AI brief of an SEC Form 8-K · Donaldson (DCI)

Donaldson Q3 sales rise 1.3% as GAAP earnings fall 49% on $62.0 million impairment

Mixed Impact 4 of 5 earnings Written later

Donaldson reported fiscal third-quarter 2025 results for the quarter ended April 30, 2025, with net sales up 1.3% to $940.1 million and GAAP net earnings down 49.1% to $57.8 million after a $62.0 million impairment of intangible assets. Adjusted diluted EPS rose 7.6% to $0.99, and the company narrowed its fiscal 2025 adjusted EPS guidance to $3.64 to $3.70, with the midpoint $0.03 above prior guidance. The company also named Richard B. Lewis as chief operating officer, effective August 1, 2025.

Key points

  • Net sales were $940.1 million, up 1.3%; GAAP diluted EPS was $0.48 versus $0.92 a year earlier.
  • The $62.0 million impairment includes $46.6 million for Univercells Technologies and $15.4 million for Solaris.
  • Adjusted diluted EPS was $0.99, up 7.6%; fiscal 2025 adjusted EPS guidance is $3.64 to $3.70.
  • Richard B. Lewis, currently president of Life Sciences, becomes COO on August 1, 2025, with fiscal 2026 base salary set at $750,000.

The filing

CompanyDonaldson (DCI)
Form8-K, current report
Filed with the SECJun 2, 2025, 5:35 PM ET
Accession number0000029644-25-000056

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 02, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.