Added to YB: 2026-07-14
Pitch date: 2026-07-11
WDFC [neutral]
WD-40 Company
-5.59%
current return
Author Info
Company Info
WD-40 Company engages in the provision of maintenance products and homecare and cleaning products in North America, Central and South America, Asia, Australia, Europe, India, the Middle East, and Africa.
Market Cap
$3.6B
Pitch Price
$266.31
Price Target
390.00 (+47%)
Dividend
1.54%
EV/EBITDA
27.38
P/E
40.26
EV/Sales
5.35
Sector
Household Products
Category
value
WD-40 Company (WDFC) — Q3 FY2026 Results
WDFC (earnings): Q3 FY26 sales +24% (20% cc), op income +47%, GM 56.6%, but bridge shows net pricing ~flat, FX ~19%, volume rest incl ~$3M Q4 pull-forward + one-time Disney/HD promo. Guide 'raise' mostly reclassification; GM guide cut 100bps. Implied Q4 growth ~5%. At $267.63, 43x fwd (2x peers), needs 42x exit for 10% return. CFO transition overhang. Neutral w/ bearish tilt; deserved $223-257.
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