secwatch.observer — SEC 8-K summary
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Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2026-08-25T21:35:47+00:00
Accession:  0000029644-26-000071
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000002964426000071/0000029644-26-000071-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000002964426000071/dci-20260826.htm
  HTML page:      https://secwatch.observer/filing/0000029644-26-000071

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