For the quarter ended April 2025, Donaldson (DCI) reported revenue of $940.1 million, up 1.3% over the same period last year. EPS came in at $0.99, compared to $0.92 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $938.8 million, representing a surprise of +0.14%. The company delivered an EPS surprise of +4.21%, with the consensus EPS estimate being $0.95.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Donaldson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Industrial Solutions segment: $283.30 million versus $284.11 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.3% change.
- Net Sales- Mobile Solutions: $582.60 million compared to the $577.91 million average estimate based on four analysts. The reported number represents a change of -0.4% year over year.
- Net Sales- Life Sciences segment: $74.20 million versus $75.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change.
- Net Sales- Industrial Solutions- Industrial Filtration Solutions: $231.80 million versus the three-analyst average estimate of $239.58 million. The reported number represents a year-over-year change of +1.4%.
- Net Sales- Industrial Solutions- Aerospace and Defense: $51.50 million versus the three-analyst average estimate of $42.98 million. The reported number represents a year-over-year change of +27.2%.
- Net Sales- Mobile Solutions- Off-Road: $95.60 million versus the three-analyst average estimate of $97.26 million. The reported number represents a year-over-year change of -8.3%.
- Net Sales- Mobile Solutions- On-Road: $26.90 million versus $32.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -24.7% change.
- Net Sales- Mobile Solutions- Aftermarket: $460.10 million versus $446.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
- Earnings / (loss) before income taxes- Mobile Solutions: $105.30 million versus the four-analyst average estimate of $106.15 million.
- Earnings / (loss) before income taxes- Industrial Solutions: $51.20 million compared to the $52.13 million average estimate based on four analysts.
- Earnings / (loss) before income taxes- Life Sciences: $5.80 million compared to the $1.80 million average estimate based on four analysts.
- Earnings / (loss) before income taxes- Corporate and unallocated: -$75.30 million versus the three-analyst average estimate of -$7.78 million.
View all Key Company Metrics for Donaldson here>>>
Shares of Donaldson have returned +3.8% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Donaldson Company, Inc. (DCI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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