WD-40 Company (WDFC)

In the past six months, WD-40 Co.'s stock has experienced fluctuations influenced by its earnings reports, with a 52-week range between $175.38 and $253.48. In October 2025, the company reported a 5% increase in net sales for fiscal year 2025 and a strengthened gross margin. In January 2026, the company reported modest revenue growth and missed analyst expectations for earnings per share, leading to a stock price drop, but reaffirmed its fiscal year 2026 guidance.

Demand for WD-40 Co.'s products can exhibit some seasonality and fluctuations due to factors such as the timing of customer orders and distributors adjusting inventory levels. A decline in sales in Asia distributor markets during Q1 FY2026 was attributed to distributors adjusting to more typical inventory levels. The first fiscal quarter typically incurs higher operating expenses due to essential planning meetings and increased travel.

WD-40 Co. specializes in maintenance and cleaning solutions within the consumer packaged goods sector. Founded in 1953, it is known for its WD-40® Multi-Use Product, which serves as a lubricant, rust preventative, penetrant, and moisture displacer. The company's product portfolio includes maintenance products like WD-40 Specialist® and homecare and cleaning products such as X-14® and 2000 Flushes®.

WD-40 Co. distributes its products in over 176 countries and territories across the Americas, EIMEA, and Asia-Pacific regions, with the majority of its revenue generated in the Americas. The company is actively pursuing geographic expansion, with strong growth in the U.S. and Latin America, as well as key growth markets including India, France, and China.

WD-40 Co. maintains a strong brand reputation as a trusted name in maintenance and cleaning solutions. The strength of the WD-40 Multi-Use Product brand allows the company to implement strategic price increases. The recent Q1 FY2026 earnings miss and subsequent stock drop could indirectly affect investor sentiment.

Institutional investors hold a significant portion of WD-40 Co.'s shares, owning approximately 85.41% of the company. Retail/public investors hold about 9.46%, and insiders own approximately 5.13%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. The largest individual shareholder is Mario L. Crivello, who owns approximately 1.66% of the company's shares.