ODC reports record FY25 sales and earnings. However, the stock falls after the results as management warns of tough y/y comparisons ahead.
Oil-Dri Corporation of America (NYSE:ODC ) Q4 2025 Earnings Call October 10, 2025 11:00 AM EDT Company Participants Daniel Jaffee - Chairman, CEO & President Leslie Garber - Director of Investor Relations Susan Kreh - CFO & Chief Information Officer Mervyn de Souza Bruce Patsey Wade Robey - VP of Agriculture, Oil-Dri Corporation & President of Amlan International Laura Scheland Presentation Operator Good day, and thank you for standing by. Welcome to the Oil-Dri Corporation of America Fourth Quarter Fiscal 2025 discussion via webcast.
Oil-Dri Corporation of America continues to deliver strong revenue, profit, and cash flow growth, outperforming the S&P 500 since my initial "buy" rating. The company benefits from robust demand in agricultural, horticultural, and especially crystal cat litter and renewable diesel filtration products. Despite shares being closer to fair value compared to peers, ongoing growth, low net debt, and successful acquisitions support a soft "buy" rating.
| Specialty Retail Industry | Consumer Discretionary Sector | Daniel S. Jaffee CEO | NYSE Exchange | 677864100 CUSIP |
| US Country | 949 Employees | 7 Nov 2025 Last Dividend | 11 Sep 2006 Last Split | 26 Mar 1990 IPO Date |
Oil-Dri Corporation of America, a recognized leader in the sorbent products industry, operates both domestically within the United States and internationally. With a strong foundation laid since its inception in 1941, the company has grown to serve a diverse range of markets through its Retail and Wholesale Products Group and Business to Business Products Group. The corporation's expansive product offerings cater to agricultural and horticultural sectors, animal health and nutrition, industrial applications, and consumer markets including pet care and sports field products. Headquartered in Chicago, Illinois, Oil-Dri Corporation of America boasts a rich history of innovation and commitment to quality, backed by a broad portfolio of brands that are well-respected within their respective industries.