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.
Donaldson Company, Inc. filings document the regulatory record for a NYSE-listed filtration products and solutions company. The filings cover common stock registered under DCI, operating results, capital-structure disclosures, material agreements and governance matters.
Donaldson’s 8-K reports include earnings releases, unsecured term loan credit agreements, executive appointments and compensatory arrangements. Proxy and annual meeting filings document director elections, advisory executive compensation votes, auditor ratification, board matters and shareholder voting results.
Donaldson Company, Inc. reported stronger results for the quarter ended April 30, 2026. Net sales rose to $995.1 million from $940.1 million, while net earnings more than doubled to $118.1 million, lifting diluted EPS to $1.00 from $0.48. Growth was led by Mobile Solutions and Life Sciences, with Industrial Solutions held back by production inefficiencies and weaker Aerospace and Defense.
For the first nine months, net sales reached $2,826.8 million and net earnings were $324.5 million, with diluted EPS of $2.75. Gross margin percentage eased due to footprint optimization costs and Power Generation manufacturing shifts, partly offset by pricing and mix. Operating cash flow was $293.8 million, supporting $108.5 million of share repurchases and $104.0 million of dividends.
After quarter-end, Donaldson closed the acquisition of Facet for cash consideration of $828.7 million, funding it with about $820 million of new variable-rate debt, bringing long-term debt to roughly $1.4 billion. Management also highlights uncertainties from U.S. tariff developments and the conflict in Iran as potential macro risks.
Donaldson Company reported record fiscal third quarter 2026 sales of $995.1 million, up 5.8%, with GAAP net earnings of $118.1 million versus $57.8 million a year ago. Diluted EPS rose to $1.00 from $0.48.
Adjusted net earnings were $125.5 million and adjusted diluted EPS were $1.06, up from $118.9 million and $0.99. Operating margin was 15.6%, with an all-time high adjusted operating margin of 16.6%. Mobile and Life Sciences delivered solid growth, while Industrial Solutions was softer.
The company closed the all-cash $829 million Facet Filtration acquisition, to be reported in Industrial Solutions. For fiscal 2026, organic adjusted EPS is guided to $3.94–$4.01, 7–9% above 2025 adjusted EPS, on organic sales growth of 3–5% and adjusted operating margin of 15.8–16.2%. Year to date, Donaldson paid $104.0 million in dividends and repurchased 1.2% of shares for $108.5 million.
Donaldson Co Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 6,064,424 shares of Common Stock, representing 5.23% as of 03/31/2026. The filer reports 881,090 shares of sole voting power and sole dispositive power over the reported shares.
Vanguard Portfolio Management reported beneficial ownership of 6,535,093 shares of Donaldson Co Inc common stock, representing 5.64% of the class as of 03/31/2026. The filer discloses sole voting power for 16,944 shares and sole dispositive power for 6,535,093 shares; no shared voting or dispositive power is reported. The filing states these holdings include securities held by Vanguard funds and managed accounts for which Vanguard affiliates exercise voting or dispositive power.
Donaldson Company director James Owens exercised stock options and sold the resulting shares in a series of routine transactions. He exercised options for a total of 19,800 shares of common stock at exercise prices of $42.26 and $48.96 per share, then sold 19,800 shares in open-market trades at prices around $89 per share. After these transactions, he directly holds 22,565 shares of Donaldson common stock.
DCI notices the proposed sale of 13,753 shares of Common Stock under Section 144, dated 04/14/2026, reported through Morgan Stanley Smith Barney LLC. The filing states the sale arises from an exercise of options under a registered plan and lists prior small dispositions by James J. Owens on 04/13/2026 and 04/10/2026.
DCI reported a Rule 144 sale notification for 5,921 shares of Common Stock related to the exercise of options under a registered plan, with the transaction dated 04/13/2026. The filing also shows 126 shares sold in the past three months and an aggregate value figure of $527,055.45.
Donaldson Company, Inc. entered into a new three-year, unsecured, delayed draw term loan credit facility of $400 million with a syndicate of lenders, with Wells Fargo Bank, National Association serving as administrative agent. This provides committed borrowing capacity in U.S. dollars, and no amount was outstanding under the facility as of April 8, 2026.
The Agreement includes financial covenants requiring a consolidated interest coverage ratio of at least 3.5 to 1.00 and an adjusted debt-to-EBITDA ratio of no more than 3.50 to 1.00, with a temporary increase allowed in connection with a defined Material Acquisition. It also contains additional covenants on priority debt, liens, indebtedness and investments, and allows lenders to accelerate amounts due or terminate commitments upon specified default events.
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.