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- Variable Interest Rate Long-term Debt Nearly Tripled to $1,008.1m (worsened) — Floating-rate debt exposure increased significantly, raising interest cost risk if rates rise.
- Facet Acquisition Integration and Impairment Risk (new) — New risk factor warns of integration challenges, undisclosed liabilities, and potential future impairment charges on $587.4M of goodwill.
Donaldson FY26: Operating income rises 21% to $599.9M on Facet acquisition; debt doubles to $1.28B
Filed September 25, 2026 · Period ending July 31, 2026 · Compared to 10-K Sep 26, 2025 · ~1 min read
Key Changes
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Operating income increased 21% to $599.9M from $495.4M, with the prior year including a $62.0M impairment charge that did not recur.
MD&A: Operating income verify on EDGAR → -
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Net earnings rose 23.7% to $453.8M, and diluted EPS increased 26.2% to $3.85, driven by higher operating income and a lower share count.
MD&A: Net earnings verify on EDGAR → -
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Acquired Facet Filtration for $830.2M in cash, adding $587.4M of goodwill and $225.6M of intangible assets; funded with $820M of new debt, lifting total long-term debt to $1.28B.
Notes: Facet acquisition verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 3, 2026 · How we verify