WDFC
WD-40 Company205.94
-0.43-0.21%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
2.79BP/E (TTM)
30.78Basic EPS (TTM)
6.69Dividend Yield
0.02%Recent Filings
8-K
Appoints finance veteran Plunk
WD-40 Company expanded its board from 9 to 10 directors and appointed Ken Plunk, ex-CFO of J&J Snack Foods and Walmart executive, effective February 18, 2026. He joins the Audit and Finance Committees, bringing finance, strategy, and risk expertise. Plunk received a $125,000 RSU award and $87,750 prorated cash through December 2026. Board gains transformation savvy.
10-Q
Q1 FY2026 results
WD-40 posted Q1 FY2026 net sales of $154.4M, up 1% y/y yet flat q/q, with gross margin expanding to 56.2% from 54.8% y/y on lower specialty chemical costs and higher prices, offsetting volume dips. Operating income slipped 7% y/y to $23.3M as SG&A climbed 10% on headcount and travel; diluted EPS fell to $1.28 from $1.39, reconciled to 13.5M shares. Maintenance products drove 97% of sales, up 2% y/y, while Americas gained 4% and EIMEA 2% (post-HCCP sale); Asia-Pacific dropped 10%. Cash fell to $48.6M after $10M OCF and $7.8M buybacks, with $91M total debt versus $125M revolver capacity through 2029; in covenant compliance. Assets held for sale persist in Americas HCCP. Competition shadows volume gains.
8-K
Q1 sales up 1%, guidance firm
WD-40 reported Q1 net sales of $154.4M, up 1% yet operating income fell 7% to $23.3M amid distributor timing issues. Maintenance products rose 2% to $148.9M, fueled by 18% WD-40 Specialist growth; gross margin hit 56.2%. Management reaffirms FY26 guidance, eyeing mid-to-high end. Distributor rebound expected.
8-K
Dividend hiked 8%; directors elected
WD-40 stockholders overwhelmingly elected eight directors at the December 12 virtual annual meeting, with over 88% shares represented. The board then declared a $1.02 quarterly dividend on December 10—up over 8% from prior—payable January 30 to record holders on January 16. Strong say-on-pay approval passed too. Q1 2026 earnings call set for January 8.
10-K
FY2025 results
WD-40 Company posted FY2025 net sales of $620M, up 5% y/y, with maintenance products driving 6% growth to $591M while homecare/cleaning dipped 11%. Gross margin expanded 170bps to 55.1% on lower specialty chemical and aerosol can costs, yet offset by higher freight; operating income rose 8% to $104M. Q4 saw EIMEA sales up despite Americas softening, capping volume recovery post-price hikes—maintenance lines accelerated across segments. Returned $63M to shareholders via dividends (up 7% to $0.94/share) and $12M buybacks. Q4 closed EIMEA homecare divestiture for focus on core. Global economic volatility threatens demand momentum.
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