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Wd-40 Company (WDFC)
NASDAQ:WDFC
Earnings Data
Report Date
Apr 02, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.43Last Year’s EPS
1.32Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging operational and product-level performance (gross margin expansion, strong direct-market growth, double-digit growth in WD-40 Specialist and e-commerce, record employee engagement, and reaffirmed full-year guidance) offset by near-term headwinds concentrated in Asia Pacific distributor markets, elevated cost of doing business, and quarter-to-quarter profitability pressure (lower operating income, net income and EPS on a pro forma basis). Management emphasized timing-related distributor inventory adjustments and a confidence in a back-half rebound, but uncertainty around the home-care divestiture and above-target cost ratios temper the upbeat elements.Company Guidance
Consolidated Revenue and Maintenance Product Growth
Net sales totaled $154.4 million, up 1% year-over-year; maintenance products (≈96% of sales) generated $148.9 million, up 2% YoY.
Direct Markets Strength
Direct markets accounted for 83% of global sales and maintenance-product sales in direct markets grew 8% in Q1, aligning with long-term growth targets.
WD-40 Specialist Outperformance
WD-40 Specialist sales were $22.5 million, up 18% YoY, signaling strong traction in the higher-margin product portfolio.
E-commerce and Premiumization Momentum
E-commerce sales increased 22% in Q1; premiumized formats (Smart Straw, EZ REACH) combined were up 4% and represent ~49% of WD-40 Multi-Use Product sales, supporting margin expansion.
Gross Margin Expansion
Reported gross margin was 56.2%, up 150 basis points sequentially and 140 basis points YoY (56.7% ex-assets held for sale). Drivers included ~110 bps from lower specialty chemical/can costs and ~60 bps from higher average selling prices.
Regional Wins — Americas, EMEA and China
Americas sales were $71.9 million (+4% YoY) with maintenance up 5%; EMEA sales (ex-divested business) were $58.7 million (+5% YoY) with WD-40 Specialist in EMEA up 27%; China grew ~8% driven by distribution expansion and promotions.
Operational and People Strength
Employee engagement index hit a record 95% and 97% reported active collaboration; global on-time supply chain performance was 97.6% while production capacity increased to support growth initiatives.
Capital Allocation and Guidance Reaffirmation
Company repurchased 39,500 shares for $7.8 million with ~ $22 million remaining authorization; board approved an increased quarterly dividend (transcript cites $1.20 per share) and management reaffirmed FY'26 pro forma guidance: net sales $630M–$655M (5–9% growth), gross margin 55.5–56.5%, operating income $103M–$110M (5–12% growth), diluted EPS $5.75–$6.15 (5–12% growth).
WDFC Earnings History
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
WDFC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 08, 2026 | $203.50 | ― | ― |
Oct 22, 2025 | $200.98 | $206.54 | +2.77% |
Jul 10, 2025 | $222.86 | $221.30 | -0.70% |
Apr 08, 2025 | $234.75 | $215.56 | -8.17% |
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 Wd-40 Company (WDFC) report earnings?
Wd-40 Company (WDFC) is schdueled to report earning on Apr 02, 2026, After Close (Confirmed).
What is Wd-40 Company (WDFC) earnings time?
Wd-40 Company (WDFC) earnings time is at Apr 02, 2026, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WDFC EPS forecast?
WDFC EPS forecast for the fiscal quarter 2026 (Q2) is 1.43.
