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Wd 40 Co

WDFC · Materials

Last earnings Oct 21, 2026

Key results

Gross marginquarter

55.3%

Gross margin improved to 55.3% compared to 55.1%.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Operating incomequarter

5%

Operating income improved 5% to $108.9 million.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Net incomequarter

10%

Net income decreased 10% to $82.3 million, and diluted earnings per share were $6.08, compared with $6.69.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

EPSquarter

$6.08

Net income decreased 10% to $82.3 million, and diluted earnings per share were $6.08, compared with $6.69.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

net income increased 6% to $83.7 million and non-GAAP

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

diluted EPS increased 6% to $6.18.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Gross margin decreased to 52.8% compared to 54.7%.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Operating income decreased 32% to $19.1 million.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Net income decreased 32% to $14.4 million, and diluted earnings per share were $1.06, compared with $1.56.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

AI analysis

Q3 2025 · reported Oct 21, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q3 2025
$6.08
EX-99 · Oct 21, 2026
Gross margin · Q3 2025
55.3%
EX-99 · Oct 21, 2026

Headline figures

MetricQ3 2025Prior qtrYear ago
Gross margin55.3%——
Operating income5%——
Net income10%——
EPS$6.08——

EX-99 · Oct 21, 2026

Guidance · company-stated

net sales

“expected to be between $715 million and $735 million”

Gross margin

“for the full year is expected to be between 54.0% and 55.5%”

Operating income

“is projected to be between $114 million and $120 million”

Diluted earnings per share

“is expected to be between $6.40 and $6.70”

Guidance stated in the release's Business Outlook table for fiscal year 2027; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin55.3%

Capital allocation

Dividend$1.02

Dividend and Share Repurchase Update On October 8, 2026, the Board of Directors declared a quarterly cash dividend of $1.02 per share.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Net income decreased 10% to $82.3 million, and diluted earnings per share were $6.08, compared with $6.69

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

net sales: “net sales expected to be between $715 million and $735 million”

Gross margin: “Gross margin for the full year is expected to be between 54.0% and 55.5%”

Operating income: “Operating income is projected to be between $114 million and $120 million”

Diluted earnings per share: “Diluted earnings per share is expected to be between $6.40 and $6.70”

net sales (“fiscal year 2027”)
“net sales expected to be between $715 million and $735 million”

Gross margin (“fiscal year 2027”)
“Gross margin for the full year is expected to be between 54.0% and 55.5%”

Operating income (“fiscal year 2027”)
“Operating income is projected to be between $114 million and $120 million”

Diluted earnings per share (“fiscal year 2027”)
“Diluted earnings per share is expected to be between $6.40 and $6.70”

Guidance stated in the release's Business Outlook table for fiscal year 2027; no direction stated — figures as stated in the table.

Capital allocation

Dividend and Share Repurchase Update On October 8, 2026, the Board of Directors declared a quarterly cash dividend of $1.02 per share.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

The dividend is payable on October 30, 2026, to stockholders of record at the close of business on October 19, 2026.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

During the fourth quarter, the Company repurchased 30,895 shares at a total cost of $7.0 million.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

On June 15, 2026, WD-40 Company s Board of Directors approved a new share repurchase program authorizing the Company to repurchase up to $100.0 million of its outstanding common stock.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Repurchases may be made from time to time based on market conditions and other factors, subject to applicable laws, regulations and the Company s existing debt covenants.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

The carrying values of cash equivalents and short-term borrowings are recorded at cost, which approximates their fair values, primarily due to their short-term nature.

SEC original ↗Wd 40 Co — 10-Q Quarterly report10-QJul 9, 2026

Risks & headwinds

These forward-looking statements are subject to certain risks, uncertainties and assumptions that could cause actual results to differ materially from those anticipated in or implied by the forward-looking statements.

SEC original ↗Wd 40 Co — Earnings release (8-K exhibit)EX-99Oct 21, 2026

Legal Proceedings 41 Item 1A.

SEC original ↗Wd 40 Co — 10-Q Quarterly report10-QJul 9, 2026

Litigation The Company is subject to various claims, lawsuits, investigations and proceedings arising in the ordinary course of business, including but not limited to, product liability litigation and other claims and proceedings with respect to intellectual property, breach of contract, labor and employment, tax and other matters.

SEC original ↗Wd 40 Co — 10-Q Quarterly report10-QJul 9, 2026

Audit outcomes and the timing of settlements are subject to significant uncertainty.

SEC original ↗Wd 40 Co — 10-Q Quarterly report10-QJul 9, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials
Documents

Filings

30 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Wd 40 Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for Wd 40 Co are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.