{"filings":[{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}