Donaldson Company (DCI) Q2 FY26 earnings call

Donaldson Company achieved record sales in Q2 FY26, driven by strong demand in Mobile Solutions and Life Sciences, and announced the strategic acquisition of Facet. Despite short-term operational challenges impacting gross and operating margins, the company reaffirmed its full-year outlook for record sales and EPS, anticipating a strong second half recovery. The leadership transition to Rich Lewis is underway, with a continued focus on technology-led filtration solutions and disciplined capital allocation.