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Oct 31, 2023

Donaldson Q1 2024 Earnings Report

Donaldson's first quarter earnings reflected flat sales and increased EPS.

Key Takeaways

Donaldson reported flat sales of $846.3 million and an EPS of $0.75, up 6.8% versus 2023 GAAP EPS of $0.70. The company's performance was driven by gross margin strength from robust operational performance, with Industrial Solutions being a particular area of strength.

First quarter sales were $846.3 million compared to $847.3 million in fiscal 2023.

EPS of $0.75, up 6.8% versus 2023 GAAP EPS of $0.70.

Gross margin was 35.6%, up 170 basis points from 33.9% in 2023.

Fiscal 2024 sales and EPS projected at record levels, consistent with previous guidance.

Total Revenue
$846M
Previous year: $847M
-0.1%
EPS
$0.75
Previous year: $0.75
+0.0%
Operating Margin
14.7%
Previous year: 14.1%
+4.3%
Gross Margin
35.6%
Effective Tax Rate
25.1%
Previous year: 25.2%
-0.4%
Gross Profit
$301M
Previous year: $287M
+4.8%
Cash and Equivalents
$218M
Previous year: $161M
+35.3%
Free Cash Flow
$115M
Previous year: $90.1M
+27.4%
Total Assets
$2.77B
Previous year: $2.51B
+10.2%

Donaldson

Donaldson

Donaldson Revenue by Geographic Location

Forward Guidance

Full-year EPS is forecast to be between $3.14 and $3.30. Sales are expected to increase between 3% and 7% year over year.

Positive Outlook

  • Sales are expected to increase between 3% and 7% year over year, with a pricing benefit of approximately 2% and a currency translation tailwind of roughly 1%.
  • Mobile sales are forecast to increase between 1% and 5% versus 2023.
  • Aftermarket sales are projected to increase mid-single digits as a result of higher vehicle utilization rates and market share gains.
  • Industrial sales are expected to increase between 3% and 7% compared with prior year.
  • Life Sciences sales are forecast to grow approximately 20% compared with 2023 benefitting from increases across all businesses including Food & Beverage, Bioprocessing Equipment and Consumables, and Disk Drive.

Challenges Ahead

  • Softening end-market conditions, including in China, are expected to drive a mid-single digit decline in Off-Road sales and flat On-Road sales versus prior year.
  • Operating margin is expected to be between 14.7% and 15.3% versus 14.0%, or 14.6% on an adjusted basis, in 2023 with year-over-year gross margin improvement partially offset by investments in the Life Sciences segment.
  • Interest expense is forecast to be approximately $23 million.
  • Capital expenditures are forecast to be between $95 million and $115 million.
  • For the full year, Donaldson anticipates repurchasing approximately 2% of its shares outstanding.

Revenue & Expenses

Visualization of income flow from segment revenue to net income