Donaldson reports Q4 adjusted EPS $1.03, consensus $1.02

Reports Q4 revenue $981M, consensus $951.59M. “Our fourth quarter earnings results, inclusive of robust sales and profitability, represent a strong finish to a record fiscal 2025,” said Tod Carpenter, chairman, president and chief executive officer. “I would like to thank our outstanding Donaldson (DCI) team who successfully navigated the complex tariff landscape to support our customers. We also made progress on building greater structural business model efficiency through our footprint and cost optimization initiatives and operating expense management, setting the stage for higher levels of future profitability. “In fiscal 2026, we expect another year of record sales, achieving $3.8 billion. We also expect to expand gross margin while leveraging benefits from efficiency actions taken during fiscal 2025, resulting in an all-time high operating margin ahead of the fiscal 2026 target laid out one year ago. We are committed to disciplined, focused investments that drive growth across our segments, while building on our long track record of returning cash to shareholders through dividends and share repurchases. I am confident in the value Donaldson can create for all stakeholders, and our results in fiscal 2025 combined with our expectations for fiscal 2026 are clear signals of our strength.”