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Donaldson Company (DCI)
NYSE:DCI
Earnings Data
Report Date
Aug 27, 2025Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.01Last Year’s EPS
0.94Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
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 -
Q3 2025
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%.
DCI Earnings History
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 1.01.