Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
Financial Performance: Donaldson Company reported a 6.4% year-over-year sales increase to $900.1 million for Q1 FY25, surpassing expectations, with notable growth in Mobile Solutions, Industrial Solutions, and Life Sciences segments. Adjusted EPS of 83 cents also exceeded consensus estimates.
Future Outlook: The company maintained its FY25 EPS forecast at $3.56 – $3.72 and projected sales growth between 2% and 6%, while planning to repurchase approximately 2% to 3% of its shares outstanding and expecting capital expenditures of $85 million to $105 million.
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Post Holdings Acquires 8th Avenue For $880 Million, Boosts Outlook
Acquisition Details: Post Holdings, Inc. has entered into a definitive agreement to acquire 8th Avenue Food & Provisions, Inc. for approximately $880 million, which includes retiring outstanding net debt and financing through cash and credit borrowings. The deal is expected to close on July 1, 2025.
Strategic Benefits: The acquisition will enhance Post's product offerings in dry pasta, nut butters, and granola, contributing an estimated $115 million in adjusted EBITDA over the next year while also improving free cash flow generation and increasing the company's fiscal 2025 adjusted EBITDA guidance.
Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
Financial Performance: Donaldson Company reported a 6.4% year-over-year sales increase to $900.1 million for Q1 FY25, surpassing expectations, with notable growth in Mobile Solutions, Industrial Solutions, and Life Sciences segments. Adjusted EPS of 83 cents also exceeded consensus estimates.
Future Outlook: The company maintained its FY25 EPS forecast at $3.56 – $3.72 and projected sales growth between 2% and 6%, while planning to repurchase approximately 2% to 3% of its shares outstanding and expecting capital expenditures of $85 million to $105 million.
Post Holdings Acquires 8th Avenue For $880 Million, Boosts Outlook
Acquisition Details: Post Holdings, Inc. has entered into a definitive agreement to acquire 8th Avenue Food & Provisions, Inc. for approximately $880 million, which includes retiring outstanding net debt and financing through cash and credit borrowings. The deal is expected to close on July 1, 2025.
Strategic Benefits: The acquisition will enhance Post's product offerings in dry pasta, nut butters, and granola, contributing an estimated $115 million in adjusted EBITDA over the next year while also improving free cash flow generation and increasing the company's fiscal 2025 adjusted EBITDA guidance.
Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
Financial Performance: Donaldson Company reported a 6.4% year-over-year sales increase to $900.1 million for Q1 FY25, surpassing expectations, with notable growth in Mobile Solutions, Industrial Solutions, and Life Sciences segments. Adjusted EPS of 83 cents also exceeded consensus estimates.
Future Outlook: The company maintained its FY25 EPS forecast at $3.56 – $3.72 and projected sales growth between 2% and 6%, while planning to repurchase approximately 2% to 3% of its shares outstanding and expecting capital expenditures of $85 million to $105 million.
