Donaldson Co Inc

DCI: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Donaldson Earnings: Tariff Headwinds Appear Manageable as Management Raises Full-Year Outlook

Krzysztof Smalec

Jun 3, 2025

Narrow-moat-rated Donaldson reported solid fiscal third-quarter results, as adjusted EPS increased 7.6% year over year to $0.99. Management has raised its fiscal 2025 outlook and now anticipates full-year adjusted EPS of $3.64 to $3.70, up from $3.60 to $3.68 previously. We've slightly increased our fair value estimate to $71 per share from $70, mostly due to the time value of money since our last update. We see the stock as fairly valued at current levels.

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Donaldson Co Inc

Donaldson Earnings: Tariff Headwinds Appear Manageable as Management Raises Full-Year Outlook

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