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Donaldson (DCI) Reports Q4 Earnings: What Key Metrics Have to Say

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Donaldson (DCI - Free Report) reported $980.7 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 4.8%. EPS of $1.03 for the same period compares to $0.94 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $953.79 million, representing a surprise of +2.82%. The company delivered an EPS surprise of +0.98%, with the consensus EPS estimate being $1.02.

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: $309.8 million versus $303.83 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
  • Net Sales- Mobile Solutions: $588.4 million versus $570.73 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
  • Net Sales- Life Sciences segment: $82.4 million versus the four-analyst average estimate of $76.93 million. The reported number represents a year-over-year change of +14%.
  • Net Sales- Industrial Solutions- Industrial Filtration Solutions: $262.4 million versus $258.14 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.5% change.
  • Net Sales- Industrial Solutions- Aerospace and Defense: $47.4 million compared to the $46.49 million average estimate based on three analysts. The reported number represents a change of -6% year over year.
  • Net Sales- Mobile Solutions- Off-Road: $94.6 million versus the three-analyst average estimate of $92.6 million. The reported number represents a year-over-year change of +5.2%.
  • Net Sales- Mobile Solutions- On-Road: $26.3 million versus $29.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -20.1% change.
  • Net Sales- Mobile Solutions- Aftermarket: $467.5 million versus $449.24 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: $112.1 million versus the four-analyst average estimate of $105.78 million.
  • Earnings / (loss) before income taxes- Corporate and unallocated: $-31.4 million versus the four-analyst average estimate of $-8.39 million.
  • Earnings / (loss) before income taxes- Life Sciences: $4.4 million versus $3.49 million estimated by four analysts on average.
  • Earnings / (loss) before income taxes- Industrial Solutions: $64.6 million compared to the $59.17 million average estimate based on four analysts.

View all Key Company Metrics for Donaldson here>>>

Shares of Donaldson have returned +4.9% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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