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Donaldson (DCI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended October 2025, Donaldson (DCI - Free Report) reported revenue of $935.4 million, up 3.9% over the same period last year. EPS came in at $0.94, compared to $0.83 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $923.78 million, representing a surprise of +1.26%. The company delivered an EPS surprise of +1.08%, with the consensus EPS estimate being $0.93.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $257.8 million compared to the $268.03 million average estimate based on three analysts. The reported number represents a change of +0.1% year over year.
  • Net Sales- Life Sciences segment: $79.3 million compared to the $72.34 million average estimate based on three analysts. The reported number represents a change of +13.1% year over year.
  • Net Sales- Mobile Solutions: $598.3 million versus $584.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
  • Net Sales- Mobile Solutions- On-Road: $23.4 million versus the three-analyst average estimate of $31.95 million. The reported number represents a year-over-year change of -27.1%.
  • Net Sales- Mobile Solutions- Off-Road: $94.6 million versus the three-analyst average estimate of $92.91 million. The reported number represents a year-over-year change of +6.2%.
  • Net Sales- Industrial Solutions- Aerospace and Defense: $42.1 million versus $45.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.9% change.
  • Net Sales- Industrial Solutions- Industrial Filtration Solutions: $215.7 million compared to the $222.21 million average estimate based on three analysts. The reported number represents a change of +1.6% year over year.
  • Net Sales- Mobile Solutions- Aftermarket: $480.3 million compared to the $459.37 million average estimate based on three analysts. The reported number represents a change of +6.5% year over year.
  • Earnings / (loss) before income taxes- Mobile Solutions: $111.3 million compared to the $107.76 million average estimate based on three analysts.
  • Earnings / (loss) before income taxes- Corporate and unallocated: $-3.3 million versus $-6 million estimated by three analysts on average.
  • Earnings / (loss) before income taxes- Life Sciences: $7.3 million versus $1.5 million estimated by three analysts on average.
  • Earnings / (loss) before income taxes- Industrial Solutions: $32.2 million versus $44.32 million estimated by three analysts on average.

View all Key Company Metrics for Donaldson here>>>

Shares of Donaldson have returned +1.3% over the past month versus the Zacks S&P 500 composite's +0.1% 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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