Donaldson (DCI) risk factors, FY2026 10-K

Donaldson's FY2026 10-K, filed Sep 25, 2026, lists 20 risk factors in 5 groups. Against the prior year's 18: 2 new.

Open DCI in Gloomberb →
Risk factors listed
205 groups
New this year
2vs 18 last year
Dropped
0since the prior 10-K
Substantially reworded
0of those kept
Section length
4k wordsItem 1A

What the changes say

  • New risks focus on integrating the Facet acquisition and managing expanding artificial intelligence use.

What changed since the prior 10-K

New

  • NewOperational Risks

    Facet Filtration Acquisition - we could be subject to new risks, known and unknown, relating to the Facet acquisition

    Integrating Facet could disrupt operations, raise costs, or expose Donaldson to undisclosed liabilities, litigation, and regulatory matters.

  • NewOperational Risks

    Artificial Intelligence (AI) - the development, deployment, and use of AI technologies may not achieve the intended outcomes

    AI used in development and operations may produce errors, increase compliance costs, weaken competitiveness, or fail to deliver expected benefits.

All 20 risk factors

Headings as the filing states them, in filing order.

Macroeconomic and Geopolitical Risks

  1. 01Global Operations - we have a broad footprint and global operations may present challenges
  2. 02Tariffs - costs associated with complying with potential new or incremental tariffs could negatively affect our business and results of operations
  3. 03Business Disruption - unexpected events, including natural disasters, may increase our cost of doing business or disrupt our operations

Operational Risks

  1. 04Supply Chain - unavailable raw materials, significant demand fluctuations and material cost changes could have an impact on our sales and cost of sales
  2. 05Personnel - our success has been and could in the future be affected, if we are not able to attract, engage, train and retain qualified personnel
  3. 06Operations - complexity of manufacturing could cause inability to meet demand and result in the loss of customers
  4. 07Products - maintaining a competitive advantage requires consistent investment with uncertain returns
  5. 08Evolving Customer Needs - disruptive technologies may threaten our growth in certain industries
  6. 09Competition - we participate in highly competitive markets with pricing pressure
  7. 10Customer Concentration and Retention - a number of our customers operate in similar cyclical industries. Changes in economic conditions in these industries could impact our sales
  8. 11Productivity Improvements - if we do not successfully manage productivity improvements, we may not realize the expected benefits
  9. 12Sustainability - achieving commitments could result in additional costs and our inability to achieve them could have an adverse impact on our reputation and performance
  10. 13Acquisitions, Divestitures and Other Strategic Transactions - the execution of our acquisitions, divestitures and other strategic transactions may not provide the desired return on investment
  11. 14Facet Filtration Acquisition - we could be subject to new risks, known and unknown, relating to the Facet acquisitionnew
  12. 15Artificial Intelligence (AI) - the development, deployment, and use of AI technologies may not achieve the intended outcomesnew

Cybersecurity Risks

  1. 16Cybersecurity Risks - vulnerability of our information and operational technology systems and security

Legal and Regulatory Risks

  1. 17Intellectual Property - demand for our products may be affected by new entrants that copy our products and/or infringe on our intellectual property
  2. 18Legal and Regulatory - costs associated with lawsuits, investigations or complying with laws and regulations

Financial Risks

  1. 19Currency - an unfavorable fluctuation in foreign currency exchange rates could impact our results of operations
  2. 20Liquidity - changes in the capital and credit markets may negatively affect our ability to access financing to support strategic initiatives

Other Donaldson 10-Ks

  • FY2025 10-K risk factors

    18 risks, 1 new, 1 reworded since the prior year. New tariff risks focus on supply chain disruptions and cost pressures from the US, Mexico, China, and EU. Sustainability reporting references were updated from ESG to Sustainability.

    Filed Sep 26, 2025
  • FY2024 10-K risk factors

    17 risks. Donaldson faces key risks from concentrated cyclical customer industries, third-party raw material sourcing, and global manufacturing complexities.

    Filed Sep 27, 2024

About this page

Item 1A of the 10-K on EDGAR was split into its risk factors and, where the company's previous 10-K is on file, each heading was matched to last year's and the text compared word for word. The headings are the filing's own. The one-line readings and the overview were written by a language model from the text of the new, dropped, and rewritten risks; they refer to risks by position and cannot misquote a heading.