Donaldson (DCI) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.92 per share a year ago.
DCI lifts its quarterly dividend by 11.1% to 30 cents, marking 29 straight years of increases and 69 years of consistent payouts.
Donaldson Company continues to grow revenue and profits, but shares remain fairly valued and not cheap enough to warrant a 'buy' rating. Recent pullback aligns the stock with broader market performance, supporting my continued 'hold' recommendation for the foreseeable future. Growth is driven by strong aftermarket demand and Life Sciences, but headwinds remain in core industrial segments due to weak end markets.
DCI's fiscal third-quarter results are expected to benefit from solid momentum across its segments and contributions from acquisitions. However, high SG&A expenses are likely to have affected its margins.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Donaldson (DCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2025.
DCI experiences weakness in its operations due to softness in the off-road and on-road businesses. Rising expenses are added concerns.
DCI gains from strength across its segments, acquired businesses and shareholder-friendly policies.
Donaldson, Austry Outlook Donaldson, tmus Filtration Technologies, CECO Environmental and Energy Recovery have been highlighted in this Industry Outlook article.
DCI's Q2 revenues decrease 0.8% year over year due to the lackluster performances of its Mobile Solutions and Industrial Solutions segments.
Donaldson Company, Inc. (NYSE:DCI ) Q2 2025 Earnings Call Transcript February 27, 2025 10:00 AM ET Company Participants Sarika Dhadwal - Investor Relations Tod Carpenter - Chairman, President and Chief Executive Officer Brad Pogalz - Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer Rob Mason - Baird Brian Drab - William Blair Lawrence Alexander - Jefferies Stefan Diaz - Morgan Stanley Adam Farley - Stifel Operator Ladies and gentlemen, thank you for standing by. My name is Christa and I'll be your conference operator today.
The headline numbers for Donaldson (DCI) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Donaldson (DCI) came out with quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.81 per share a year ago.