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Donaldson Company (DCI)
NYSE:DCI
Earnings Data
Report Date
Jun 03, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.94Last Year’s EPS
0.92Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -2.37%
|Next Earnings Date:Jun 03, 2025
Earnings Call Sentiment|Neutral
Donaldson demonstrated resilience and strategic focus, achieving growth in key areas and improving profitability despite challenging market conditions and currency headwinds. However, declines in industrial filtration and agricultural markets, alongside bioprocessing challenges, posed significant hurdles.Company Guidance
During the Donaldson Company's second quarter fiscal year 2025 earnings call, several key financial metrics and guidance updates were provided. Total sales for the quarter were $870 million, reflecting a 1% decrease year-over-year due to a 170 basis point negative impact from currency translation; however, sales increased by 1% in constant currency with a pricing benefit of approximately 1%. Adjusted earnings per share (EPS) for the quarter was $0.83, up 3% compared to the previous year. Operating margin expanded by 40 basis points to 15.2% as a result of disciplined expense management. For the full fiscal year 2025, the company revised its sales forecast to be flat to up 4%, influenced by foreign exchange headwinds and weaker-than-expected end markets. Mobile solutions sales are expected to range from a 1% decrease to a 3% increase, while industrial solutions sales are projected to grow between 1% and 5%, and life sciences sales are now anticipated to increase in the high single-digit range. The company maintained its adjusted EPS guidance between $3.60 and $3.68 per share, representing a 6% year-over-year increase. Capital expenditures for the year are expected to be between $85 million and $100 million, primarily focused on growth initiatives.Resilience in Challenging Market Conditions
Donaldson achieved higher sales in key higher margin businesses despite weak end market conditions. Total sales increased by 1% in constant currency, and adjusted EPS rose by 3% year-over-year to $0.83.
Strong Performance in Aerospace and Defense
The aerospace and defense segment exceeded expectations with a record demand for new equipment in commercial aerospace and strong defense orders, contributing to a 19% sales growth.
Mobile Solutions Aftermarket Success
Aftermarket sales in Mobile Solutions grew by 4% year-over-year, driven by low double-digit growth in the OE channel, showcasing strong demand and market share gains.
Continued Investment for Future Growth
Donaldson maintained robust on-time delivery rates and invested in capacity expansion, new products and technologies, while leveraging a strong balance sheet to support strategic investments.
Life Sciences Profitability Improvement
The life sciences segment saw an improvement in pre-tax profit margin, driven by cost optimization efforts and leverage on higher sales.
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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
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DCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2025 | $69.25 | $67.59 | -2.40% |
Dec 03, 2024 | $77.48 | $72.13 | -6.91% |
Aug 28, 2024 | $73.86 | $71.25 | -3.53% |
Jun 04, 2024 | $70.87 | $72.02 | +1.62% |
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.
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FAQ
When does Donaldson Company (DCI) report earnings?
Donaldson Company (DCI) is schdueled to report earning on Jun 03, 2025, TBA Not Confirmed.
What is Donaldson Company (DCI) earnings time?
Donaldson Company (DCI) earnings time is at Jun 03, 2025, TBA Not 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 (Q3) is 0.94.
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