DC
Donaldson Company Inc.
DCI · Donaldson Company Inc. · Industrials
Up next day
9/12
75%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±1.0%
typical swing on earnings
Price when beating
+0.5%
avg over 10 beats
Biggest single move
+2.2%
'25.1 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Good results usually push the stock up
Up the next day 7 of 10 beats (70%)
Reaction is erratic and hard to predict
Avg +0.5% on a beat, +1.4% on a miss
vs Industrials sector avg (197 peers)
This
+0.6%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Aug 26Before open
'26.7 expectedEst. EPS $1.13
Quarter ended 4/2026
Reported 2026-06-02
Next-day move
-0.5%
After 5 days +0.6%
vs Consensus$1.05→$1.06+1.2% beat
EPS
$1.06
YoY +7%
Revenue
$1.0B
YoY +6%
Next-Q guidance
—
N/A
Price around earnings
Earnings trend · last 12 quarters
EPS$1.06YoY +7%
'23.7'26.4
Revenue$1.0BYoY +6%
'23.7'26.4
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · DCI
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