earnings
confidence high
sentiment positive
materiality 0.80
Donaldson Q3 adj EPS $0.99 (+7.6% YoY), record sales; raises FY25 guidance; appoints COO
DONALDSON Co INC
2025-Q3 EPS
reported $2.09
vs consensus $1.03
▲ beat
(+103.4%)
- GAAP EPS $0.48 vs $0.92; includes $65.8M pre-tax charges, $62M bioprocessing impairment.
- Adjusted net earnings $118.9M (+4.8%), adjusted EPS $0.99 (+7.6%); record Q3 sales.
- Raising FY2025 adjusted EPS guidance; 11% quarterly dividend increase; YTD share repurchase 3.3%.
- Richard Lewis named COO effective Aug 1, 2025; base salary $750K, incentive target 90%, LTI $2.2M.
- Tariffs expected to have immaterial net earnings impact given region-for-region footprint.
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