Donaldson Company, Inc. (DCI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and thank you for standing by. My name is Tiffany and I will be your conference operator today. At this time, I would like to welcome everyone to the Donaldson Company Q4 FY25 earnings webcast. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, Simply press star, then the number one on your telephone keypad. I would now like to turn the call over to Sarika Dogwal, Senior Director of Investor Relations and ESG. Sarika, please go ahead. Good morning. Thank you for joining Donaldson's fourth quarter fiscal 2025 earnings conference call. With me today are Todd Carpenter, Chairman, President, and CEO, and Brad Pogels, Chief Financial Officer. This morning, Todd and Brad will provide a summary of our fourth quarter performance and our outlook for fiscal 2026. During today's call, we will discuss non-GAAP or adjusted results. For fourth quarter 2025, non-GAAP results exclude pre-tax charges of $9.5 million for restructuring and other charges primarily related to footprint optimization and cost reduction initiatives. A reconciliation of gap-to-non-gap metrics is provided within the schedules attached to this morning's press release. Additionally, please keep in mind that any forward-looking statements made during this call are subject to risks and uncertainties which are described in our press release and SEC filings. With that, I will now turn the call over to Todd. Thanks, Sarika. Good morning. Fiscal 2025 was a record year for Donaldson Company as we did what we do best. help our customers solve critical filtration challenges through the delivery of our high-tech solutions, which protect precision equipment and help maintai...