Verified call record已核验电话会记录 · 2026-08-26

DCI · Donaldson Company Q4 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究DCI

12 exact excerpts 条原文摘录 38 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

guidanceperformancemarginsrisksq_and_a

“Operating expense as a rate of sales is forecast to partially offset gross margin favorability as a result of the full year impact of Facet run rate expenses, as well as amortization of approximately $22 million.”

Brad Pogalz · CFOclaim_6157335c4c2fb6ab5b296958e9f62516

Exact numeric spans精确数值片段22

guidanceperformancemarginscapital_allocationq_and_a

“To that end, for fiscal 2027, at the midpoint of our guidance ranges, we are forecasting record sales of over $4.1 billion, a 7.5% increase over prior year, driven by growth in several key high-margin businesses, operating margin expansion of 90 basis points to 16.9%, earnings per share of roughly $4.30, including approximately $0.12 of dilution from Facet, and free cash flow conversion of approximately 95%-105%, which is important as we maintain our commitment to return value to our shareholders.”

Rich Lewis · CEOclaim_e22da7474cc523e38beb101c936ce3a7

Exact numeric spans精确数值片段20274.1 billion7.5%9016.9%4.300.1295%-105%

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录38 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执50 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_e22da7474cc523e38beb101c936ce3a7`	quote	18	0–502	`5f733cc3d56b68…`
`claim_f116faec6867324ee21ff14ba5f9632b`	numeric	18	24–28	`5313e5bf17148d…`
`claim_29586cbe677cefa409d3b3859c897c0a`	numeric	18	111–122	`c23a90204c3c4a…`
`claim_d4ef352a2164e26abe4bfd70b03e3dc8`	numeric	18	126–130	`333bc93441b4c1…`
`claim_4bfe549c0ef628d213a64b4cde2e8bd0`	numeric	18	243–245	`69f59c273b6e66…`
`claim_91d179716bb1754c5eb8713b11d871a6`	numeric	18	262–267	`358971b941b4fc…`
`claim_cf0933c0c34c810de98b9c020618a2fb`	numeric	18	300–304	`bc27f3b2d541d4…`
`claim_118f4580b9d5acc61d816914b3cf779e`	numeric	18	331–335	`4469f737b2dd80…`
`claim_0594d8f436677103dc036a78b17383a4`	numeric	18	407–410	`e747bb4115cdd3…`
`claim_d427858c8aac888e5744a4763df72993`	numeric	18	410–415	`6642ebb71f4912…`
`claim_6157335c4c2fb6ab5b296958e9f62516`	quote	32	219–431	`96ab7121cb6edb…`
`claim_9fd932c31ba782387843258161808134`	numeric	32	420–422	`785f3ec7eb32f3…`