Donaldson displayed strong financial performance with record sales and earnings, increased dividends, and strategic share repurchases. However, the company faced challenges with impairment charges in bioprocessing businesses, declines in specific market segments, and increased manufacturing costs impacting margins.

Company Guidance

During the third quarter of fiscal 2025, Donaldson Company reported record sales of $940 million, a 1% increase year-over-year, despite currency translation headwinds. The company's operating margin improved by 80 basis points compared to the previous year, driven by expense leverage, and adjusted EPS rose 8% to $0.99. In the Mobile Solutions segment, aftermarket sales made up 75-80% of the total, showing resilience despite cyclical headwinds in first-fit businesses. Industrial Solutions saw a 5% sales increase to $283 million, with Aerospace and Defense sales reaching a record $52 million. Life Sciences sales grew by 1% to $74 million, with strong performance in larger legacy businesses. Notably, Donaldson announced an 11% increase in its quarterly dividend and repurchased 2.4% of its outstanding shares, indicating confidence in long-term value creation. The impact of tariffs was reported as immaterial, with the company estimating an annual cost impact of around $35 million, which they plan to offset with supply chain and pricing adjustments.

Record Sales and Earnings

Donaldson reported record sales and record adjusted earnings for the third quarter of fiscal 2025, despite macroeconomic uncertainties. Sales rose 1% year-over-year to $940 million, and adjusted EPS was $0.99, up approximately 8% from the prior year.

Dividend Increase and Share Repurchase

An 11% increase in the quarterly dividend was announced, marking the 30th consecutive year of annual dividend increases. Additionally, Donaldson repurchased 2.4% of its outstanding shares, with a full-year expectation to repurchase between 3.5% and 4%.

Strong Performance in Aerospace and Defense

The aerospace and defense segment achieved record sales of $52 million due to robust market demand.

Growth in Mobile Solutions Aftermarket

Sales in the mobile solutions aftermarket increased by 3%, driven by mid-single-digit growth in the OE channel.

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
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 Company (DCI) report earnings?

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

What is Donaldson Company (DCI) earnings time?

Donaldson Company (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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing