Highest-materiality recent filing
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.
Donaldson enters $400M delayed-draw term loan facility with Wells Fargo and U.S. Bank
Three-year unsecured $400M delayed-draw term loan; no amount outstanding as of April 8, 2026.
Donaldson Q2 sales record $896M (+3% YoY); adjusted EPS $0.83 flat; announces Facet acquisition
Record Q2 sales of $896M, up 3.0% YoY; GAAP EPS $0.78 vs $0.79 prior year.
Donaldson to acquire Facet for $820M in cash; expects EPS accretion by FY2027
Purchase price ~20x CY2025 EBITDA (or 16.6x adjusted for tax benefits and synergies).
Donaldson appoints COO Richard Lewis as President & CEO; Tod Carpenter becomes Executive Chairman
Richard Lewis, current COO, becomes President & CEO effective March 2, 2026; also joins Board.
Donaldson Q1 FY2026: record GAAP EPS $0.97 (+19%), raises adjusted EPS guidance
GAAP net earnings $113.9M ($0.97 EPS) vs $99.0M ($0.81) YoY; adjusted EPS $0.94 (+13.3%).
Donaldson stockholders elect four directors, approve say-on-pay and PwC as auditor
Stockholders elected Douglas Milroy, Richard Olson, Daniel Shine, and Jacinth Smiley to the Board.
Q4 sales $981M (+4.8% YoY); GAAP EPS $0.97 (+7.8%); adjusted EPS $1.03 (+9.6%).
Revolving credit limit increased from $500M to $600M; maturity extended from May 2026 to June 2030.
Donaldson Q3 adj EPS $0.99 (+7.6% YoY), record sales; raises FY25 guidance; appoints COO
GAAP EPS $0.48 vs $0.92; includes $65.8M pre-tax charges, $62M bioprocessing impairment.
Thomas R. Scalf, President, Enterprise Operations and Supply Chain, notified Donaldson of his retirement effective August 1, 2025.
Donaldson Q2 adj EPS $0.83 up 2.5%; sales $870M down 0.8%; narrows FY25 EPS to $3.60-$3.68
GAAP EPS $0.79 vs $0.81; net earnings $95.9M down from $98.7M.
Donaldson reports record Q1 sales of $900.1M; GAAP EPS $0.81, up 8.1% YoY
Net earnings of $99.0M, up from $92.1M; GAAP diluted EPS $0.81 vs $0.75 prior year.
Donaldson shareholders elect three directors, approve say-on-pay and auditor at annual meeting
Elected directors Christopher M. Hilger, James J. Owens, Trudy A. Rautio to the Board.
Donaldson appoints Brad Pogalz as CFO, succeeding retiring Scott Robinson
Brad Pogalz promoted to CFO from VP Finance – Global FP&A, effective Nov 1, 2024.
Donaldson posts record Q4 sales $935M (+6.4%), GAAP EPS $0.90 (+20%), adjusted $0.94
Q4 revenue $935M (+6.4% YoY); GAAP EPS $0.90 (+20%); adjusted EPS $0.94 vs $0.78.
Donaldson swaps presidents of Mobile Solutions and Life Sciences effective Aug 1, 2024
Andrew Dahlgren appointed President, Mobile Solutions (currently President, Life Sciences).
Donaldson posts record Q3 sales $927.9M, EPS $0.92; raises FY2024 EPS guidance to $3.33-$3.39
Q3 sales up 6.0% YoY to $927.9M; net earnings $113.5M, EPS $0.92 (+21.7% YoY).
Donaldson Q2 FY2024: record sales $876.7M (+5.8%), EPS $0.81 (+15.9%), raises FY guidance
GAAP EPS $0.81 vs $0.70 prior year; adjusted EPS up 8.0% to $0.81.
Donaldson Q1 FY2024 EPS $0.75 (+6.8% YoY); sales flat at $846.3M; record FY2024 outlook reaffirmed
GAAP EPS $0.75, up 6.8% vs $0.70 last year; adjusted EPS flat at $0.75.
Shareholders approved amending 2019 Master Stock Incentive Plan, increasing authorized shares by 5,000,000 (750,000 for full-value awards).
Donaldson shareholders elect directors and approve say-on-pay, stock plan, auditor
Elected directors Tod E. Carpenter, Pilar Cruz, Ajita G. Rajendra (all with >87M votes for, ~9.4M broker non-votes).
Donaldson eliminates obsolete preferred stock certificate; restates charter
Certificate of Elimination for Series A Junior Participating Preferred Stock filed Sept 22, 2023.
Donaldson Q4 GAAP EPS $0.75, adj. $0.78; FY2024 guidance $3.14-$3.30
Q4 GAAP EPS $0.75 (down from $0.81); adjusted EPS $0.78 (down from $0.84); net earnings $91.9M.
Donaldson amends bylaws to adopt universal proxy card rules
Board adopted Restated Bylaws on July 28, 2023, to align with SEC universal proxy rules.
Donaldson Q3 sales $875.7M, EPS $0.76, up 14% YoY; reaffirms FY guidance
Record Q3 sales of $875.7M, +2.6% YoY; GAAP EPS $0.76 vs $0.67 prior year.
Donaldson Q2 FY2023 sales $828.3M record; GAAP EPS $0.70, adj. EPS $0.75, up 22% and 32% YoY
Record Q2 sales of $828.3M, up 3.2% YoY; GAAP net earnings $86.0M, up 19.8% from $71.8M.
Donaldson adopts management change-in-control severance plan effective Feb 1, 2023
Plan replaces individual executive agreements; benefits are substantially the same.
Donaldson reorganizes into three reporting segments; recasts historical financials
New segments: Mobile Solutions, Industrial Solutions, Life Sciences; effective Nov 1, 2022.
Donaldson reports record Q1 FY2023 sales of $847.3M, adjusted EPS $0.75 (+22.9% YoY)
GAAP EPS $0.70 (+15.3% YoY); net earnings $87.2M, up 13.1% from prior year.
Donaldson 2022 annual meeting re-elects 4 directors, approves say-on-pay and auditor
Re-elected directors: Milroy (98.5M for), Oberton (95.8M), Olson (99.1M), Smiley (99.1M).
Donaldson SVP Jeffrey Spethmann resigns; receives $465,000 separation payment
Jeffrey E. Spethmann resigned as SVP, Industrial Products, effective Oct 7, 2022; will remain employee until Nov 1, 2022 for transition.
Donaldson reports record Q4 sales $890M, adj. EPS $0.84 (+27%); guides FY23 EPS $2.91-$3.07
Q4 sales $890M (+15.1% reported, +21.6% constant currency); GAAP EPS $0.81, adj. EPS $0.84.
Donaldson Q3 net earnings down 1.8%; record sales $853M; lowers FY margin and FCF guidance
GAAP EPS $0.67 vs $0.66; net earnings $83.0M, down 1.8% YoY.
Donaldson appoints Andrew J. Cebulla as Global Corporate Controller and Principal Accounting Officer
Andrew J. Cebulla appointed Global Corporate Controller and Principal Accounting Officer, effective March 28, 2022.
Donaldson reports record Q2 sales $802.5M, raises FY2022 EPS and sales guidance
GAAP EPS $0.57 vs $0.44 prior year; adjusted EPS up 9.8% to $0.57 from $0.52.
Donaldson appoints Rick Olson and Jacinth Smiley to board; Wiehoff and Hoffman to retire
Rick Olson (Toro Chairman/President/CEO) appointed to board effective Jan 27, 2022; will serve on Corporate Governance and HR Committees.
Donaldson CFO Scott J. Robinson to assume Principal Accounting Officer role as Peter Keller resigns
Global Corporate Controller and PAO Peter J. Keller resigns, effective January 4, 2022.
Donaldson posts record Q1 sales $760.9M (+19.5% YoY), raises FY2022 guidance
Q1 EPS $0.61 (+26.1% YoY); net earnings $77.1M (+24.4%).
Donaldson shareholders elect three directors, approve executive pay at annual meeting
Christopher M. Hilger, James J. Owens, Trudy A. Rautio elected as directors with >93% support.
Donaldson posts record FY2021 sales of $2.854B; Q4 EPS $0.66 vs $0.50 YoY; FY2022 guidance raised
Q4 sales $773.1M (+25.2% YoY); full-year sales $2.854B (record).
On June 2, 2025, the Company announced the appointment of Richard B. Lewis as the Company’s Chief Operating Officer, effective August 1, 2025.
On May 14, 2025, Thomas R. Scalf, President, Enterprise Operations and Supply Chain, notified Donaldson Company, Inc. (the “Company”) of his decision to retire, effective at the close of business on August 1, 2025.
On October 29, 2024, Donaldson Company, Inc. (the “Company”) announced the appointment of Brad Pogalz as the Company’s Chief Financial Officer, effective November 1, 2024.
Mr. Pogalz succeeds Scott Robinson, who, on October 25, 2024, gave notice of his retirement from the Company, resigning from the office of Chief Financial Officer effective at the close of business on October 31, 2024, and retiring from his employment effective at the close of business on December 6, 2024.
Richard B. Lewis, currently President, Mobile Solutions, is appointed to President, Life Sciences
Andrew C. Dahlgren, currently President, Life Sciences, is appointed to President, Mobile Solutions
In connection with those changes, on October 3, 2022, Jeffrey E. Spethmann resigned as Senior Vice President, Industrial Products of Donaldson Company, Inc. (the “Company”), effective as of the close of business on October 7, 2022, and he will remain an employee until November 1, 2022 to assist with the transition of his responsibilities.
On March 25, 2022, the Board of Directors of Donaldson Company, Inc. appointed Andrew J. Cebulla as Global Corporate Controller and Principal Accounting Officer, effective March 28, 2022.
John Wiehoff and Mike Hoffman will not stand for re-election when their terms end at the 2022 Annual Meeting of Stockholders.
John Wiehoff and Mike Hoffman will not stand for re-election when their terms end at the 2022 Annual Meeting of Stockholders.
On January 27, 2022, Donaldson Company, Inc. (“Donaldson”) announced the appointment of Rick Olson and Jacinth Smiley to its Board of Directors, effective January 27, 2022.
On January 27, 2022, Donaldson Company, Inc. (“Donaldson”) announced the appointment of Rick Olson and Jacinth Smiley to its Board of Directors, effective January 27, 2022.
Max materiality 0.85 · Median 0.65 · Most common event earnings