Donaldson (DCI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Donaldson (DCI) reported revenue of $940.1 million for the quarter ended April 2025, reflecting a year-over-year increase of 1.3% and exceeding the Zacks Consensus Estimate of $938.8 million by 0.14% [1] - Earnings per share (EPS) for the quarter was $0.99, up from $0.92 in the same quarter last year, representing an EPS surprise of 4.21% against the consensus estimate of $0.95 [1] Financial Performance - Net Sales in the Industrial Solutions segment were $283.30 million, slightly below the average estimate of $284.11 million, but up 5.3% year-over-year [4] - Mobile Solutions reported net sales of $582.60 million, surpassing the average estimate of $577.91 million, but down 0.4% compared to the previous year [4] - Life Sciences segment net sales were $74.20 million, below the estimate of $75.23 million, with a year-over-year increase of 0.8% [4] - Industrial Filtration Solutions within Industrial Solutions had net sales of $231.80 million, below the estimate of $239.58 million, reflecting a 1.4% year-over-year increase [4] - Aerospace and Defense within Industrial Solutions saw net sales of $51.50 million, exceeding the estimate of $42.98 million, with a significant year-over-year increase of 27.2% [4] - Off-Road Mobile Solutions reported net sales of $95.60 million, below the estimate of $97.26 million, with a year-over-year decline of 8.3% [4] - On-Road Mobile Solutions had net sales of $26.90 million, significantly below the estimate of $32.98 million, representing a 24.7% year-over-year decrease [4] - Aftermarket Mobile Solutions reported net sales of $460.10 million, exceeding the estimate of $446.85 million, with a year-over-year increase of 3.3% [4] Earnings Analysis - Earnings before income taxes for Mobile Solutions were $105.30 million, slightly below the average estimate of $106.15 million [4] - Industrial Solutions reported earnings before income taxes of $51.20 million, compared to the estimate of $52.13 million [4] - Life Sciences segment earnings before income taxes were $5.80 million, significantly above the estimate of $1.80 million [4] - Corporate and unallocated earnings before income taxes showed a loss of $75.30 million, much worse than the estimate of -$7.78 million [4] Stock Performance - Over the past month, Donaldson's shares returned +3.8%, while the Zacks S&P 500 composite increased by +4.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]