secwatch.observer — SEC 8-K summary
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Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2025-08-27T23:59:59+00:00
Accession:  0000029644-25-000082
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000082/0000029644-25-000082-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000082/dci-20250827.htm
  HTML page:      https://secwatch.observer/filing/0000029644-25-000082

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