---
schema_version: "secwatch.filing_event.v1"
accession: "0000029644-25-000022"
form_type: "8-K"
ticker: "DCI"
cik: "0000029644"
company_name: "DONALDSON Co INC"
filed_at: "2025-02-27T23:59:59+00:00"
generated_at: "2026-05-26T02:39:26.579084+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Donaldson Q2 adj EPS $0.83 up 2.5%; sales $870M down 0.8%; narrows FY25 EPS to $3.60-$3.68

## Summary
- 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).

## SEC filing metadata
- accession: 0000029644-25-000022
- form_type: 8-K
- ticker: DCI
- cik: 0000029644
- company_name: DONALDSON Co INC
- filed_at: 2025-02-27T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/29644/000002964425000022/0000029644-25-000022-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/29644/000002964425000022/dci-20250227.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-25-000022
- JSON: https://secwatch.observer/filing/0000029644-25-000022.json
- Plain text: https://secwatch.observer/filing/0000029644-25-000022.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.