WD-40 Company (WDFC) Releases Q1 2026 Earnings: Slight Revenue Gain but EPS Miss; Operating Profit and Cash Flow Down

WD-40 Company (WDFC) Q1 2026 Results

WD-40 Company reported first-quarter 2026 revenue of $154.4 million, a modest increase of 0.6% year-over-year but below the consensus revenue estimate of $158.2 million. While gross profit rose, operating profit and net income declined, reflecting margin pressure during the quarter.

Revenue: $154.4 million (up 0.6% year-over-year; estimate $158.2 million).

Gross profit: $86.8 million (up 3.26% year-over-year).

Cost of sales: $67.6 million (down 2.62% year-over-year).

Operating profit: $23.3 million (down 7.42% year-over-year).

Net income attributable to common shareholders: $17.5 million (down 7.79% year-over-year); diluted EPS was 1.28 (down 7.91% year-over-year; consensus ~1.48).

Cash flow and liquidity showed mixed results, with operating cash generation weakening and a small increase in capital spending.

Cash from operating activities: $10.0 million (down 33.12% year-over-year).

Purchases of property, plant and equipment (capex): $0.9 million (increase of 35.31% year-over-year).

Cash and cash equivalents: $48.6 million (down 11.53% year-over-year).

Total liabilities: $195.6 million (down 11.51% year-over-year).

In summary, WD-40 Company (WDFC) posted a slightly higher top line but faced declining operating profit and net income, missed revenue consensus and reported EPS below estimates, while cash generation softened and liquidity normalized versus the prior year.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

WD-40 Company Insider Trading Activity

WD-40 Company insiders have traded $WDFC stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $WDFC stock by insiders over the last 6 months:

DANIEL T CARTER purchased 1,000 shares for an estimated $199,370
DAVID PENDARVIS purchased 523 shares for an estimated $102,701
ERIC ETCHART purchased 500 shares for an estimated $97,010
STEVEN A BRASS (President and CEO) purchased 362 shares for an estimated $72,566
SARA KATHLEEN HYZER (VP, Finance & CFO) purchased 200 shares for an estimated $40,092
PHENIX Q. KIAMILEV (VP, GC & Chief Compliance Ofcr) purchased 55 shares for an estimated $11,025

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

WD-40 Company Hedge Fund Activity

We have seen 173 institutional investors add shares of WD-40 Company stock to their portfolio, and 166 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NEUBERGER BERMAN GROUP LLC removed 234,436 shares (-98.6%) from their portfolio in Q3 2025, for an estimated $46,324,553
BLACKROCK, INC. removed 113,341 shares (-5.4%) from their portfolio in Q3 2025, for an estimated $22,396,181
FIRST TRUST ADVISORS LP added 93,502 shares (+110.1%) to their portfolio in Q3 2025, for an estimated $18,475,995
APG ASSET MANAGEMENT N.V. removed 86,622 shares (-61.1%) from their portfolio in Q3 2025, for an estimated $17,116,507
MILLENNIUM MANAGEMENT LLC removed 82,343 shares (-36.0%) from their portfolio in Q3 2025, for an estimated $16,270,976
SQUAREPOINT OPS LLC added 69,925 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,817,180
DF DENT & CO INC removed 64,420 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $12,729,392

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

WD-40 Company Congressional Stock Trading

Members of Congress have traded $WDFC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $WDFC stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/16 and 1 sale worth up to $15,000 on 07/22.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.