Donaldson layoffs, on the record
Every job cut, severance charge and restructuring Donaldson reported in its annual reports, 2024 to 2026, quoted from the filings. Headcount went from approximately 14,000 to approximately 15,500.
Headcount, as reported
| Annual report | Employees | As of |
|---|---|---|
| 10-K for 2024 | approximately 14,000 | July 31, 2024 |
| 10-K for 2025 | approximately 15,000 | July 31, 2025 |
| 10-K for 2026 | approximately 15,500 | As of July 31, 2026 |
Job cuts, severance and restructuring
Our summaryInitiated global footprint optimization and cost reduction actions, primarily in EMEA, with restructuring expenses mainly related to severance.
Word for word“During the fourth quarter of fiscal 2024, the Company initiated global footprint optimization and cost reduction actions to further improve its operating and manufacturing cost structure, primarily in EMEA.” 10-K for 2024
Our summaryAnnounced a company-wide organizational redesign and recorded severance and related charges, plus costs tied to exiting a lower-margin customer program and product.
Word for word“During fiscal 2023, the Company announced a company-wide organizational redesign to further support the Company’s growth strategies and better serve its customers.” 10-K for 2024
Our summaryCompany continued global footprint and cost optimization actions, mainly severance, resulting in restructuring expenses in fiscal 2025.
Word for word“During fiscal 2025, the Company continued its global footprint and cost optimization actions to further improve the operating and manufacturing cost structure, which began in fiscal 2024.” 10-K for 2025
Our summaryRestructuring expenses, primarily severance, were recorded for fiscal 2025 and 2024.
Word for word“These activities resulted in restructuring expenses, primarily related to severance, of $16.8 million and $6.4 million for the years ended July 31, 2025 and 2024, respectively.” 10-K for 2025
Our summaryEstimated future costs for the ongoing restructuring were given through fiscal 2026; accrued restructuring balances were reported.
Word for word“The estimated range of future costs associated with actions related to this restructuring through fiscal 2026 is $5.0 million to $10.0 million.” 10-K for 2025
Our summaryThe company continued global footprint and cost optimization actions tied to plant closures, which began in fiscal 2024, and recorded restructuring expenses for fiscal 2026, 2025 and 2024.
Word for word“These activities resulted in restructuring expenses of $18.3 million, $16.8 million and $6.4 million for the years ended July 31, 2026, 2025 and 2024, respectively.” 10-K for 2026
Our summaryThe company included part of the restructuring charges in cost of sales over the three fiscal years.
Word for word“Charges of $17.6 million, $6.5 million and $3.8 million were included in cost of sales in the Consolidated Statements of Earnings for the years ended July 31, 2026, 2025 and 2024, respectively.” 10-K for 2026
| Fiscal year ended | Severance costs | Restructuring charges | Cash paid for restructuring |
|---|---|---|---|
| 2016-07-31 | — | $16.1 million | — |
| 2017-07-31 | — | $0 | — |
| 2018-07-31 | — | $0 | — |
| 2021-07-31 | — | — | $4.5 million |
| 2023-07-31 | $15.3 million | $21.8 million | — |
| 2024-07-31 | $6.4 million | $6.4 million | — |
Donaldson has filed no restructuring notice (Form 8-K, Item 2.05) since 2016. Companies file one only for a cut they judge material, so many announced layoffs never appear as one. This page shows what the company reported to the SEC, not news reports or state layoff notices.
Read from Donaldson’s annual reports (10-K for 2026, 10-K for 2025, 10-K for 2024) and the financial data it files with the SEC, as of 2026-09-25. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.