secwatch.observer — SEC 8-K summary
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Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2025-02-27T23:59:59+00:00
Accession:  0000029644-25-000022
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000022/0000029644-25-000022-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000022/dci-20250227.htm
  HTML page:      https://secwatch.observer/filing/0000029644-25-000022

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer