earnings
confidence high
sentiment positive
materiality 0.75
Donaldson posts record Q4 sales $935M (+6.4%), GAAP EPS $0.90 (+20%), adjusted $0.94
DONALDSON Co INC
2024-FY EPS reported
$3.38
revenue$3,586,300,000
- Q4 revenue $935M (+6.4% YoY); GAAP EPS $0.90 (+20%); adjusted EPS $0.94 vs $0.78.
- Full-year FY2024 sales $3.6B (+4.5%), GAAP EPS $3.38 (+16.6%), adjusted EPS $3.42.
- FY2025 guidance: sales growth 2-6%, adjusted EPS $3.56-$3.72; operating margin 15.3-15.9%.
- Updated FY2026 targets: total sales CAGR 3-7% (down from 4-8%); Life Sciences CAGR cut to 5-11%.
- Q4 footprint optimization restructuring charges $6.4M (severance); returned $286M to shareholders in FY2024.