What Analyst Projections for Key Metrics Reveal About Donaldson (DCI) Q1 Earnings

Core Viewpoint - Analysts project that Donaldson (DCI) will report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of 12.1%, with revenues expected to reach $923.78 million, a 2.6% increase from the same quarter last year [1]. Earnings Estimates - There has been a downward revision of 0.7% in the consensus EPS estimate for the quarter over the last 30 days, indicating a collective reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Net Sales- Industrial Solutions segment' at $267.80 million, a 4% increase year-over-year [5]. - 'Net Sales- Mobile Solutions' is projected to reach $582.15 million, reflecting a 1.7% increase from the prior-year quarter [5]. - 'Net Sales- Life Sciences segment' is expected to be $73.00 million, indicating a 4.1% year-over-year change [5]. Segment-Specific Sales Estimates - 'Net Sales- Industrial Solutions- Industrial Filtration Solutions' is estimated at $222.21 million, a 4.6% increase from the prior-year quarter [6]. - 'Net Sales- Industrial Solutions- Aerospace and Defense' is projected to be $45.82 million, reflecting a 1.4% increase [6]. - 'Net Sales- Mobile Solutions- Off-Road' is expected to be $92.91 million, a 4.3% increase [7]. - 'Net Sales- Mobile Solutions- On-Road' is projected at $31.95 million, indicating a slight decrease of 0.5% [7]. - 'Net Sales- Mobile Solutions- Aftermarket' is estimated at $459.37 million, a 1.8% increase [8]. Earnings Before Income Taxes - 'Earnings / (loss) before income taxes- Mobile Solutions' is forecasted to reach $107.76 million, compared to $104.70 million reported in the same quarter last year [8]. - 'Earnings / (loss) before income taxes- Industrial Solutions' is expected to be $44.32 million, up from $41.00 million reported in the same quarter last year [9]. Stock Performance - Over the past month, shares of Donaldson have returned +6.7%, while the Zacks S&P 500 composite has seen a -0.5% change [9].