Donaldson Q2 adj EPS $0.83 up 2.5%; sales $870M down 0.8%; narrows FY25 EPS to $3.60-$3.68

DONALDSON Co INC

2025-Q2 EPS reported $1.60 vs consensus $0.96 ▲ beat (+67.3%)

GAAP EPS $0.79 vs $0.81; net earnings $95.9M down from $98.7M.
Sales $870.0M, down 0.8% reported, up 0.9% constant currency.
Aftermarket (+4%), Aerospace & Defense (+18.7%), Life Sciences (+9.2%) grew; Off-Road (-12.8%), On-Road (-24.4%) weak.
FY2025 adj EPS guidance narrowed to $3.60-$3.68; adj operating margin raised to 15.6%-16.0%.
YTD dividends $64.6M; share repurchases $81.4M (0.9% of shares).

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