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Oil-dri Corporation Of America (ODC)
NYSE:ODC
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Oil-Dri Of America (ODC) Price & Analysis

204 Followers

ODC Stock Chart & Stats

$54.93
$0.18(0.43%)
At close: 4:00 PM EST
$54.93
$0.18(0.43%)

Bulls Say, Bears Say

Bulls Say
Improved Margins & ROESustained net margins near 10–11% combined with consistent ~18–20% ROE reflect durable operating leverage and disciplined capital deployment. That earnings power supports reinvestment, dividend continuity, and resilience across cycles, underpinning long-term shareholder returns.
Strong Operating Cash Flow & Net CashRobust operating cash generation (OCF ~ $76M TTM per cash-flow review and recent six‑month OCF > $28M) and a net cash position provide financial flexibility to fund the elevated multi‑year CapEx program, dividends, and working capital buffers without relying on new leverage.
Vertical Integration & Product InnovationOwning mineral sourcing and processing plus ongoing product launches and co‑pack contracts deepen channel partnerships and expand addressable markets. This vertical integration and innovation pipeline support durable margin capture and recurring revenue across pet, ag, and industrial end markets.
Bears Say
Customer Concentration (Amlan Loss)Loss of a single large account at Amlan highlights material concentration risk in specialty segments. Such customer dependence can cause pronounced volatility in revenue and margins until the firm diversifies its customer base or replaces lost volumes with new contracts.
Manufacturing & Labor Cost PressureRising per‑ton manufacturing and labor‑related costs erode unit economics and compress margins if persistent. Given commodity and labor cost inflation, sustained pressure would reduce the durability of recent margin gains absent pricing power or continued efficiency improvements.
Inconsistent Free Cash FlowVolatile free cash flow history and a recent TTM decline limit predictable funding for capex, dividends, or M&A. With an elevated multi‑year CapEx program underway, inconsistent FCF raises execution risk and could force tradeoffs in capital allocation during adverse cycles.

Oil-Dri Of America News

ODC FAQ

What was Oil-dri Corporation Of America’s price range in the past 12 months?
Oil-dri Corporation Of America lowest stock price was $43.15 and its highest was $75.41 in the past 12 months.
    What is Oil-dri Corporation Of America’s market cap?
    Oil-dri Corporation Of America’s market cap is $984.07M.
      When is Oil-dri Corporation Of America’s upcoming earnings report date?
      Oil-dri Corporation Of America’s upcoming earnings report date is Jun 04, 2026 which is in 30 days.
        How were Oil-dri Corporation Of America’s earnings last quarter?
        Oil-dri Corporation Of America released its earnings results on Mar 11, 2026. The company reported $0.881 earnings per share for the quarter, beating the consensus estimate of N/A by $0.881.
          Is Oil-dri Corporation Of America overvalued?
          According to Wall Street analysts Oil-dri Corporation Of America’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Oil-dri Corporation Of America pay dividends?
            Oil-dri Corporation Of America pays a Quarterly dividend of $0.18 which represents an annual dividend yield of 1.41%. See more information on Oil-dri Corporation Of America dividends here
              What is Oil-dri Corporation Of America’s EPS estimate?
              Oil-dri Corporation Of America’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Oil-dri Corporation Of America have?
              Oil-dri Corporation Of America has 10,246,067 shares outstanding.
                What happened to Oil-dri Corporation Of America’s price movement after its last earnings report?
                Oil-dri Corporation Of America reported an EPS of $0.881 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 0.832%.
                  Which hedge fund is a major shareholder of Oil-dri Corporation Of America?
                  Currently, no hedge funds are holding shares in ODC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Oil-dri Corporation Of America

                    Oil-Dri Corporation of America, together with its subsidiaries, develops, manufactures, and markets sorbent products in the United States and internationally. It operates in two segments, Retail and Wholesale Products Group; and Business to Business Products Group. The company provides agricultural and horticultural products, including mineral-based absorbent products that serve as chemical carriers, drying agents, and growing media under the Agsorb, Verge, and Flo-Fre brand names. It also offers animal health and nutrition products for the livestock industry under the Amlan, Calibrin, Varium, Neoprime, MD-09, and Pel-Unite and Pel-Unite Plus brand names; and bleaching clay and purification aid products for bleaching, purification, and filtration applications under the Pure-Flo, Perform, Select, and Ultra-Clear brand names. In addition, the company provides cat litter products, such as scoopable and non-clumping litters under the Cat's Pride and Jonny Cat brand names; industrial and automotive sorbent products from clay, polypropylene, and recycled materials that absorb oil, acid, paint, ink, water, and other liquids under the Oil-Dri brand name; and sports products for use on baseball, softball, football, and soccer fields under the Pro's Choice brand name. Its customers include mass merchandisers, wholesale clubs, drugstore chains, pet specialty retail outlets, dollar stores, retail grocery stores, distributors of industrial cleanup and automotive products, environmental service companies, and sports field product and sports turf material users; processors and refiners of edible oils, petroleum-based oils, and biodiesel fuel; manufacturers of animal feed and agricultural chemicals; distributors of animal health and nutrition products; and marketers of consumer products. Oil-Dri Corporation of America was founded in 1941 and is based in Chicago, Illinois.

                    Oil-Dri Of America (ODC) Earnings & Revenues

                    ODC Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a generally positive narrative: the company delivered stable EBITDA, generated meaningful operating cash flow, entered and expanded several product and channel initiatives, and maintained a net cash position. Management emphasized operational resilience (notably in responding to winter storm Fern), ongoing capital investments to improve reliability, and multiple innovation-driven growth initiatives in consumer, lightweight litter, and agriculture segments. The main negatives were the temporary operational cost impacts from the storm, continued labor‑related cost pressure, a meaningful customer loss at Amlan that hurt near‑term results, and short‑term uncertainty in the renewable diesel market due to policy/feedstock changes. Overall, the positive items—cash strength, stable profitability, product launches, and strategic capital investment—outweigh the transitory challenges, though the company faces specific concentration and market‑policy risks that management is addressing.View all ODC earnings summaries
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                    Ownership Overview

                    4.26%23.90%2.36%51.38%
                    2.36% Other Institutional Investors
                    51.38% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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