Oil-Dri Corp of America — Form 8-K
Filed October 8, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Oil-Dri reported fiscal year 2026 net sales of $493.8M (+2% YoY), record net income of $57.0M (+6% YoY), and diluted EPS of $3.92 (+6% YoY). Cash grew to $73.7M. The Board declared quarterly dividends of $0.225/common share and $0.168/Class B share (marking 23 consecutive annual increases since 1974), and appointed Anthony W. Parker as an executive officer. In Q4 FY2026 specifically: sales reached record $129.3M (+3%), net income $14.4M (+10%), with fourth-quarter diluted EPS of $1.00 (+12%).
Why this rating
Record topline and earnings reflect solid execution; modest 2% revenue growth and gross margin compression (27.8% vs 29.5%) offset gains. Strong cash generation ($73.7M) and capex investment ($34.2M) signal health. Dividend hike affirms confidence but is routine for this company (23-year streak). At ~$414M market cap, ~$57M net income is healthy but not transformational. Modest positive momentum, not material trajectory shift.
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