Highest-materiality recent filing
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.
On June 2, 2025, the Company announced the appointment of Richard B. Lewis as the Company’s Chief Operating Officer, effective August 1, 2025.
Max materiality 0.80 · Median 0.75 · Most common event earnings