WD-40 Q3 Sales Surge 24%, Lifts FY26 Outlook, and Authorizes $100M Buyback
WDFC sits 54% above its 52-week low of $175.38.
Summary
WD-40 reported Q3 FY2026 net sales of $195.1M, up 24% YoY, and raised full-year guidance. A new $100M share buyback program was authorized, and the quarterly dividend was set at $1.02 per share.
Key Events · Earnings and Guidance · WDFC
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Q3 Sales Jump 24%
Net sales reached $195.1M, with double-digit growth in all three trade blocs: Americas +29%, EIMEA +17%, Asia-Pacific +24%. Maintenance product sales, 97% of total, rose 26%.
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Operating Income Surges 47%
Operating income hit $40.3M, driven by strong operating leverage. Diluted EPS was $2.24, up 45% YoY; adjusted EPS was $2.33, up 51%.
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FY26 Guidance Raised
Constant-currency net sales now seen at $652M-$667M (6%-9% growth), with reported sales of $675M-$690M. Non-GAAP diluted EPS guidance lifted to $6.05-$6.35, implying 6%-11% growth.
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New $100M Buyback Authorized
Board approved a $100M share repurchase program effective September 1, 2026, adding to existing buyback activity. Q3 repurchases totaled $6.8M (31,250 shares).
Analysis · WDFC · Industrial Applications And Services
A standout quarter for WD-40, with 24% sales growth and a 47% jump in operating income, underscores broad-based strength across all regions. The company raised its full-year guidance, now targeting up to $667M in constant-currency sales and $6.35 in non-GAAP EPS, signaling confidence in sustained momentum. A new $100M buyback program adds a shareholder-friendly catalyst, while the reclassification of homecare brands marks a strategic pivot toward core maintenance products. Trading near its 52-week high, the stock's premium is well supported by these results.
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In the 30 days to Aug 24, 2026, 29.4% of the 2797 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.02%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, WDFC was trading at $270.01 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $3.2B. The 52-week trading range was $175.38 to $253.24. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.