CHICAGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Amlan® International, the animal health business of Oil-Dri® Corporation of America (NYSE: ODC), is pleased to announce the promotion of Dr. Robin Jarquin to Vice President of Sales, Latin America. In this expanded leadership role, Dr. Jarquin will leverage his deep industry experience and strong regional expertise to drive sales growth and further expand Amlan’s presence across Latin American markets.Dr. Jarquin joined Amlan in 2023 as Director of Sales for Latin ...

Core Insights - The article discusses the preferences of investors regarding dividend income, highlighting the trade-off between higher yields from individual companies and the stability of instruments like CDs and ETFs [1] Group 1: Company Profiles - CBL & Associates Properties, Inc. (CBL) is a self-managed REIT focused on regional shopping malls and commercial properties, with a forward dividend yield of 4.5% and a 5-year CAGR of 14.76% [2][4] - Universal Health Realty Income Trust (UHT) offers a higher dividend yield of 7.5% and focuses on healthcare facilities, but has a lower 5-year dividend CAGR of 1.39% [7][12] - Oil-Dri Corporation of America (ODC) is not a REIT and offers a dividend yield of 1.34% with a 5-year CAGR of around 5%, while its stock has appreciated over 200% in the past 5 years [13][15] Group 2: Dividend Characteristics - CBL is legally required to pay out at least 90% of its taxable income as dividends, reducing the risk of abrupt changes in capital allocation strategies [5] - UHT's focus on the healthcare sector may attract investors seeking stability, but its lower growth rate may appeal more to short-term income investors [12] - ODC's dividend payout ratio is 20%, indicating a healthy cushion for funding dividends alongside other needs, though it carries a risk of dividend cuts due to its non-REIT status [16][17]

CHICAGO, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Amlan® International, a global leader in mineral-based feed additives, will exhibit at the International Production & Processing Expo (IPPE) 2026, taking place January 27–29 at the Georgia World Congress Center in Atlanta, Georgia. Attendees are invited to visit Amlan at booth B6041 to learn how science-backed solutions can help optimize gut health, feed efficiency and profitability in antibiotic-free poultry production. As poultry producers continue to move away f ...

Core Viewpoint - Oil-Dri Corporation of America (ODC) has shown resilience in a challenging operating environment, outperforming industry peers and the broader market over the past year, with a diversified portfolio and strong cash generation supporting its business model [1][15]. Price Performance - Over the past year, Oil-Dri's stock gained 19.6%, significantly outperforming the industry's decline of 27.6% and the S&P 500's return of 15.1% [2]. Q1 Results - For the first quarter of fiscal 2026, Oil-Dri reported consolidated net sales of $120.5 million, a 6% decrease from $127.9 million year-over-year, attributed to lower volumes following last year's record demand [3]. - Net income decreased 6% to $15.5 million, with diluted earnings per share at $1.06, down from $1.13 a year earlier [4]. Financial Metrics - Gross profit totaled $35.5 million, reflecting a 13% year-over-year decline, with gross margin compressing to 29.5% from 31.9% due to lower volumes and a 3% increase in domestic cost of goods sold per ton [5]. - Operating cash flow remained healthy at $10.3 million, indicating strong cash generation despite the decline in net income [7]. Agricultural Strength - The Business-to-Business Products Group saw net sales decline 9% year-over-year to $44.3 million, with fluids purification revenues down 13% and animal health and nutrition sales down 25% [8]. - The agricultural and horticultural business achieved record quarterly sales of $12.9 million, up 12% year-over-year, driven by favorable pricing and strong demand for the Verge product line [9]. Lightweight Cat Litter Growth - In the Retail and Wholesale Products Group, net sales declined 4% year-over-year to $76.2 million, but sales of Cat's Pride Antibacterial Clumping Litter rose 32% year-over-year, indicating strong performance in the lightweight cat litter segment [10]. - Management views lightweight litter as a strategic growth engine, supported by innovation and expanding distribution [11]. Cash Generation & Financial Flexibility - Oil-Dri ended the quarter with $42.4 million in cash and cash equivalents, reflecting financial discipline and solid cash generation despite higher capital investments and dividend payments [12]. - The company continues to invest in manufacturing infrastructure to enhance efficiency and support growth [12]. Dividend Growth - The board approved a 14% increase in the quarterly cash dividend, marking the second increase in 2025, with dividends paid continuously since 1974 and increased for 22 consecutive years [13]. Valuation - While near-term earnings growth is pressured by normalization in certain markets, Oil-Dri's long-term fundamentals remain strong, benefiting from a diversified revenue base and leadership in niches like lightweight cat litter [14].

Core Viewpoint - Oil-Dri Corporation of America (ODC) shares have underperformed the broader market despite reporting strong quarterly profit results, with a 6.7% decline in shares since the release of first-quarter fiscal 2026 results compared to a 0.1% rise in the S&P 500 index [1] Earnings & Revenue Performance - For the first quarter ended October 31, 2025, Oil-Dri reported consolidated net sales of $120.5 million, a 6% decrease from $127.9 million in the same period last year [2] - Net income fell 6% to $15.5 million from $16.4 million a year earlier, with diluted earnings per share at $1.06, down from $1.13 [3] Key Business Metrics - Gross profit totaled $35.5 million, a 13% decrease year-over-year, with gross margin contracting to 29.5% from 31.9% due to lower sales volumes and a 3% increase in domestic cost of goods sold per ton [4] - Selling, general and administrative expenses declined 5% year-over-year to $18.5 million, partially offsetting pressures from lower volumes and higher per-unit costs [5] Cash Flow and Financial Position - Operating cash flow for the quarter was $10.3 million compared to $10.9 million in the prior year, with cash and cash equivalents ending at $42.4 million, down from $50.5 million at the end of fiscal 2025 [6] Segment Performance & Business Drivers - The Business-to-Business Products Group reported net sales of $44.3 million, a 9% decline, with fluid purification revenues down 13% to $26.7 million and animal health revenues dropping 25% to $4.7 million [7] - The Retail and Wholesale Products Group generated net sales of $76.2 million, down 4%, with domestic cat litter sales declining 6% year-over-year, although the lightweight cat litter segment saw a 32% increase in sales [8][9] Management Commentary & Influencing Factors - Management indicated that the year-over-year declines were largely anticipated due to the exceptionally strong performance in the prior-year quarter, emphasizing continued execution of growth strategies and strong cash generation as positives [10] - Factors impacting results included lower volumes, higher per-ton costs, and normalization of demand in renewable diesel filtration, while cost controls and growth in agricultural and lightweight cat litter products provided some offsets [11] Other Developments - Following the quarter's end, Oil-Dri's board approved a 14% increase in the quarterly cash dividend, reflecting management's confidence in the company's financial position and long-term outlook [12]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Core Points - Oil-Dri Corporation of America announced a quarterly cash dividend increase of $0.025 per share, representing a 14% increase over the previous quarter [1] - This marks the second dividend increase in 2025, with the new dividends set at $0.205 for Common Stock and $0.153 for Class B Stock [1] - The cash dividends will be payable on March 6, 2026, to stockholders of record as of February 20, 2026 [2] - The company has consistently paid cash dividends since 1974 and has increased dividends annually for 22 consecutive years [2] Company Overview - Oil-Dri Corporation is a leading manufacturer and supplier of specialty sorbent products across various markets, including pet care, animal health, and industrial applications [4] - The company is vertically integrated, allowing it to manage all aspects of the process from research and development to marketing and sales [4] - With over 80 years of experience, Oil-Dri aims to create value from sorbent minerals [4] Upcoming Events - The company will release its performance report for the second quarter of fiscal year 2026 after the U.S. stock market closes on March 11, 2026 [3] - An earnings discussion will be held via a live webcast on March 12, 2026, at 10:00 a.m. Central Time [3]

Financial Data and Key Metrics Changes - The company reported record-breaking performance in fiscal 2025, with significant increases in net sales, gross profit, and net income [21][22] - Net sales per ton grew by 6% over a 23-year period, while gross profit per ton increased by 7.6% annually [17][18] - The diluted earnings per share for Q1 of fiscal 2026 was $1.06, compared to $3.70 for the full year of fiscal 2025 [26] Business Line Data and Key Metrics Changes - The fluids purification segment experienced nearly 20% growth from fiscal 2024 to 2025, driven by new business in renewable diesel and vegetable oil sectors [42] - The lightweight cat litter segment achieved a 10% compound annual growth rate (CAGR) over the past five years, with a significant milestone being the acquisition of UltraPET [46][47] - The agricultural solutions segment, Amlin, showed strong growth despite challenges, with a focus on natural solutions as customers move away from therapeutic antibiotics [69][70] Market Data and Key Metrics Changes - The renewable diesel market is expected to grow due to EPA rulings, which will increase demand for bleaching clay products used in filtration [43] - The lightweight litter segment has generated $118 million in additional value over the past two years, indicating strong consumer demand [49] - The animal production market is growing at a CAGR above 5%, with feed additives growing at an even higher rate [73] Company Strategy and Development Direction - The company continues to implement its "Moneyball" strategy, focusing on data analytics to improve decision-making and profitability [13][29] - There is a commitment to invest in manufacturing infrastructure to enhance operational efficiency and support long-term growth [20][30] - The company plans to execute opportunistic share repurchases and maintain a strong balance sheet to support future investments [28][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in recovering profits in the second half of the fiscal year, despite a tough comparison to the previous year [78] - The company is optimistic about growth in the renewable diesel and vegetable oil markets, leveraging technical support to enhance customer relationships [44][45] - Management highlighted the importance of maintaining a strong balance sheet to enable continued investment in business growth [28] Other Important Information - The company has raised its annual dividend increase from $0.04 to $0.10 per share, reflecting its commitment to returning value to shareholders [22] - The company has maintained a net cash position, with cash on hand exceeding debt [28] Q&A Session All Questions and Answers Question: Are you now more or less confident of recovery in the second half? - Management indicated that while the first half faced tough comparisons, they are ahead of their plan and see a realistic possibility of profit gain for the year as a whole [78] Question: Are Oil-Dri's bleaching clays currently being used to filter sustainable aviation fuel? - Yes, the sustainable aviation fuel market is growing, and the company expects increased sales of bleaching clay products into this market [79] Question: What are the headwinds for Amlin this year? - Key issues include tariffs causing customer uncertainty, but orders have resumed, particularly in Brazil [81][82] Question: Will we see new products this year? - The company continues to invest in R&D and innovation, with new and improved crystal solutions being highlighted [83]

Financial Data and Key Metrics Changes - The company reported record-breaking performance in fiscal 2025, with significant increases in net sales, gross profit, and net income [21][13] - Net sales per ton grew by 6% over a 23-year period, while gross profit per ton increased by 7.6% annually [17][18] - The diluted earnings per share for Q1 of fiscal 2026 was $1.06, compared to $3.70 for the full year of fiscal 2025 [26] Business Line Data and Key Metrics Changes - The Fluids Purification Division experienced nearly 20% growth from fiscal 2024 to 2025, driven by new business in renewable diesel and vegetable oil sectors [42][40] - The Consumer Products Division saw a 10% CAGR in the domestic cat litter business over the past five years, with a significant milestone being the acquisition of UltraPET [46][47] - The Agriculture segment, particularly Amlin, is focusing on natural solutions as customers move away from therapeutic antibiotics, with strong growth prospects in the poultry and dairy industries [66][69] Market Data and Key Metrics Changes - The lightweight litter segment has shown explosive 10% volume growth, significantly outperforming the overall litter category [48][49] - The renewable diesel market is expected to grow due to recent EPA rulings, positioning the company well for increased sales in this sector [43][40] Company Strategy and Development Direction - The company is committed to a "Moneyball" strategy, focusing on data analytics to enhance decision-making and improve profitability [13][19] - Continued investment in manufacturing infrastructure is a priority to support long-term growth and operational efficiency [20][30] - The company plans to execute opportunistic share repurchases and maintain a strong balance sheet to support future investments [29][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential for profit gains in the second half of the fiscal year, despite a tough comparison to the previous year [78] - The company is optimistic about the growth in the renewable diesel and vegetable oil markets, anticipating increased demand due to regulatory changes [43][40] Other Important Information - The company has raised its annual dividend increase from $0.04 to $0.10 per share, reflecting its commitment to returning value to shareholders [22] - The company maintains a strong balance sheet, with net cash position as of the end of Q1 fiscal 2026 [28] Q&A Session Summary Question: Are you more or less confident of recovery in the second half? - Management indicated that while the first half faced tough comparisons, they are ahead of their plan and see a realistic possibility of profit gains for the year as a whole [78] Question: Are Oil-Dri's bleaching clays being used to filter sustainable aviation fuel? - Yes, the sustainable aviation fuel market is growing, and the company expects increased sales of bleaching clay products in this sector [79] Question: What are the headwinds for Amlin this year? - Key issues include tariffs causing customer uncertainty, but orders have resumed, particularly in Brazil [81][82] Question: Will we see new products this year? - The company continues to invest in R&D and innovation, with new and improved crystal solutions being launched [83]

Oil-Dri of America (NYSE:ODC) Q1 2026 Earnings Call December 09, 2025 10:30 AM ET Speaker9Welcome to the annual meeting for Oil-Dri Corporation of America. Our host for today's call is Leslie Garber, Director of Investor Relations at Oil-Dri. I will now turn the call over to your host, Leslie Garber. You may begin.Speaker0Good morning and welcome to Oil-Dri Corporation of America's 2025 annual meeting of stockholders. My name is Leslie Garber, and I am the Director of Investor Relations at Oil-Dri. Similar ...