Donaldson Company, Inc. (NYSE: DCI) Q3 2025 Earnings Call | 6/3/2025

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Donaldson Company, Inc. (NYSE: DCI) reported its Q3 2025 results on June 3, 2025, delivering robust performance that beat market expectations. Net sales reached $940.1 million, up 1.3% year-over-year, driven by pricing actions and volume growth across multiple segments. Adjusted earnings per share (EPS) came in at $0.99, surpassing the $0.95 consensus, though GAAP EPS was $0.48 due to non-recurring charges. The company’s Industrial Solutions segment led the way with 5.3% sales growth, powered by a 27.1% surge in Aerospace and Defense. Life Sciences also contributed, with sales up 0.7%, while Aftermarket sales rose 3.3%. Mobile Solutions saw a modest 0.4% sales dip as On-Road and Off-Road demand softened, partially offset by Aftermarket strength. Gross margin declined to 34.2% from 35.6% a year ago, reflecting higher manufacturing costs, but adjusted gross margin (excluding restructuring charges) was 34.5%. Adjusted operating margin improved to 16.3%, highlighting effective cost controls and operational efficiency. Operating expenses rose to 24.9% of sales, mainly due to impairment and restructuring costs. Donaldson reaffirmed its optimistic outlook for the remainder of fiscal 2025, citing ongoing share gains and strong performance in key businesses. The company continues to invest in growth initiatives and technology, maintaining a solid foundation for higher profitability in the coming quarters. About Inside Ticker: For more expert analysis and real-time updates on Donaldson Company, Inc. (NYSE: DCI) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Donaldson #DCI #EarningsCall #Q32025 #Filtration #Industrial #Aerospace #StockMarket #Investing #InsideTicker