Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
Industrial Solutions sales grew 4.6% in the quarter, driven by a 26.8% surge in Aerospace and Defense sales on strong end-market conditions.Donaldson Company, Inc. (NYSE:DCI) shares are trading lower after the company reported first-quarter FY25 results.
唐納森公司（NYSE:DCI）的股票在該公司報告了FY25第一季度成果後交投走低。
Sales increased 6.4% year over year to $900.1 million, beating the consensus of $888.9 million, led by higher volume growth across all segments.
銷售額同比增長6.4%，達到90010萬美元，超過了88,890萬美元的共識，各板塊的成交量增長也較高。
By Segment, Mobile Solutions sales surged 6.0%, with Aftermarket sales climbing 10.7%, aided by market share gains and the impact of customer destocking in the prior-year period.
按板塊劃分，移動解決方案銷售額飆升6.0%，售後市場銷售額飆升10.7%，市場份額增加以及前一年期間顧客減少庫存的影響推動了銷售增長。
Industrial Solutions sales grew 4.6% in the quarter, driven by a 26.8% surge in Aerospace and Defense sales on strong end-market conditions.
該季度工業解決方案銷售額增長4.6%，航空航天與國防銷售額激增26.8%，得益於市場狀況良好。
Life Sciences segment sales increased 16.6%, led by market share gains, improved conditions in the Disk Drive market, and double-digit growth in Food & Beverage sales.
生命科學板塊銷售額增長16.6%，得益於市場份額增加，在磁盤驅動市場狀況改善以及食品和飲料銷售額的兩位數增長。
Gross margin contracted 10 basis points to 35.5% on higher costs. Adjusted EPS of 83 cents beat the consensus of 82 cents.
毛利率因成本上升而收窄了10個點子，爲35.5%。調整後的每股收益爲83美分，超過了82美分的共識。
In the quarter, Donaldson paid $32.4 million in dividends and repurchased shares worth $74.9 million.
在本季度，唐納森支付了3,240萬美元的股息，並回購了價值7,490萬美元的股票。
Last month, the Board of Directors declared a cash dividend per share of 27.0 cents, payable on December 23, to shareholders of record on December 9.
上個月，董事會宣佈每股派發27.0美分的現金股息，將於12月23日支付給12月9日持股人。
Tod Carpenter, chairman, president, and chief executive officer, said, "We gained share in several of our key businesses while continuing the footprint and cost optimization initiatives we began last quarter, strengthening our foundation for higher profitability."
董事長、總裁兼首席執行官託德·卡彭特表示：「在繼續上季度開始的地盤和成本優化舉措的同時，我們在幾個關鍵業務領域獲得了份額，加強了我們的基礎，實現了更高的盈利能力。」
FY25 Outlook: Donaldson reiterated EPS forecast at $3.56 – $3.72 (vs. consensus of $3.62) and sales growth guidance at 2% – 6%, with a pricing benefit of around 1%.
FY25展望：唐納森重申了每股收益預測爲3.56美元至3.72美元（與3.62美元的共識相比），銷售增長指引在2%至6%之間，價格效益約爲1%。
Donaldson projects mobile sales growth to be flat to up 4%, Industrial sales growth between 4% and 8% and Life Sciences sales to increase in low-double digits.
唐納森預計移動銷售增長爲持平至增長4%，工業銷售增長在4%至8%之間，生命科學銷售增長在兩位數的低位數。
For the full year, Donaldson anticipates repurchasing approximately 2% to 3% of its shares outstanding. The company expects capital expenditures of $85 million and $105 million in FY25.
唐納森全年預計回購其流通股約2%至3%。該公司預計FY25的資本支出爲8500萬美元和10500萬美元。
Investors can gain exposure to the stock via ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM) and First Trust Horizon Managed Volatility Small/Mid ETF (NYSE:HSMV).
投資者可以通過ALPS O'Shares美國小盤優質股息ETF（BATS: OUSM）和First Trust Horizon Managed波動率小/中市場ETF（NYSE: HSMV）接觸該股票。
Price Action: DCI shares are down 4.56% at $74.51 at the last check Tuesday.
價格走勢：DCI股價在週二最後一次查詢時下跌4.56%，報74.51美元。
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譯文內容由第三人軟體翻譯。