---
schema_version: "secwatch.filing_event.v1"
accession: "0000029644-25-000056"
form_type: "8-K"
ticker: "DCI"
cik: "0000029644"
company_name: "DONALDSON Co INC"
filed_at: "2025-06-03T23:59:59+00:00"
generated_at: "2026-05-20T02:05:04.537839+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Donaldson Q3 adj EPS $0.99 (+7.6% YoY), record sales; raises FY25 guidance; appoints COO

## Summary
- 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.

## SEC filing metadata
- accession: 0000029644-25-000056
- form_type: 8-K
- ticker: DCI
- cik: 0000029644
- company_name: DONALDSON Co INC
- filed_at: 2025-06-03T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/29644/000002964425000056/0000029644-25-000056-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/29644/000002964425000056/dci-20250602.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-25-000056
- JSON: https://secwatch.observer/filing/0000029644-25-000056.json
- Plain text: https://secwatch.observer/filing/0000029644-25-000056.txt

## Key facts
- Executive change
  Richard B. Lewis was appointed as Chief Operating Officer at DONALDSON Co INC.
  - Action: appointed
  - Role: Chief Operating Officer
  source text: On June 2, 2025, the Company announced the appointment of Richard B. Lewis as the Company’s Chief Operating Officer, effective August 1, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/29644/000002964425000056/0000029644-25-000056-index.htm

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