Donaldson (DCI) Surpasses Q3 Earnings and Revenue Estimates

Company Performance - Donaldson reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and up from $0.92 per share a year ago, representing an earnings surprise of 4.21% [1] - The company posted revenues of $940.1 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.14%, and an increase from $927.9 million year-over-year [2] - Over the last four quarters, Donaldson has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Outlook - The immediate price movement of Donaldson's stock will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Donaldson shares have increased approximately 2.7% since the beginning of the year, compared to a 0.9% gain for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.98 on revenues of $944.8 million, and for the current fiscal year, it is $3.61 on revenues of $3.66 billion [7] Industry Context - The Pollution Control industry, to which Donaldson belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5][6]