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 consumer staples firm known for its iconic multi-use product, WD-40, which is widely used for lubrication, cleaning, and protection. With a market cap of $3 billion, the company plays a significant role in the household products industry, which is influenced by consumer spending and trends in home maintenance.

Key Metrics to Watch

EPS

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

1.56

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its 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 expectations by 8.3%. The stock reacted positively, gaining 1.69% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about WD-40's upcoming earnings, expecting solid EPS and revenue figures. The consensus estimates suggest continued growth, but the company faces challenges in a competitive market.

Bull Case

If WD-40 exceeds the EPS estimate of $1.56, it could signal strong demand and effective cost management, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations, particularly in revenue, it may raise concerns about market share and growth sustainability, leading to a negative stock response.

Key Metrics to Watch

EPS

1.56

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

Revenue

173M

Revenue figures provide insight into the company's sales performance and market demand for its 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 would reinforce investor confidence in the company's profitability and growth trajectory.

What are the revenue figures compared to the expected $173 million?

Revenue performance is crucial for assessing the company's market demand and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate WD-40's brand loyalty and market resilience, which could lead to stronger-than-expected sales.

Supporting Evidence

WD-40 has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent consumer trends indicate increased spending on home maintenance products, which could benefit WD-40.

Key Risk

If revenue comes in significantly above $173 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on whether WD-40 can maintain its growth momentum in a challenging market.

Bull Confirmed If

An EPS of $1.60 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.54 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.2%

Pricing rich

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

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 the stock could rise by around 1.7%, confirming a positive outlook.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 1.35%, reflecting investor disappointment and concerns over growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on sales growth in key markets.
2Updates on new product launches or innovations.
3Insights into cost management strategies.
4Management's outlook on consumer spending trends.
5Any changes in guidance for the next quarter.

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Company Snapshot

Key Metrics to Watch

EPS

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

1.56

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its 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 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 exceeds the EPS estimate of $1.56, it could signal strong demand and effective cost management, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations, particularly in revenue, it may raise concerns about market share and growth sustainability, leading to a negative stock response.

Key Metrics to Watch

EPS

1.56

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

Revenue

173M

Revenue figures provide insight into the company's sales performance and market demand for its 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 would reinforce investor confidence in the company's profitability and growth trajectory.

What are the revenue figures compared to the expected $173 million?

Revenue performance is crucial for assessing the company's market demand and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate WD-40's brand loyalty and market resilience, which could lead to stronger-than-expected sales.

Supporting Evidence

WD-40 has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent consumer trends indicate increased spending on home maintenance products, which could benefit WD-40.

Key Risk

If revenue comes in significantly above $173 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on whether WD-40 can maintain its growth momentum in a challenging market.

Bull Confirmed If

An EPS of $1.60 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.54 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±9.08%

Historical Avg

±2.2%

Pricing rich

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

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 the stock could rise by around 1.7%, confirming a positive outlook.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 1.35%, reflecting investor disappointment and concerns over growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on sales growth in key markets.
2Updates on new product launches or innovations.
3Insights into cost management strategies.
4Management's outlook on consumer spending trends.
5Any changes in guidance for the next quarter.