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 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%).
Q4 sales $981M (+4.8% YoY); GAAP EPS $0.97 (+7.8%); adjusted EPS $1.03 (+9.6%).
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.
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 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 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.
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 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 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 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 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 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 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