Industrial filtration specialist Donaldson (NYSE: DCI) reported fourth-quarter earnings per share of $1.15, exceeding analyst expectations by $0.02, while revenue totaled $1.1 billion, topping the $1.04 billion consensus estimate.
The company’s adjusted EPS of $1.15 compared with a FactSet-tracked mean estimate of $1.13, reflecting a 2% beat on profitability. Revenue growth was driven by strong demand across industrial and aerospace end-markets, Donaldson said.
For the full fiscal year 2024, Donaldson posted revenue of $4.0 billion, up 8% year-over-year on a reported basis. The company’s guidance for fiscal 2027 calls for earnings per share in the range of $4.22 to $4.38, below the current FactSet consensus of $4.41.
Donaldson’s shares closed at $93.26 on Tuesday, up 13.91% over the past three months and 13.54% year-to-date. The stock has underperformed the S&P 500’s 15% gain over the same period.
Over the last 90 days, the company has seen no upward EPS revisions and six downward revisions from analysts, according to InvestingPro. The firm’s financial health score remains rated as "good performance."
