WD-40 Company Q3 2026 Results and FY Guidance
WD-40 Company (NASDAQ:WDFC) announced third‑quarter 2026 results that substantially exceeded analyst expectations, prompting the stock to rise 13% in trading. The company posted adjusted earnings per share of $2.33 for the quarter, beating the consensus estimate of $1.57 by $0.76. Revenue reached $195.1 million, representing a 24% year‑over‑year increase and surpassing the $170.17 million consensus forecast.
Net sales grew across all three geographic segments: the Americas segment rose 29%, Europe‑Middle East‑India‑Africa (EIMEA) grew 17%, and Asia‑Pacific increased 24% versus the comparable quarter last year. Operating income climbed 47% to $40.3 million, reflecting strong operating leverage. The quarter included a one‑time amortization expense of $1.3 million related to the reclassification of certain home‑care and cleaning products; this expense was excluded from the adjusted EPS figure.
President and Chief Executive Officer Steve Brass said the company delivered an “exceptional third quarter” with double‑digit growth across all trade blocs and progress in its Must‑Win Battles.
For the full fiscal year 2026, WD‑40 narrowed its adjusted EPS guidance to a range of $6.05 to $6.35, with a midpoint of $6.20, which is above the analyst consensus of $5.99. Revenue guidance on a constant‑currency basis is now $652 million to $667 million, with a midpoint of $659.5 million, slightly higher than the $653 million consensus. On a reported basis that includes currency impacts, the company projects revenue of $675 million to $690 million, implying growth of 10% to 12% year‑over‑year.
The updated outlook incorporates the reclassification of Americas home‑care and cleaning brands from assets held for sale to assets held for use, which adds approximately $12 million of net sales and $0.17 of diluted EPS to the full‑year outlook.