Equity Profile

WDFC

WD-40 Company

Consumer StaplesHousehold Products$2.7B

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 steady demand for household maintenance and repair products, which are essential for consumers and businesses alike.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

$1.50

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and product offerings, which is crucial for long-term success.

N/A

1 more metrics, 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 Company reported an EPS of $1.50, surpassing expectations by 8.3%. The stock reacted positively, gaining 1.69% the following day.

Management Promises & Guidance

Focus on expanding product lines to meet consumer demand.
Commitment to maintaining strong gross margins.
Plans to enhance marketing efforts to boost brand visibility.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about WD-40's upcoming earnings, especially after a strong performance last quarter. However, there are concerns about potential revenue growth amidst competitive pressures.

Bull Case

If WD-40 beats EPS expectations and shows solid revenue growth, it could signal strong brand loyalty and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS estimates or shows stagnant revenue growth, it may raise concerns about its market position and profitability, resulting in a negative stock response.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.50

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and product offerings, which is crucial for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs, impacting overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026, and how does it compare to the previous quarter?

The EPS figure will be critical in assessing the company's profitability and could significantly influence investor sentiment.

What are the expectations for revenue growth this quarter?

Revenue growth is essential for understanding the company's market position and ability to compete effectively in the household products sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the brand loyalty and market demand for WD-40 products, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

The company's strong track record of beating EPS estimates suggests it may outperform expectations again.

Options pricing indicates a significant move, which may reflect trader confidence in the company's performance.

Historical performance shows that WD-40 often reacts positively to earnings beats, suggesting potential upside.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook from analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to maintain profitability while navigating competitive pressures in the household products market.

Bull Confirmed If

An EPS of $1.55 or higher would confirm strong profitability and effective cost management.

Bear Confirmed If

An EPS below $1.45 would raise concerns about the company's financial health 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 potential move, suggesting 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)

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 the stock could rise by around 1.7% on average, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations but management offers cautious commentary, the stock may remain flat or see modest movement.

Miss

Should the company miss EPS expectations, history suggests a potential decline of around 1.35%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or expansions into new markets.
2Insights on cost management strategies and their impact on gross margins.
3Details on consumer demand trends and how they are affecting sales.
4Management's outlook on competitive pressures in the household products sector.
5Any commentary on marketing initiatives and their effectiveness in driving brand awareness.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

$1.50

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and product offerings, which is crucial for long-term success.

N/A

1 more metrics, 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 Company reported an EPS of $1.50, surpassing expectations by 8.3%. The stock reacted positively, gaining 1.69% the following day.

Management Promises & Guidance

Focus on expanding product lines to meet consumer demand.
Commitment to maintaining strong gross margins.
Plans to enhance marketing efforts to boost brand visibility.

Expectations

Wall Street Expectations

Bull Case

If WD-40 beats EPS expectations and shows solid revenue growth, it could signal strong brand loyalty and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS estimates or shows stagnant revenue growth, it may raise concerns about its market position and profitability, resulting in a negative stock response.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.50

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and product offerings, which is crucial for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs, impacting overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026, and how does it compare to the previous quarter?

The EPS figure will be critical in assessing the company's profitability and could significantly influence investor sentiment.

What are the expectations for revenue growth this quarter?

Revenue growth is essential for understanding the company's market position and ability to compete effectively in the household products sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the brand loyalty and market demand for WD-40 products, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

The company's strong track record of beating EPS estimates suggests it may outperform expectations again.

Options pricing indicates a significant move, which may reflect trader confidence in the company's performance.

Historical performance shows that WD-40 often reacts positively to earnings beats, suggesting potential upside.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook from analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to maintain profitability while navigating competitive pressures in the household products market.

Bull Confirmed If

An EPS of $1.55 or higher would confirm strong profitability and effective cost management.

Bear Confirmed If

An EPS below $1.45 would raise concerns about the company's financial health 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 potential move, suggesting 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)

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 the stock could rise by around 1.7% on average, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations but management offers cautious commentary, the stock may remain flat or see modest movement.

Miss

Should the company miss EPS expectations, history suggests a potential decline of around 1.35%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or expansions into new markets.
2Insights on cost management strategies and their impact on gross margins.
3Details on consumer demand trends and how they are affecting sales.
4Management's outlook on competitive pressures in the household products sector.
5Any commentary on marketing initiatives and their effectiveness in driving brand awareness.