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Donaldson’s $820M Facet Acquisition Could Reshape Its Filtration Future!

In a bold strategic pivot, Donaldson Company recently announced its agreement to acquire Filtration Group’s Facet Filtration business for approximately $820 million in cash. The transaction is set to enhance Donaldson’s exposure to durable, regulation-driven filtration end markets such as aerospace, defense, and power generation, while adding a global installed base with ~70% of revenue derived from consumables. Coming off a record first fiscal quarter in 2026, where Donaldson reported all-time high revenue of $935 million and 13% year-over-year EPS growth, this acquisition underscores a tactical shift to bolster aftermarket exposure and technological depth. CEO Tod Carpenter has emphasized the strategic fit of Facet’s jet fuel filtration capabilities, positioning Donaldson to deepen its role in mission-critical applications where regulated replacement cycles drive recurring revenues. With operational backlogs already strong across power generation and food & beverage, and a 16.