WD-40 Company (NasdaqGS:WDFC) FY 2026 Conference January 13, 2026 10:00 AM ET Company ParticipantsSteve Brass - CEOSara Hyzer - CFOSara HyzerGood morning, everyone. Thanks. Welcome to the WD-40 presentation. We're thrilled to have them here. Presenting for the company, Sara Hyzer is going to start, the CFO, and then Steve Brass is also here, and Wendy Kelley with IR is also back in the audience. So take it away, sir.Steve BrassAll right. Great. Thank you, everyone. All right. Is my mic working? I'm good.Sar ...

Financial Data and Key Metrics Changes - The company achieved gross margins over 55% in the past year, recovering from a low of 49% [6][31] - The company targets mid- to high single-digit growth on a year-over-year basis, with a consistent performance over the years [5][15] - The company aims to achieve EBITDA margins of 20% to 22% in the midterm, recovering from inflationary headwinds [31] Business Line Data and Key Metrics Changes - The WD-40 Multi-Use Product represents nearly 80% of revenues and is the flagship brand with over 2,000 documented uses [7][10] - The WD-40 Specialist line has grown to an $82 million business, with a compound annual growth rate (CAGR) of about 14% [12][26] - The company is divesting its cleaning and home care brands to focus on maintenance products, which are expected to drive significant growth [10][11] Market Data and Key Metrics Changes - The U.S. market accounts for 35% of the business, while international markets represent 65%, with significant growth opportunities identified in Asia-Pacific [14][21] - The company has seen a five-year CAGR of 6.5% in the U.S. market, indicating continued growth despite high market penetration [21] - Emerging markets like China and India are highlighted as having the most substantial growth potential, with India already being the second-largest market globally [22][23] Company Strategy and Development Direction - The company focuses on a few key products that drive the majority of sales, adhering to the principle of "few things, many places" [10] - The strategy includes geographic expansion and premiumization of products, with a focus on maintaining high gross margins [32][34] - The company emphasizes a people-first culture, with high employee engagement scores and low turnover rates, which contribute to sustainable growth [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience and ability to maintain mid- to high single-digit growth rates despite economic fluctuations [15][16] - The company sees significant growth opportunities in international markets, particularly in Asia, and plans to leverage its strong brand equity [19][20] - Management highlighted the importance of digital channels and e-commerce as accelerators of growth [27] Other Important Information - The company has a robust balance sheet and strong free cash flow generation, allowing for shareholder-friendly capital allocation [6][28] - The company has a long history of paying dividends, with a commitment to return over 50% of earnings to shareholders [34][35] - Recent initiatives include an 8% increase in dividends and a plan to double share repurchases [35][36] Q&A Session Summary Question: What are the growth opportunities in emerging markets? - Management highlighted that China and India present the largest growth opportunities, with India already being the second-largest market and showing a CAGR of 35% over the past five years [22][23] Question: How does the company plan to maintain its competitive advantage? - The company focuses on its iconic brand, operational efficiency, and a strong culture to drive sustainable growth and maintain its competitive moat [12][14] Question: What is the company's approach to capital allocation? - The company prioritizes dividends and share repurchases, with a commitment to return a significant portion of earnings to shareholders while maintaining a strong balance sheet [34][35]

Core Insights - The article discusses the investment insights and services provided by Ian Bezek, a former hedge fund analyst with extensive experience in Latin American markets and a focus on high-quality growth stocks [2]. Group 1 - Ian Bezek has spent a decade conducting on-the-ground research in Latin America, particularly in Mexico, Colombia, and Chile, which enhances his investment analysis [2]. - The investing group led by Ian, known as Ian's Insider Corner, offers features such as a Weekend Digest, trade alerts, and direct access to Ian for members [2]. - The group focuses on identifying high-quality compounders and growth stocks at reasonable prices in both the US and developed markets [2].

Core Insights - The article discusses the investment insights and services provided by Ian Bezek, a former hedge fund analyst with extensive experience in Latin American markets and a focus on high-quality growth stocks [2]. Group 1 - Ian Bezek has spent a decade conducting on-the-ground research in Latin America, particularly in Mexico, Colombia, and Chile, which enhances his investment analysis [2]. - The investing group led by Ian, known as Ian's Insider Corner, offers features such as a Weekend Digest, trade alerts, and direct access to Ian for members [2]. - The group focuses on identifying high-quality compounders and growth stocks at reasonable prices in both the US and developed markets [2].

About WD-40 Company WD-40 Company is a global marketing organization dedicated to creating positive lasting memories by developing and selling products that solve problems in workshops, factories, and homes around the world. The Company owns a wide range of well-known brands that include maintenance products and homecare and cleaning products: WD-40® Multi-Use Product, WD-40 Specialist®, 3-IN-ONE®, GT85®, X-14®, 2000 Flushes®, Carpet Fresh®, no vac®, Spot Shot®, Lava® and Solvol®. Headquartered in San Diego ...

Even though I don't write about it as much as I would like to, one of my favorite companies in the world is WD-40 Company ( WDFC ). I don't mean this from an investmentDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination ...

Even though I don't write about it as much as I would like to, one of my favorite companies in the world is WD-40 Company ( WDFC ). I don't mean this from an investmentDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination ...

Key Points WD-40's sales rose 1%, but its earnings per share dropped 8%. However, the company's specialty sales spiked by 18% and gross margins improved. WD-40 believes it could quadruple its international sales over the long haul, so a 1% sales growth rate shouldn't be the norm. 10 stocks we like better than WD-40 › Shares of rust and corrosion preventor WD-40 Company (NASDAQ: WDFC) -- famous for its blue-and-yellow canisters -- were down 7% as of 11 a.m. ET on Friday. This decline stems from t ...

U.S. stock futures were slightly higher this morning, with the S&P 500 futures gaining around 0.1% on Friday.Shares of WD-40 Co (NASDAQ:WDFC) fell sharply in pre-market trading as the company reported worse-than-expected first-quarter financial results.WD-40 reported quarterly earnings of $1.28 per share which missed the analyst consensus estimate of $1.36 per share. The company reported quarterly sales of $154.423 million which missed the analyst consensus estimate of $155.085 million.WD-40 shares dipped 9 ...

With U.S. stock futures trading slightly lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:Greenbrier Companies Inc (NYSE:GBX) posted upbeat earnings for the first quarter, after the closing bell on Thursday. The company posted earnings of $1.14 per share, beating market estimates of 87 cents per share. The company's quarterly sales came in at $706.100 million versus expectations of $626.297 million, according to data from Benzinga Pro. Greenbrier shares slip ...