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Jul 31
Donaldson Q4 2025 Earnings Report
Donaldson reported strong Q4 performance with record revenue and solid earnings.
Key Takeaways
Donaldson closed fiscal Q4 2025 with record revenue of $980.7M and solid profitability, supported by strength across segments including Life Sciences and Industrial Filtration.
Achieved record Q4 revenue of $980.7M, up from $935.4M a year ago.
GAAP EPS came in at $0.97 with adjusted EPS of $1.03.
Net income reached $114.3M for the quarter.
Life Sciences segment saw the highest year-over-year growth at 14.1%.
Donaldson
Donaldson
Donaldson Revenue by Segment
Donaldson Revenue by Geographic Location
Revenue by Segment
Mobile Solutions Revenue
CapyFin.comIndustrial Solutions Revenue
CapyFin.comLife Sciences Revenue
CapyFin.comRevenue by Geographic Location
U.S. / Canada Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comLatin America Revenue
CapyFin.com Forward Guidance
Donaldson expects fiscal 2026 to achieve record sales of $3.8B and EPS of $4.00, supported by margin expansion and efficiency gains.
Positive Outlook
- Projected FY26 revenue of $3.8B, reaching record levels.
- Expected EPS range of $3.92 to $4.08.
- Operating margin forecasted between 16.1% and 16.7%.
- Gross margin expansion anticipated through pricing and efficiency gains.
- Capital returns to shareholders expected to continue through dividends and buybacks.
Challenges Ahead
- Tariff-related inflation still poses cost pressure risks.
- Defense segment sales expected to remain flat after strong 2025.
- Forecast includes only modest recovery in On-Road sales.
- Life Sciences segment faces tougher comparables after strong Q4.
- Interest expense to rise, projected between $22M and $23M.
Revenue & Expenses
Visualization of income flow from segment revenue to net income