Donaldson Co Inc

DCI: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Donaldson Earnings: Solid Growth Across Segments Highlights Razor-and-Blade Strategy

Krzysztof Smalec , Benton Foy

Aug 27, 2025

Donaldson's fiscal fourth-quarter revenue increased 5% with growth in all segments. Adjusted gross margin declined 140 basis points due to tariff-related inflation, while adjusted operating margin increased 10 basis points on positive operating leverage and cost management.

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Donaldson Co Inc

Donaldson Earnings: Solid Growth Across Segments Highlights Razor-and-Blade Strategy

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