---
schema_version: "secwatch.filing_event.v1"
accession: "0000029644-26-000049"
form_type: "8-K"
ticker: "DCI"
cik: "0000029644"
company_name: "DONALDSON Co INC"
filed_at: "2026-06-01T21:41:36+00:00"
generated_at: "2026-06-02T10:06:58.843985+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Donaldson Q3 FY2026 sales $995.1M (+5.8%), adj. EPS $1.06 (+7.1%)

## Summary
- Record third-quarter sales of $995.1M, up 5.8% YoY; GAAP EPS $1.00 vs $0.48.
- Adjusted EPS of $1.06, up 7.1%; adjusted operating margin of 16.6% (all-time high).
- Closed margin-accretive Facet acquisition to enhance Industrial Solutions portfolio.
- Narrowed FY2026 guidance: expects record sales, adjusted operating margin, and adjusted EPS.
- Mobile and Life Sciences segments drove performance, offsetting Industrial headwinds.

## SEC filing metadata
- accession: 0000029644-26-000049
- form_type: 8-K
- ticker: DCI
- cik: 0000029644
- company_name: DONALDSON Co INC
- filed_at: 2026-06-01T21:41:36+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/29644/000002964426000049/0000029644-26-000049-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/29644/000002964426000049/dci-20260602.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-26-000049
- JSON: https://secwatch.observer/filing/0000029644-26-000049.json
- Plain text: https://secwatch.observer/filing/0000029644-26-000049.txt

## Source-grounded claims
- claim_id: ac36072ba2ec070ef9d256535e613fd2d5b62c3c
  claim: DONALDSON Co INC reported third quarter fiscal 2026 results: revenue $995.1 million, net income $118.1 million, EPS $1.00.
  evidence_excerpt: press release is furnished herewith as Exhibit 99.1. --- EX-99.1 (EX-99.1) --- Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings Third quarter sales of $995.1 million, up 5.8% Operating margin of 15.6%; All-time high adjusted operating margin of 16.6% GAAP EPS of $1.00; Adjusted EPS of $1.06, up 7.1% Closed margin-accretive Facet acquisition,
  evidence_url: https://www.sec.gov/Archives/edgar/data/29644/000002964426000049/0000029644-26-000049-index.htm

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