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DONALDSON Co INC — fact timeline

Source-grounded facts extracted from DONALDSON Co INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

DCI DONALDSON Co INC JSON
Earnings Releases

DONALDSON Co INC reported third quarter fiscal 2026 results: revenue $995.1 million, net income $118.1 million, EPS $1.00.

“press release is furnished herewith as Exhibit 99.1. --- EX-99.1 (EX-99.1) --- Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings Third quarter sales of $995.1 million, up 5.8% Operating margin of 15.6%; All-time high adjusted operating margin of 16.6% GAAP EPS of $1.00; Adjusted EPS of $1.06, up 7.1% Closed margin-accretive Facet acquisition,”
Debt Financings

DONALDSON Co INC incurred term loan of $400 million with Wells Fargo Bank, National Association, as administrative agent maturing three years.

“on April 8, 2026, the Company entered into a three-year committed, unsecured, delayed draw term loan credit facility in the amount of $400 million.”
Material Agreements

DONALDSON Co INC entered into Term Loan Credit Agreement with certain lenders and Wells Fargo Bank, National Association valued at $400 million (effective 2026-04-08).

“On April 8, 2026, Donaldson Company, Inc. (the "Company") entered into a Term Loan Credit Agreement (the "Agreement"), among the Company, certain lenders from time to time party to the Agreement (the "Lenders"), and Wells Fargo Bank, National Association, as administrative agent for the Lenders. The Agreement creates a new three-year committed, unsecured, delayed draw term loan credit facility in the amount of $400 million available to the Company (the "Term Loan Facility").”
Material Agreements

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).

“On January 31, 2026, Donaldson Company, Inc. (the “ Company ”) entered into a Securities Purchase Agreement (the “ Purchase Agreement ”) with Facet Group Holdings II LLC”
Debt Financings

DONALDSON Co INC incurred term loan of $200 million with the lenders party thereto maturing June 12, 2028.

“a new term loan facility was added in the amount of $200 million with a maturity date of June 12, 2028, which was fully advanced on the closing date”
Debt Financings

DONALDSON Co INC amended credit facility of $600 million with Wells Fargo Bank, National Association, as administrative agent maturing June 12, 2030.

“the maturity date of the revolving credit facility was extended from May 21, 2026 to June 12, 2030, (ii) the aggregate revolving credit limit was increased from $500 million to $600 million”

Richard B. Lewis was appointed as Chief Operating Officer at DONALDSON Co INC.

“On June 2, 2025, the Company announced the appointment of Richard B. Lewis as the Company’s Chief Operating Officer, effective August 1, 2025.”

Thomas R. Scalf departed as President, Enterprise Operations and Supply Chain at DONALDSON Co INC.

“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.”

Scott Robinson resigned as Chief Financial Officer at DONALDSON Co INC.

“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.”

Brad Pogalz was appointed as Chief Financial Officer at DONALDSON Co INC.

“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.”

Richard B. Lewis was appointed as President, Life Sciences at DONALDSON Co INC.

“Richard B. Lewis, currently President, Mobile Solutions, is appointed to President, Life Sciences”

Andrew C. Dahlgren was appointed as President, Mobile Solutions at DONALDSON Co INC.

“Andrew C. Dahlgren, currently President, Life Sciences, is appointed to President, Mobile Solutions”
Earnings Releases

DONALDSON Co INC reported fiscal 2024 results: EPS between $3.24 and $3.32. Guidance raised.

“Full-year EPS is forecast to be between $3.24 and $3.32, up from prior guidance of between $3.14 and $3.30 and compared with fiscal 2023 GAAP and adjusted EPS of $2.90 and $3.04, respectively.”
Earnings Releases

DONALDSON Co INC reported the quarter ended January 31, 2024 results: revenue $876.7 million, net income $98.7 million, EPS $0.81. Guidance raised.

“Second quarter sales were $876.7 million, up 5.8% compared with 2023 EPS of $0.81 up 15.9% versus 2023 GAAP EPS and up 8.0% versus 2023 adjusted EPS Raising fiscal 2024 operating margin and EPS guidance On track to deliver record full-year sales and EPS MINNEAPOLIS (February 28, 2024) — Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported second quarter fiscal 2024 generally accepted accounting principles (GAAP) net earnings of $98.7 million, compared with $86.0 million in fiscal 2023.”
Earnings Releases

DONALDSON Co INC reported first quarter fiscal year 2024 results: revenue $846.3 million, net income $92.1 million, EPS $0.75. Guidance reaffirmed.

“Donaldson Reports First Quarter Fiscal Year 2024 Sales and Earnings First quarter sales were $846.3 million compared with $847.3 million in fiscal 2023 EPS of $0.75, up 6.8% versus 2023 GAAP EPS of $0.70, flat versus 2023 adjusted EPS of $0.75 Fiscal 2024 sales and EPS projected at record levels, consistent with previous guidance”
Shareholder Votes

DONALDSON Co INC shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm at the 2023-11-17 meeting.

“The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm to audit the Company’s financial statements for the fiscal year ending July 31, 2024 as set forth below: FOR AGAINST ABSTAIN 99,321,756 1,889,017 353,599”
Shareholder Votes

DONALDSON Co INC shareholders approved Approval of the Donaldson Company, Inc. 2019 Master Stock Incentive Plan, as amended and restated at the 2023-11-17 meeting.

“The Company’s stockholders approved the Donaldson Company, Inc. 2019 Master Stock Incentive Plan, as amended and restated, as set forth below: FOR AGAINST ABSTAIN BROKER NON-VOTE 86,287,133 5,365,778 557,739 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Non-binding advisory vote on the frequency of future advisory votes on the compensation of the Company’s named executive officers at the 2023-11-17 meeting.

“The Company’s stockholders approved a non-binding advisory vote on the frequency of future advisory votes on the compensation of the Company’s named executive officers as set forth below: 1YEAR 2 YEARS 3 YEARS ABSTAIN BROKER NON-VOTE 89,394,420 130,816 2,325,166 360,248 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Non-binding advisory vote on the compensation of the Company’s named executive officers at the 2023-11-17 meeting.

“The Company’s stockholders approved a non-binding advisory vote on the compensation of the Company’s named executive officers as set forth below: FOR AGAINST ABSTAIN BROKER NON-VOTE 86,204,918 5,545,749 459,983 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Election of three individuals to the Board of Directors at the 2023-11-17 meeting.

“The Company’s stockholders elected three individuals to the Board of Directors as set forth below: FOR WITHHELD BROKER NON-VOTE Tod E. Carpenter 88,937,387 3,273,263 9,353,722 Pilar Cruz 87,642,817 4,567,833 9,353,722 Ajita G. Rajendra 88,690,222 3,520,428 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal year ending July 31, 2024 at the 2023-11-17 meeting.

“Item 5 The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm to audit the Company’s financial statements for the fiscal year ending July 31, 2024 as set forth below: FOR AGAINST ABSTAIN 99,321,756 1,889,017 353,599”
Shareholder Votes

DONALDSON Co INC shareholders approved Non-binding advisory vote on the frequency of future advisory votes on the compensation of the Company's named executive officers at the 2023-11-17 meeting.

“Item 3 The Company’s stockholders approved a non-binding advisory vote on the frequency of future advisory votes on the compensation of the Company’s named executive officers as set forth below: 1YEAR 2 YEARS 3 YEARS ABSTAIN BROKER NON-VOTE 89,394,420 130,816 2,325,166 360,248 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Non-binding advisory vote on the compensation of the Company's named executive officers at the 2023-11-17 meeting.

“Item 2 The Company’s stockholders approved a non-binding advisory vote on the compensation of the Company’s named executive officers as set forth below: FOR AGAINST ABSTAIN BROKER NON-VOTE 86,204,918 5,545,749 459,983 9,353,722”
Shareholder Votes

DONALDSON Co INC shareholders approved Election of four individuals to the Board of Directors at the 2023-11-17 meeting.

“Item 1 The Company’s stockholders elected four individuals to the Board of Directors as set forth below: FOR WITHHELD BROKER NON-VOTE Tod E. Carpenter 88,937,387 3,273,263 9,353,722 Pilar Cruz 87,642,817 4,567,833 9,353,722 Ajita G. Rajendra 88,690,222 3,520,428 9,353,722”
Governance Changes

DONALDSON Co INC: Filed a Certificate of Elimination to eliminate Series A Junior Participating Preferred Stock designation that was expired and had no shares outstanding (effective 2023-09-22).

“On September 22, 2023, Donaldson Company, Inc. (the “Company”) filed a Certificate of Elimination of Series A Junior Participating Preferred Stock with the Delaware Secretary of State, which, effective upon filing, eliminated all matters set forth in the Certificate of Designation of Series A Junior Participating Preferred Stock (the “Certificate of Designation”).”
Earnings Releases

DONALDSON Co INC updated its the quarter and fiscal year ended July 31, 2023 guidance (reaffirmed).

“On August 29, 2023, Donaldson Company, Inc. issued a press release announcing its results of operations for the quarter and fiscal year ended July 31, 2023.”
Governance Changes

DONALDSON Co INC: Amended and restated bylaws to adopt universal proxy card rules and reserve white proxy card for board use, with other updates (effective 2023-07-28).

“On July 28, 2023, the Board of Directors of Donaldson Company, Inc. (the “Company”), upon recommendation of the Corporate Governance Committee, adopted an amendment and restatement of the Company’s Amended and Restated Bylaws (as further amended and restated, the “Restated Bylaws”) to, among other things, make changes in connection with Securities and Exchange Commission rules regarding universal proxy cards.”
Earnings Releases

DONALDSON Co INC reported the quarter ended April 30, 2023 results: revenue $875.7 million, net income $93.7 million, EPS $0.76.

“Donaldson Reports Record Third Quarter 2023 Sales and Earnings Third quarter 2023 sales increased 2.6% year over year to $875.7 million Operating margin of 14.2%, up 120 basis points from prior year EPS of $0.76 increased 14.0% versus 2022 Donaldson maintains fiscal 2023 sales and EPS outlook MINNEAPOLIS (May 31, 2023) — Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company) today reported fiscal third quarter 2023 net earnings of $93.7 million, a 13.0% increase from $83.0 million in 2022. Earnings per share (EPS) for the third quarter 2023 increased to $0.76 from $0.67 in the prior year.”
Earnings Releases

DONALDSON Co INC reported the quarter ended January 31, 2023 results: revenue $828.3 million, net income $86.0 million, EPS $0.70. Guidance reaffirmed.

“Donaldson Reports Record Second Quarter 2023 Sales and Earnings Second quarter 2023 sales increased 3.2% year over year to $828.3 million, a quarterly record GAAP operating margin of 14.0%; Adjusted operating margin of 15.2% GAAP EPS of $0.70, up 22.0% and adjusted EPS of $0.75, up 32.0% versus 2022 Donaldson tightens fiscal 2023 EPS guidance to high end of previous range”
Earnings Releases

DONALDSON Co INC reported the quarter ended October 31, 2022 results: revenue $847.3 million, net income $87.2 million, EPS $0.70. Guidance reaffirmed.

“in such filing. --- EX-99.1 (EX-99.1) --- Donaldson Company Reports Record First Quarter 2023 Sales and Earnings First quarter 2023 sales increased 11.4% from 2022 to $847.3 million GAAP operating margin of 14.1%; Adjusted operating margin of 15.0% GAAP EPS of $0.70, up 15.3% and adjusted EPS of $0.75, up 22.9% versus 2022 Donaldson reiterates fiscal 2023”
Shareholder Votes

DONALDSON Co INC shareholders approved Ratification of PricewaterhouseCoopers LLP as independent auditors at the 2022-11-18 meeting.

“Item 3 The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm to audit the Company’s financial statements for the fiscal year ending July 31, 2023 as set forth below: FOR AGAINST ABSTAIN 107,652,071 1,868,702 247,931”
Shareholder Votes

DONALDSON Co INC shareholders approved Advisory vote on executive compensation at the 2022-11-18 meeting.

“Item 2 The Company’s stockholders approved a non-binding advisory vote on the compensation of the Company’s named executive officers as set forth below: FOR AGAINST ABSTAIN BROKER NON-VOTE 96,788,652 2,260,672 384,351 10,335,029”
Shareholder Votes

DONALDSON Co INC shareholders approved Election of four directors at the 2022-11-18 meeting.

“Item 1 The Company’s stockholders elected four individuals to the Board of Directors as set forth below: FOR WITHHELD BROKER NON-VOTE Douglas A. Milroy 98,538,401 895,274 10,335,029 Willard D. Oberton 95,751,471 3,682,204 10,335,029 Richard M. Olson 99,074,146 359,529 10,335,029 Jacinth C. Smiley 99,054,245 379,430 10,335,029”

Jeffrey E. Spethmann resigned as Senior Vice President, Industrial Products at DONALDSON Co INC.

“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.”

Andrew J. Cebulla was appointed as Global Corporate Controller and Principal Accounting Officer at DONALDSON Co INC.

“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.”

Mike Hoffman departed as Director at DONALDSON Co INC.

“John Wiehoff and Mike Hoffman will not stand for re-election when their terms end at the 2022 Annual Meeting of Stockholders.”

John Wiehoff departed as Director at DONALDSON Co INC.

“John Wiehoff and Mike Hoffman will not stand for re-election when their terms end at the 2022 Annual Meeting of Stockholders.”

Jacinth Smiley was appointed as Director at DONALDSON Co INC.

“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.”

Rick Olson was appointed as Director at DONALDSON Co INC.

“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.”

Scott J. Robinson changed role as Senior Vice President and Chief Financial Officer at DONALDSON Co INC.

“Scott J. Robinson, the Company’s Senior Vice President and Chief Financial Officer will assume the additional position of Principal Accounting Officer.”

Peter J. Keller resigned as Global Corporate Controller and Principal Accounting Officer at DONALDSON Co INC.

“On December 6, 2021, Peter J. Keller, the Global Corporate Controller and Principal Accounting Officer of Donaldson Company, Inc. (the “Company”), gave notice of his intention to resign effective January 4, 2022.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.