MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Rich Lewis, president, and chief executive officer will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Florida on Wednesday, March 4, beginning at 10:25 a.m. ET. About Donaldson Company Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions,. ...

Core Viewpoint - Donaldson Company, Inc. (NYSE: DCI) is a significant player in the filtration industry, providing technology-driven filtration products and solutions across various sectors, which helps maintain a strong competitive position [1] Price Target Trends - The consensus price target for DCI has been increasing, with the average target rising to $109.67 last month from $105.86 last quarter and $95.58 last year, indicating growing analyst optimism about the company's stock performance [2][5] - Analyst Nathan Jones from Stifel Nicolaus has set a contrasting price target of $51 for Donaldson's stock, highlighting the variability in analyst opinions [4] Financial Performance - Donaldson reported GAAP net earnings of $92.5 million for Q2 of fiscal year 2026, a decline from $95.9 million in the same quarter the previous year, with earnings per share (EPS) decreasing slightly to $0.78 from $0.79 [3] - The financial results included $6.7 million of pre-tax, non-recurring charges, which may have impacted the earnings figures [3][5] Market Position - Despite the slight decline in earnings, Donaldson maintains a strong industry position due to its diverse market presence across sectors such as construction, mining, agriculture, and aerospace [1][5]

Donaldson Company (NYSE:DCI) Q2 2026 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAdam Farley - Equity Research AssociateAngel Castillo - Executive DirectorBrad Pogalz - Chief Financial OfficerBrian Drab - Partner, Co-Group Head – IndustrialsRich Lewis - Incoming President and CEOSarika Dhadwal - Head of Investor RelationsTim Thein - Managing DirectorTod Carpenter - Chairman, President, and CEOConference Call ParticipantsBryan Blair - Managing Director and Senior AnalystLaurence Alexander ...

D O N AL D S O N C O M P AN Y SECOND QUARTER FISCAL YEAR 2026 F E B RUA RY 2 0 2 6 Forward-Looking Statement Safe Harbor Statements in this presentation regarding future events and expectations, such as forecasts, plans, trends, and projections relating to the Company's business and financial performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are identified by words or phrases such as "will likely result," "are expected to," "will conti ...

Management to Host Conference Call on Friday, February 27, 2026, at 9:00 a.m. Eastern timeBALLERUP, Denmark, Feb. 24, 2026 (GLOBE NEWSWIRE) -- LiqTech International, Inc. (NASDAQ: LIQT), a leading clean technology company specializing in advanced filtration systems, will report fourth quarter and fiscal year 2025 for the period ended December 31, 2025, on Friday, February 27, 2026, before the market opens. The Company has scheduled a conference call that same day, Friday, February 27, 2026, at 9:00 a.m. Eas ...

MINNEAPOLIS--(BUSINESS WIRE)-- #Filtration--Donaldson Company, Inc. (NYSE: DCI), a global leader in technology-led filtration products and solutions, today announced the launch of ArmorSealâ"¢, its nextgeneration air filtration technology. The ArmorSeal technology builds on decades of Donaldson leadership in air filtration, from Axial Seal to the industry-defining RadialSealâ"¢ and now to a new standard designed for today's most demanding operating environments. As offhighway, construction, and heavyduty eq ...

Summary of Parker Hannifin Conference Call Company Overview - **Company**: Parker Hannifin - **Industry**: Aerospace and Industrial Technologies Key Points Order Trends and Business Performance - Parker Hannifin reported a positive trend in orders, particularly in aerospace, which has seen four consecutive years of double-digit organic growth [4][5] - Industrial orders have also turned positive, with North America experiencing a 7% increase [5] - The company has shifted focus towards longer cycle businesses, contributing to the positive order trends [5] - Construction and power generation sectors have shown signs of recovery, with construction orders turning positive [6] Pricing and Cost Management - The company has effectively managed pricing versus costs, particularly in light of tariff uncertainties [7] - Parker Hannifin employs a local-for-local manufacturing strategy to mitigate tariff impacts, allowing for efficient procurement and inventory management [12][13] - The company aims to maintain margins and EPS despite external cost pressures [13] Win Strategy and Continuous Improvement - The Win Strategy has been a long-standing initiative focused on operational excellence and continuous improvement [22] - The strategy has evolved over 26 years, with ongoing efforts to eliminate waste and improve efficiency [23] - Recent acquisitions have benefited from the Win Strategy, enhancing their operational performance [24] Growth Projections - The company is guiding for 5% organic growth at the midpoint for FY 2026, aligning with its historical growth framework of 4-6% [36] - Aerospace is expected to continue strong growth, although double-digit growth may become challenging due to tougher comparisons [32][35] - Industrial sectors are showing signs of life, with positive trends in construction and industrial equipment [35] International Market Performance - Asia Pacific has shown strength, particularly in electronics and semiconductors, while Europe has recently posted its first organic growth after seven quarters of decline [87][88] - Latin America remains a challenging market, but the team has achieved record margins despite difficulties [93] Data Centers and Mega Projects - Data center projects are contributing positively to growth, although they remain a small part of the overall business [99][100] - The company has seen benefits from infrastructure builds and mega projects, which have helped maintain a positive outlook [65] Supply Chain and Customer Relationships - Supply chain conditions have improved, with less disruption reported compared to previous years [105] - Strong partnerships with aerospace customers have enhanced the company's ability to meet demand and improve service offerings [106] Future Innovations and Trends - The company is focused on next-generation aircraft and increasing electronic integration across its product lines [198] - Parker Hannifin aims to leverage its strong position in aerospace to secure future contracts and capitalize on emerging trends [198] Financial Health and Acquisition Strategy - Parker Hannifin's balance sheet remains strong, with significant cash flow generation allowing for potential acquisitions [176] - The company emphasizes thoughtful acquisitions that align with its strategic goals and operational synergies [177] Conclusion - Parker Hannifin is positioned for continued growth through strategic focus on aerospace, effective cost management, and a commitment to operational excellence. The company remains optimistic about future opportunities while navigating economic uncertainties.

Core Insights - Atmus Filtration Technologies reported a disciplined execution in challenging global markets, with a focus on the recent acquisition of Koch Filter, which establishes a new Industrial Solutions segment [3][2] Financial Performance - Q4 sales reached $447 million, a 9.8% increase driven by approximately 5% pricing and 4% volume growth, while full-year revenue was $1.764 billion, up 5.7% [4][9] - Adjusted EBITDA for Q4 was $85 million with a margin of 19.1%, and for the full year, adjusted EBITDA increased to $354 million with a margin of 20% [12][13] - The company reported adjusted EPS of $0.66 for Q4 and $2.73 for the full year, reflecting improvements in working capital [12][13] Acquisition and Strategic Developments - The acquisition of Koch Filter closed in early January, contributing to the establishment of an industrial air filtration platform and a new reporting segment [2][5] - Atmus is focusing on integrating Koch Filter and evaluating opportunities in industrial air, liquids, and water filtration [8] Growth Strategy - The company reiterated its "four-pillar growth strategy," which includes expanding into industrial filtration, enhancing aftermarket growth, and improving supply chain transformation [6][7][8] - Atmus plans to broaden coverage for its products through new distributors and partnerships with global OEMs [7] 2026 Outlook - For 2026, Atmus expects Power Solutions revenue to be between $1.79 billion and $1.85 billion, and Industrial Solutions revenue to be between $155 million and $165 million, contributing to total revenue guidance of $1.945 billion to $2.015 billion [20] - The company anticipates modest growth in Power Solutions and favorable market conditions for Industrial Solutions, with pricing expected to contribute approximately 1% to revenue growth [18][19] Regulatory Considerations - Atmus is monitoring regulatory developments related to greenhouse gas standards and expects NOx standards to remain in place for the 2027 engine launch [23]

Core Insights - Atmus Filtration Technologies achieved a 5.7% full-year revenue growth by leveraging strong market outperformance and favorable pricing to offset soft global demand conditions [5] - The company established a new Industrial Solutions segment through the acquisition of Cook Filter, marking a strategic pivot into industrial air filtration markets [5] - A new NanoNet N3 media technology was launched, securing industry recognition and driving growth in first-fit market share with global OEMs [5] Financial Performance - Projected total revenue for 2026 is between $1,945 million and $2,015 million, representing a 10% to 14% increase largely driven by the Cook Filter integration [5] - Recorded a one-time $8 million asset impairment charge in Q4 related to specific manufacturing equipment idling [5] - Incurred $16 million in one-time separation costs during 2025 following the spin-off from its former parent company [5] Strategic Initiatives - Completed the transition to a direct global distribution network, enhancing control over customer experience and optimizing aftermarket availability [5] - Expanded aftermarket presence by adding new distributors in independent and retail channels to broaden the reach of Fleetguard and Cook Filter brands [5] - Management plans to prioritize the integration of Cook Filter before pursuing further bolt-on M&A in liquid or water filtration [5] Market Outlook - Anticipating a recovery in Power Solutions in the second half of 2026, supported by an expected pre-buy ahead of 2027 EPA NOx emission standards [5] - Expects Industrial Solutions revenue of $155 million to $165 million, with high-teens growth projected in the data center vertical [5][7] - Guidance assumes a 1% revenue tailwind from a weakening U.S. dollar and approximately 1% growth from core base pricing actions [5]

Financial Data and Key Metrics Changes - Sales for Q4 2025 were $447 million, a 9.8% increase from $407 million in Q4 2024, driven by pricing, higher volumes, and favorable foreign exchange [10][16] - Full year sales reached $1.764 billion, up 5.7% from $1.67 billion in 2024, supported by higher volumes and pricing actions [11][18] - Adjusted EBITDA for Q4 was $85 million (19.1% margin), compared to $78 million (19.1% margin) in the prior year [10][18] - Full year adjusted EBITDA was $354 million (20% margin), up from $330 million (19.7% margin) in 2024 [11][20] - Adjusted earnings per share for Q4 was $0.66, compared to $0.58 in the previous year [10][18] - Full year adjusted EPS was $2.73, an increase from $2.50 in 2024 [11][20] Business Line Data and Key Metrics Changes - The company will report on two segments in 2026: Power Solutions and Industrial Solutions, following the acquisition of Koch Filter [4] - The Power Solutions segment is expected to generate revenue between $1.79 billion and $1.85 billion, reflecting a 3% increase at the midpoint from the previous year [14] - The Industrial Solutions segment is projected to generate revenue between $155 million and $165 million, including one week of sales from Koch Filter [14][25] Market Data and Key Metrics Changes - The heavy-duty market is expected to be flat to up 10% compared to 2025, while the Industrial Solutions segment is anticipated to contribute 1%-4% to growth in 2026 [12][14] - Overall pricing is expected to provide approximately 1% of revenue growth, with a weaker U.S. dollar contributing an additional 1% revenue tailwind [13][14] Company Strategy and Development Direction - The company is focused on a four-pillar growth strategy: growing share in first fit, accelerating profitable growth in the aftermarket, transforming the supply chain, and expanding into industrial filtration markets [7][9] - The acquisition of Koch Filter is expected to enhance the company's industrial air filtration platform and provide opportunities for organic and inorganic growth [4][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate challenging global markets and achieve strong performance through disciplined execution [3][22] - The outlook for 2026 includes expectations for continued strong operational performance and investment for growth, with total company revenue projected to increase by 10%-14% [14][22] Other Important Information - The company returned $78 million to shareholders in 2025, consisting of $61 million in share buybacks and $17 million in dividends [5] - The company has $69 million remaining on its share repurchase authorization and expects to repurchase $20-$40 million in 2026 [5] Q&A Session Summary Question: Update on Koch Filter acquisition and data center growth - Management indicated that 8% of revenue is tied to data centers, with growth in that market expected to be in the high-teens rate [24][27] Question: Impact of tariffs on pricing - Management clarified that the 1% pricing expectation is core pricing, not directly related to tariffs, and adjustments will be made if tariff costs change [28][29] Question: Opportunities for insourcing filtration media at Koch - Management highlighted that synergies from the acquisition will primarily come from procurement and innovation workshops to enhance product offerings [33][36] Question: Outlook for off-highway markets - Management expects the off-highway markets to remain flat year-over-year, with more impact seen in the aftermarket business [37][38] Question: Adjusted EBITDA guidance and self-help levers - Management noted that the flat year-over-year adjusted EBITDA reflects strong incremental growth and ongoing evaluations for cost reductions [48][50]