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Donaldson's Record-Breaking Quarter Hides Costs

The Billion Dollar Quarter: A Closer Look at Donaldson's Fiscal Finesse Donaldson Company's record breaking quarter has set tongues wagging on Wall Street, but beneath the surface of its impressive sales and earnings lies a more nuanced reality.

The filtration maker's fiscal 2026 performance was a resounding success, with $1 billion in quarterly sales marking a new high for the company.

The numbers are undeniably impressive: an 8% jump in sales, adjusted earnings per share up 12%, and operating margin reaching an all time high of 17. 5%.

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