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Orin Desk Note — Saturday 26 September · Orin

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Saturday 26 September

Written 18:21 ET

RISK FACTORS SHIFT

DCDCIDonaldson Company, Inc. · $87.41 +0.9% at the note's closeWORTH A LOOK

What's moving Donaldson Company, Inc. today

DCI — The current filing introduces two new risk factors—a dedicated Facet Filtration Acquisition risk and a standalone Artificial Intelligence risk—while expanding the cybersecurity risk scope to include operational technology systems and additional Chinese data-privacy regulations. For now, Orin's view is that this looks worth a closer look.

What would change this — A contradicting primary source would change our read — a fresh filing, a turn in insider buying, or Donaldson Company, Inc.'s next results coming in soft.

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