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Compared to Estimates, Donaldson (DCI) Q2 Earnings: A Look at Key Metrics
DCIDonaldson(DCI) ZACKS·2025-02-27 15:35

Core Viewpoint - Donaldson (DCI) reported a slight decline in revenue for the quarter ended January 2025, with earnings per share (EPS) showing a modest increase compared to the previous year [1] Financial Performance - Revenue for the quarter was 870million,down0.8870 million, down 0.8% year-over-year, and below the Zacks Consensus Estimate of 908.65 million, resulting in a surprise of -4.25% [1] - EPS was reported at 0.83,anincreasefrom0.83, an increase from 0.81 in the same quarter last year, but below the consensus estimate of 0.85,leadingtoanEPSsurpriseof−2.350.85, leading to an EPS surprise of -2.35% [1] Segment Performance - Industrial Solutions segment reported net sales of 253.70 million, below the estimated 277.26million,reflectingayear−over−yeardeclineof−3.7277.26 million, reflecting a year-over-year decline of -3.7% [4] - Mobile Solutions generated net sales of 547.50 million, slightly below the estimated 555.49million,withayear−over−yearchangeof−0.5555.49 million, with a year-over-year change of -0.5% [4] - Life Sciences segment achieved net sales of 68.80 million, surpassing the estimated 71.47million,markingayear−over−yearincreaseof+9.271.47 million, marking a year-over-year increase of +9.2% [4] - Industrial Filtration Solutions within Industrial Solutions reported net sales of 207.50 million, below the estimate of 238.85million,representingayear−over−yeardeclineof−7.6238.85 million, representing a year-over-year decline of -7.6% [4] - Aerospace and Defense within Industrial Solutions saw net sales of 46.20 million, exceeding the estimate of 38.90million,withayear−over−yearincreaseof+18.838.90 million, with a year-over-year increase of +18.8% [4] - Off-Road Mobile Solutions reported net sales of 80.20 million, below the estimate of 92.06million,reflectingayear−over−yeardeclineof−12.792.06 million, reflecting a year-over-year decline of -12.7% [4] - On-Road Mobile Solutions had net sales of 25.30 million, below the estimate of 29.49million,withayear−over−yeardeclineof−24.529.49 million, with a year-over-year decline of -24.5% [4] - Aftermarket Mobile Solutions reported net sales of 442 million, exceeding the estimate of 431.17million,withayear−over−yearincreaseof+4431.17 million, with a year-over-year increase of +4% [4] Earnings Before Income Taxes - Mobile Solutions reported earnings before income taxes of 95.50 million, above the estimate of 93.47million[4]−IndustrialSolutionsreportedearningsbeforeincometaxesof93.47 million [4] - Industrial Solutions reported earnings before income taxes of 40.90 million, below the estimate of 47.72million[4]−LifeSciencesreportedalossbeforeincometaxesof−47.72 million [4] - Life Sciences reported a loss before income taxes of -0.50 million, better than the estimated loss of -1.22million[4]−Corporateandunallocatedreportedalossbeforeincometaxesof−1.22 million [4] - Corporate and unallocated reported a loss before income taxes of -10.90 million, slightly worse than the estimate of -$10.67 million [4] Stock Performance - Donaldson's shares returned -1.5% over the past month, compared to the Zacks S&P 500 composite's -2.2% change, indicating relative stability [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]