Donaldson Company, Inc. (NYSE:DCI) Q4 2025 Earnings Call August 27, 2025 10:00 AM ET
Company Participants
Brad Pogalz – Chief Financial Officer
Sarika Dhadwal – Director of Investor Relations
Tod E. Carpenter – Chairman, CEO & President
Conference Call Participants
Angel Castillo – Morgan Stanley, Research Division
Brian Paul Drab – William Blair & Company L.L.C., Research Division
Bryan Francis Blair – Oppenheimer & Co. Inc., Research Division
Laurence Alexander – Jefferies LLC, Research Division
Nathan Hardie Jones – Stifel, Nicolaus & Company, Incorporated, Research Division
Timothy W. Thein – Raymond James & Associates, Inc., Research Division
Operator
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 FY ’25 Earnings Webcast. [Operator Instructions]
I would now like to turn the call over to Sarika Dhadwal, Senior Director of Investor Relations and ESG. Sarika, please go ahead.
Sarika Dhadwal
Good morning. Thank you for joining Donaldson’s Fourth Quarter Fiscal 2025 Earnings Conference Call. With me today are Tod Carpenter, Chairman, President and CEO; and Brad Pogalz, 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 pretax charges of $9.5 million for restructuring and other charges, primarily related to footprint optimization and cost reduction initiatives. A reconciliation of GAAP to non-GAAP 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
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