Shares of Donaldson Company Inc. (DCI) surged 7.11% in pre-market trading on Wednesday following the release of its impressive fourth-quarter results and optimistic fiscal year 2026 guidance. The filtration products maker demonstrated resilience in its business model and effective cost management strategies, beating analyst expectations for both earnings and revenue.

For the fourth quarter ended July 31, 2025, Donaldson reported adjusted earnings per share of $1.03, surpassing the analyst consensus of $1.02. The company's revenue climbed 4.8% year-over-year to $980.7 million, significantly beating the Wall Street estimate of $951.5 million. The strong performance was attributed to higher volumes, favorable currency translation, and pricing benefits across its segments.

Looking ahead, Donaldson provided an upbeat outlook for fiscal year 2026, projecting earnings per share between $3.92 and $4.08, above the Wall Street consensus of $3.89. The company expects sales to grow by 1% to 5%, with a midpoint of $3.8 billion, slightly ahead of analysts' forecasts. This positive guidance, coupled with the company's strong fourth-quarter results, has instilled confidence among investors, driving the stock's pre-market rally.