Donaldson Inc Stock Price, News & Analysis

Donaldson Company (NYSE: DCI) reported Q3 FY2025 results with record sales of $940.1M, up 1.3% YoY. GAAP net earnings were $57.8M ($0.48 EPS), down from $113.5M ($0.92 EPS) in 2024, impacted by $65.8M in pre-tax charges including $62.0M for intangible asset impairment. Adjusted earnings were $118.9M ($0.99 EPS), up 4.8% YoY. The company raised FY2025 adjusted EPS guidance to $3.64-$3.70 and expects 1-3% sales growth. Mobile Solutions segment saw slight decline (-0.4%), while Industrial Solutions grew 5.3% and Life Sciences increased 0.7%. The company accelerated share repurchases to 3.3% of outstanding shares YTD and announced an 11% quarterly dividend increase.

Donaldson Company (NYSE: DCI) has appointed Richard Lewis as Chief Operating Officer, effective August 1, 2025. Lewis, who currently serves as president of the Life Sciences segment, will oversee the company's three segments, enterprise operations, supply chain, and corporate technology functions, reporting to CEO Tod Carpenter. With 23 years of experience at Donaldson, Lewis has held key leadership positions including President of Mobile Solutions and Senior Vice President of Global Operations. His appointment leverages his deep understanding of Donaldson's global portfolio, markets, and customer needs. Lewis holds a bachelor's degree in industrial engineering from the University of Louisville and an MBA from Indiana University.

Donaldson Company (NYSE: DCI) has announced an 11.1% increase in its quarterly cash dividend to 30.0 cents per share, up from the previous 27.0 cents. The dividend will be paid on June 30, 2025, to shareholders of record as of June 16, 2025. This increase marks Donaldson's 29th consecutive year of annual dividend increases, maintaining its position in the S&P High-Yield Dividend Aristocrats Index. The company has consistently paid quarterly dividends for 69 years. Founded in 1915, Donaldson is a global filtration technology leader operating through Mobile Solutions, Industrial Solutions, and Life Sciences segments, with operations across six continents at over 140 locations.

Donaldson Company (NYSE:DCI) celebrated its 2024 patent recipients and Inventor Award winners, recognizing over 100 employees for their contributions to innovation. The company registered 392 new patents in 2024 and currently holds 3,260 active U.S. and international patents. The ceremony honored inventors in five categories: Emerging Innovator, Manufacturing Excellence, Technology Champion, Technology Achievement, and Frank A. Donaldson Award.

Notable winners included Mikayla Yoder for oleophobic materials research, Jon Haag for virtual production line installation, Gert Willems for Clean Seal technology development, Vincent Kayaerts for thermoplastic elastomer seal products, and Dan Tuma for disk drive filtration technology advancements.

Univercells Technologies, a Donaldson Life Sciences business, has launched the scale-X™ nitro controller, expanding its fixed-bed bioreactor portfolio. The new controller operates both 200 and 600 m² scale-X nitro bioreactors, enabling rapid scalability from R&D to commercial production in just 8 months.

The compact system features a 1.6 m² footprint, supports both adherent and suspension cell cultures, and can reduce production costs by 36% to 82% compared to other adherent methods. It's designed for viral vaccines, exosomes, LV and AAV vector production, oncolytic viruses, and recombinant proteins manufacturing. Pre-orders will open in June 2025, with shipments starting in early 2026.

Donaldson Company (NYSE: DCI), a global filtration technology leader, has scheduled its third quarter fiscal 2025 earnings conference call for Tuesday, June 3, 2025, at 9:00 a.m. CT. The live webcast will be accessible through the "Events & Presentations" section of Donaldson's Investor Relations website at IR.Donaldson.com. A replay will be available from approximately 12:00 p.m. CT on the same day.

Founded in 1915, Donaldson operates through three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences, serving diverse industries and advanced markets across six continents with over 140 locations worldwide.

Donaldson Company (NYSE: DCI), a global filtration technology leader, announced that CFO Brad Pogalz will present at the Oppenheimer 20th Annual Industrial Growth Conference on May 5, 2025, at 11:15 a.m. ET. The presentation will be available via live webcast through Donaldson's Investor Relations website, with replay access for approximately 90 days following the event.

Founded in 1915, Donaldson operates through three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences. The company maintains a presence in over 140 locations across six continents, serving diverse industries from small businesses to major OEM brands.

Isolere Bio by Donaldson has announced the availability of its manufacturing-grade IsoTag™ AAV reagent for purifying Adeno-associated Virus (AAV) vectors. The product now includes validated processes and comprehensive documentation, including a Regulatory Support File and FDA-acknowledged Drug Master File (DMF).

The technology, based on liquid-liquid phase separation developed at Duke University's Chilkoti Lab, combines affinity- and size-based separations using a recombinant protein. The company began select collaborations in 2021, made the product commercially available in 2023, and released the research-grade version in October 2024.

This advancement aims to address bottlenecks in GMP manufacturing and streamline purification processes for AAV-based gene therapies. The company will showcase the technology at ASGCT in New Orleans from May 13-17, featuring presentations on neutral pH elution of AAV and liquid-phase affinity purification technologies.

Donaldson Company (NYSE:DCI) has published its Fiscal Year 2024 Sustainability Report, highlighting significant progress in environmental and social initiatives. The company achieved an 18% reduction in Scope 1 and 2 GHG emissions (over 20,400 mt CO2e) compared to FY21 baseline, advancing toward their 2030 target of 42% reduction.

Key accomplishments include completing 134 energy efficiency projects globally and implementing a large-scale solar Virtual Power Purchase Agreement. The Donaldson Foundation contributed $1.2 million in FY24, reaching $3.6 million in cumulative donations since FY22. The company introduced a new initiative targeting a reduction of 3,200 metric tons in landfill waste.

However, operational safety faced challenges with seven life-changing events reported, an increase of three compared to FY23. The sustainability strategy 'Filtration for a Thriving Future' focuses on carbon reduction, resource efficiency, operational resiliency, and community engagement, supporting business growth through cost reduction, supply chain competitiveness, and stronger customer relationships.