Donaldson's Q3 Surge: Market Share Gains & Cost Optimization

Donaldsons Q3 2025 results surpassed expectations, with revenue of $935.4 million and adjusted earnings per share of $0.94. Growth was driven by mobile aftermarket parts, power generation, and food & beverage sectors. CEO Todd Carpenter attributed success to a razor-to-sell razor blades approach and cost optimization. Analysts questioned growth sustainability, but Donaldson confirmed market share gains and capacity investments. The company raised full-year adjusted earnings per share guidance to around $4.03 at the midpoint.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.