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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
WD-40 Company (WDFC) investor relations material
WD-40 Company Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary18 Dec, 2025
Investment highlights
Sustainable competitive advantages and an iconic global brand drive resilient, dependable earnings growth and significant cash flow generation, supported by an asset-light strategy and strong balance sheet.
Highly engaged culture and experienced leadership team with over 255 years of combined company experience enable significant growth opportunities.
Brand and product portfolio
Maintenance products account for approximately 95% of net sales, with the WD-40 Multi-Use Product as the core growth engine.
Homecare and cleaning products are being divested, with the EIMEA segment sale completed in FY25 and Americas divestiture ongoing.
Premiumized products and the WD-40 Specialist line are key growth drivers, with premiumized products achieving a 9.4% five-year CAGR and Specialist products a 14.4% five-year CAGR.
Strategic framework and growth initiatives
Four-by-Four Strategic Framework focuses on geographic expansion, premiumization, Specialist product growth, and digital commerce acceleration.
Long-term growth targets: Americas 5-8% CAGR, EIMEA 8-11% CAGR, APAC 10-13% CAGR, and company-wide mid-to-high single digits.
Significant market opportunities identified in China, India, Indonesia, Brazil, and Mexico, with strong recent sales growth in these regions.
Supply chain actions to offset rising freight costs
Strategy for MUP growth in emerging markets?
Capital allocation beyond current share buyback plan
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Next WD-40 Company earnings date
Q1 20268 Jan, 2026
Next WD-40 Company earnings date
Q1 20268 Jan, 2026
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Frequently asked questions
Legendary Lubrication and Rust Prevention
WD-40 Company is an American company with global operations that is best known for its flagship product, WD-40, a versatile lubricant and rust-preventative spray. The product's formulation, originally designed to protect missile parts from corrosion, quickly gained popularity for a wide range of household and industrial applications. Today, the company has a wide product portfolio, which includes a variety of lubricants, cleaners, and rust-removal products, catering to both professional and do-it-yourself markets. It is headquartered in San Diego, California, and its shares are listed on the Nasdaq.
Water Displacement, 40th Formula
WD-40 was developed by the Rocket Chemical Company, which was founded in 1953 in San Diego, California. The company set out to create a line of rust-prevention solvents and degreasers for the aerospace industry. The name "WD-40" stands for "Water Displacement, 40th Formula,", and the product was originally designed to protect the outer skin of the Atlas missile from rust and corrosion.
WD-40's transition from industrial use to household name began when employees, recognizing its potential, began sneaking cans out of the plant to use at home. The product's popularity grew through word-of-mouth, leading to its first commercial release in 1958. The decision to package WD-40 in aerosol cans significantly contributed to its accessibility and popularity among consumers.
Use Cases
WD-40 has found a wide range of applications beyond its initial purpose. Its effectiveness in displacing moisture has made it useful in various scenarios within everything from industrial maintenance to household tasks. One common application of WD-40 is for loosening parts that have become rusted or stuck. This characteristic is particularly valued in fields such as mechanics and home repair, where rusted bolts and nuts oftentimes become a lot more manageable after applying WD-40. The product is also employed as a cleaning agent for removing grease, grime, and other substances from different surfaces. For many consumers, WD-40 is an indispensable product to have at home as its uses range from eliminating squeaks in hinges to maintaining tools and much more.
Other Products
The WD-40 Company has significantly expanded its portfolio beyond its iconic WD-40 multi-use product, developing and acquiring a variety of brands and products to meet a wide range of maintenance, repair, and cleaning needs. Within this broader product offering, the company has introduced specialized formulations aimed at meeting specific requirements. This includes a series of high-performance lubricants and maintenance products designed for precise applications in industrial settings, as well as for everyday household and DIY tasks. Some companies that compete with WD-40 in the space are 3M and Henkel.
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