Donaldson Company, Inc. announced its fourth-quarter and full-year fiscal 2025 results, showcasing record sales and earnings.
Q4 2025 Results
The fourth quarter of fiscal 2025 was successful for Donaldson Company, which reported sales of $981 million, representing a 4.8% increase from the same quarter in 2024. The GAAP earnings per share (EPS) reached $0.97, a rise of 7.8%, while adjusted EPS climbed by 9.6% to $1.03. These figures slightly exceeded market expectations, which stood at $1.02 EPS and $953.79 million revenue.
FY 2025 Summary
For the full fiscal year 2025, Donaldson achieved sales of $3.7 billion, a 2.9% increase compared to the previous year. The adjusted EPS for the year was $3.68, a 7.6% rise from fiscal 2024. The company returned approximately $465 million to shareholders through share repurchases and dividends, emphasizing its commitment to shareholder value.
Donaldson's Targets for 2026
Looking ahead, Donaldson Company has set ambitious targets, forecasting record sales of $3.8 billion and an EPS around $4.00 in fiscal 2026. The guidance suggests expected sales growth between 1% and 5%, with price benefits contributing about 1% to this growth. The company also anticipates an operating margin between 16.1% and 16.7%, continuing to focus on disciplined investments to drive growth.
Donaldson Company, Inc. revealed strong financial results for 2025 and set ambitious goals for 2026, indicating a confident trajectory for the company.
