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AI brief of an SEC Form 8-K · Donaldson (DCI)

Donaldson Q2 sales slip 0.8% to $870.0 million; GAAP EPS down 2.2% to $0.79

Mixed Impact 3 of 5 earnings Written later

Donaldson reported fiscal second quarter 2025 results for the quarter ended January 31, 2025, with net sales of $870.0 million, down 0.8% from a year earlier, and GAAP diluted EPS of $0.79 versus $0.81. Adjusted diluted EPS rose to $0.83 from $0.81, and the company narrowed its fiscal 2025 adjusted EPS guidance to $3.60 to $3.68 while raising its adjusted operating margin outlook to 15.6% to 16.0%, so shareholders see mixed headline results with improved adjusted profitability.

Key points

  • Net sales were $870.0 million, down 0.8% year over year and up 0.9% in constant currency; Aftermarket sales rose 4.0% while On-Road sales fell 24.4%.
  • GAAP diluted EPS was $0.79 versus $0.81 a year ago; adjusted diluted EPS was $0.83, excluding $2.2 million of restructuring charges and $4.4 million of business development charges.
  • Fiscal 2025 adjusted EPS guidance was narrowed to $3.60 to $3.68, with the midpoint consistent with prior guidance.
  • Adjusted operating margin guidance was raised to 15.6% to 16.0%, up from 15.3% to 15.9%.

The filing

CompanyDonaldson (DCI)
Form8-K, current report
Filed with the SECFeb 26, 2025, 5:43 PM ET
Accession number0000029644-25-000022

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 26, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.