---
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"
generated_at: "2026-05-16T14:57:48.105482+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Donaldson Q1 FY2026: record GAAP EPS $0.97 (+19%), raises adjusted EPS guidance

## Summary
- 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.

## SEC filing metadata
- 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
- 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/29644/000002964425000145/0000029644-25-000145-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/29644/000002964425000145/dci-20251204.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-25-000145
- JSON: https://secwatch.observer/filing/0000029644-25-000145.json
- Plain text: https://secwatch.observer/filing/0000029644-25-000145.txt

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