The earnings call was largely positive, with a record net income, significant dividend increase, and strong performance in various segments despite some challenges such as flat revenues in the Animal Health and Nutrition segment and rising natural gas prices. The successful Ultra Pet acquisition and renewable diesel growth further contributed to a positive outlook.

Company Guidance -

Q4 2025

During the Oil-Dri Third Quarter Fiscal 2025 Earnings Discussion, the company's financial performance was highlighted, including a record net income of $11.644 million, surpassing all but eight of the previous 84 fiscal years. The company plans to invest approximately $32 million this year and next in capital, doubling its past five-year spending to $143 million from Fiscal Year 2022 to 2026, compared to $78 million in the prior five-year period. The Board raised the dividend by 16%, the 22nd consecutive increase, reflecting confidence in Oil-Dri's strong financial position. Year-to-date, net cash from operating activities increased 49% to $55 million, supporting strategic capital allocation focused on long-term business sustainability, potential M&A opportunities, and shareholder returns. The effective tax rate for the fiscal year is estimated at 19%, slightly lower than last year's 20.5%, due to a one-time solar investment tax credit.

Record Net Income

Oil-Dri achieved a net income of $11.644 million, greater than all but 8 of their past 84 fiscal years. Through 9 months, they are ahead of all previous fiscal years.

Significant Dividend Increase

The Board raised the dividend by 16%, marking the 22nd consecutive year of dividend increases.

Strong Cash Flow

Year-to-date net cash provided by operating activities was $55 million, a 49% increase compared to the first 9 months of fiscal year 2024.

Successful Ultra Pet Acquisition

The acquisition hit its 1-year anniversary, performing well and hitting internal financial benchmarks with strong cost synergies.

Renewable Diesel Growth

Despite a 12% decline in U.S. renewable diesel production, Oil-Dri's relevant segment grew by 13% due to securing new business.

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)	- / -	―	―	―	―
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	$50.89	$54.82	+7.72%
Mar 11, 2025	$45.43	$49.54	+9.05%
Dec 09, 2024	$34.13	$40.02	+17.26%
Oct 10, 2024	$33.09	$34.13	+3.14%

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?

Currently, no data Available

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