---
schema_version: "secwatch.filing_event.v1"
accession: "0000029644-26-000071"
form_type: "8-K"
ticker: "DCI"
cik: "0000029644"
company_name: "DONALDSON Co INC"
filed_at: "2026-08-25T21:35:47+00:00"
generated_at: "2026-08-26T10:06:01.626642+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Donaldson posts record Q4/FY26 results; FY27 EPS guided $4.22-$4.38, sales +5.5%-9.5%

## Summary
- Q4 FY26 sales $1,058.8M (+8.0% YoY); GAAP EPS $1.10 (+13.4%), adjusted EPS $1.15 (+11.7%).
- Full-year FY26 sales $3.9B (+5.3%); GAAP EPS $3.85 (+26.2%), adjusted EPS $3.98 (+8.2%).
- Q4 gross margin 36.3% (+180 bps); operating margin 16.7% (+120 bps); Aerospace/Defense sales +61%.
- Facet acquisition added ~$30M Q4 sales and $0.06 EPS dilution; $102M of Facet-related debt paid down.
- FY27 guidance: EPS $4.22-$4.38 (incl. ~$0.12 Facet dilution), operating margin 16.6%-17.2%, interest $55-60M.

## SEC filing metadata
- accession: 0000029644-26-000071
- form_type: 8-K
- ticker: DCI
- cik: 0000029644
- company_name: DONALDSON Co INC
- filed_at: 2026-08-25T21:35:47+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/29644/000002964426000071/0000029644-26-000071-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/29644/000002964426000071/dci-20260826.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000029644-26-000071
- JSON: https://secwatch.observer/filing/0000029644-26-000071.json
- Plain text: https://secwatch.observer/filing/0000029644-26-000071.txt

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