Although the stock is down significantly from its high, it continues to trade in line with long-term trends, suggesting robust upside potential and a healthy dividend.
WD-40 delivered a significant Q1 earnings miss, falling short on both the top and bottom lines. The company's valuation remains elevated despite stalling growth and a notable rise in SG&A expenses. With EPS growth likely around flat or perhaps even negative for 2026, it seems risky to pay more than 30x earnings for WD-40 shares.
WD-40 Company remains a business model standout, but recent profitability challenges have led to underperformance versus the S&P 500. WDFC's Q1 FY2026 saw modest revenue growth but missed expectations, with notable declines in HCCP and Asia Pacific Multi-Use Product sales. Profitability metrics deteriorated due to higher SG&A costs tied to growth initiatives, with EPS and cash flow both declining year-over-year.
WD-40 Company (WDFC) Q1 2026 Earnings Call Transcript
WD-40 Company (NASDAQ:WDFC ) Q4 2025 Earnings Call October 22, 2025 5:00 PM EDT Company Participants Wendy Kelley - Director of Investor Relations & Corporate Communications Steven Brass - CEO, President & Director Sara Hyzer - VP of Finance, Treasurer, CFO & Principal Accounting Officer Conference Call Participants Daniel Rizzo - Jefferies LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Good day, and welcome to the WD-40 Company Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.
WD-40 Company (NASDAQ:WDFC ) Q3 2025 Earnings Conference Call July 10, 2025 5:00 PM ET Company Participants Sara K. Hyzer - VP of Finance, Treasurer, CFO & Principal Accounting Officer Steven A.
WD-40 is a best-in-class operator with exceptional capital efficiency, brand power, and global distribution—but trades at a historically rich valuation. Despite strong fundamentals and consistent margin performance, free cash flow yield and dividend yield remain well below sector averages. I rate the stock a Hold due to its premium valuation; a re-rating could offer a more balanced risk/reward for long-term investors.
WD-40 Company has shown resilience, outperforming the market despite a tough economic environment, with strong pricing power and expanding margins. Fiscal Q2 sales grew 5% to $146.1 million, with regional growth in the Americas and EIMEA, though Asia-Pacific saw a slight decline. Gross margins improved to 54.6%, and EPS rose to $1.32, though both revenue and earnings missed expectations.
WD-40 Company (NASDAQ:WDFC ) Q2 2025 Earnings Conference Call April 8, 2025 8:00 AM ET Company Participants Wendy Kelley - VP, Stakeholder & Investor Engagement Steve Brass - President & CEO Sara Hyzer - VP, Finance & CFO Conference Call Participants Daniel Rizzo - Jefferies Operator Ladies and gentlemen, thank you for standing by. Good day, and welcome to the WD-40 Company Second Quarter Fiscal Year 2025 Earnings Conference Call.
WD-40 Company stock has pulled back, presenting a buying opportunity in the $225 to $200 range for long-term investment and dividend growth. Short-term traders may be interested here too. The company reported strong fiscal Q1 results with a 9.3% revenue increase and improved margins, despite recent market weakness. Regional sales growth was robust in the Americas and EIMEA, with slight declines in Asia-Pacific, but overall demand remains strong.
WD-40 (WDFC -6.75%) stock fell 6.3% through 11:30 a.m. ET Monday despite the company beating forecasts in its fiscal Q1 2025 earnings report, released after close of trading last Friday.
WD-40 Company (NASDAQ:WDFC ) Q1 2025 Earnings Conference Call January 10, 2025 5:00 PM ET Company Participants Wendy Kelley - VP, Stakeholder & Investor Engagement Steve Brass - President & CEO Sara Hyzer - VP, Finance & CFO Conference Call Participants Daniel Rizzo - Jefferies Linda Bolton-Weiser - D.A. Davidson Operator Ladies and gentlemen, thank you for standing by.