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

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WEBVTT 00:00:01.043 -- 00:00:05.849 Hello and thank you for standing by. My name is Tiffany and I will be your conference 00:00:05.849 -- 00:00:11.516 operator today. At this time, I would like to welcome everyone to the Donaldson 00:00:11.516 -- 00:00:13.518 Company Q4 00:00:13.518 -- 00:00:17.002 FY25 earnings webcast. 00:00:17.002 -- 00:00:22.088 All lines have been placed on mute to prevent any background noise. 00:00:22.088 -- 00:00:26.954 After the speaker's remarks, there will be a question and answer session. 00:00:26.954 -- 00:00:32.001 If you would like to ask a question during that time, Simply press star, then 00:00:32.001 -- 00:00:37.050 the number one on your telephone keypad. I would now like to turn the call over to 00:00:37.050 -- 00:00:42.160 Sarika Dogwal, Senior Director of Investor Relations and ESG. 00:00:42.160 -- 00:00:45.458 Sarika, please go ahead. 00:00:45.458 -- 00:00:50.764 Good morning. Thank you for joining Donaldson's fourth quarter fiscal 2025 00:00:50.764 -- 00:00:55.850 earnings conference call. With me today are Todd Carpenter, Chairman, President, and 00:00:55.850 -- 00:01:00.155 CEO, and Brad Pogels, Chief Financial Officer. 00:01:00.155 -- 00:01:04.440 This morning, Todd and Brad will provide a summary of our fourth quarter performance 00:01:04.440 -- 00:01:07.343 and our outlook for fiscal 2026. 00:01:07.343 -- 00:01:11.328 During today's call, we will discuss non-GAAP or adjusted results. 00:01:11.328 -- 00:01:16.458 For fourth quarter 2025, non-GAAP results exclude pre-tax charges 00:01:16.458 -- 00:01:21.669 of $9.5 million for restructuring and other charges primarily related 00:01:21.669 -- 00:01:25.688 to footprint optimization and cost reduction initiatives. 00:01:25.688 -- 00:01:30.694 A reconciliation of gap-to-non-gap...