{"schema_version":"secwatch.filing_event.v1","accession":"0000029644-24-000024","form_type":"8-K","ticker":"DCI","cik":"0000029644","company_name":"DONALDSON Co INC","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.527692+00:00","generated_at":"2026-06-05T09:44:21.407601+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Donaldson Q2 FY2024: record sales $876.7M (+5.8%), EPS $0.81 (+15.9%), raises FY guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000029644-24-000024","json":"https://secwatch.observer/filing/0000029644-24-000024.json","markdown":"https://secwatch.observer/filing/0000029644-24-000024.md","text":"https://secwatch.observer/filing/0000029644-24-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/29644/000002964424000024/0000029644-24-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29644/000002964424000024/dci-20240228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T09:44:21.407601+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":"64e106789e4d7473054277f2e8609cb8b1a20820","claim":"DONALDSON Co INC reported fiscal 2024 results: EPS between $3.24 and $3.32. Guidance raised.","evidence_excerpt":"Full-year EPS is forecast to be between $3.24 and $3.32, up from prior guidance of between $3.14 and $3.30 and compared with fiscal 2023 GAAP and adjusted EPS of $2.90 and $3.04, respectively.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/29644/000002964424000024/0000029644-24-000024-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2024"},{"label":"EPS","value":"between $3.24 and $3.32"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"f441bed09ce1cb9d66878456c98607d733c852af","claim":"DONALDSON Co INC reported the quarter ended January 31, 2024 results: revenue $876.7 million, net income $98.7 million, EPS $0.81. Guidance raised.","evidence_excerpt":"Second quarter sales were $876.7 million, up 5.8% compared with 2023 EPS of $0.81 up 15.9% versus 2023 GAAP EPS and up 8.0% versus 2023 adjusted EPS Raising fiscal 2024 operating margin and EPS guidance On track to deliver record full-year sales and EPS MINNEAPOLIS (February 28, 2024) — Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported second quarter fiscal 2024 generally accepted accounting principles (GAAP) net earnings of $98.7 million, compared with $86.0 million in fiscal 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/29644/000002964424000024/0000029644-24-000024-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended January 31, 2024"},{"label":"Revenue","value":"$876.7 million"},{"label":"Net income","value":"$98.7 million"},{"label":"EPS","value":"$0.81"},{"label":"Guidance","value":"raised"},{"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"}