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

Donaldson Q4 sales rise 4.8% to $980.7 million; FY2026 EPS seen at $3.92-$4.08

Mixed Impact 3 of 5 earnings Written later

Donaldson reported fiscal fourth-quarter 2025 sales of $980.7 million, up 4.8%, and GAAP EPS of $0.97, up 7.8%. For the full year, sales rose 2.9% to $3.7 billion, but GAAP EPS fell 9.8% to $3.05, and the company recorded a $62.0 million impairment charge. The company forecast fiscal 2026 EPS of $3.92 to $4.08 and sales growth of 1% to 5%.

Key points

  • Q4 sales $980.7 million, up 4.8%; GAAP EPS $0.97, up 7.8%; adjusted EPS $1.03, up 9.6%
  • Full-year sales $3.7 billion, up 2.9%; GAAP EPS $3.05, down 9.8%; adjusted EPS $3.68, up 7.6%
  • Fiscal 2026 EPS forecast $3.92 to $4.08; sales projected to rise 1% to 5%, or $3.8 billion at the midpoint
  • About $465 million returned to shareholders in fiscal 2025 through share repurchases and dividends

The filing

CompanyDonaldson (DCI)
Form8-K, current report
Filed with the SECAug 26, 2025, 5:38 PM ET
Accession number0000029644-25-000082

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing 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 August 26, 2025.

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