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

Donaldson Q2 sales rise 3.0% to $896 million; EPS flat, guidance margin trimmed

Mixed Impact 4 of 5 earnings Written later

Donaldson reported second quarter fiscal 2026 results for the quarter ended January 31, 2026. Net sales rose 3.0% to $896.3 million, but GAAP net earnings fell 3.6% to $92.5 million and diluted EPS slipped to $0.78 from $0.79. The company lowered its adjusted fiscal 2026 EPS range and adjusted operating margin guidance, and agreed to acquire Facet for approximately $820 million in cash, expected to close in the second half of fiscal 2026.

Key points

  • Q2 net sales of $896.3 million, up 3.0%; GAAP net earnings of $92.5 million versus $95.9 million a year ago
  • Adjusted diluted EPS of $0.83, flat versus the prior year quarter
  • Adjusted fiscal 2026 EPS guidance narrowed to $3.93 to $4.01 from $3.95 to $4.11; adjusted operating margin guidance lowered to 16.0% to 16.4% from 16.2% to 16.8%
  • All-cash agreement to acquire Facet for approximately $820 million, expected to close in the second half of fiscal 2026

The filing

CompanyDonaldson (DCI)
Form8-K, current report
Filed with the SECFeb 25, 2026, 5:37 PM ET
Accession number0000029644-26-000024

Items reported: 2.02 Results of Operations

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 February 25, 2026.

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.