% |
| Interest Expense | — | — | — | — | — | — | — | — |
| Pretax Income | $154.8M | $116.6M | $147.5M | $149.7M | $87.0M | $125.0M | $130.5M | $139.4M |
| Income Tax Expense | $36.7M | $24.1M | $33.6M | $35.4M | $29.2M | $29.1M | $31.5M | $29.7M |
| Net Income | $118.1M | $92.5M | $113.9M | $114.3M | $57.8M | $95.9M | $99.0M | $109.7M |
| Net Margin | 11.9% | 10.3% | 12.2% | 11.7% | 6.1% | 11.0% | 11.0% | 11.7% |
| EPS (Basic) | $1.02 | $0.80 | $0.98 | $0.97 | $0.49 | $0.80 | $0.83 | $0.91 |
| EPS (Diluted) | $1.00 | $0.78 | $0.97 | $0.97 | $0.48 | $0.79 | $0.81 | $0.90 |
| Shares Outstanding (Basic) | 115.9M | 115.6M | 115.9M | 118.7M | 118.8M | 119.6M | 119.9M | 120.7M |
| Shares Outstanding (Diluted) | 118.1M | 117.9M | 117.8M | 120.4M | 120.3M | 121.4M | 121.9M | 122.6M |
| Dividends Per Share | $0.00 | $0.60 | $0.30 | $0.30 | $0.00 | $0.54 | $0.27 | $0.27 |