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Oct 31, 2024
Donaldson Q1 2025 Earnings Report
Reported record first quarter earnings driven by robust sales growth and continued margin strength.
Key Takeaways
Donaldson reported a record first quarter with sales of $900.1 million, a 6.4% year-over-year increase. GAAP EPS was $0.81, up 8.1% versus prior year, and adjusted EPS was $0.83. The company reaffirmed its fiscal 2025 outlook.
First quarter sales reached $900.1 million, reflecting a 6.4% increase year-over-year.
GAAP EPS increased to $0.81, an 8.1% rise compared to the previous year.
Adjusted EPS for the first quarter was reported at $0.83.
The company is reaffirming its fiscal year 2025 outlook.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company reaffirmed its fiscal 2025 outlook. Adjusted full-year EPS is forecast to be between $3.56 and $3.72. Sales are expected to increase between 2% and 6% year over year, with a pricing benefit of approximately 1%.
Positive Outlook
- Mobile sales are projected to be flat to up 4% versus prior year.
- Off-Road sales are forecast to grow low-single digits from market share gains.
- Aftermarket sales are projected to increase low-single digits, driven by high vehicle utilization rates and market share gains.
- Industrial sales are forecast to grow between 4% and 8% versus 2024.
- IFS sales are projected to increase high-single digits with strength across most businesses, including dust collection, Industrial Hydraulics and Industrial Gases.
Challenges Ahead
- On-Road sales are expected to decrease low-double digits due to an exit from non-strategic product sales combined with unfavorable end-market conditions.
- Aerospace and Defense sales are expected to be flat after cycling against double-digit growth in the prior year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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