The earnings call showcased a strong financial performance with record sales and earnings, increased dividends, and successful market share gains, particularly in the aerospace and defense, and mobile solutions segments. However, challenges included an impairment charge due to bioprocessing market headwinds, higher manufacturing costs, and declines in first fit businesses.

Company Guidance -

Q4 2025

During Donaldson's Third Quarter Fiscal 2025 Earnings Call, the company reported a 1% year-over-year increase in sales, reaching $940 million, despite facing currency translation headwinds. The operating margin improved by 80 basis points compared to 2024, driven by expense leverage, and the adjusted EPS rose to $0.99, up approximately 8% from the prior year. Notably, Donaldson increased its quarterly dividend by 11% and repurchased 2.4% of its outstanding shares, contributing to a 3.3% year-to-date repurchase. The company's fiscal 2025 outlook projects a 1% to 3% total sales increase, with record operating margins between 15.6% and 16.0%, and an adjusted EPS range of $3.64 to $3.70, implying a solid 7% year-over-year increase. Key challenges included $62 million in pretax charges for intangible asset impairment and $4.2 million in restructuring costs, alongside initiatives aimed at footprint optimization and cost reduction.

Record-Breaking Sales and Earnings

Donaldson delivered record sales and record adjusted earnings despite macro uncertainties, with sales rising 1% year over year to $940 million and adjusted EPS up approximately 8% versus the prior year.

Dividend Increase and Share Buyback

Donaldson announced an 11% increase in the quarterly dividend and repurchased 2.4% of outstanding shares, highlighting strong shareholder returns.

Aerospace and Defense Performance

Aerospace and defense sales reached an all-time high of $52 million, driven by robust market demand and successful navigation of supply chain challenges.

Mobile Solutions Market Share Gains

Sales in the mobile solutions segment grew, with aftermarket parts making up 75% to 80% of sales, and strong growth observed in China, particularly in off-road sales.

Industrial Solutions Margin Improvement

The industrial solutions segment saw volume growth and sequential profitability improvement, returning operating margins to above 18%.

Donaldson Company (DCI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2025 (Q4)	1.02 / -	0.94	―	―	―
Apr 30, 2025	2025 (Q3)	0.95 / 0.99	0.92	7.61% (+0.07)	―	―
Feb 27, 2025	2025 (Q2)	0.85 / 0.83	0.81	2.47% (+0.02)
Dec 03, 2024	2025 (Q1)	0.82 / 0.83	0.75	10.67% (+0.08)
Aug 28, 2024	2024 (Q4)	0.89 / 0.94	0.78	20.51% (+0.16)
Jun 04, 2024	2024 (Q3)	0.83 / 0.92	0.76	21.05% (+0.16)
Feb 28, 2024	2024 (Q2)	0.74 / 0.81	0.75	8.00% (+0.06)
Nov 29, 2023	2024 (Q1)	0.72 / 0.75	0.75	0.00% (0.00)
Aug 29, 2023	2023 (Q4)	0.78 / 0.78	0.84	-7.14% (-0.06)
May 31, 2023	2023 (Q3)	0.74 / 0.76	0.67	13.43% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$65.30	$65.44	+0.21%
Feb 27, 2025	$68.95	$67.29	-2.41%
Dec 03, 2024	$77.14	$71.82	-6.90%
Aug 28, 2024	$73.53	$70.94	-3.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Donaldson Company (DCI) report earnings?

Donaldson Company (DCI) is schdueled to report earning on Aug 27, 2025, Before Open (Confirmed).

What is Donaldson Company (DCI) earnings time?

Donaldson Company (DCI) earnings time is at Aug 27, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DCI EPS forecast?

DCI EPS forecast for the fiscal quarter 2025 (Q4) is 1.02.

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