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Earnings analysis · 10-Q

WDFC earnings analysis

Filed July 9, 2026 · Our reading of the company's report

The latest report

WD-40 Company reported strong Q3 2026 results with revenues of $195.1 million, a 24% increase year-over-year, driven by a significant 45% rise in diluted EPS to $2.24. The company also updated its annual revenue…

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WD-40 Company reported strong Q3 2026 results with revenues of $195.1 million, a 24% increase year-over-year, driven by a significant 45% rise in diluted EPS to $2.24. The company also updated its annual revenue guidance to reflect encouraging trends in its homecare and cleaning segment.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $43 Operating expenses $36 Left as operating profit $21

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Where revenue came from

The business segments reported by the company.

WD-40 Multi-Use Product 78.2% WD-40 Specialist 14.4% Other maintenance products 4.7% HCCP 2.8%

Shares of the segments disclosed in this filing, largest first.

Reported figures

Earnings per share
$2.24

What stood out

  • Revenue Exceeds Estimates

    Actual revenue of $195.1 million surpassed estimates of $172.6 million by 13%.

  • Strong EPS Growth

    Diluted EPS reached $2.24 compared to an estimate of $1.57, representing a 45% increase year-over-year.

  • Notable Segment Performance

    Maintenance products segment showed robust sales growth of 26%, contributing significantly to overall performance.

  • Increased Gross Margin

    Gross margin improved to 56.6%, an increase from 56.2% in the same period last year.

  • Buyback Authorization

    Board approved $100 million share repurchase program to enhance shareholder value.

  • Improved Operating Income

    Operating income jumped 47% YoY to $40.3 million, reflecting strong operational efficiency.

What to watch

  • Supply Chain Disruptions

    Recent geopolitical issues have caused supply chain disruptions, particularly in the EIMEA segment.

  • Increased Costs from Oil Prices

    Rising oil prices have impacted costs for petroleum-based specialty chemicals, affecting margins.

  • Foreign Currency Exchange Impact

    Fluctuations in foreign currency exchange rates affected financial results and may continue to do so.

Management's outlook

Fiscal year 2026 guidance updated to reflect reclassified homecare and cleaning business with growth estimates adjusted.

Earlier filings 1

10-Q · April 9, 2026

Revenue grew 10.7% year-over-year to $161,671 (in thousands) while gross margin expanded to ~55.6% and operating margin ticked up to ~16.3%. However, net income fell to $20,318 (in thousands) and diluted EPS declined to…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.