secwatch.observer — SEC 8-K summary
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Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2025-12-04T23:59:59+00:00
Accession:  0000029644-25-000145
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000145/0000029644-25-000145-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000002964425000145/dci-20251204.htm
  HTML page:      https://secwatch.observer/filing/0000029644-25-000145

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