WD-40 Co's Q4 sales beat on growth in EIMEA and Asia-Pacific

WD-40 Co

22/10/2025 21:15

Overview

WD-40 Q4 net sales rise 5%, beating analyst expectations

Net income for Q4 increases 27% yr/yr

Company plans to accelerate share repurchases, reflecting confidence in long-term fundamentals

Outlook

WD-40 projects fiscal year 2026 net sales of $630 mln to $655 mln

Company expects fiscal year 2026 gross margin between 55.5% and 56.5%

Result Drivers

MAINTENANCE PRODUCTS - Sales of maintenance products, especially WD-40 Multi-Use Product, increased 6% in Q4, driven by growth in EIMEA and Asia-Pacific

GROSS MARGIN IMPROVEMENT - Gross margin reached 54.7% in Q4, reflecting ongoing success of margin recovery plan

SHARE REPURCHASES - Co plans to accelerate share repurchases, signaling confidence in long-term business fundamentals

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$163.50 mln
$153.91 mln (1 Analyst)
Q4 EPS
$1.56
Q4 Net Income
$21.20 mln
Q4 Gross Margin
54.70%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the household products peer group is "buy"

Wall Street's median 12-month price target for WD-40 Co is $297.50, about 33.3% above its October 21 closing price of $198.58

The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nBw9sgz9Pa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)