{"schema_version":"secwatch.filing_event.v1","accession":"0000029644-25-000082","form_type":"8-K","ticker":"DCI","cik":"0000029644","company_name":"DONALDSON Co INC","filed_at":"2025-08-27T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.014338+00:00","generated_at":"2026-05-17T09:49:09.156777+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Donaldson Q4 sales up 4.8% to $981M; adjusted EPS $1.03; FY2026 guidance centered on record $3.8B, $4.00 EPS","bullets":["Q4 sales $981M (+4.8% YoY); GAAP EPS $0.97 (+7.8%); adjusted EPS $1.03 (+9.6%).","Full-year GAAP EPS $3.05 (down 9.8%), adjusted EPS $3.68 (+7.6%) on $3.7B sales (+2.9%).","FY2026 guidance: sales ~$3.8B, EPS centered on $4.00; operating margin 16.1%-16.7% (record).","Life Sciences +14.1%, Industrial +7.7%, Mobile +2.3%; gross margin compressed 130bps on tariffs.","Returned ~$465M in FY2025 (4% share repurchase); plans 2-3% repurchase in FY2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000029644-25-000082","json":"https://secwatch.observer/filing/0000029644-25-000082.json","markdown":"https://secwatch.observer/filing/0000029644-25-000082.md","text":"https://secwatch.observer/filing/0000029644-25-000082.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/29644/000002964425000082/0000029644-25-000082-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29644/000002964425000082/dci-20250827.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T09:49:09.156777+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}