The earnings call reflects a strong positive sentiment due to record net income, significant dividend increases, and successful strategic acquisitions and investments. However, challenges in specific segments like Animal Health and Nutrition and concerns over natural gas prices present potential hurdles. Overall, the positive aspects significantly outweigh the negatives.

Company Guidance -

Q4 2025

During the Oil-Dri Third Quarter Fiscal 2025 Earnings Discussion, CEO Daniel Jaffee highlighted a strong financial performance, with a net income of $11.644 million, which surpassed all but eight of the company's previous 84 fiscal years. The year-to-date net cash provided by operating activities was $55 million, marking a 49% increase from the same period in fiscal 2024. Oil-Dri plans to invest approximately $32 million in capital expenditures this year and the next, contributing to a total of $143 million over a five-year period from fiscal 2022 to 2026. Additionally, the Board approved a 16% dividend increase, reflecting confidence in the company's financial health and cash flow sustainability. CFO Susan Kreh noted the company's effective tax rate for the current fiscal year is expected to be around 19%, benefiting from a one-time tax credit related to solar investments. As part of Oil-Dri's capital allocation strategy, priorities include reinvestment in business sustainability, exploring M&A opportunities, and maintaining predictable dividends. The company also reported progress in its Ultra Pet acquisition, achieving expected financial benchmarks and realizing cost synergies.

Record Net Income Achievements

Oil-Dri achieved $11.644 million in net income for Q3 FY2025, surpassing all but 8 of the past 84 fiscal years. The company is ahead of all previous fiscal years in net income through nine months.

Significant Dividend Increase

The Board raised the dividend by 16%, marking the 22nd consecutive year of increased dividends, reflecting confidence in Oil-Dri's strong financial position.

Strong Cash Flow and Capital Investment

Year-to-date net cash provided by operating activities was $55 million, a 49% increase compared to the previous year. The company is reinvesting heavily, with $24.5 million invested in assets year-to-date.

Successful Ultra Pet Acquisition

The Ultra Pet acquisition has performed well, meeting financial benchmarks and generating stronger-than-expected cost synergies, especially in logistics and administration.

Renewable Diesel Sector Growth

Despite a 12% decrease in U.S. renewable diesel production, Oil-Dri's sales in this sector increased by 13% due to securing new business from new plants.

Oil-Dri Of America (ODC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ODC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 09, 2025	2025 (Q4)	- / -	0.595	―	―	―
Jun 05, 2025	2025 (Q3)	- / 0.81	0.44	84.09% (+0.37)	―
Mar 11, 2025	2025 (Q2)	- / 0.90	0.7	28.43% (+0.20)	―
Dec 09, 2024	2025 (Q1)	- / 1.14	0.615	85.69% (+0.53)	―
Oct 10, 2024	2024 (Q4)	- / 0.59	0.765	-22.22% (-0.17)	―
Jun 06, 2024	2024 (Q3)	- / 0.44	0.656	-32.93% (-0.22)	―
Mar 07, 2024	2024 (Q2)	- / 0.70	0.299	134.11% (+0.40)	―
Dec 11, 2023	2024 (Q1)	- / 0.61	0.41	50.00% (+0.21)	―
Oct 13, 2023	2023 (Q4)	- / 0.77	0.308	148.38% (+0.46)	―
Jun 08, 2023	2023 (Q3)	- / 0.66	-0.207	416.91% (+0.86)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ODC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 05, 2025	$50.73	$54.65	+7.73%
Mar 11, 2025	$45.29	$49.38	+9.03%
Dec 09, 2024	$34.03	$39.89	+17.22%
Oct 10, 2024	$32.99	$34.02	+3.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Oil-Dri Corporation Of America (ODC) report earnings?

Oil-Dri Corporation Of America (ODC) is schdueled to report earning on Oct 09, 2025, After Close (Confirmed).

What is Oil-Dri Corporation Of America (ODC) earnings time?

Oil-Dri Corporation Of America (ODC) earnings time is at Oct 09, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is ODC EPS forecast?

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