Core Viewpoint - Oil-Dri Corporation of America is set to release its earnings for the fourth quarter and fiscal year 2025 on October 9, 2025, followed by a live webcast on October 10, 2025, to discuss the financial results [1]. Company Overview - Oil-Dri Corporation of America is a leading manufacturer and supplier of specialty sorbent products across various markets, including pet care, animal health and nutrition, fluids purification, agricultural ingredients, sports field, industrial, and automotive [3]. - The company has over 80 years of experience and is vertically integrated, allowing it to manage every step of the process from research and development to supply chain, marketing, and sales [3]. - The mission of the company is to create value from sorbent minerals [3].

Core Insights - Amlan International will showcase its antibiotic-free production solutions at the XXVII Central American and Caribbean Poultry Congress in Panama from September 10-12, 2025 [1] - The company emphasizes the importance of natural feed additives in improving animal health and performance, particularly in the context of increasing demand for high-quality animal protein in Latin America [3][4] Company Participation - Amlan's Technical Director for LATAM, Dr. César Coto, will present on September 11, focusing on strategies to reduce antibiotic use while maintaining animal performance [2] - The company will feature products such as Calibrin-Z, a biotoxin control product, and Varium, a gut health additive, at their booth [3] Industry Context - The livestock industry in Latin America is evolving with a focus on antibiotic stewardship and the need for safe, high-quality animal protein [3] - Central American producers are increasingly adopting innovative solutions to enhance efficiency and meet rising protein demand [4] Company Overview - Amlan International, part of Oil-Dri Corporation of America, specializes in developing natural feed additives that optimize animal health and performance [5]

Amlan® to Present on Biotoxin Control and Antibiotic-Free Poultry Production at Malaysia Livestock 2025 Amlan International, the animal health business of Oil-Dri® Corporation of America and a global leader in natural feed additives, will participate in Malaysia Livestock 2025 at the Kuala Lumpur Convention Centre from August 27–29 CHICAGO, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Amlan International, the animal health business of Oil-Dri® Corporation of America and a global leader in natural feed additives, w ...

Group 1 - The article discusses the potential regret of not investing in certain companies, highlighting the importance of recognizing value and growth prospects in the oil and natural gas sector [1] - Crude Value Insights provides an investment service focused on cash flow analysis and identifying companies with real potential for value and growth in the oil and gas industry [1] - Subscribers to Crude Value Insights gain access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] Group 2 - The service offers a two-week free trial for new subscribers, encouraging engagement with the oil and gas market [3]

Company Overview - Oil-Dri Corporation of America is a leading manufacturer and supplier of specialty sorbent products for various markets including pet care, animal health and nutrition, fluids purification, agricultural ingredients, sports field, industrial, and automotive sectors [4] - The company is vertically integrated, allowing it to efficiently manage every step of the process from research and development to supply chain, marketing, and sales [4] - With over 80 years of experience, Oil-Dri continues its mission to create value from sorbent minerals [4] Industry Recognition - Oil-Dri has been awarded the 2025 Top Workplaces Industry Award, a national distinction presented by Energage, recognizing organizations that foster people-first cultures [1][2] - The Top Workplaces program is based on employee feedback collected through a research-backed engagement survey, highlighting the company's commitment to a positive workplace culture [2] Company Culture - The company emphasizes an employee-first approach, guided by the "WE CARE" principles: Work-Life Balance, Ethics, Communication, Accountability, Respect, and Excellence [3] - Oil-Dri's culture promotes open communication, continuous improvement, and respect for every individual, contributing to a close-knit environment across departments and generations [3] - The recognition received is seen as a reflection of the strong culture built on shared values and a commitment to long-term success [3]

Core Insights - Oil-Dri Corporation of America has appointed Dr. Mervyn de Souza as Vice President of Research & Development to lead global innovation efforts and develop new, value-added products leveraging the company's mineral resources [1][3] Group 1: Appointment and Role - Dr. de Souza brings over 25 years of experience in building and leading research, development, and innovation teams across various sectors including food, agriculture, life sciences, and industrial [2] - His responsibilities will include overseeing the Innovation Center, guiding exploratory research, and ensuring alignment with corporate strategy [3] Group 2: Expertise and Background - Dr. de Souza holds a Ph.D. in Biochemistry, Molecular Biology, and Biophysics, along with advanced degrees in Microbial Engineering and Biochemistry, and is a co-inventor on more than 20 patents [4] - His expertise encompasses intellectual property strategy, scientific partnerships, and translating technical advancements into commercially viable solutions [2] Group 3: Company Commitment and History - Oil-Dri has over 80 years of experience in mineral science, providing innovative solutions for various industries including animal health, consumer products, and industrial applications [5] - The appointment of Dr. de Souza reflects the company's commitment to technical excellence and meeting evolving global needs [5]

Group 1: Company Overview - Amlan International is the animal health business of Oil-Dri Corporation of America, specializing in innovative feed additives that support animal health and performance globally [6] - Boviz Saúde Animal is a Brazilian company focused on providing natural, effective, and chemical-residue-free solutions for livestock producers, exclusively representing Amlan in the cattle market [7] Group 2: Market Context - Brazil is the world's second-largest beef producer and the largest beef exporter, accounting for approximately 18% of global beef production with an output of around 12 million tons annually [2] - Strategic regional partnerships are essential in delivering advanced solutions to meet the evolving needs of local producers in Brazil's competitive cattle market [2] Group 3: Partnership and Event Participation - Amlan International is strengthening its presence in Brazil's cattle market through a distribution partnership with Boviz Saúde Animal, with both companies participating in the Rio Preto Country Bulls Rodeo from July 9–13, 2025 [1][5] - The Rio Preto Country Bulls Rodeo is a significant event in Brazil, attracting around 100,000 attendees and providing an opportunity for Amlan and Boviz to connect with livestock producers and showcase their products [4][5] Group 4: Product Focus - Amlan and Boviz are committed to providing science-backed products that improve animal health, performance, and profitability, including innovative feed additives like Calibrin®-Z [3][5] - The partnership aims to empower producers to improve production efficiency responsibly while meeting the growing demand for high-quality beef [5]

Core Viewpoint - Oil-Dri of America (ODC) stock is considered an attractive investment opportunity due to its low valuation relative to its operational performance and financial stability [2][11]. Financial Performance - ODC has experienced significant revenue growth, with an average increase of 12.9% over the past three years, compared to 5.5% for the S&P 500 [5]. - The company's revenues rose from $430 million to $465 million in the last 12 months, reflecting an 8.2% increase, while quarterly revenues increased by 10.6% to $117 million [6]. - ODC's operating income totaled $62 million over the previous four quarters, with an operating margin of 13.3% [7]. - The net income for ODC was $46 million, resulting in a net income margin of 9.8%, which is lower than the S&P 500's 11.6% [7]. Valuation Metrics - ODC's price-to-sales (P/S) ratio is 1.5, compared to 3.0 for the S&P 500, indicating a lower valuation [6]. - The price-to-earnings (P/E) ratio for ODC stands at 15.5, significantly lower than the S&P 500's 26.4 [6]. - The price-to-free cash flow (P/FCF) ratio is 9.5, compared to 20.5 for the S&P 500, further highlighting ODC's attractive valuation [6]. Financial Stability - ODC's debt was reported at $58 million, with a market capitalization of $762 million, resulting in a low debt-to-equity ratio of 8.3% [8]. - The company's cash and cash equivalents amount to $23 million, leading to a cash-to-assets ratio of 6.4% [8]. Downturn Resilience - ODC stock has shown resilience during economic downturns, performing better than the S&P 500 in several instances [9]. - During the inflation shock in 2022, ODC stock dropped 41.5%, recovering fully by March 2023, while the S&P 500 experienced a peak-to-trough decline of 25.4% [10]. - In the COVID-19 pandemic, ODC stock decreased by 24.6% but also fully recovered by March 2021 [10]. - The stock declined 49.4% during the global financial crisis in 2008 but recovered by June 2010, outperforming the S&P 500's decline of 56.8% [11]. Overall Assessment - ODC's performance across growth, profitability, financial stability, and downturn resilience indicates a strong operational performance, making it a wise investment choice given its low valuation [11][13].

Core Viewpoint - Oil-Dri Corporation of America has demonstrated strong financial performance in the third quarter of fiscal 2025, with significant growth in revenue and earnings per share, outperforming the S&P 500 index during the same period [1][2][12] Financial Performance - For the third quarter ended April 30, 2025, Oil-Dri reported net sales of $115.5 million, an 8% increase from $106.8 million in the same period last year, marking the 16th consecutive quarter of year-over-year sales growth [2] - Diluted earnings per share (EPS) rose 51% to 80 cents from 53 cents, while net income increased 50% to $11.6 million from $7.8 million a year earlier [2] - Operating income grew 33% to $13.9 million, and EBITDA increased 35% to $20.2 million [2] Segment-Level Performance - The Business-to-Business (B2B) segment saw net sales rise 18% year over year to $42.7 million, driven by strong growth in agricultural and fluids purification products [3] - Agricultural product sales surged 43% year over year to $11.6 million, while revenues from fluid purification increased 13% to $25.3 million [3] - In contrast, the Retail and Wholesale segment experienced muted growth, with net sales increasing 3% year over year to $72.8 million, but organic sales fell 4% [4] Management Commentary - CEO Daniel S. Jaffee attributed the strong results to Oil-Dri's diversified product portfolio and strategic acquisitions, emphasizing the company's focus on lightweight litter growth despite challenges in clay-based products [5] - The company has achieved its 13th consecutive quarter of gross profit growth, reflecting a commitment to long-term value creation [5] Factors Behind Growth - Sales gains were driven by a favorable product mix, increased volumes, and pricing power, with the Ultra Pet acquisition contributing approximately 4% to top-line growth [6] - Gross profit rose 10% to $33 million, with a slight improvement in gross margin to 28.6%, marking the 11th consecutive quarter of year-over-year gross margin growth [6] Cost Management - SG&A expenses declined 3% to $19.1 million, aided by the absence of prior-year acquisition-related costs and lower corporate overhead [7] Strategic Priorities - Management reiterated its focus on expanding the lightweight litter category and enhancing competitive advantages in agricultural and renewable diesel applications [8] Dividend Announcement - Oil-Dri's board announced a quarterly dividend increase of 16%, raising the common stock dividend to 18 cents per share, marking the company's 22nd consecutive year of dividend increases [10] Other Developments - The completion of final payments related to the Ultra Pet acquisition is contributing meaningfully to revenues, alongside continued investments in manufacturing infrastructure and logistics [11]

Financial Data and Key Metrics Changes - For the third quarter, the company reported a net income of $11,644,000, which is greater than all but eight of the previous 84 fiscal years [7] - Year-to-date net cash provided by operating activities was $55,000,000, an increase of 49% compared to the same period in the previous fiscal year [16] - The board announced a 16% increase in the quarterly dividend, marking the 22nd consecutive year of dividend increases [20] Business Line Data and Key Metrics Changes - The Ultra Pet acquisition has performed well, meeting internal financial benchmarks and being positively received by customers [18][25] - The company invested $24,500,000 year-to-date in fixed assets and maintenance to improve uptime and service levels [17] Market Data and Key Metrics Changes - The animal health and nutrition revenues were flat year-over-year for the quarter but showed good growth year-to-date [35][36] - The renewable diesel production market was down 12%, yet the company experienced a 13% increase due to securing new business from new plants [39][40] Company Strategy and Development Direction - The company is focused on long-term sustainability through significant capital investments in manufacturing and mining operations [17] - The strategy includes exploring M&A opportunities to expand the business, as demonstrated by the successful Ultra Pet acquisition [18] - The company aims to balance shareholder returns with reinvestment in the business and potential acquisitions [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of cash flow generation, which supports the recent dividend increase [16] - The company is optimistic about growth prospects in the lightweight litter segment and is actively targeting national retailers for private label lightweight accounts [44] Other Important Information - The effective tax rate for the third quarter was estimated at 18%, down from 23% in the previous year, influenced by a one-time tax credit related to solar investments [22][23] - The company has shifted more than half of its warehouse forklift fleet to electric, moving away from propane or natural gas [53] Q&A Session Summary Question: Was the flat revenue in animal health and nutrition due to seasonality or tariff issues? - The performance was flat for the quarter but year-to-date growth is strong, with volatility caused by tariffs and logistics challenges [36] Question: How did the company outperform in the renewable diesel market? - New plants came online, allowing the company to secure new business despite a slight market decline [40] Question: What are the plans for growing private label clay cat litter distribution? - The company continues to see momentum in lightweight litter and is targeting national retailers for growth [44] Question: Are there alternatives to natural gas for production? - Currently, liquid natural gas remains the most cost-effective option, but the company is exploring various optimization strategies [52] Question: Is artificial intelligence being used to control expenses? - The company is in the early stages of integrating AI to enhance efficiency in customer service and accounts payable [60]