WD-40 Company Announces Board Changes
WD-40 Company has announced the appointment of Ken Plunk to its board of directors, effective February 18, 2026. Mr. Plunk brings extensive experience in finance, strategy, governance, and risk management, previously serving as CFO at J&J Snack Foods Corp. and holding senior roles at Wal-Mart Stores, Inc. His appointment is expected to bolster the board's financial oversight and strategic guidance as the company continues its global expansion.
How (WDFC) Movements Inform Risk Allocation Models
This article analyzes Wd-40 Company (WDFC) using AI models, indicating mixed sentiment and potential choppiness across different time horizons. It provides specific trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The analysis suggests elevated downside risk in the long term for WDFC.
The Enigmatic Secret of WD-40: A Formula Locked in Time
The article delves into the highly guarded secret formula of WD-40, a ubiquitous lubricant, which remains unpatented and is handwritten, stored in a bank vault. Despite being a household staple for over seven decades and generating significant revenue, the company deliberately avoids patenting to keep the exact composition a trade secret, making it virtually impossible for competitors to replicate. Only a select few executives have access to this formula, preserving its mystique and demonstrating the power of discretion over public disclosure.
Does Continued Insider Buying at WD-40 (WDFC) Deepen the Management-Alignment Story for Investors?
WD-40 Co Director David Pendarvis recently purchased 424 company shares, extending a year-long pattern of insider buying with no sales, signaling sustained internal confidence. While this reinforces the investment narrative of a focused niche brand with steady growth and consistent dividends, the article warns that WD-40's premium valuation and modest earnings growth expectations mean there's little room for disappointment. Investors are encouraged to consider multiple viewpoints, especially concerning fair value estimates which vary significantly, and to conduct their own thorough research.
Does Continued Insider Buying at WD-40 (WDFC) Deepen the Management-Alignment Story for Investors?
WD-40 Co Director David Pendarvis recently purchased 424 shares, continuing a year-long trend of insider buying without sales, which signals internal confidence. While this reinforces a positive management-alignment story, the company's premium valuation and modest growth expectations mean there's little room for operational disappointments. Investors should consider the stock's potential overextension and its fair value.
Inside the Ultra-Secret Club That Knows WD-40's Recipe
Only a select few individuals worldwide have seen the highly guarded, handwritten recipe for WD-40, which is stored in a Bank of America vault in San Diego. CEO Steve Brass and finance chief Sara Hyzer gained access relatively recently, signing nondisclosure agreements and using a special key. The notebook, which even senior scientists haven't seen, contains the successful 40th formula and 39 failed attempts, with speculation about its ingredients constantly swirling outside this exclusive club.
WD-40: The ultimate commercial success and the big secret
The article discusses the enduring mystery surrounding the WD-40 formula, which is closely guarded in a San Diego bank vault and known only to a select few. It highlights the company's efforts to maintain secrecy, even among its top executives and employees, and mentions past speculation and attempts to uncover its composition. The narrative emphasizes that the formula's inaccessibility contributes to WD-40's unique commercial success and mystique.
WD-40 (WDFC) Valuation Check As Supply Chain Cost Cuts And Efficiency Review Progress
WD-40 is undergoing a valuation check as it reviews its distribution network to cut costs and improve efficiency, without large new capital projects. The company's stock is currently trading about 21% below an analyst price target, with a narrative suggesting it is 17.1% undervalued due to a focus on premium products and divestment of less profitable brands. However, its high P/E ratio compared to the industry and peers suggests potential valuation risk.
WD-40 eyes distribution center optimization to cut delivery costs
WD-40 Company is actively evaluating and optimizing its distribution center locations to reduce delivery miles and cut costs, an initiative expected to roll out by fiscal year 2027. While these structural changes are significant, they will not drastically impact capital expenses as the centers are outsourced to third-party logistics providers. This move is part of a broader strategy by WD-40 to achieve supply chain operational excellence, enhance gross margins through cost reduction, and advance responsible sourcing practices.
Whittier Trust Co. of Nevada Inc. Lowers Stock Holdings in WD-40 Company $WDFC
Whittier Trust Co. of Nevada Inc. significantly reduced its stake in WD-40 Company (NASDAQ:WDFC) by 90.5% in the third quarter of 2025, selling 22,360 shares and retaining 2,337 shares valued at $454,000. This move comes as WD-40 missed quarterly earnings and revenue estimates but raised its quarterly dividend and provided optimistic FY2026 earnings guidance. Despite the reduced institutional holding from Whittier Trust, major institutional investors still own a substantial 91.52% of the company's stock.
Whittier Trust Co. Trims Stock Holdings in WD-40 Company $WDFC
Whittier Trust Co. significantly reduced its stake in WD-40 Company (NASDAQ:WDFC) by 82.4% in the third quarter of 2025, selling 38,900 shares and retaining 8,337 shares valued at $1.62 million. Despite this, several other institutional investors, including Norges Bank and Ameriprise Financial Inc., have increased their positions, raising institutional ownership to 91.52%. WD-40 recently missed quarterly EPS and revenue estimates but raised its quarterly dividend to $1.02 and provided FY2026 guidance.
The secret society of people who know the WD-40 formula
A highly exclusive club in San Diego holds the secret to the WD-40 formula. This handwritten formula, stored in a Bank of America vault, is guarded by strict confidentiality and access protocols. It has only left the vault three times in 30 years and is protected as a trade secret rather than by patent to ensure indefinite secrecy.
How Wd-40 Company (WDFC) Affects Rotational Strategy Timing
This article analyzes Wd-40 Company (WDFC) using AI models to assess its impact on rotational strategy timing. It identifies strong near and mid-term sentiment, but a weak long-term outlook with elevated downside risk. The analysis provides specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Is WD-40 (WDFC) Pricing In Too Much Optimism After Recent Share Price Strength
WD-40 (WDFC) has seen recent share price strength, but valuation checks suggest it is overvalued. A Discounted Cash Flow analysis estimates the intrinsic value at $195.13 per share, making the current price of $215.19 about 10.3% overvalued. The company's P/E ratio of 32.5x is also significantly higher than the industry average, indicating a premium pricing that may not be justified by its "Fair Ratio" calculation of 13.0x.
WD-40 Company $WDFC Shares Bought by Vest Financial LLC
Vest Financial LLC significantly increased its holdings in WD-40 Company, now owning 0.09% of the company valued at $2.347 million, despite WD-40 missing recent quarterly earnings estimates. The company, however, raised它的 quarterly dividend, and insiders purchased stock, indicating confidence. Analysts maintain a "Moderate Buy" rating with a target price of $300.00.
Does WD-40 (WDFC) Reaffirmed Guidance Offset Softer Profits In Its Investment Story?
WD-40 (WDFC) recently reported its first-quarter 2026 results, showing flat sales and softer profits, but management reaffirmed its full-year guidance for increased net sales, operating income, and diluted earnings per share. This reaffirmed guidance is seen as a key factor for investors, as the company maintains a durable brand with high returns on equity despite a slower quarter. While the stock's valuation is rich, the guidance sets clear expectations for future performance and underscores confidence in its long-term plan.
Does WD-40 (WDFC) Reaffirmed Guidance Offset Softer Profits In Its Investment Story?
WD-40 Company reported first-quarter 2026 results with sales slightly up but net income and EPS slightly lower. Despite softer quarterly profits, management reaffirmed its fiscal 2026 guidance for higher full-year net sales, operating income, and diluted EPS, indicating confidence in their forward plan. The article discusses how this reaffirmed guidance shapes WD-40's investment narrative, especially considering mixed fair value estimates from the Simply Wall St Community.
Campbell & CO Investment Adviser LLC Takes Position in WD-40 Company $WDFC
Campbell & CO Investment Adviser LLC has acquired a new position in WD-40 Company, purchasing 5,006 shares valued at approximately $989,000 in the third quarter. Despite missing quarterly EPS expectations, WD-40 provided FY2026 guidance above consensus, maintains a "Moderate Buy" consensus rating with a $300 price target, and recently increased its quarterly dividend. Insider activity also shows directors and other insiders increasing their holdings of the stock.
WD-40 ecommerce sales jump 22% in Q1
WD-40 Company reported a 22% increase in e-commerce sales for its fiscal Q1, making digital its fastest-growing sales channel and contributing to overall sales of $154.4 million. This growth was particularly strong for its higher-end WD-40 Specialist products, especially in the United States, as online demand outpaced more volatile distributor orders. Although net income declined due to higher operating costs and uneven distributor shipments, the company views digital commerce as a key growth catalyst.
WD-40 (WDFC) Valuation Check After Flat Quarter Timing Issues And Higher Capital Returns
WD-40's latest quarter showed flat sales and lower GAAP profit, primarily due to timing issues with Asia Pacific distributors, rather than reduced demand. Despite this, the company reaffirms full-year guidance, leading to questions about whether its current share price of approximately US$205 reflects its fundamentals or if future growth is already priced in. While one narrative suggests the stock is 22.5% undervalued with a fair value of US$264.50 based on projected revenue growth and strategic divestments, an alternative view flags rich pricing compared to industry multiples, with a P/E of 31x versus 17x for its peers.
WD-40 (WDFC) Q1 2026 Earnings Call Transcript
WD-40 Company reported a 1% increase in Q1 2026 consolidated net sales, reaching $154.4 million, primarily driven by maintenance products and direct market strength. While sales growth fell below long-term targets due to distributor timing issues, the company reaffirmed its full-year 2026 guidance, expecting to hit the mid to high end of targets with anticipated rebounds in the second half. Gross margin improved to 56.2%, and strategic initiatives like premiumization and e-commerce growth continue to be key focus areas, alongside dividend increases and share repurchases.
5 Must-Read Analyst Questions From WD-40’s Q4 Earnings Call
WD-40's Q4 results showed flat sales growth and a GAAP profit decline, attributed by management to timing issues in its marketing distributor network, not decreased end-user demand. The company reconfirmed its full-year revenue guidance but missed analyst EPS estimates. Analysts focused on the company's confidence in a second-half rebound, recovery in Asian markets, accelerated share buybacks, and efforts to reduce supply chain costs while sustaining strong gross margins.
5 Must-Read Analyst Questions From WD-40's Q4 Earnings Call
WD-40's Q4 results were met with a negative market reaction due to flat sales and a decline in GAAP profit, which management attributed to timing-related factors in its distributor network, particularly in Asia-Pacific. Despite this, CEO Steven Brass noted resilience in direct markets and emphasized that the softness was not due to a drop in end-user demand. Analysts focused on questions regarding projected second-half rebounds, the timing of Asia-Pacific market recovery, share buyback strategy, supply chain cost reductions, and the sustainability of gross margins.
WD-40 stock sank after earnings—here are 5 reasons bulls aren't worried
This article analyzes why investors might remain optimistic about WD-40 stock despite a recent dip after its latest earnings report. It likely explores several factors such as strong brand loyalty, consistent dividend payments, growth strategies, or resilient financial performance indicators that reassure long-term investors. The piece will detail five specific reasons supporting this bullish outlook for the company.
WD-40 Stock Sank After Earnings-Here Are 5 Reasons Bulls Aren't Worried
WD-40's stock dipped after its fiscal Q1 2026 earnings missed analyst expectations, but the author argues this presents a buying opportunity for long-term investors. Revenue growth is still anticipated, gross margins are expanding, and the company reaffirmed its fiscal 2026 guidance and long-term outlook. Additionally, healthy dividends, share buybacks, and strong institutional ownership suggest underlying strength and a potential market bottom.
Conestoga Capital Advisors LLC Sells 8,545 Shares of WD-40 Company $WDFC
Conestoga Capital Advisors LLC reduced its stake in WD-40 Company by 2.7% in Q3 2025, selling 8,545 shares and retaining ownership of 310,604 shares valued at $61.4 million. This comes as WD-40 missed Q1 earnings estimates but reaffirmed its FY2026 guidance, while also increasing its quarterly dividend. Despite a stock dip to a 52-week low, insider buying by the director and CFO suggests management confidence.
WD-40 Company Balances Margin Gains With Asia Weakness
WD-40 Company reported Q1 earnings with a blend of optimism and caution, highlighting expanding gross margins and strong growth in direct markets and specialized products. However, profitability was impacted by elevated operating costs and weakness in Asia Pacific distributor channels. Despite these challenges, management reaffirmed its fiscal 2026 guidance, expecting a stronger performance in the second half of the year.
How Softer Earnings and Reaffirmed Guidance At WD-40 (WDFC) Have Changed Its Investment Story
WD-40 reported softer first-quarter 2026 earnings with a slight sales increase, while net income and EPS declined. Despite this, management reaffirmed its full-year 2026 guidance, citing strong growth in its Specialist and e-commerce channels and continuation of its share buyback program. The article suggests that while the core investment narrative remains unchanged, investors should consider the impact of reaffirmed guidance and accelerated buybacks on valuation, and be aware of potential margin pressures from rising operating expenses and Asia Pacific softness.
How Softer Earnings and Reaffirmed Guidance At WD-40 (WDFC) Have Changed Its Investment Story
WD-40 Company reported softer first-quarter 2026 earnings with sales modestly higher year-on-year, while net income and EPS declined. Despite this, management reaffirmed its full-year 2026 guidance, highlighting growth in its Specialist and e-commerce channels and ongoing share repurchases. The article explores how this reaffirms the existing investment narrative focusing on core brand durability, higher-margin product growth, and navigating operating cost pressures.
WD-40 Stock: Reiterate Sell On Weak Q1 Earnings (NASDAQ:WDFC)
WD-40 reported a significant Q1 earnings miss, failing to meet both revenue and profit expectations. Despite this, the company's valuation remains high, while growth has stalled and SG&A expenses have risen. Given that 2026 EPS growth is projected to be flat or negative, the current valuation of over 30x earnings is considered risky for WDFC shareholders.
WD-40's (NASDAQ:WDFC) Dividend Will Be Increased To $1.02
WD-40 Company (NASDAQ:WDFC) has announced an increase in its dividend to $1.02, payable on January 30th. This brings its dividend yield to 2.0%, which is considered typical for the industry and is well-covered by the company's earnings. WD-40 has a strong track record of dividend growth, increasing distributions by about 10% annually since 2016, and with expected EPS growth, it appears to be a solid dividend stock.
WD-40 Company to Participate in the 2026 ICR Conference
WD-40 Company announced that its President and CEO, Steve Brass, and CFO, Sara Hyzer, will present at the 28th Annual ICR Conference on January 13, 2026, at 10:00 a.m. Eastern Time. A live webcast of the event will be available on the company's investor relations website. The company also reported first-quarter fiscal year 2026 results and an increase in its quarterly dividend.
WD-40 Co. (NASDAQ:WDFC) Shares Drop on Q1 Earnings Miss Despite Reaffirmed Guidance
WD-40 Co. (NASDAQ:WDFC) reported mixed Q1 2026 financial results, with revenue slightly below expectations but an 8% earnings per share miss. Despite the negative market reaction and an 8.1% drop in shares after-hours, the company reaffirmed its full-year fiscal 2026 guidance and increased its quarterly dividend. The revenue miss was partially attributed to timing factors in distributor networks, particularly in Asia-Pacific.
What's Going On With WD-40 Shares Friday?
WD-40 Company (WDFC) shares are trading lower on Friday after the company reported worse-than-expected first-quarter financial results. The company missed consensus estimates for both earnings per share and revenue, despite a 1% increase in total net sales year-over-year. Gross margin improved to 56.2% from 54.8% in the prior-year quarter.
WD-40 Company Reports First Quarter 2026 Financial Results
WD-40 Company reported a 1% increase in total net sales to $154.4 million for its first fiscal quarter ended November 30, 2025, with maintenance product sales up 2%. Despite timing-related softness in distributor markets partially offsetting growth in direct markets, the company reaffirmed its full-year 2026 guidance, expecting results towards the mid-to-high end of ranges. The board declared an increased quarterly dividend of $1.02 per share and reiterated confidence in continued growth and stockholder returns.
Wd-40 company stock hits 52-week low at $182.00
WD-40 Company's stock has reached a 52-week low of $181.00, marking a 13.21% decline over the past year. Despite this, the company maintains strong gross profit margins of 55.06%, a healthy PEG ratio of 0.98, and has consistently paid dividends for 34 years. Recent fiscal year 2026 Q1 earnings missed analyst forecasts for EPS and revenue, though gross margins were better than expected, leading to mixed analyst ratings.
Earnings call transcript: WD-40 misses Q1 2026 earnings forecast
WD-40 Company reported a miss on both EPS and revenue for Q1 fiscal year 2026, with EPS at $1.28 against an expected $1.45, and revenue at $154.4 million versus a forecast of $161.2 million. Despite a 1% decline in after-hours trading, the company highlighted strong e-commerce growth, improved gross margins, and reaffirmed its full-year guidance, anticipating a rebound in the latter half of 2026 driven by strategic initiatives and recovery in Asian markets. Management expressed confidence in achieving the mid-to-high end of its guidance ranges, emphasizing long-term growth potential and strategic investments over short-term cost-cutting.
WD-40 Company (NASDAQ:WDFC) Q1 2026 Earnings Call Transcript
WD-40 Company reported its Q1 2026 earnings, with net sales increasing 1% to $154.4 million, reflecting a slower start to the fiscal year primarily due to timing factors in its marketing distributor network. Despite missing EPS expectations with $1.28, the company reaffirmed its full-year guidance, projecting a strong rebound in the latter half of 2026 driven by scheduled promotional activities and anticipated recovery in Asia Pacific distributor markets. WD-40 also highlighted strengthening gross margins, strategic investments in its four by four framework, and an accelerated share repurchase plan, signaling confidence in its long-term growth trajectory and commitment to shareholder returns.
WD-40 Company (WDFC) Releases Q1 2026 Earnings: Slight Revenue Gain but EPS Miss; Operating Profit and Cash Flow Down
WD-40 Company (WDFC) reported a modest 0.6% increase in Q1 2026 revenue to $154.4 million, missing analyst estimates. While gross profit rose, the company experienced declines in operating profit, net income, and diluted EPS, with the latter missing consensus. Additionally, cash from operating activities decreased, and cash and cash equivalents were lower year-over-year.
WD-40: Fiscal Q1 Earnings Snapshot
WD-40 Co. (WDFC) reported a profit of $17.5 million, or $1.28 per share, for its fiscal first quarter. The company posted revenue of $154.4 million and anticipates full-year earnings between $5.75 and $6.15 per share, with revenue ranging from $630 million to $655 million.
WD-40 (NASDAQ:WDFC) Posts Q4 CY2025 Sales In Line With Estimates
WD-40 (NASDAQ:WDFC) reported Q4 CY2025 sales of $154.4 million, which met Wall Street expectations but were flat year-on-year. The company's full-year revenue guidance was slightly below analysts' estimates, and GAAP EPS missed consensus by 11.4%. Despite these mixed results, the company maintains strong free cash flow profitability.
WD-40 (WDFC) Valuation Check As Investors Await Earnings After Mixed Revenue And EBITDA Results
WD-40 (WDFC) is preparing to report earnings after a quarter of mixed results. While analysts have a consensus price target suggesting undervaluation at $264.50, the company's P/E ratio of 29.7x suggests it is currently trading at a premium compared to industry averages. Investors are weighing whether the current price represents a discounted buying opportunity or if future growth is already factored in.
Could The Market Be Wrong About WD-40 Company (NASDAQ:WDFC) Given Its Attractive Financial Prospects?
Despite a recent stock decline of 3.6%, WD-40 Company (NASDAQ:WDFC) shows attractive financial prospects, highlighted by a strong Return on Equity (ROE) of 34%. While its high payout ratio has led to modest net income growth of 3.6% over five years, this still outpaces the industry average. The article suggests that the company's financial health could indicate long-term value, despite analysts predicting a slowdown in future earnings.
Could The Market Be Wrong About WD-40 Company (NASDAQ:WDFC) Given Its Attractive Financial Prospects?
WD-40's stock has declined recently, but its strong financial health, indicated by a high Return on Equity (ROE) of 34%, suggests potential long-term value. Despite a high payout ratio of 68%, the company has managed to achieve a modest net income growth of 3.6%, outperforming the industry average. Although analysts forecast a slowdown in future earnings growth, the company's established dividend payment history and impressive ROE could still make it an attractive investment.
WD-40 (WDFC) Expected to Announce Quarterly Earnings on Thursday
WD-40 (NASDAQ:WDFC) is scheduled to announce its Q1 2026 earnings on Thursday, January 8th, with analysts projecting $1.36 EPS and $155.1 million in revenue. The company recently increased its quarterly dividend to $1.02, and insider buying by the CEO and CFO indicates management confidence. WD-40's previous quarter results exceeded expectations, reporting $1.56 EPS against an estimate of $1.26 and revenue of $163.47 million.
Those who invested in WD-40 (NASDAQ:WDFC) three years ago are up 30%
Investors in WD-40 Company (WDFC) who held shares for three years have seen a 30% total shareholder return, significantly boosted by dividends. While the share price alone only increased by 24% over the same period and has dropped 17% in the last year, the company's compound earnings per share grew by 11% annually. Recent insider buying and the impact of dividends suggest a nuanced view of the stock's performance.
Those who invested in WD-40 (NASDAQ:WDFC) three years ago are up 30%
This article discusses the performance of WD-40 Company's stock over the past three years, noting a 30% total shareholder return (TSR) despite lagging market returns in direct share price. It highlights that the TSR, which includes reinvested dividends, surpasses the individual share price return. The analysis also touches on the company's EPS growth and recent insider buying as important factors.
3 Reasons WDFC is Risky and 1 Stock to Buy Instead
WD-40's shares have underperformed the S&P 500, leading investors to question its potential. The article outlines three reasons for concern: disappointing long-term revenue growth, limited distribution channels compared to larger competitors, and slim projected revenue growth. The authors suggest that despite a cheaper entry price, WD-40's business quality falls short of their standards, recommending alternative high-quality stocks instead.
Antirust Spray Market Is Going to Boom |• WD-40 Company • CRC Industries
Worldwide Market Reports (WMR) has published a new research study on the Antirust Spray Market, projecting substantial growth in the coming years. The report offers a comprehensive analysis including market dynamics, growth drivers, challenges, development trends, and competitive landscape, supported by extensive primary and secondary research. It also provides regional insights, segmentation by types and applications, and strategic information to support business growth and investment decisions.
How Investors May Respond To WD-40 (WDFC) Lifting Its Quarterly Dividend Over 8 Percent
WD-40 Company increased its quarterly dividend by over 8% to US$1.02 per share, signaling strong current earnings and a commitment to shareholder returns. This move reinforces the company's investment narrative, highlighting its ability to compound earnings from core brands and manage cost pressures, even as it pursues growth initiatives and addresses market risks. Investors should consider various perspectives on WD-40's valuation and be aware of growing operating expenses and inflation.
