{"filings":[{"id":786965,"accession_number":"0000029644-26-000049","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2026-06-01T21:41:36+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q3 FY2026 sales $995.1M (+5.8%), adj. EPS $1.06 (+7.1%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record third-quarter sales of $995.1M, up 5.8% YoY; GAAP EPS $1.00 vs $0.48.","Adjusted EPS of $1.06, up 7.1%; adjusted operating margin of 16.6% (all-time high).","Closed margin-accretive Facet acquisition to enhance Industrial Solutions portfolio.","Narrowed FY2026 guidance: expects record sales, adjusted operating margin, and adjusted EPS.","Mobile and Life Sciences segments drove performance, offsetting Industrial headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97872,"accession_number":"0001193125-26-151208","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Donaldson enters $400M delayed-draw term loan facility with Wells Fargo and U.S. Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Three-year unsecured $400M delayed-draw term loan; no amount outstanding as of April 8, 2026.","Availability period ends Oct 31, 2026, extendable to April 29, 2027 for Facet Acquisition.","Interest at Term SOFR plus 0.875%-1.625% or Base Rate plus 0%-0.625%, based on leverage ratio.","Covenants: interest coverage ≥3.50x, debt-to-EBITDA ≤3.50x (temporary increase for material acquisitions).","Proceeds for general corporate purposes and likely to fund the Facet Acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113055,"accession_number":"0000029644-26-000024","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q2 sales record $896M (+3% YoY); adjusted EPS $0.83 flat; announces Facet acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 sales of $896M, up 3.0% YoY; GAAP EPS $0.78 vs $0.79 prior year.","Adjusted EPS of $0.83 flat YoY; adjusted net earnings $97.5M vs $101.0M.","Announced acquisition of Facet, margin-accretive fuel/fluid filtration for aerospace, defense, power gen.","Fiscal 2026 guidance: record sales, adjusted operating margin, and adjusted EPS all-time highs."],"consensus_eps_estimate":null,"consensus_eps_actual":1.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1831700000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113054,"accession_number":"0001193125-26-032803","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Donaldson to acquire Facet for $820M in cash; expects EPS accretion by FY2027","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~20x CY2025 EBITDA (or 16.6x adjusted for tax benefits and synergies).","Facet generated $108M sales in 2025; ~70% from regulated replacement consumables.","Acquisition adds fuel/fluid filtration for aerospace, defense, and power generation markets.","Transaction funded via cash on hand and new debt; expected to close by Oct 31, 2026.","Immediate margin accretion and EPS accretion projected in fiscal year 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113053,"accession_number":"0001193125-26-029665","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Donaldson appoints COO Richard Lewis as President & CEO; Tod Carpenter becomes Executive Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard Lewis, current COO, becomes President & CEO effective March 2, 2026; also joins Board.","Tod Carpenter retires as CEO on March 1 after 11 years; stays as Executive Chairman through transition.","Lewis’s annual base salary increased to $1.088M, cash incentive target at 110%, plus $942.5K in incremental equity.","Carpenter’s base salary reduced to $880K as Executive Chairman; incentive target remains 120% of new salary.","Lewis has been with Donaldson since 2002, held roles including President of Mobile Solutions and Life Sciences."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129449,"accession_number":"0000029644-25-000145","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q1 FY2026: record GAAP EPS $0.97 (+19%), raises adjusted EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net earnings $113.9M ($0.97 EPS) vs $99.0M ($0.81) YoY; adjusted EPS $0.94 (+13.3%).","Sales growth of 3.9%, driven by replacement parts and new equipment; full-year sales midpoint ~$3.8B.","Record Q1 includes $9.3M gain on asset sale and $5.0M restructuring charges (net $4.3M benefit).","Raising FY2026 adjusted operating margin and adjusted EPS guidance; expects >40% incremental margin.","CEO cites market share gains and cost optimization for double-digit EPS growth despite macro headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":935400000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129448,"accession_number":"0000029644-25-000133","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Donaldson stockholders elect four directors, approve say-on-pay and PwC as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected Douglas Milroy, Richard Olson, Daniel Shine, and Jacinth Smiley to the Board.","Non-binding advisory vote on executive compensation passed with 90,657,554 FOR vs 6,173,524 AGAINST.","Ratification of PricewaterhouseCoopers as independent auditor for FY2026 approved (104,131,883 FOR).","Broker non-votes totaled 9,705,334 on director elections and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146014,"accession_number":"0000029644-25-000082","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q4 sales up 4.8% to $981M; adjusted EPS $1.03; FY2026 guidance centered on record $3.8B, $4.00 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $981M (+4.8% YoY); GAAP EPS $0.97 (+7.8%); adjusted EPS $1.03 (+9.6%).","Full-year GAAP EPS $3.05 (down 9.8%), adjusted EPS $3.68 (+7.6%) on $3.7B sales (+2.9%).","FY2026 guidance: sales ~$3.8B, EPS centered on $4.00; operating margin 16.1%-16.7% (record).","Life Sciences +14.1%, Industrial +7.7%, Mobile +2.3%; gross margin compressed 130bps on tariffs.","Returned ~$465M in FY2025 (4% share repurchase); plans 2-3% repurchase in FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":3.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":3690900000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164322,"accession_number":"0001193125-25-142124","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Donaldson amends credit facility: revolver raised to $600M, adds $200M term loan, maturity extended to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit limit increased from $500M to $600M; maturity extended from May 2026 to June 2030.","New $200M term loan facility added with maturity June 2028; fully drawn on closing.","Incremental facility option increased from $250M to $350M.","After amendment, $60M outstanding on revolver, $200M on term loan.","Wells Fargo and U.S. Bank acted as joint lead arrangers; U.S. Bank became a new L/C issuer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164321,"accession_number":"0000029644-25-000056","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Donaldson Q3 adj EPS $0.99 (+7.6% YoY), record sales; raises FY25 guidance; appoints COO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.48 vs $0.92; includes $65.8M pre-tax charges, $62M bioprocessing impairment.","Adjusted net earnings $118.9M (+4.8%), adjusted EPS $0.99 (+7.6%); record Q3 sales.","Raising FY2025 adjusted EPS guidance; 11% quarterly dividend increase; YTD share repurchase 3.3%.","Richard Lewis named COO effective Aug 1, 2025; base salary $750K, incentive target 90%, LTI $2.2M.","Tariffs expected to have immaterial net earnings impact given region-for-region footprint."],"consensus_eps_estimate":1.0273,"consensus_eps_actual":2.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":2710200000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164320,"accession_number":"0000029644-25-000048","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"President of Enterprise Operations Thomas Scalf to retire Aug 1, 2025; will consult through Dec 31 at $40k/month","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas R. Scalf, President, Enterprise Operations and Supply Chain, notified Donaldson of his retirement effective August 1, 2025.","He will provide consulting services from August 1 through December 31, 2025 under a consulting agreement dated May 14, 2025.","Consulting fee is $40,000 per month for the five-month period, with no explicit successor named yet.","Scalf's consulting role is intended to facilitate a smooth transition of his responsibilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182077,"accession_number":"0000029644-25-000022","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q2 adj EPS $0.83 up 2.5%; sales $870M down 0.8%; narrows FY25 EPS to $3.60-$3.68","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.79 vs $0.81; net earnings $95.9M down from $98.7M.","Sales $870.0M, down 0.8% reported, up 0.9% constant currency.","Aftermarket (+4%), Aerospace & Defense (+18.7%), Life Sciences (+9.2%) grew; Off-Road (-12.8%), On-Road (-24.4%) weak.","FY2025 adj EPS guidance narrowed to $3.60-$3.68; adj operating margin raised to 15.6%-16.0%.","YTD dividends $64.6M; share repurchases $81.4M (0.9% of shares)."],"consensus_eps_estimate":0.9566,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":1770100000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198736,"accession_number":"0000029644-24-000177","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson reports record Q1 sales of $900.1M; GAAP EPS $0.81, up 8.1% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings of $99.0M, up from $92.1M; GAAP diluted EPS $0.81 vs $0.75 prior year.","Adjusted EPS $0.83; restructuring charges of $3.3M excluded from adjusted results.","Mobile Solutions sales up 6.0%; Aftermarket +10.7%; Life Sciences +16.6%.","Reaffirms FY2025 adjusted EPS guidance $3.56-$3.72 and sales growth 2%-6%.","Repurchased 0.8% of shares for $74.9M; dividends of $32.4M paid."],"consensus_eps_estimate":null,"consensus_eps_actual":0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":900100000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198735,"accession_number":"0000029644-24-000174","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Donaldson shareholders elect three directors, approve say-on-pay and auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Christopher M. Hilger, James J. Owens, Trudy A. Rautio to the Board.","Non-binding advisory vote on executive compensation passed with 94,560,259 for, 5,467,006 against.","Ratified PricewaterhouseCoopers as independent auditor for fiscal year ending July 31, 2025 (107,501,475 for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198734,"accession_number":"0000029644-24-000170","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Donaldson appoints Brad Pogalz as CFO, succeeding retiring Scott Robinson","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brad Pogalz promoted to CFO from VP Finance – Global FP&A, effective Nov 1, 2024.","Scott Robinson retires as CFO Oct 31, 2024; will remain employed through Dec 6, 2024.","Pogalz receives base salary of $500,000, annual cash incentive target of 60% of base, and LTI awards totaling ~$549,900.","Robinson continues base salary of $625,000 and pro-rated FY2025 cash incentive at 75% target.","Succession is planned and orderly; no change to executive compensation program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214774,"accession_number":"0000029644-24-000093","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson posts record Q4 sales $935M (+6.4%), GAAP EPS $0.90 (+20%), adjusted $0.94","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $935M (+6.4% YoY); GAAP EPS $0.90 (+20%); adjusted EPS $0.94 vs $0.78.","Full-year FY2024 sales $3.6B (+4.5%), GAAP EPS $3.38 (+16.6%), adjusted EPS $3.42.","FY2025 guidance: sales growth 2-6%, adjusted EPS $3.56-$3.72; operating margin 15.3-15.9%.","Updated FY2026 targets: total sales CAGR 3-7% (down from 4-8%); Life Sciences CAGR cut to 5-11%.","Q4 footprint optimization restructuring charges $6.4M (severance); returned $286M to shareholders in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":3586300000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233914,"accession_number":"0000029644-24-000073","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Donaldson swaps presidents of Mobile Solutions and Life Sciences effective Aug 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Dahlgren appointed President, Mobile Solutions (currently President, Life Sciences).","Richard Lewis appointed President, Life Sciences (currently President, Mobile Solutions).","Changes effective August 1, 2024; both are long-tenured internal leaders.","CEO Carpenter cites organizational development and strategic agility as rationale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233913,"accession_number":"0000029644-24-000064","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson posts record Q3 sales $927.9M, EPS $0.92; raises FY2024 EPS guidance to $3.33-$3.39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales up 6.0% YoY to $927.9M; net earnings $113.5M, EPS $0.92 (+21.7% YoY).","FY2024 EPS guidance raised to $3.33-$3.39 from $3.24-$3.32; sales growth 4-6%.","Life Sciences sales surged 24.2% YoY; Aftermarket +10.9%; Off-Road -9.8%.","Gross margin 35.6% (+260 bps); operating margin 15.5% (+130 bps).","Paid $90.3M in dividends and repurchased 1.5% of shares for $114M YTD."],"consensus_eps_estimate":null,"consensus_eps_actual":2.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":2650900000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251893,"accession_number":"0000029644-24-000024","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q2 FY2024: record sales $876.7M (+5.8%), EPS $0.81 (+15.9%), raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.81 vs $0.70 prior year; adjusted EPS up 8.0% to $0.81.","Mobile Solutions sales +5.3% (Aftermarket +11.3%); Industrial +6.9% (A&D +12.4%); Life Sciences +6.0%.","Raised FY2024 EPS guidance to $3.24-$3.32 (from $3.14-$3.30); operating margin forecast 15.0%-15.4%.","Gross margin 35.2% (+90 bps); operating margin 14.8% (+80 bps); free cash flow conversion 95%-105%.","Year-to-date paid $60.3M dividends and repurchased 1.2% of shares for $87.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1723000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269427,"accession_number":"0000029644-23-000129","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-11-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q1 FY2024 EPS $0.75 (+6.8% YoY); sales flat at $846.3M; record FY2024 outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.75, up 6.8% vs $0.70 last year; adjusted EPS flat at $0.75.","Gross margin 35.6% (+170 bps YoY) on pricing, deflation, and mix.","Industrial Solutions sales +7.2% (IFS +7.4%, AeroDef +5.9%); Mobile -2.7% (Off-Road -8.6%).","FY2024 guidance confirmed: EPS $3.14-$3.30, sales +3-7%, operating margin 14.7-15.3%.","Repurchased 0.7% of shares for $53.7M; paid $30.2M in dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":846300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269425,"accession_number":"0000029644-23-000126","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K/A","filed_at":"2023-11-22T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Donaldson shareholders approve 2019 Stock Plan amendment adding 5M shares; board sets annual say-on-pay vote","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved amending 2019 Master Stock Incentive Plan, increasing authorized shares by 5,000,000 (750,000 for full-value awards).","Three directors elected: Tod E. Carpenter, Pilar Cruz, Ajita G. Rajendra with over 88 million votes each.","Say-on-pay passed with ~86.2M for, 5.5M against; frequency vote overwhelmingly for 1 year (89.4M).","Board determines to hold future non-binding say-on-pay votes annually.","Ratification of PricewaterhouseCoopers as auditor for FY2024 with 99.3 million votes in favor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269426,"accession_number":"0000029644-23-000124","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Donaldson shareholders elect directors and approve say-on-pay, stock plan, auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors Tod E. Carpenter, Pilar Cruz, Ajita G. Rajendra (all with >87M votes for, ~9.4M broker non-votes).","Non-binding advisory vote on executive compensation approved: 86.2M for, 5.5M against, 0.46M abstain.","Advisory vote on frequency of say-on-pay approved for 1 year: 89.4M for 1 year vs 2.3M for 3 years.","Donaldson 2019 Master Stock Incentive Plan amendment approved: 86.3M for, 5.4M against.","Ratification of PwC as auditor for FY2024 approved: 99.3M for, 1.9M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286404,"accession_number":"0000029644-23-000106","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Donaldson eliminates obsolete preferred stock certificate; restates charter","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Certificate of Elimination for Series A Junior Participating Preferred Stock filed Sept 22, 2023.","Original certificate was from 2006 rights agreement that expired in 2016 with no shares outstanding.","Restated Certificate of Incorporation filed solely to integrate prior amendments, no further changes.","Action is administrative; no impact on capitalization or shareholder rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286403,"accession_number":"0000029644-23-000075","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q4 GAAP EPS $0.75, adj. $0.78; FY2024 guidance $3.14-$3.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.75 (down from $0.81); adjusted EPS $0.78 (down from $0.84); net earnings $91.9M.","Full-year GAAP EPS $2.90 (up from $2.66); adjusted EPS $3.04 (up from $2.68); net earnings $358.8M.","Q4 sales $879.5M (-1.2% YoY); full-year sales +3.8% (+7.2% constant currency).","Segment: Mobile Solutions -4.8%, Industrial Solutions +9.9%, Life Sciences -11.9%.","FY2024 outlook: EPS $3.14-$3.30, sales +3-7%, operating margin 14.7%-15.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":3430800000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286402,"accession_number":"0000029644-23-000071","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Donaldson amends bylaws to adopt universal proxy card rules","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board adopted Restated Bylaws on July 28, 2023, to align with SEC universal proxy rules.","Shareholder nominations may be nullified if proponent fails to comply with universal proxy rule.","Stockholders soliciting proxies must use non-white proxy cards; white card reserved for Board.","Bylaws also include updates to stockholder meeting mechanics and conforming changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306274,"accession_number":"0000029644-23-000051","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-05-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q3 sales $875.7M, EPS $0.76, up 14% YoY; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q3 sales of $875.7M, +2.6% YoY; GAAP EPS $0.76 vs $0.67 prior year.","Operating margin 14.2%, up 120 bps; net earnings $93.7M (+13%).","Industrial Solutions sales +13.8%; Aerospace & Defense +22.3%; Life Sciences -12.6%.","FY2023 GAAP EPS guidance $2.90-$2.96; adjusted EPS $3.00-$3.06; sales +3-5%.","Year-to-date dividends $84.1M; repurchased 1.7% of shares for $119.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":2551300000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325446,"accession_number":"0000029644-23-000028","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q2 FY2023 sales $828.3M record; GAAP EPS $0.70, adj. EPS $0.75, up 22% and 32% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 sales of $828.3M, up 3.2% YoY; GAAP net earnings $86.0M, up 19.8% from $71.8M.","GAAP operating margin 14.0%; adjusted operating margin 15.2%; non-recurring charges of $9.3M.","GAAP EPS $0.70 (+22% YoY); adjusted EPS $0.75 (+32% YoY).","Fiscal 2023 EPS guidance tightened to high end of prior range."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":1675600000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325445,"accession_number":"0000029644-23-000024","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Donaldson adopts management change-in-control severance plan effective Feb 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Plan replaces individual executive agreements; benefits are substantially the same.","Double-trigger: lump sum cash payment of 2x (3x for CEO) base salary plus target annual incentive.","Continued medical, dental, and other benefits for up to 3 years; outplacement services included.","Plan adds requirement for executive to execute a release of claims to receive benefits.","Restrictive covenants on confidentiality and non-disclosure are conditions of eligibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325444,"accession_number":"0000029644-23-000022","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2023-01-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Donaldson reorganizes into three reporting segments; recasts historical financials","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New segments: Mobile Solutions, Industrial Solutions, Life Sciences; effective Nov 1, 2022.","FY2022 recast: total net sales $3,306.6M, earnings before income taxes $438.4M.","Q1 FY2023 recast: net sales $847.3M, earnings before taxes $116.6M.","Mobile Solutions segment FY2022 net sales $2,126.5M; Life Sciences highest EBT margin at 23.3%.","Industrial Solutions FY2022 EBT margin 14.8%; Life Sciences Q1 FY2023 margin fell to 17.2% from 28.0% a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343203,"accession_number":"0000029644-22-000138","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-11-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson reports record Q1 FY2023 sales of $847.3M, adjusted EPS $0.75 (+22.9% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.70 (+15.3% YoY); net earnings $87.2M, up 13.1% from prior year.","Engine Products sales +14.7% (constant currency +22.1%); Aerospace & Defense +22.0%.","Industrial Products sales +3.9% (constant currency +12.3%); Gas Turbine Systems +53.3%.","Reiterates FY2023 adjusted EPS guidance of $2.91–$3.07 and sales growth of 1–5%.","Recorded $7.6M restructuring charges for organizational redesign; effective Nov 1 segments realigned."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":847300000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343202,"accession_number":"0000029644-22-000135","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Donaldson 2022 annual meeting re-elects 4 directors, approves say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Re-elected directors: Milroy (98.5M for), Oberton (95.8M), Olson (99.1M), Smiley (99.1M).","Non-binding advisory vote on executive compensation: 96.8M for, 2.3M against, 384k abstain.","Ratified PricewaterhouseCoopers as auditor for FY ending July 31, 2023: 107.7M for, 1.9M against.","All proposals passed with broker non-votes of ~10.3M shares not reflected in director or say-on-pay counts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343201,"accession_number":"0000029644-22-000111","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-10-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Donaldson SVP Jeffrey Spethmann resigns; receives $465,000 separation payment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey E. Spethmann resigned as SVP, Industrial Products, effective Oct 7, 2022; will remain employee until Nov 1, 2022 for transition.","Spethmann agreed to two-year non-solicitation of employees and customary release of claims.","Company to pay lump sum of $465,000 and outplacement assistance up to $15,000.","Departure part of organizational redesign; no successor named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359750,"accession_number":"0000029644-22-000080","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-08-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson reports record Q4 sales $890M, adj. EPS $0.84 (+27%); guides FY23 EPS $2.91-$3.07","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $890M (+15.1% reported, +21.6% constant currency); GAAP EPS $0.81, adj. EPS $0.84.","Full-year FY2022 sales exceeded $3B; GAAP EPS $2.66, adj. EPS $2.68 (+15.5%).","Engine segment sales +17.5%, Industrial +10.1%; Aerospace and Defense +20.7%, GTS +38.5%.","FY2023 guidance: sales +1%-5%, EPS $2.91-$3.07, operating margin 14.5%-15.1%.","Returned $281M to shareholders in FY2022 ($110M dividends, $171M buybacks); expects ~2% repurchase in FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":2.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":3306600000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378573,"accession_number":"0000029644-22-000059","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-06-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson Q3 net earnings down 1.8%; record sales $853M; lowers FY margin and FCF guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.67 vs $0.66; net earnings $83.0M, down 1.8% YoY.","Record sales $853.2M, up 11.5% (14.4% constant currency); Engine +13.2%, Industrial +7.8%.","FY sales growth guidance raised to 14.5-16.5% from 11-15%; EPS narrowed to $2.67-2.73.","Gross margin guide now down 1.5-2.0 ppts (vs prior -1.0 to -1.5); operating margin cut to 13.5-13.9%.","Free cash flow conversion outlook slashed to 50-60% from 70-80% due to inventory and receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":2416600000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396831,"accession_number":"0000029644-22-000038","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2022-03-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Donaldson appoints Andrew J. Cebulla as Global Corporate Controller and Principal Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew J. 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Robinson to assume Principal Accounting Officer role as Peter Keller resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Global Corporate Controller and PAO Peter J. Keller resigns, effective January 4, 2022.","Senior VP and CFO Scott J. Robinson will assume additional duties as Principal Accounting Officer.","Robinson's background is detailed in the Company's 2021 proxy statement filed October 6, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":415777,"accession_number":"0000029644-21-000044","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2021-12-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Donaldson posts record Q1 sales $760.9M (+19.5% YoY), raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 EPS $0.61 (+26.1% YoY); net earnings $77.1M (+24.4%).","Raised FY2022 guidance: sales growth 8-12% (prev 5-10%), EPS $2.57-$2.73 (prev $2.50-$2.66).","Engine Products sales +20.9% driven by Off-Road +44.9%; Industrial +16.6% led by IFS +22.0%.","Gross margin declined to 33.8% from 35.0% due to inflation; expected down 0.5-1.0ppt for FY.","Share repurchases of $102.9M in Q1 (1.3% of shares); FY capex guidance reduced to $90-$110M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":760900000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9695968375.8773,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":415776,"accession_number":"0000029644-21-000038","cik":29644,"company_name":"DONALDSON Co INC","ticker":"DCI","form_type":"8-K","filed_at":"2021-11-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Donaldson shareholders elect three directors, approve executive pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Christopher M. Hilger, James J. Owens, Trudy A. 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