{"schema_version":"secwatch.filing_event.v1","accession":"0000029644-25-000145","form_type":"8-K","ticker":"DCI","cik":"0000029644","company_name":"DONALDSON Co INC","filed_at":"2025-12-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.660522+00:00","generated_at":"2026-05-16T14:57:48.105482+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 Q1 FY2026: record GAAP EPS $0.97 (+19%), raises adjusted EPS guidance","bullets":["GAAP net earnings $113.9M ($0.97 EPS) vs $99.0M ($0.81) YoY; adjusted EPS $0.94 (+13.3%).","Sales growth of 3.9%, driven by replacement parts and new equipment; full-year sales midpoint ~$3.8B.","Record Q1 includes $9.3M gain on asset sale and $5.0M restructuring charges (net $4.3M benefit).","Raising FY2026 adjusted operating margin and adjusted EPS guidance; expects >40% incremental margin.","CEO cites market share gains and cost optimization for double-digit EPS growth despite macro headwinds."],"urls":{"canonical":"https://secwatch.observer/filing/0000029644-25-000145","json":"https://secwatch.observer/filing/0000029644-25-000145.json","markdown":"https://secwatch.observer/filing/0000029644-25-000145.md","text":"https://secwatch.observer/filing/0000029644-25-000145.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/29644/000002964425000145/0000029644-25-000145-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29644/000002964425000145/dci-20251204.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T14:57:48.105482+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"}