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Donaldson Company DCI Q2 2025 earnings

Reported February 27, 2025 · Before market open

Revenue estimate$945.0M
EPS estimate$0.85

Next report

Aug 26, 2026 (in 2 months)
Revenue estimate$1.0B
EPS estimate$1.12

Financials

Q2 2025

Income statement

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Revenue$870.0M-0.8%
Gross profit$305.9M-0.9%
Operating income$125.5M-3.2%
Net income$95.9M-2.8%
EPS (diluted)$0.79-2.5%

Balance sheet

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Cash & equivalents$189.1M-2.4%
Total debt$552.4M+37.3%
Total equity$1.5B+12.3%
Total assets$3.0B+6.4%

Cash flow

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Operating cash flow$90.4M+3.9%
CapEx$18.9M-11.3%
Free cash flow$71.5M+8.8%

Valuation & ratios

Q2 2025

Valuation

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Market cap$8.5B+9.6%
Enterprise value$8.87B+11.3%
P/E20.3×-0.3×
P/S2.3×+0.1×

Profitability

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Gross margin35.5%+1.1pp
Operating margin15%+0.7pp
Net margin11.5%+0.7pp
FCF margin9.5%-3.2pp

Returns & leverage

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Return on equity28.6%-0.7pp
Debt / equity0.4×+0.1×
Current ratio1.9×+0.4×

Segments

By product

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Aftermarket$442.0M+4.0%
Industrial Filtration Solutions$207.5M-7.6%
Off-Road$80.2M-12.7%
Aerospace and Defense$46.2M+18.8%
On-Road$25.3M-24.5%

By geography

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U.S. and Canada$391.0M+3.7%
EMEA$228.3M-9.3%
APAC$151.9M+0.6%
LATAM$98.8M+1.6%

By segment

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Mobile Solutions Segment$547.5M-2.7%
Industrial Solutions Segment$253.7M-4.8%
Life Sciences Segment$68.8M+9.2%

Versus estimates

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Questions, answered.

When did Donaldson Company report Q2 2025 earnings?
Donaldson Company (DCI) reported Q2 2025 earnings on February 27, 2025 before market open.
What were Donaldson Company's Q2 2025 revenue and EPS?
Donaldson Company reported revenue of $870.0M and diluted EPS of $0.83 for Q2 2025.
Did Donaldson Company beat estimates in Q2 2025?
Revenue missed the consensus estimate of $945.0M by $75.0M. EPS missed the consensus estimate of $0.85 by $0.02.
Where can I find Donaldson Company's Q2 2025 SEC filings?
You can read the 10-Q periodic report (0000029644-25-000029) directly on SEC EDGAR. The filing index links above go to sec.gov.