earnings
confidence high
sentiment positive
materiality 0.85
Donaldson reports record Q4 sales $890M, adj. EPS $0.84 (+27%); guides FY23 EPS $2.91-$3.07
DONALDSON Co INC
2022-FY EPS reported
$2.66
revenue$3,306,600,000
- Q4 sales $890M (+15.1% reported, +21.6% constant currency); GAAP EPS $0.81, adj. EPS $0.84.
- Full-year FY2022 sales exceeded $3B; GAAP EPS $2.66, adj. EPS $2.68 (+15.5%).
- Engine segment sales +17.5%, Industrial +10.1%; Aerospace and Defense +20.7%, GTS +38.5%.
- FY2023 guidance: sales +1%-5%, EPS $2.91-$3.07, operating margin 14.5%-15.1%.
- Returned $281M to shareholders in FY2022 ($110M dividends, $171M buybacks); expects ~2% repurchase in FY2023.