Core Insights - Donaldson (DCI) reported quarterly earnings of $0.94 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and up from $0.83 per share a year ago, representing an earnings surprise of +1.08% [1] - The company achieved revenues of $935.4 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.26% and increasing from $900.1 million year-over-year [2] - Donaldson's stock has increased approximately 30.1% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.91 on revenues of $901.28 million, and for the current fiscal year, it is $4.02 on revenues of $3.81 billion [7] Industry Context - The Pollution Control industry, to which Donaldson belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]