Donaldson (DCI): what its 10-K says it depends on

Customers

Original equipment manufacturers (OEMs) in construction, mining, agriculture and transportation

earns from · 62.3% of net salesnamed as a risk

Mobile Solutions sells to original equipment manufacturers (OEMs) in the construction, mining, agriculture and transportation end markets and to independent distributors and OEM dealer networks.Business (Item 1)

Disk drive industry

concentrated innamed as a risk

However, a number of our customers are concentrated in similar cyclical industries (e.g., construction, agriculture, mining, oil and gas, transportation, power generation and disk drive), resulting in additional risk based on their respective economic conditions.Risk factors (Item 1A)

Other companies

Facet Filtration (Filtration Group)

$587.4 million of goodwill and $225.6 million in intangible assetsnamed as a risk

We acquired $587.4 million of goodwill and $225.6 million in intangible assets as part of the Facet acquisition.Risk factors (Item 1A)

Places

Asia Pacific (APAC)

earns from · 17.7%

Donaldson’s four regions and their contributing share of fiscal year 2026 revenue are as follows: the U.S. and Canada 42.5%; Europe, Middle East and Africa (EMEA) 29.2%; Asia Pacific (APAC) 17.7%; and Latin America (LATAM) 10.6%.Business (Item 1)

Also named by AIG, AVY, BLK, BNY, CCK, CL, COHR, EEFT and 17 more

Latin America (LATAM)

earns from · 10.6%

Donaldson’s four regions and their contributing share of fiscal year 2026 revenue are as follows: the U.S. and Canada 42.5%; Europe, Middle East and Africa (EMEA) 29.2%; Asia Pacific (APAC) 17.7%; and Latin America (LATAM) 10.6%.Business (Item 1)

Also named by AMT, DOW, EZPW, FLS, MCO, SNEX, SOFI, UBER and 2 more

U.S. and Canada

earns from · 42.5%

Donaldson’s four regions and their contributing share of fiscal year 2026 revenue are as follows: the U.S. and Canada 42.5%; Europe, Middle East and Africa (EMEA) 29.2%; Asia Pacific (APAC) 17.7%; and Latin America (LATAM) 10.6%.Business (Item 1)

Also named by AFL, AMT, BBW, COST, DE, FISV, NFLX, OWL

Europe, Middle East and Africa (EMEA)

earns from · 29.2%

Donaldson’s four regions and their contributing share of fiscal year 2026 revenue are as follows: the U.S. and Canada 42.5%; Europe, Middle East and Africa (EMEA) 29.2%; Asia Pacific (APAC) 17.7%; and Latin America (LATAM) 10.6%.Business (Item 1)

Also named by BALL, GGG, TT

Spain

operates in

With in-house research, product development, and manufacturing facilities in Oklahoma and Spain, Facet creates contaminant management solutions that combine products that support highly regulated markets with advanced testing and service.Business (Item 1)

Also named by ASTS, FWONA, HROW, TJX

Oklahoma

operates in

With in-house research, product development, and manufacturing facilities in Oklahoma and Spain, Facet creates contaminant management solutions that combine products that support highly regulated markets with advanced testing and service.Business (Item 1)

Also named by KEX, OGE, PAYC

Commodities and inputs

Steel

exposed to its price · approximately 67% of the Company’s cost of salesnamed as a risk

The Company is exposed to market risk from fluctuating prices of purchased commodity raw materials, including steel, filter media and petrochemical-based products including plastics, rubber and adhesives.Market risk (Item 7A)

Also named by AAON, AGX, ALSN, AM, AME, AMRC, AOS, APD and 104 more

Euro

exposed to its price · a net gain of $18.2 millionnamed as a risk

Based on the net investment hedges outstanding as of July 31, 2026, a 10% appreciation of the U.S. dollar compared to the Euro, would result in a net gain of $18.2 million in the fair value of these contracts.Market risk (Item 7A)

Also named by ABBV, ABNB, ABT, ADBE, ADI, AME, AMG, AMGN and 186 more

Filter media

depends on · approximately 67% of the Company’s cost of salesnamed as a risk

We obtain raw materials, including steel, filter media, petroleum-based products and other components from third-party suppliers.Risk factors (Item 1A)

Petrochemical-based products (plastic, rubber, adhesives)

exposed to its price · approximately 67% of the Company’s cost of salesnamed as a risk

The principal raw materials the Company uses are steel, filter media and petrochemical-based products including plastic, rubber and adhesive products.Business (Item 1)

Laws and programs

General Data Protection Regulation (GDPR)

subject tonamed as a risk

These laws include the European GDPR, Chinese PIPL, CSL, DSL and the CCPA.Risk factors (Item 1A)

Also named by A, AB, ABNB, ADBE, ADP, AGX, AIOT, AJG and 100 more

China Personal Information Protection Law (PIPL)

subject tonamed as a risk

These laws include the European GDPR, Chinese PIPL, CSL, DSL and the CCPA.Risk factors (Item 1A)

Also named by ADSK, BSX, EWBC, FBIN, GTLB, IDCC, KVUE, SBUX and 2 more

U.S. tariffs on imports from China

subject tonamed as a risk

Any new, substantial tariff increases on imports to the United States from Mexico, China and the European Union (EU), should they be implemented and sustained for an extended period of time, could have a material adverse effect on our business and our supply chain.Risk factors (Item 1A)

Also named by GPC, KEYS, PDFS, TSCO

U.S. tariffs on imports from Mexico

subject tonamed as a risk

Any new, substantial tariff increases on imports to the United States from Mexico, China and the European Union (EU), should they be implemented and sustained for an extended period of time, could have a material adverse effect on our business and our supply chain.Risk factors (Item 1A)

Also named by NWPX

U.S. tariffs on imports from the European Union

subject tonamed as a risk

Any new, substantial tariff increases on imports to the United States from Mexico, China and the European Union (EU), should they be implemented and sustained for an extended period of time, could have a material adverse effect on our business and our supply chain.Risk factors (Item 1A)

Technology

Diesel engines

depends onnamed as a risk

These risks include wider adoption of technologies providing alternatives to diesel engines such as electrification of equipment or other alternative power solutions.Risk factors (Item 1A)