Equity Profile

WDFC

WD-40 Company

Consumer StaplesHousehold Products$3.4B

Jul9Thu

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

1.56

Revenue

Revenue reflects the overall sales performance and market demand for WD-40's products.

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, surpassing analyst 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 this quarter, with a consensus EPS of $1.56 and revenue of $173 million. The market is closely watching for any signs of growth or challenges in demand.

Bull Case

If WD-40 exceeds EPS expectations, it could indicate strong consumer demand and effective cost management, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS or revenue targets, it may raise concerns about slowing sales or increased competition, leading to a negative market reaction.

Key Metrics to Watch

EPS

1.56

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

173M

Revenue reflects the overall sales performance and market demand for WD-40's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

A beat on EPS could signal strong consumer demand and effective cost management, which would be positively received by the market.

What insights can management provide about revenue growth and market demand?

Understanding revenue trends will help gauge the company's performance and outlook in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the resilience of WD-40's brand and its ability to maintain sales in a competitive environment, especially given its strong historical performance.

Supporting Evidence

WD-40 has consistently beaten EPS estimates 75% of the time over the last eight quarters.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Recent consumer trends show a preference for trusted household brands, which could benefit WD-40.

Key Risk

If revenue growth surpasses $175 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether WD-40 can maintain its growth trajectory in a challenging retail environment.

Bull Confirmed If

An EPS of $1.60 or higher would confirm the bull case, indicating strong demand and cost control.

Bear Confirmed If

An EPS below $1.54 would confirm the bear case, raising concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.24%

Pricing rich

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

Options price a 9.08% move but the stock has averaged only 2.24% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

27.2%

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

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 27 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WD-40 beats expectations, history suggests a potential average one-day move of +1.35%, confirming strong demand and management effectiveness.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline, with history suggesting an average one-day drop of -1.35%, reflecting market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product demand and sales trends in key markets.
2Management's commentary on cost management strategies and their impact on margins.
3Insights into competitive pressures and how WD-40 plans to address them.
4Any new product launches or innovations that could drive future growth.
5Guidance on future revenue expectations and market conditions.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

1.56

Revenue

Revenue reflects the overall sales performance and market demand for WD-40's products.

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, surpassing analyst 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 this quarter, with a consensus EPS of $1.56 and revenue of $173 million. The market is closely watching for any signs of growth or challenges in demand.

Bull Case

If WD-40 exceeds EPS expectations, it could indicate strong consumer demand and effective cost management, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS or revenue targets, it may raise concerns about slowing sales or increased competition, leading to a negative market reaction.

Key Metrics to Watch

EPS

1.56

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

173M

Revenue reflects the overall sales performance and market demand for WD-40's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

A beat on EPS could signal strong consumer demand and effective cost management, which would be positively received by the market.

What insights can management provide about revenue growth and market demand?

Understanding revenue trends will help gauge the company's performance and outlook in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the resilience of WD-40's brand and its ability to maintain sales in a competitive environment, especially given its strong historical performance.

Supporting Evidence

WD-40 has consistently beaten EPS estimates 75% of the time over the last eight quarters.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Recent consumer trends show a preference for trusted household brands, which could benefit WD-40.

Key Risk

If revenue growth surpasses $175 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether WD-40 can maintain its growth trajectory in a challenging retail environment.

Bull Confirmed If

An EPS of $1.60 or higher would confirm the bull case, indicating strong demand and cost control.

Bear Confirmed If

An EPS below $1.54 would confirm the bear case, raising concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.24%

Pricing rich

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

Options price a 9.08% move but the stock has averaged only 2.24% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

27.2%

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

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WD-40 beats expectations, history suggests a potential average one-day move of +1.35%, confirming strong demand and management effectiveness.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline, with history suggesting an average one-day drop of -1.35%, reflecting market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product demand and sales trends in key markets.
2Management's commentary on cost management strategies and their impact on margins.
3Insights into competitive pressures and how WD-40 plans to address them.
4Any new product launches or innovations that could drive future growth.
5Guidance on future revenue expectations and market conditions.