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WDWDFC

WD-40 Company

$WDFC·$3.6B·Chemicals - Specialty·Basic Materials
$264.91+10.6%YTD+34.5%1Y+17.8%
Mentions · last 7 days
2026-07-04: 193 posts2026-07-05: 13 posts2026-07-06: 12 posts2026-07-07: 4 posts2026-07-08: 8 posts2026-07-09: 76 posts2026-07-10: 131 posts438
Price updated 13h ago·X counts updated 13h ago
WDWDFC
$WDFCWD-40 Company
$264.91+10.65%438 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operating globally across the Americas, Europe, the Middle East, Africa, and the Asia Pacific, WD-40 Company specializes in manufacturing and distributing a comprehensive array of maintenance, homecare, and cleaning products. Its maintenance solutions include the widely recognized WD-40 Multi-Use brand, offered in aerosol, non-aerosol trigger spray, and liquid-bulk formats for various general purposes. For more specific tasks, the WD-40 Specialist line provides penetrants, degreasers, corrosion inhibitors, greases, lubricants, and rust removers. The company also caters to cyclists with products under the WD-40 Bike and GT85 brands, the latter focusing on professional-grade spray maintenance and lubricants. Additionally, the 3-IN-ONE brand encompasses multi-purpose and specialty drip oils, spray lubricants, and other unique maintenance items. Beyond maintenance, WD-40 Company supplies a robust selection of homecare and cleaning products. This includes automatic toilet bowl cleaners from both the 2000 Flushes and X-14 brands. Carpet stain and odor eliminators, available as aerosols and liquid trigger sprays, are sold under the Spot Shot brand, while room and rug deodorizers fall under Carpet Fresh. The 1001 brand offers general carpet and household cleaners, as well as rug and room deodorizers. For heavy-duty hand cleaning, the company markets products under the Lava brand in the United States and Solvol in Australia. These diverse products are sold through an extensive network of distribution channels, including warehouse club stores, hardware retailers, automotive parts outlets, industrial distributors, large retail chains, home centers, discount retailers, grocery stores, online marketplaces, farm supply stores, sporting goods retailers, and independent bicycle dealerships. WD-40 Company was established in 1953 and maintains its corporate headquarters in San Diego, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $WDFC.

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

6-name peer basket
+31.8%YTD
+109.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
40.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 9, 2026$2.33$1.58+47.5%
Q1 2026Apr 9, 2026$1.50$1.41+6.4%
Q4 2025Jan 8, 2026$1.28$1.36-5.9%
Q3 2025Oct 22, 2025$1.56$1.25+24.8%
Next earningsWed, Oct 28·consensus EPS $1.62

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$195.1M+24.3%56.6%20.7%$2.24$29.3M
Q2 FY26$161.7M+10.7%55.6%16.3%$1.50$12.5M
Q1 FY26$154.4M+0.6%56.2%15.1%$1.29$9.1M
Q4 FY25$163.5M+4.8%54.7%17.1%$1.57$28.6M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$668.9M$659.2M – $677.8M$6.01$5.92 – $6.093
FY27$715.6M$705.3M – $725.2M$6.48$6.47 – $6.593
FY28$789.0M$765.5M – $812.5M$7.40$7.26 – $7.531

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.6.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.72%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyFeb 5David PendarvisDirector424 sh$105K
+ 1 other (1 award) in window

See when $WDFC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WD-40 Co (WDFC) Stock Up 10.7% but GF Value Says Overvalued -- GF Score: 94/100gurufocus.com·16h ago5 Things to Know Before the Stock Market Opens on Fridayinvestopedia.com·1d agoWD-40 Stock Surges After Earnings Show AI Isn't Everythingbarrons.com·1d agoWD-40 Company (WDFC) Q3 2026 Earnings Call Transcriptseekingalpha.com·2d agoWD-40 Q3 Earnings Call Highlightsmarketbeat.com·2d ago

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