Donaldson FY26 net income +23.7% to $453.8M on 5.3% revenue growth; Facet acquisition drives debt higher

Filed September 25, 2026 · Period ending July 31, 2026 · Compared to 10-K Sep 26, 2025 · ~1 min read

Key Changes

• high

  Net income rose 23.7% to $453.8M, or $3.85 per diluted share, on revenue of $3.89B (+5.3%).

  MD&A verify on EDGAR →
• high

  Acquired Facet for $822.6M, adding $587.4M of goodwill and $225.6M of intangible assets; integration and impairment risks disclosed.

  Risk Factors verify on EDGAR →
• high

  Long-term debt nearly doubled to $1,280.0M (from $637.1M) to fund the acquisition; interest expense rose 48.8% to $36.0M.

  MD&A verify on EDGAR →