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. (DCI) reported that Corporate Controller Andrew J. Cebulla was granted 4,624 employee stock options on October 1, 2026, with an exercise price of $87.76 per share. The reported option position after the award was 4,624. As of October 1, 2026, Cebulla also reported 1,667 common shares held directly and 380 common shares held indirectly through a Benefit Plan Trust.
Donaldson Company, Inc. Chief Legal Officer Amy C. Becker received an award of 14,800 employee stock options on October 1, 2026, with an exercise price of $87.76 and an expiration date of October 1, 2036. The options vest in three equal annual installments beginning October 1, 2027. Her reported holdings include 50,503 common shares held directly and indirect holdings through a Benefit Plan Trust of 1,586 and 8,748 common shares.
Donaldson Company, Inc. (DCI) President Richard Brent Lewis received a grant of 6,340 common shares on September 24, 2026, at $0 per share. On the same date, 149 shares were delivered or withheld for payment of exercise price or tax liability, reported at $86.60 per share. The reported holdings also include indirect common stock held through Benefit Plan Trusts: 844 shares and 2,110 shares, each dated September 24, 2026.
Donaldson Co. Inc. President Bart C. Driesen acquired 4,465 shares of common stock through a grant or award on September 24, 2026. On the same date, 2,661 shares were delivered or withheld for payment of exercise price or tax liability. The reported price for that transaction was $86.60 per share.
Donaldson Co Inc Chairman, President and CEO Tod E. Carpenter acquired 38,131 common shares as a grant or award on September 24, 2026. On that date, 18,761 shares were delivered or withheld for payment of exercise price or tax liability, at a reported price of $86.60 per share. No Rule 10b5-1 plan is reported. The filing also lists indirect holdings through Benefit Plan Trusts of 11,303 and 11,978 common shares.
Donaldson Co. (DCI) Chief Legal Officer Amy C. Becker reported a grant/award acquisition of 5,983 common shares on September 24, 2026. On that date, 2,944 shares were delivered or withheld for payment of exercise price or tax liability; the reported price was $86.60 per share. Both transaction entries concern directly held common stock.
Donaldson Company, Inc. reported fiscal 2026 net sales of $3,885.6 million, up 5.3% from $3,690.9 million in fiscal 2025. Net earnings were $453.8 million versus $367.0 million, and diluted earnings per share were $3.85 versus $3.05. Mobile Solutions sales increased 5.6% to $2,419.7 million and pretax earnings rose 11.9% to $467.5 million. Life Sciences sales increased 12.8% to $333.2 million, with pretax earnings of $32.3 million. Industrial Solutions pretax earnings fell 21.3% to $155.6 million; the company cited operational inefficiencies related to shifting Power Generation production and unfavorable sales mix.
Donaldson acquired Facet on May 4, 2026, for $830.2 million in cash consideration; the acquisition contributed $30.3 million to Industrial Solutions sales. Operating cash flow was $493.7 million, while cash used in investing activities was $879.5 million, primarily due to Facet. Long-term debt was $1,280.0 million as of July 31, 2026, and total debt represented 42.9% of capitalization, compared with 31.5% a year earlier. For fiscal 2027, Donaldson expects capital expenditures of $70 million to $90 million.
DONALDSON Co INC (DCI) reports that Chairman, President and CEO Tod E. Carpenter on September 4, 2026 exercised employee stock options for 31,968 shares of common stock at an exercise price of $42.72 per share, then sold 31,968 common shares at $91.10 per share. The options exercised were fully vested, and following the exercise Carpenter holds 131,500 options directly. He also holds common stock indirectly through benefit plan trusts, with reported positions of 11,303 and 11,978 shares. No transactions are reported as made under a Rule 10b5-1 trading plan.
DONALDSON Co INC (DCI) received a notice that company officer Tod Carpenter plans to sell 31,968 shares of common stock under Rule 144. The planned sale, to be handled through Morgan Stanley Smith Barney, has an aggregate market value of $2,912,380.70 based on recent prices.
The shares are to be sold on September 4, 2026 following an exercise of options under a registered plan. Over the prior three months, Carpenter sold 3,032 shares of common stock for $275,912.00. Donaldson reports 115,911,056 common shares outstanding as context for these transactions.
Donaldson Co Inc (DCI) reported insider activity by Chairman, President and CEO Tod E. Carpenter on 2026-08-31. Carpenter exercised 3,032 employee stock options at an exercise price of $42.72 per share, receiving 3,032 shares of common stock, and then sold 3,032 shares of common stock at $91.00 per share. After the option exercise, he held 163,468 employee stock options directly, and also had indirect ownership of 11,303 and 11,978 common shares through benefit plan trusts.