Equity Profile

WDFC

WD-40 Company

Consumer StaplesHousehold Products$3.1B

Jul9Thu

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

WD-40 Company (WDFC) is a leading manufacturer of household products, best known for its multi-purpose lubricant. Operating in the consumer staples sector, the company benefits from consistent demand for its products, which are used for maintenance and repair in homes and industries alike.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$1.56

Revenue

Revenue figures provide insight into the company's sales performance and overall growth.

$173M

Wall Street expectations, options signals, track record, and call prep available with Pro.

WDFC Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.95%

Avg Stock Reaction

-0.84%

Last Quarter Recap

In Q2-2026, WD-40 reported an EPS of $1.50, exceeding expectations by 8.3%. The stock reacted positively, gaining 1.69% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect WD-40 to report solid earnings, with a consensus EPS of $1.56 and revenue of $173 million. The stock has shown resilience in previous quarters, often reacting positively to earnings beats.

Bull Case

If WD-40 meets or exceeds EPS and revenue expectations, it could indicate strong demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings expectations, it may raise concerns about slowing sales or increased competition, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.56

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$173M

Revenue figures provide insight into the company's sales performance and overall growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will WD-40's EPS meet or exceed the consensus estimate of $1.56?

This figure is crucial as it directly reflects the company's profitability and can significantly influence investor sentiment.

What commentary will management provide on revenue growth and product demand?

Insights into sales performance and market conditions will help investors gauge the company's future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate WD-40's ability to leverage its brand strength in a recovering economy, leading to better-than-expected sales.

Supporting Evidence

The company's strong track record of beating EPS estimates in previous quarters suggests resilience.

Options pricing indicates higher volatility, which could reflect investor optimism about potential upside.

Key Risk

If revenue growth exceeds $173 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether WD-40 can maintain its growth trajectory amidst market challenges.

Bull Confirmed If

An EPS of $1.56 or higher, coupled with strong revenue growth, would confirm the bull case.

Bear Confirmed If

An EPS below $1.54 would support the bear case, indicating potential issues in sales or margins.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility.

Options are pricing ±9.1% while WDFC has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

27.2%

Calls (1K)P/C Ratio: 0.50Puts (800)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WD-40 beats expectations, history suggests a potential stock increase of around 1.57%, confirming strong demand.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 1.35%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Insights into market share changes and competitive dynamics.
3Management's outlook on consumer spending trends.
4Comments on supply chain stability and cost pressures.
5Any guidance on future earnings expectations.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$1.56

Revenue

Revenue figures provide insight into the company's sales performance and overall growth.

$173M

Wall Street expectations, options signals, track record, and call prep available with Pro.

WDFC Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.95%

Avg Stock Reaction

-0.84%

Last Quarter Recap

In Q2-2026, WD-40 reported an EPS of $1.50, exceeding expectations by 8.3%. The stock reacted positively, gaining 1.69% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If WD-40 meets or exceeds EPS and revenue expectations, it could indicate strong demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings expectations, it may raise concerns about slowing sales or increased competition, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.56

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$173M

Revenue figures provide insight into the company's sales performance and overall growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will WD-40's EPS meet or exceed the consensus estimate of $1.56?

This figure is crucial as it directly reflects the company's profitability and can significantly influence investor sentiment.

What commentary will management provide on revenue growth and product demand?

Insights into sales performance and market conditions will help investors gauge the company's future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate WD-40's ability to leverage its brand strength in a recovering economy, leading to better-than-expected sales.

Supporting Evidence

The company's strong track record of beating EPS estimates in previous quarters suggests resilience.

Options pricing indicates higher volatility, which could reflect investor optimism about potential upside.

Key Risk

If revenue growth exceeds $173 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether WD-40 can maintain its growth trajectory amidst market challenges.

Bull Confirmed If

An EPS of $1.56 or higher, coupled with strong revenue growth, would confirm the bull case.

Bear Confirmed If

An EPS below $1.54 would support the bear case, indicating potential issues in sales or margins.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders expect volatility.

Options are pricing ±9.1% while WDFC has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

27.2%

Calls (1K)P/C Ratio: 0.50Puts (800)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WD-40 beats expectations, history suggests a potential stock increase of around 1.57%, confirming strong demand.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 1.35%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Insights into market share changes and competitive dynamics.
3Management's outlook on consumer spending trends.
4Comments on supply chain stability and cost pressures.
5Any guidance on future earnings expectations.