{"schema_version":"secwatch.filing_event.v1","accession":"0000029644-23-000129","form_type":"8-K","ticker":"DCI","cik":"0000029644","company_name":"DONALDSON Co INC","filed_at":"2023-11-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.606063+00:00","generated_at":"2026-06-07T20:34:58.209614+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Donaldson Q1 FY2024 EPS $0.75 (+6.8% YoY); sales flat at $846.3M; record FY2024 outlook reaffirmed","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000029644-23-000129","json":"https://secwatch.observer/filing/0000029644-23-000129.json","markdown":"https://secwatch.observer/filing/0000029644-23-000129.md","text":"https://secwatch.observer/filing/0000029644-23-000129.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/29644/000002964423000129/0000029644-23-000129-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29644/000002964423000129/dci-20231129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T20:34:58.209614+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1f6aef3d0b16c72aee36923c846a2e3b2b5629d8","claim":"DONALDSON Co INC reported first quarter fiscal year 2024 results: revenue $846.3 million, net income $92.1 million, EPS $0.75. Guidance reaffirmed.","evidence_excerpt":"Donaldson Reports First Quarter Fiscal Year 2024 Sales and Earnings First quarter sales were $846.3 million compared with $847.3 million in fiscal 2023 EPS of $0.75, up 6.8% versus 2023 GAAP EPS of $0.70, flat versus 2023 adjusted EPS of $0.75 Fiscal 2024 sales and EPS projected at record levels, consistent with previous guidance","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/29644/000002964423000129/0000029644-23-000129-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter fiscal year 2024"},{"label":"Revenue","value":"$846.3 million"},{"label":"Net income","value":"$92.1 million"},{"label":"EPS","value":"$0.75"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}