Donaldson (DCI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended October 2025, Donaldson (DCI) reported revenue of $935.4 million, up 3.9% over the same period last year. EPS came in at $0.94, compared to $0.83 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $923.78 million, representing a surprise of +1.26%. The company delivered an EPS surprise of +1.08%, with the consensus EPS estimate being $0.93.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Donaldson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Sales- Industrial Solutions segment: $257.8 million compared to the $268.03 million average estimate based on three analysts. The reported number represents a change of +0.1% year over year.Net Sales- Life Sciences segment: $79.3 million compared to the $72.34 million average estimate based on three analysts. The reported number represents a change of +13.1% year over year.Net Sales- Mobile Solutions: $598.3 million versus $584.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.Net Sales- Mobile Solutions- On-Road: $23.4 million versus the three-analyst average estimate of $31.95 million. The reported number represents a year-over-year change of -27.1%.Net Sales- Mobile Solutions- Off-Road: $94.6 million versus the three-analyst average estimate of $92.91 million. The reported number represents a year-over-year change of +6.2%.Net Sales- Industrial Solutions- Aerospace and Defense: $42.1 million versus $45.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.9% change.Net Sales- Industrial Solutions- Industrial Filtration Solutions: $215.7 million compared to the $222.21 million average estimate based on three analysts. The reported number represents a change of +1.6% year over year.Net Sales- Mobile Solutions- Aftermarket: $480.3 million compared to the $459.37 million average estimate based on three analysts. The reported number represents a change of +6.5% year over year.Earnings / (loss) before income taxes- Mobile Solutions: $111.3 million compared to the $107.76 million average estimate based on three analysts.Earnings / (loss) before income taxes- Corporate and unallocated: $-3.3 million versus $-6 million estimated by three analysts on average.Earnings / (loss) before income taxes- Life Sciences: $7.3 million versus $1.5 million estimated by three analysts on average.Earnings / (loss) before income taxes- Industrial Solutions: $32.2 million versus $44.32 million estimated by three analysts on average.View all Key Company Metrics for Donaldson here>>>Shares of Donaldson have returned +1.3% over the past month versus the Zacks S&P 500 composite's +0.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Donaldson Company, Inc. (DCI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks