{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-032803","form_type":"8-K","ticker":"DCI","cik":"0000029644","company_name":"DONALDSON Co INC","filed_at":"2026-02-02T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.328166+00:00","generated_at":"2026-05-16T05:47:14.304068+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Donaldson to acquire Facet for $820M in cash; expects EPS accretion by FY2027","bullets":["Purchase price ~20x CY2025 EBITDA (or 16.6x adjusted for tax benefits and synergies).","Facet generated $108M sales in 2025; ~70% from regulated replacement consumables.","Acquisition adds fuel/fluid filtration for aerospace, defense, and power generation markets.","Transaction funded via cash on hand and new debt; expected to close by Oct 31, 2026.","Immediate margin accretion and EPS accretion projected in fiscal year 2027."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-032803","json":"https://secwatch.observer/filing/0001193125-26-032803.json","markdown":"https://secwatch.observer/filing/0001193125-26-032803.md","text":"https://secwatch.observer/filing/0001193125-26-032803.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/29644/000119312526032803/0001193125-26-032803-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29644/000119312526032803/d82928d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T05:47:14.304068+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"cdde75debddfb192360b22186a99299af322c47a","claim":"DONALDSON Co INC entered into Securities Purchase Agreement with Facet Group Holdings II LLC and Facet Holdings II B.V. valued at $820 million (effective 2026-01-31).","evidence_excerpt":"On January 31, 2026, Donaldson Company, Inc. (the “ Company ”) entered into a Securities Purchase Agreement (the “ Purchase Agreement ”) with Facet Group Holdings II LLC","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/29644/000119312526032803/0001193125-26-032803-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"asset purchase"},{"label":"Counterparty","value":"Facet Group Holdings II LLC and Facet Holdings II B.V."},{"label":"Value","value":"$820 million"},{"label":"Effective","value":"2026-01-31"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}