Donaldson Company, Inc. (NYSE:DCI ) Q1 2025 Earnings Conference Call December 3, 2024 10:00 AM ET Company Participants Tod Carpenter - Chairman, President, Chief Executive Officer Brad Pogalz - Chief Financial Officer Scott Robinson - Former CFO, Strategic Advisor Sarika Dhadwal - Senior Director of Investor Relations Conference Call Participants Angel Castillo - Morgan Stanley Bryan Blair - Oppenheimer Brian Drab - William Blair Dan Rizzo - Jeffries Adam Farley - Stifel Rob Mason - Baird Operator Thank you for standing by. And welcome to the Donaldson Company First Quarter Fiscal Year 2025 Earnings Conference Call.
Although the revenue and EPS for Donaldson (DCI) give a sense of how its business performed in the quarter ended October 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Donaldson (DCI) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.75 per share a year ago.
Evaluate the expected performance of Donaldson (DCI) for the quarter ended October 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
DCI is set to benefit from strong momentum in its segments. However, increasing costs and expenses remain a concern.
Upgraded Donaldson Company, Inc. to a Buy rating in July due to growing margins, strong volumes, and bullish fundamentals in key segments. Despite trailing the S&P's return, recent technical indicators and MACD crossover suggest a potential rally for DCI in the coming months. Donaldson's robust dividend growth, driven by consistent earnings growth and effective capital allocation, underscores the company's fundamental strength.
DCI is set to open a distribution center in Mississippi, which will boost its ability to meet increasing customer demand in the mobile solutions aftermarket.
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
DCI launches filtration services in France, Germany and Austria to expand its presence in the food and beverage markets.
DCI's Q4 revenues increase 6.4% year over year, driven by the impressive performances of its Mobile Solutions and Industrial Solutions segments.
The headline numbers for Donaldson (DCI) give insight into how the company performed in the quarter ended July 2024, 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 $0.94 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.78 per share a year ago.