The earnings call highlighted a record sales quarter with strong growth in the Americas and Asia Pacific, alongside an impressive improvement in gross margin. However, challenges were noted in the EIMEA region with declines in sales, particularly due to operational changes in the Middle East. The cost of doing business also rose, impacting overall profitability. Despite these challenges, the call maintained a generally positive tone with confidence in future growth.

Company Guidance

During the WD-40 Company Third Quarter Fiscal Year 2025 Earnings Conference Call, the company reported a record net sales of $156.9 million, reflecting a 1% year-over-year increase. Adjusting for foreign currency impacts, net sales would have been $158.6 million, a 2% increase. Maintenance product sales reached $150.4 million, growing 2% from the previous year. The Americas segment reported a 4% increase in sales to $78.2 million, with a notable 7% rise in U.S. sales due to promotional activity. EIMEA sales declined by 5%, mainly due to a 6% decrease in the WD-40 Multi-Use Product sales, impacted by operational changes in the Middle East and Turkey. Asia Pacific sales grew by 7% to $22 million, driven by a 19% increase in China. The company reported a gross margin of 56.2%, an improvement from 53.1% last year, with contributions from higher selling prices and lower costs. The guidance for fiscal year 2025 was updated, projecting net sales growth between 6% and 9%, with operating income between $96 million and $101 million, and diluted EPS expected to be between $5.30 and $5.60.

Record Sales Quarter

The company reported third quarter net sales of $156.9 million, a 1% increase compared to the same period last year, marking a record sales quarter.

Strong Performance in Americas

Sales in the Americas increased 4% in the third quarter to $78.2 million, driven by a 7% increase in sales of WD-40 Multi-Use Product in the United States.

Gross Margin Improvement

Gross margin improved to 56.2% in the third quarter, up from 53.1% last year, representing an improvement of 310 basis points.

Strong Growth in Asia Pacific

Sales in Asia Pacific increased 7% in the third quarter, with a 19% increase in China driven by successful promotional programs.

WD-40 Specialist Growth

Year-to-date, sales of WD-40 Specialist products were $59.8 million, up 11% compared to the same period last year.

WD-40 Company (WDFC) Earnings, Revenues Date & History

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WDFC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q4)	1.25 / -	1.23	―	―	―
Jul 10, 2025	2025 (Q3)	1.54 / 1.54	1.46	5.48% (+0.08)
Apr 08, 2025	2025 (Q2)	1.27 / 1.32	1.14	15.79% (+0.18)
Jan 10, 2025	2025 (Q1)	1.28 / 1.39	1.28	8.59% (+0.11)
Oct 17, 2024	2024 (Q4)	1.34 / 1.23	1.21	1.65% (+0.02)
Jul 10, 2024	2024 (Q3)	1.39 / 1.46	1.38	5.80% (+0.08)
Apr 09, 2024	2024 (Q2)	1.11 / 1.14	1.21	-5.79% (-0.07)
Jan 09, 2024	2024 (Q1)	1.04 / 1.28	1.02	25.49% (+0.26)
Oct 19, 2023	2023 (Q4)	1.21 / 1.21	1.08	12.04% (+0.13)
Jul 10, 2023	2023 (Q3)	1.22 / 1.38	1.07	28.97% (+0.31)

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
Jul 10, 2025	$223.94	$222.38	-0.70%
Apr 08, 2025	$235.89	$216.61	-8.17%
Jan 10, 2025	$237.72	$223.82	-5.85%
Oct 17, 2024	$260.58	$248.09	-4.79%

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.