Donaldson (DCI) Q2 Earnings and Revenues Miss Estimates

Financial Performance - Donaldson reported quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of$ 0.85 per share, but showing an increase from $0.81 per share a year ago, resulting in an earnings surprise of -2.35% [1] - The company posted revenues of$ 870 million for the quarter ended January 2025, missing the Zacks Consensus Estimate by 4.25%, and down from $876.7 million year-over-year [2] - Over the last four quarters, Donaldson has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Donaldson shares have increased by approximately 2.8% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for assessing future stock performance [4] - The current consensus EPS estimate for the coming quarter is$ 0.96 on revenues of $961.09 million, and for the current fiscal year, it is$ 3.64 on revenues of $3.74 billion [7] Industry Context - The Pollution Control industry, to which Donaldson belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]