Welcome to our dedicated page for Donaldson SEC filings (Ticker: DCI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Donaldson Company, Inc. (NYSE: DCI), a global manufacturer of technology-led filtration products and solutions. Through these documents, investors can review how Donaldson reports its financial performance, governance practices and material events across its Mobile Solutions, Industrial Solutions and Life Sciences segments.
Key filings include Form 10-K annual reports, where Donaldson presents audited financial statements, segment information, risk factors and management’s discussion and analysis for its fiscal year. Form 10-Q quarterly reports offer interim updates on net sales, operating income, margins, cash flows and segment trends, including details on off-road, on-road, aftermarket, industrial filtration, aerospace and defense, and life sciences activities.
Donaldson also files Form 8-K current reports to disclose material events. Recent 8-K filings reference the release of quarterly earnings results and the outcomes of the annual meeting of stockholders, including voting results on director elections, advisory votes on executive compensation and ratification of the independent registered public accounting firm. The company’s DEF 14A definitive proxy statement provides further detail on corporate governance, board structure, executive compensation programs and stockholder proposals.
Investors interested in ownership changes and executive activity can monitor Form 4 insider transaction reports, which disclose purchases, sales and other changes in beneficial ownership by directors and officers. Together, these filings form a detailed regulatory record of Donaldson’s operations, capital allocation, governance and leadership incentives.
On Stock Titan, Donaldson’s filings are updated in near real time from the SEC’s EDGAR system. AI-powered summaries help explain complex sections of lengthy documents such as 10-Ks, 10-Qs and proxy statements, highlighting items like segment performance, margin drivers, capital spending, dividend and repurchase activity, and governance decisions. This allows readers to quickly understand the key points in Donaldson’s regulatory disclosures while retaining access to the full original filings for deeper analysis.
Smiley Jacinth C reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Co. director Jacinth C. Smiley received a stock grant of 279 shares of Common Stock. The shares were awarded at a value of $85.23 per share and are reported as a non-derivative, direct ownership transaction. Following this award, Smiley directly holds 7,948 shares of Donaldson Common Stock, indicating a routine compensation-related increase rather than an open-market purchase or sale.
Donaldson Co Inc director Trudy A. Rautio received a grant of 349 shares of Common Stock at $85.23 per share. This compensation-related award increased her direct holdings to 27,673 shares. The transaction is an acquisition through a grant, not an open-market purchase.
Owens James reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Company director James Owens received a grant of 279 shares of Common Stock, recorded at $85.23 per share, as equity compensation. This award increased his directly held stake to 22,565 shares, reflecting a routine, non-derivative grant rather than an open-market purchase or sale.
Hilger Christopher M. reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Co. director Christopher M. Hilger received a grant of 418 shares of Common Stock. The award was recorded on April 3, 2026 at an indicated price of $85.23 per share, increasing his direct holdings to 15,799 shares. This is a compensation-related share award, not an open‑market purchase.
Donaldson Co. president Guillermo Briseño reported an exercise-and-sell transaction involving 20,600 shares of common stock. On March 26, 2026, he exercised fully vested employee stock options for 12,000 shares at $42.72 per share and 8,600 shares at $45.43 per share.
He then sold 12,000 and 8,600 common shares, respectively, at $84.97 per share in open-market transactions. Following these trades, Briseño directly holds 29,267 shares of Donaldson common stock, indicating he retained a meaningful equity stake after converting options and realizing gains on part of his position.
Donaldson Co Inc ownership disclosure: The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A stating it beneficially owns 0 shares of Common Stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused de‑aggregation of certain Vanguard subsidiaries’ holdings.
Donaldson Company President Richard Brent Lewis reported receiving an employee stock option grant to buy 15,500 shares of common stock at an exercise price of $0.00 per share. The option vests in three equal annual installments beginning on March 2, 2027, providing long-term equity-based compensation.
He also reported beneficial ownership of 44,454 shares of common stock directly, plus 838 and 2,039 shares held indirectly through a benefit plan trust, reflecting his existing equity stake but not indicating additional open-market buying or selling.
Donaldson Company, Inc. reported modest growth with some margin pressure and a major pending acquisition. For the quarter ended January 31, 2026, net sales rose to $896.3 million from $870.0 million, while net earnings dipped slightly to $92.5 million and diluted EPS were $0.78 versus $0.79.
Over the first six months, net sales increased to $1,831.7 million from $1,770.1 million and net earnings improved to $206.4 million from $194.9 million, with diluted EPS up to $1.75 from $1.60. Gross margin narrowed as the company shifted Power Generation manufacturing and incurred footprint optimization costs, partly offset by pricing.
Life Sciences returned to profitability with strong Food and Beverage and Disk Drive demand, Mobile Solutions grew on Aftermarket strength, and Industrial Solutions saw lower margins from operational inefficiencies. Donaldson agreed to acquire Facet Filtration in an all‑cash transaction valued at approximately $820 million, expected to close in about six months, and continued returning cash via $108.6 million of share repurchases and higher dividends.
Donaldson Company, Inc. reported fiscal Q2 2026 record sales of $896.3 million, up 3.0% from a year ago, with GAAP net earnings of $92.5 million and diluted EPS of $0.78, slightly below $0.79 last year. Adjusted EPS was $0.83, flat versus the prior-year record.
Gross margin declined to 33.5% from 35.2%, while operating margin fell to 13.2%, or 14.0% on an adjusted basis. Life Sciences sales grew 16.2%, Industrial Solutions rose 2.4%, and Mobile Solutions increased 1.6%. The company agreed to acquire Facet for approximately $820 million in cash and now forecasts fiscal 2026 adjusted EPS of $3.93–$4.01 and record full-year sales and margins.