🟢 At a Glance:
Donaldson Company, the air filtration giant, just dropped its Q3 FY25 earnings — and while the numbers aren’t explosive, they’re cleaner than your A/C vent after one of their premium filters.
- 🧾 Revenue: $879.5 million
- đź’¸ Net Income: $91.2 million
- 📉 Operating Income: $123.1 million
- đź’° EPS (Diluted): $0.75
- đźź© Gross Margin: ~34.9%
- đź”» YoY revenue decline of 2.1%
- 🔺 Operating margin improved slightly vs prior quarters
In short: revenue dipped, profit held steady, and management is still inhaling optimism.
đź’Ľ Business Breakdown:
| Segment | Revenue ($M) | YoY Change |
|---|---|---|
| Engine Products | 547.4 | â–Ľ 3.2% |
| Industrial Products | 332.1 | â–Ľ 0.2% |
So basically, trucks got dusty and factories kept coughing.
🔍 Regionally
Speaking:
- U.S. and Europe: held relatively steady
- APAC & Latin America: not the growth engines this time
- Currency impact? Minimal. Management cleverly said “unfavorable FX impact” and moved on.
🧠Management’s Script Highlights (Translated)
“Sales declined primarily due to lower volumes…”
🧠Translation: Customers didn’t need as many filters. Or didn’t know they did.
“Pricing remained strong…”
🧠Translation: We charged more, sold less, and the math still worked.
“We’re confident in our long-term strategy.”
🧠Translation: Please don’t ask us about the next quarter.
đź’Ľ
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