Filing Flows › Donaldson (DCI) › Q4 FY25
Donaldson (DCI) Q4 FY25 earnings results (fourth quarter fiscal 2025)
10-K filed Sep 26, 2025
Donaldson (DCI) reported revenue of $981M for the fourth quarter fiscal 2025 (Q4 FY25), +5% from a year earlier and +4% from the quarter before. Operating margin was 15.5%, net earnings $114M (11.7% of revenue).
Donaldson, Q4 FY25: revenue $981M (+5% year over year), operating margin 15.5%, net earnings $114M, operating cash flow $168M. The chart follows the revenue to costs, profit and cash.
| Q4 FY25 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $981M | +4% | +5% |
| Gross profit | $339M | +5% | +1% |
| Operating profit | $152M | +74% | +4% |
| Net earnings | $114M | +98% | +4% |
| Operating cash flow | $168M | +91% | +33% |
| Free cash flow | $149M | +109% | +40% |
What changed
Revenue was $980.7M in Q4 FY25, up 5% year over year and up 4% from the previous quarter.
Gross margin was 34.5%, down 1.2 points from a year earlier. Operating profit was $151.7M, a 15.5% margin (down 0.2 points year over year). Of the extra revenue versus a year earlier, 12% reached operating profit, below the 16% margin then. Operating expenses fell 1% while revenue rose 5%. Net earnings were $114.3M, up 4% year over year. The effective tax rate was 23.6%.
Operating cash flow was $167.8M (up 33% year over year), 147% of net earnings. Non-cash charges added back $24.4M of depreciation and amortization and $3.9M of share-based compensation. Working capital and other items added $25.2M. Capital expenditures of $18.6M left free cash flow of $149.2M.
Questions
What was Donaldson's revenue in the fourth quarter fiscal 2025?
Donaldson (DCI) reported revenue of $981M for the fourth quarter fiscal 2025 (Q4 FY25), +5% from a year earlier and +4% from the quarter before.
Was Donaldson profitable in the fourth quarter fiscal 2025?
Operating profit was $152M (15.5% of revenue) and net earnings $114M.
Source: Donaldson 10-K on SEC EDGAR.