Donaldson

Donaldson Co., Inc. engages in the manufacture of filtration systems and replacement parts. It operates through the following segments: Engine Products and Industrial Products. The Engine Products segment includes replacement filters for both air and liquid filtration applications, air filtration systems, liquid filtration systems for fuel, lube and hydraulic applications, and exhaust and emissions systems. The Industrial Products segment consist of dust, fume and mist collectors, compressed air purification systems, air filtration systems for gas turbines, polytetrafluoroethylene membrane-based products, and specialized air and gas filtration systems for applications as well as hard disk drives, and semi-conductor manufacturing. The company was founded by Frank Donaldson in 1915 and is headquartered in Minneapolis, MN.

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Donaldson Company reports record Q1 performance and eyes Life Sciences growth opportunities

Donaldson Company's record quarter and outlook for fiscal 2023 reflect strong performance and strategic focus on growth areas such as Life Sciences. While facing challenges in certain segments, the company's commitment to sustainability and its acquisitions position it well for future growth and market relevance.

Donaldson reports robust Q2 performance, eyes growth opportunities ahead

Donaldson Company's Q2 2023 performance reflects strong sales, margin growth, and strategic acquisitions, positioning the company for future success.
While facing challenges in certain segments and margin improvement, the company's financial outlook remains positive with tightened EPS guidance.
Opportunities lie in continued investments, forecasted growth, and the upcoming Investor Day to communicate long-term vision and attract stakeholders.

Donaldson achieves record Q3 performance, eyes Life Sciences growth

Donaldson Company delivered a strong performance in Q3 2023, with record top-line growth and expanded margins.
While facing challenges in certain segments, the company is focused on seizing opportunities in Life Sciences and achieving long-term targets.
Management's emphasis on ESG goals, strategic initiatives, and financial outlook underscores a commitment to sustainable growth and shareholder value.

Donaldson reports record Q4 results, eyes growth amidst challenges

Donaldson Company achieved record results in Q4 2023 despite challenges in certain segments, with strategic changes and investments driving future growth.
While facing headwinds in the Mobile Aftermarket business and destocking impacts, the company remains optimistic about sales growth and profitability for fiscal 2024.
Overall, Donaldson's performance, strengths, and opportunities indicate a resilient outlook with a focus on innovation, expansion, and operational efficiency.

Donaldson (DCI) reports flat Q1 earnings, eyes growth and sustainability

Donaldson (DCI) Q1 2024 earnings call highlighted steady performance with a focus on growth areas and operational excellence. Despite challenges in China, the company remains optimistic about future sales growth and profitability. Opportunities lie in sustainability initiatives and strategic investments for long-term success.

Donaldson Company achieves record Q2 performance and boosts outlook

Donaldson Company reported strong financial results, with sales growth across all segments and record top line and bottom line performance. The outlook for fiscal '24 is positive, with sales growth expected between 3% and 7% and increased operating margin guidance. The company is aggressively investing for the future and focusing on ESG initiatives for sustainable growth.

Donaldson reports robust Q3 earnings, boosts guidance amid market challenges

Donaldson Company's Q3 2024 earnings call highlighted strong financial performance, strategic acquisitions, and positive outlook for the full year. While facing challenges in the Life Sciences segment, the company remains focused on innovation, sustainability, and maximizing growth opportunities. With increased earnings guidance and a focus on operational efficiency, Donaldson is poised for continued success.

Donaldson Company reports record Q4 results and outlines growth plans

Donaldson Company's Q4 2024 performance was exceptional, achieving record results across key metrics.
The company's strategic acquisitions and segment growth demonstrate a strong market position.
Challenges include ongoing investments in R&D and a cost optimization program.
Future opportunities lie in forecasted sales growth, share repurchases, and revised financial targets.

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Donaldson Co., Inc. engages in the manufacture of filtration systems and replacement parts. It operates through the following segments: Mobile Solutions, Industrial Products, and Life Sciences. The Mobile Solutions segment is involved in off-road, on-road, and after-market business units. The Industrial Products segment focuses on industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace, and defense business units. The Life Sciences segment consists of bioprocessing, food and beverage, medical device, vehicle electrification, microelectronics and disk drive business units. The company was founded by Frank Donaldson in 1915 and is headquartered in Minneapolis, MN.

You may not be familiar with Donaldson Co. Inc. NYSE: DCI, largely because it's not a glamor stock, but analysts have a “buy” rating on the provider of filtration systems. Wall Street expects double-digit earnings growth this year.

Analysts Have "Buy" Rating On This Mid-Cap Dividend Achiever

Growth in On-Road and Off-Road sales in the Mobile Solutions segment augurs well for Donaldson (DCI). The company's shareholder-friendly policies are promising.

Here's Why Hold Strategy is Apt for Donaldson (DCI) Stock

MINNEAPOLISMINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Tod Carpenter, chairman, president, and chief executive officer will present at the Oppenheimer 18th Annual Industrial Growth Conference on Tuesday, May 9, 2023, beginning at 8:15 a.m. EST. WEBCAST: To listen to a live webcast of the presentation, visit the “Events & Presentations” section of Donaldson's Investor Rel.

Donaldson Company to Present at the Oppenheimer 18th Annual Industrial Growth Conference

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its third quarter 2023 earnings conference call on Wednesday, May 31, 2023, at 9:00 a.m. CT. WEBCAST: To listen to a live webcast of the call, visit the “Events & Presentations” section of Donaldson's Investor Relations website at IR.Donaldson.com and click on the “listen to webcast” option.   REPLAY: The webcast replay will be availab.

Donaldson to Webcast Third Quarter Fiscal 2023 Earnings Conference Call

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE:DCI), a leading worldwide manufacturer of innovative filtration products and solutions, today announced new 2030 goals that include reducing greenhouse emissions, improving gender and racial/ethnic representation, protecting the health and safety of employees, and positively impacting communities as part of its new sustainability strategy – Filtration for a Thriving Future.

Donaldson Company Announces 2030 Environmental and Social Ambitions

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) will host an Investor Day in Bloomington, MN today, Tuesday, April 4, 2023 at 8:00 a.m. C.T. to provide an in-depth review of the company's strategy, growth drivers, and financial objectives, as well as key initiatives related to innovation and ESG. The event will feature presentations and question and answer sessions with the Company's senior leadership team.

Donaldson Company Hosts 2023 Investor Day, Unveils 2026 Financial Targets

Here is how Donaldson (DCI) and Dover Corporation (DOV) have performed compared to their sector so far this year.

Has Donaldson (DCI) Outpaced Other Industrial Products Stocks This Year?

While a robust product portfolio and accretive acquisitions bode well for Donaldson (DCI), supply-chain constraints are a major headwind.

Donaldson (DCI) Exhibits Strong Prospects Despite Headwinds

Donaldson's (DCI) results reflect gains from higher sales generation across all segments.

Donaldson (DCI) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Donaldson Company, Inc. (NYSE:DCI ) Q2 2023 Earnings Conference Call March 1, 2023 10:00 AM ET Company Representatives Tod Carpenter - Chairman, Chief Executive Officer, President Scott Robinson - Chief Financial Officer Sarika Dhadwal - Senior Director of Investor Relations Conference Call Participants Bryan Blair - Oppenheimer Dan Rizzo - Jefferies Rob Mason - Baird Dillon Cumming - Morgan Stanley Operator Good morning. My name is Emma, and I will be your conference operator today.

Donaldson Company, Inc. (DCI) Q2 2023 Earnings Call Transcript

Donaldson (DCI) delivered earnings and revenue surprises of 8.70% and 1.75%, respectively, for the quarter ended January 2023. Do the numbers hold clues to what lies ahead for the stock?

Donaldson (DCI) Q2 Earnings Top Estimates

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company) today reported fiscal second quarter 2023 generally accepted accounting principles (GAAP) net earnings of $86.0 million, a 19.8% increase from $71.8 million in 2022. Second quarter 2023 earnings include $9.3 million of non-recurring charges(1). GAAP and adjusted earnings per share (EPS)(2),(3) for the second quarter 2023 increased to $0.70 and $0.75, respectively, from $0.57 in the prior year.

Donaldson Reports Record Second Quarter 2023 Sales and Earnings

Donaldson's (DCI) Isolere buyout will enable the company to create leading separation and filtration solutions for emerging genetic-based drugs.

Donaldson (DCI) Acquires Biotechnology Company Isolere Bio

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the acquisition of Isolere Bio, Inc. (Isolere), an early-stage biotechnology company that develops novel and proprietary IsoTag™ reagents and accompanying filtration processes used for the purification and streamlined manufacturing of biopharmaceuticals.

Donaldson Acquires Isolere Bio, Continuing to Build Life Sciences Business

Donaldson Company to Host 2023 Investor Day

MINNEAPOLIS--( BUSINESS WIRE )--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its second quarter 2023 earnings conference call on Wednesday, March 1, 2023, at 9:00 a.m. CT.

Donaldson to Webcast Second Quarter Fiscal 2023 Earnings Conference Call

MINNEAPOLIS--( BUSINESS WIRE )--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide manufacturer of innovative filtration products and solutions, has released the Torit® Downflo® Ambient (DFA) weld fume extractor that gives fabricators the ability to weld in a variety of different workstation configurations.

Donaldson Introduces Torit® Downflo® Ambient Weld Fume Extractor

Donaldson's (DCI) Managed Filtration Services combines its iCue connected technology and OEM equipment skill set to provide condition-based maintenance and repair services.

Donaldson (DCI) Unveils iCue Managed Filtration Solution

MINNEAPOLIS--( BUSINESS WIRE )--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide manufacturer of innovative filtration products and solutions, introduces Managed Filtration Services, an industry-leading consultative, comprehensive and connected solution for industrial filtration customers.

Donaldson Introduces Managed Filtration Services For Industrial Filtration Equipment

Donaldson (DCI) benefits from its robust aerospace & defense, and aftermarket end markets. Also, its strong product portfolio, firm focus on innovation and shareholder-friendly measures bode well.

Here's Why Donaldson (DCI) Shares Are Up Over 22% in 6 Months

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The company's sales should benefit from healthy end-market demand, strong backlog level, and higher price realization. The company's margin should benefit from the pricing actions and operating expense leverage.

Donaldson's Outperformance Can Continue

Donaldson's (DCI) Q1 earnings results reflect gains from its segments. Favorable pricing aided the margin growth.

Donaldson (DCI) Q1 Earnings and Revenues Surpass Estimates

Donaldson Company, Inc. (NYSE:DCI ) Q1 2023 Earnings Conference Call November 30, 2022 10:00 AM ET Company Participants Sarika Dhadwal - Director, IR Tod Carpenter - Chairman, CEO & President Scott Robinson - SVP & CFO Conference Call Participants Brian Drab - William Blair Daniel Rizzo - Jefferies Dillon Cumming - Morgan Stanley Robert Mason - Baird Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.

Donaldson Company, Inc. (DCI) Q1 2023 Earnings Call Transcript

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