WD 40 CO — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
WD-40 Company reported fiscal year 2026 net sales of $688.0M (+11% YoY; +7% constant currency), with maintenance product sales of $665.9M (+13% YoY; +9% constant currency). Net income declined 10% to $82.3M ($6.08 diluted EPS vs. $6.69 prior year), reflecting a $11.9M prior-year tax benefit; adjusted non-GAAP net income increased 6% to $83.7M. Q4 FY2026 showed margin pressure (gross margin 52.8% vs. 54.7%) from specialty chemical cost inflation. For FY2027, management guides net sales $715–735M (4–7% growth, constant currency) and diluted EPS $6.40–$6.70 (5–10% growth). The company repurchased 30,895 shares at $7.0M in Q4 and approved a new $100M share repurchase program effective September 1, 2026.
Why this rating
Solid top-line growth but Q4 margin pressure and modest FY2027 guidance (4–7% vs. FY2026's 11%) signal normalizing growth. Results in line with guidance; no major M&A, leadership change, or restructuring. Relative to $3.2B market cap, routine earnings announcement.
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