secwatch.observer — SEC 8-K summary
======================================

Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2026-06-01T21:41:36+00:00
Accession:  0000029644-26-000049
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000002964426000049/0000029644-26-000049-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000002964426000049/dci-20260602.htm
  HTML page:      https://secwatch.observer/filing/0000029644-26-000049

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer