secwatch.observer — SEC 8-K summary
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Issuer:     DONALDSON Co INC (DCI)
CIK:        0000029644
Form:       8-K
Filed at:   2026-02-02T23:59:59+00:00
Accession:  0001193125-26-032803
Event type: m_and_a
Sentiment:  positive
Materiality: 0.75
Item codes: 1.01, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Donaldson to acquire Facet for $820M in cash; expects EPS accretion by FY2027
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/29644/000119312526032803/0001193125-26-032803-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/29644/000119312526032803/d82928d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-032803

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