Donaldson Reports Mixed Second Quarter Fiscal 2025 Results Amidst Macroeconomic Headwinds

DCI
October 04, 2025

Donaldson Company, Inc. reported its second quarter fiscal 2025 results on February 27, 2025, with net sales of $870.0 million, a 0.8% decrease year over year. This decline was primarily attributed to a 170 basis point negative impact from currency translation, despite a 0.9% increase in constant currency.

GAAP diluted earnings per share (EPS) for the quarter were $0.79, down 2.2% from the prior year, while adjusted EPS increased by 2.5% to $0.83. Mobile Solutions sales decreased by 0.5%, with significant declines in Off-Road (12.8%) and On-Road (24.4%) sales due to global equipment production downturns, partially offset by a 4.0% increase in Aftermarket sales.

Industrial Solutions sales decreased by 3.7%, impacted by volume declines and slower capital expenditure investments, though Aerospace and Defense sales grew by 18.7%. Life Sciences sales increased by 9.2% driven by Disk Drive demand. The company narrowed its full-year adjusted EPS guidance to between $3.60 and $3.68, with sales forecast to be flat to up 4%.

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