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

Donaldson reports record Q3 fiscal 2026 sales; GAAP EPS $1.00, adjusted EPS $1.06

Positive Impact 3 of 5 earnings Written later

Donaldson reported third quarter fiscal 2026 net sales of $995.1 million, up 5.8%, and GAAP diluted EPS of $1.00 versus $0.48 a year earlier. Adjusted diluted EPS rose 7.1% to $1.06, and the company narrowed its fiscal 2026 guidance, raising its organic sales outlook while lowering its adjusted operating margin range.

Key points

  • Net sales of $995.1 million, up 5.8%; Mobile Solutions sales rose 8.1% and Life Sciences rose 12.7%
  • GAAP diluted EPS of $1.00 versus $0.48; adjusted diluted EPS of $1.06 versus $0.99
  • Closed the Facet Filtration acquisition on May 4, 2026, in an all-cash transaction of $829 million
  • Fiscal 2026 adjusted operating margin guidance lowered to 15.8% to 16.2% from 16.0% to 16.4%; organic sales growth guidance raised to 3% to 5% from 1% to 5%

The filing

CompanyDonaldson (DCI)
Form8-K, current report
Filed with the SECJun 1, 2026, 5:41 PM ET
Accession number0000029644-26-000049

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 June 01, 2026.

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.