---
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"
generated_at: "2026-05-17T09:49:09.156777+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Donaldson Q4 sales up 4.8% to $981M; adjusted EPS $1.03; FY2026 guidance centered on record $3.8B, $4.00 EPS

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-25-000082
- JSON: https://secwatch.observer/filing/0000029644-25-000082.json
- Plain text: https://secwatch.observer/filing/0000029644-25-000082.txt

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