DCIDonaldson Company
- Next report
- Dec 2
- Wednesday, in 20 days · before the market opens
- EPS expected
- $0.97
- quarter ending Oct 31, 2026
- Last result
- $0.00Missed
- vs $1.05 expected on Jun 2
- Stock move on it
- +4.71%
- one session
- Price
- $87.17
- −0.77% today · $10.4B cap
Past and upcoming reports
2
| Dec 2, 2026 | Oct 31, 2026 | Before the market opens | $0.97 | not yet | |
| Jun 2, 2026 | Apr 30, 2026 | Before the market opens | $1.05 | Missed$0.00 | +4.71% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
Jun 2, 2026 report
Donaldson Company Q3 EPS misses estimate at $0.00 vs $1.05 expected
Donaldson reported Q3 EPS of $0.00, missing estimates by 100%, with shares down slightly post-earnings. The market is pricing in concerns over earnings volatility despite solid dividend coverage and institutional ownership. Investors should monitor next quarterly earnings for signs of dividend sustainability amid earnings weakness.
Reported against expected
Reported EPS was $0.00 versus an estimate of $1.05, a 100% negative surprise.
Guidance
No explicit guidance provided in the payload. next earnings report is key catalyst.
How the stock reacted
Shares declined modestly by 0.47% on the day following the earnings miss.
What changed
Q3 EPS missed estimates by 100%, reported at $0.00 versus $1.05 expected.
What the price now assumes
The market reflects concern over earnings volatility with a modest share price decline post-miss.
What it means for the business
Downgrade bias with watch on next earnings for dividend sustainability amid earnings weakness.
The next one to three months, as we saw it then
Better case20%
Dividend growth continues despite earnings volatility, supporting valuation and investor confidence.
Base case60%
Earnings remain volatile but dividend payments hold, keeping valuation range-bound.
Worse case20%
Continued EPS weakness leads to dividend cuts and multiple contraction, pressuring stock price.
If you hold it
Hold unless next quarterly EPS falls further or dividend is cut.
If you are watching
Add only if next earnings show EPS recovery or dividend growth. avoid if EPS remains at zero or dividend is cut.
Scenario odds are a judgement, not measured.