WD-40 Company (WDFC)

Over the past six months, WD-40 Co. stock has experienced several notable events. The company reported an earnings per share (EPS) miss and revenue that was slightly below analyst estimates for Q1 FY26, leading to a stock price drop. The company announced an increase in its quarterly dividend to $1.02 per share. Several company insiders have purchased WDFC shares in recent months. WD-40 Co. reported its fourth-quarter fiscal year 2025 earnings, surpassing Wall Street expectations for both EPS and revenue. As of January 13, 2026, the stock has delivered a -13.50% change over the past six months.

While specific detailed information on demand seasonality for WD-40 Co. products is not extensively documented, the nature of its maintenance and homecare/cleaning products suggests a relatively consistent demand throughout the year. However, the company's results can vary from quarter to quarter based on the timing of promotional activities and market mix. The DIY home improvement boom during 2020-2021 indicated periods of increased demand for such products.

WD-40 Co. is a global marketing organization focused on developing and selling maintenance products, and to a lesser extent, homecare and cleaning products. The company operates within the consumer packaged goods sector, specifically in the maintenance, repair, and operations (MRO) and home improvement markets. Its core business revolves around its iconic WD-40® Multi-Use Product, which acts as a lubricant, rust preventative, penetrant, and moisture displacer. Major product lines include WD-40® Multi-Use Product available in various forms, WD-40 Specialist® line of professional-grade products, 3-IN-ONE® drip and specialty oil lubricants, and GT85® E-bike maintenance products. The company also markets homecare and cleaning products under various brands but has been divesting its lower-margin brands to focus on higher-margin maintenance products.

WD-40 Co. has a significant global presence, with its products available in more than 176 countries and territories. The company operates through three primary geographical segments: Americas, Europe, India, Middle East, and Africa (EIMEA), and Asia-Pacific. Its maintenance products are sold across North, Central, and South America, Asia, Australia, Europe, India, the Middle East, and Africa. Homecare and cleaning products are primarily sold in North America, the United Kingdom, and Australia. The company has seen growth in markets such as Mexico, India, and Indonesia.

In the past year, WD-40 Co. has maintained a strong brand reputation, largely due to the iconic status and versatility of its flagship WD-40 Multi-Use Product. The company's reputation for providing effective solutions has fostered worldwide trust and customer loyalty. No specific negative events directly impacting the company's brand reputation were identified in the past year.

WD-40 Co.'s ownership structure is predominantly held by institutional investors, who possess approximately 86% to 88% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Kayne Anderson Rudnick Investment Management Llc, Alliancebernstein L.p., and State Street Corp. Mario L. Crivello is noted as the largest individual shareholder, holding 1.66% of the company's shares.