The earnings call for Donaldson Company highlighted strong financial performance in fiscal 2025 with record sales and profit margins. Mobile and industrial solutions segments performed well, and there is a positive outlook for fiscal 2026. However, there are challenges such as declining on-road sales, tariff-related inflation impacts, uncertain market conditions in China, and delays in bioprocessing commercialization.

Company Guidance

During the Donaldson Company Q4 FY 2025 earnings call, the company provided robust guidance for fiscal 2026, projecting total sales of $3.8 billion, which represents a 3% increase, and an all-time high operating margin of 16.4%. They anticipate record earnings of $4 per share, reflecting a 9% earnings growth. This outlook is supported by anticipated sales growth across all segments, with mobile solutions sales expected to be flat to up 4%, industrial solutions projected to grow between 2-6%, and life sciences sales expected to increase by 1-5%. Donaldson also plans a 30% increase in connected machines in their industrial solutions segment. The company emphasized strong structural cost reductions and strategic investments in R&D and new technologies, forecasting capital expenditures between $65 million and $85 million. Additionally, Donaldson aims to repurchase 2-3% of outstanding shares while maintaining a consistent dividend growth strategy, marking the thirtieth consecutive year of increases.

Record Sales and Profit Margins

Fiscal 2025 marked a record year for Donaldson Company with sales reaching $3.7 billion, the highest in the company's history. Operating profit margin expanded to a record 15.7% with an incremental margin of nearly 30%.

Strong Performance in Mobile and Industrial Solutions

Mobile solutions achieved record results with a 2% increase in total sales to $588 million, driven by a 3% increase in aftermarket sales. Industrial solutions sales rose 8% to $310 million, with IFS sales growing 11%.

Life Sciences Growth

Life Sciences achieved over 20% growth in food and beverage sales, with significant advancements in the bioprocessing segment through the launch of the Purexa portfolio.

Positive Outlook for Fiscal 2026

Donaldson projects another record year in fiscal 2026 with total sales of $3.8 billion and an all-time high operating margin of 16.4%.

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

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DCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 26, 2025	2026 (Q1)	0.92 / -	0.83	―	―	―
Aug 27, 2025	2025 (Q4)	1.02 / 1.03	0.94	9.57% (+0.09)
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)

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
Aug 27, 2025	$75.63	$82.14	+8.61%
Apr 30, 2025	$65.03	$65.17	+0.22%
Feb 27, 2025	$68.66	$67.02	-2.39%
Dec 03, 2024	$76.82	$71.52	-6.90%

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 (DCI) report earnings?

Donaldson (DCI) is schdueled to report earning on Nov 26, 2025, Before Open (Confirmed).

What is Donaldson (DCI) earnings time?

Donaldson (DCI) earnings time is at Nov 26, 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 2026 (Q1) is 0.92.

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