WD 40 CO (WDFC) Form 8-K — Oct 21, 2026
WD-40 Company reported Q4 FY2026 net sales of $176.8 million, up 8%, but operating income fell 32% to $19.1 million and diluted EPS fell to $1.06 from $1.56 on higher input costs and increased SG&A and advertising spending. For the full fiscal year, net sales grew 11% to $688.0 million and results were in line with guidance. Non-GAAP EPS rose 6% to $6.18, though GAAP EPS of $6.08 declined 10% due to a prior-year $11.9 million tax benefit. Management guided FY2027 to net sales of $715-735 million and EPS of $6.40-6.70 (5-10% growth), and stated the Q4 gross margin of 52.8% marked the low point with sequential improvement expected.
Key figures
- Eps
- 1.06
- Revenue
- 687993000
- Guidance
- FY2027 net sales $715M-$735M constant currency (4-7% growth); gross margin 54.0-55.5%; operating income $114M-$120M (5-10% growth); diluted EPS $6.40-$6.70 (5-10% growth); tax rate 22.5-23.5%
- Net Income
- 14361000
- Revenue Yoy
- 11% FY2026; 8% Q4
- Cash Position
- 70607000
- Shares Outstanding
- 13407301
- Q4 net sales
- 176780000
- Fy net income
- 82346000
- Fy diluted eps
- 6.08
- Fy gross margin
- 55.3% vs 55.1%
- Q4 buyback cost
- 7000000
- Q4 gross margin
- 52.8% vs 54.7%
- Q4 buyback shares
- 30895
- Buyback authorization
- 100000000
- Fy non GAAP diluted eps
- 6.18
- Quarterly dividend per share
- 1.02
AI analysis
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