Overview

* WD-40 ( WDFC ) 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 ( WDFC ) 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/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $163.50 $153.91

mln mln (1

Analyst)

Q4 EPS $1.56

Q4 Net $21.20

Income mln

Q4 Gross 54.70%

Margin

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 ( WDFC ) 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:

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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.)