
DCI Earnings
Donaldson Company Inc
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Donaldson Company Inc(DCI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Donaldson Company Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
FY2025Q3 | 2025-06-03 | Pre-Market | 0.95 | 0.99 | +4.21 | 933.45M | 940.10M | +0.71 | +0.17 | +1.75 |
FY2025Q2 | 2025-02-27 | Pre-Market | 0.85 | 0.83 | -2.35 | 908.32M | 870.00M | -4.22 | -2.40 | -0.66 |
FY2025Q1 | 2024-12-03 | Pre-Market | 0.82 | 0.83 | +1.22 | 892.43M | 900.10M | +0.86 | -6.90 | -6.71 |
FY2024Q4 | 2024-08-28 | Pre-Market | 0.88 | 0.94 | +6.82 | 942.76M | 935.40M | -0.78 | -3.53 | -4.88 |
FY2024Q3 | 2024-06-04 | - | 0.84 | 0.92 | +9.52 | 917.72M | 927.90M | +1.11 | +1.63 | +2.43 |
FY2024Q2 | 2024-02-28 | - | 0.73 | 0.81 | +10.96 | 871.20M | 876.70M | +0.63 | +5.26 | +7.67 |
FY2024Q1 | 2023-11-29 | - | 0.72 | 0.75 | +4.17 | 855.08M | 846.30M | -1.03 | +2.14 | +4.20 |
- | 2023-05-31 | - | 0.74 | 0.76 | +2.70 | - | - | - | -8.68 | -7.01 |
- | 2023-03-01 | - | 0.69 | 0.75 | +8.70 | - | - | - | +3.98 | +4.60 |
- | 2022-11-30 | - | 0.70 | 0.75 | +7.14 | - | - | - | +2.99 | +0.51 |
DCI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Donaldson Company Inc reported performance for FY2025Q3, announced on 2025-06-03. The company achieved an EPS of 0.99, compared to analyst estimates of 0.95 by 4.21% . Revenue for the quarter reached 940.10M compared to expectations of 933.45M by 0.71% .
The stock price reacted with a 0.17% one-day change and a 1.75% five-day change following the earnings release. These movements reflect market reaction in Donaldson Company Inc growth trajectory and strategic initiatives.
DCI Earnings Forecast
Looking ahead, Donaldson Company Inc(DCI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 951.59M and an EPS of 1.02.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.05%, while EPS estimates have been Revise Upward by 1.61%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.91% . These revisions correlate with a 6.54% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Donaldson Company Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between DCI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward

+0.05%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward

+1.61%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward

+0.91%
In Past 3 Month
Stock Price
Go Up

+6.54%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:3.66B
--
EPS Estimate-Annual FY 2025:3.66
—
Stock Price74.33
DCI Revenue and EPS Performance: A Historical Perspective
Donaldson Company Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-06-03,Pre-Market):
EPS: 0.99 (Actual) vs.0.95 (Estimate) (4.21%)
Revenue: 940.10M (Actual) vs. 933.45M (Estimate) (0.71%)
Price Reaction: 0.17%(1-Day), 1.75%(5-Day)
FY2025Q2 (2025-02-27,Pre-Market):
EPS: 0.83 (Actual) vs.0.85 (Estimate) (-2.35%)
Revenue: 870.00M (Actual) vs. 908.32M (Estimate) (-4.22%)
Price Reaction: -2.40%(1-Day), -0.66%(5-Day)
FY2025Q1 (2024-12-03,Pre-Market):
EPS: 0.83 (Actual) vs.0.82 (Estimate) (1.22%)
Revenue: 900.10M (Actual) vs. 892.43M (Estimate) (0.86%)
Price Reaction: -6.90%(1-Day), -6.71%(5-Day)
Earnings Reaction
The chart below shows how DCI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DCI sees a +1.20% change in stock price 10 days leading up to the earnings, and a -0.29% change 10 days following the report. On the earnings day itself, the stock moves by -0.53%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in APR/2025, the stock changed 0.35% on the day following the earnings release and then changed by -1.37% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Donaldson Company Inc (DCI) Q3 2025 Earnings Call Summary
Positive
2025-06-03
The earnings call summary indicates strong fundamentals: an 11% dividend increase, share repurchases, and positive EPS growth. Despite gross margin declines and supply chain challenges, the company remains optimistic about pricing strategies and future visibility in key segments. The partnership with Daimler and a robust M&A pipeline further boost sentiment. However, some concerns exist around tariffs and economic pressures. Overall, positive shareholder returns and strategic moves suggest a positive stock reaction, likely in the 2% to 8% range.
Donaldson Company Inc (DCI) Q2 2025 Earnings Call Summary
Neutral
2025-02-27
The earnings call presents a mixed picture: while there are positive elements such as a steady dividend history and share repurchase plans, there are concerns over profitability in the Life Sciences segment and constrained capital spending. Although there is optimistic guidance for future growth and improvements, the current financial performance shows declines in some areas. The Q&A section reveals some uncertainties, particularly around profitability in acquisitions. Overall, the sentiment is balanced, resulting in a neutral stock price prediction over the next two weeks.
Donaldson Company, Inc. (DCI) Q1 2025 Earnings Call Summary
Positive
2024-12-03
The earnings call summary highlights solid financial performance with a 6% sales increase and a notable 11% rise in adjusted EPS. The company is making strategic investments in growth areas like Life Sciences, despite challenges. Shareholder returns are robust with ongoing dividends and share repurchases. The Q&A reveals confidence in overcoming working capital issues and maintaining growth, though some uncertainties remain in specific segments. Overall, the strong financial results and strategic focus suggest a positive stock price movement, likely in the 2% to 8% range over the next two weeks.
Donaldson Company Inc. (DCI) Q4 2024 Earnings Call Summary
Positive
2024-08-28
The earnings call summary shows strong financial performance with a 6% YoY sales increase and improved margins. The Q&A reveals some uncertainties in bioprocessing and restructuring impacts, but overall, analysts seem positive about margin expansion and strategic partnerships. The increased EPS guidance and shareholder returns also contribute positively. Given these factors, the stock is likely to see a positive movement in the next two weeks.
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FAQ

What were the key highlights of DCI’s latest earnings report for FY2025Q3?
DCI reported its FY2025Q3 earnings on 2025-06-03, showcasing a revenue of 940.10M against an estimate of 933.45M, resulting in a 0.71% surprise. The EPS was 0.99, surpassing the expected 0.95 by 4.21% . The stock experienced a 0.17% price change on the earnings day and a 1.75% change over the next five days, reflecting market reactions to the results.

How did DCI’s stock price react after the FY2025Q3 earnings release?

What are the revenue and EPS estimates for DCI for 2025/Q4?

How does DCI’s stock price correlate with earnings forecast revisions?

What should investors expect from DCI’s next earnings report?
