WD-40 Company (WDFC)

WD-40’s preliminary fourth fiscal quarter of 2026 results, reported October 21, 2026, paired a revenue beat with an EPS miss versus consensus, as revenue of $176.8 million topped the $172.1 million estimate (+2.7%) while EPS of $1.06 trailed the $1.13 estimate (-6.2%). Revenue rose ~8% to about $176.8 million (up from roughly $163.5 million a year ago), with the company’s maintenance and homecare portfolio led by WD-40 Multi-Use and WD-40 Specialist. Profitability metrics showed gross profit of about $93.3 million with gross margin near 53%, and operating income of roughly $19.1 million with operating margin around 11%. Net income fell ~32% to about $14.4 million (down from roughly $21.2 million a year ago). The quarter generated operating cash flow of about $50.2 million, and the company returned cash through roughly $7.1 million of share repurchases and about $13.7 million in dividends. Consensus for the next period calls for EPS of $1.24 on revenue of $167.1 million.