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Visual24 Oct 2025
World's five largest confectionery companies
WD-40 Company (WDFC) investor relations material
WD-40 Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary22 Oct, 2025
Executive summary
Fiscal 2025 net sales reached $620 million, up 5% year-over-year, with Q4 sales at $163.5 million, also up 5% and a record for the company.
Maintenance products accounted for 95% of total net sales, growing 6% year-over-year to $591 million, with 82% of constant currency net sales growth volume-driven.
Gross margin improved to 55.1% for the year, surpassing the 55% target a year ahead of plan.
Net income increased 31% to $91 million, with diluted EPS up 31% to $6.69; excluding a one-time tax benefit, net income rose 14% and adjusted EPS rose 14%.
Strategic divestiture of UK home care and cleaning brands completed; Americas home care divestiture ongoing.
Financial highlights
Pro forma net sales adjusted for currency were $603 million, a 6% increase over 2024.
Operating income was $103.8 million, up 8% year-over-year and within guidance.
Adjusted EBITDA for the year was $114.4 million, up 8% year-over-year, with a margin of 18%.
Q4 net income was $21.2 million, up 27% year-over-year; Q4 diluted EPS was $1.56, up 27%.
Adjusted diluted EPS for the year was $5.82, up 14% year-over-year.
Outlook and guidance
Fiscal 2026 net sales expected between $630 million and $655 million, 5%-9% growth over pro forma 2025.
Gross margin guidance for 2026 is 55.5%-56.5%.
Operating income expected between $103 million and $110 million.
Diluted EPS projected at $5.75-$6.15, 5%-12% growth over pro forma 2025.
Guidance assumes successful divestiture of Americas home care brands; otherwise, positive impact to sales and EPS.
What drove the 730-bp Q4 gross margin improvement?
What factors support accelerating FY26 share repurchases?
Strategic rationale for HCCP portfolio divestiture?
Sustain gross margin above 55% in FY26?
Strategy to capture $1.4B Multi-Use market?
Bio-based Multi-Use product launch impact?
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Next WD-40 Company earnings date
Q1 20269 Jan, 2026
Next WD-40 Company earnings date
Q1 20269 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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