Recent 8-K filings for DCI

• Feb 26, 2026 23:59 UTC earnings materiality 0.65 positive item 2.02item 9.01

  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.

• Feb 02, 2026 23:59 UTC m_and_a materiality 0.75 positive item 1.01item 7.01item 9.01

  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).

• Jan 29, 2026 23:59 UTC leadership materiality 0.75 neutral item 5.02item 7.01item 9.01

  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.

• Dec 04, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 9.01

  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%).

• Aug 27, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 9.01

  Donaldson Q4 sales up 4.8% to $981M; adjusted EPS $1.03; FY2026 guidance centered on record $3.8B, $4.00 EPS

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

• Jun 03, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 5.02item 7.01item 9.01

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.75 · Most common event earnings

5 positive 0 negative 4 neutral

source · DCI on sec.gov