ODC Oil-Dri Corp of America
Price Chart
Executive Summary
Oil-Dri Corp (ODC) reported record Q3 revenues ($126.3M, +9% YoY) and a 25% increase in diluted EPS to $1.00, driven by strong cat litter demand and lower SG&A. The company also declared a 10% dividend increase (23rd consecutive year) and authorized a new 500,000-share buyback. Results clearly beat the prior year after two challenging quarters.
Key Financial Metrics
Actionable Insight
Strong Q3 reversal after two weaker quarters signals operational recovery and momentum. The record revenues, 25% EPS growth, and continued capital return (dividend hike + buyback authorization) should support upward price action. Monitor Q4 for confirmation of full-year guidance to surpass prior year net income.
Key Facts
- Q3 FY2026 revenue of $126.3M, +9% YoY (record third quarter)
- Diluted EPS of $1.00, +25% YoY from $0.80
- Net income of $14.5M, +25% YoY from $11.6M
- Dividend increased ~10% to $0.225/share Common for 23rd consecutive year of dividend growth
- Board authorized repurchase of up to 500,000 shares of Common Stock
Financial Impact
Q3 net sales up 9% YoY to $126.3M; net income up 25% to $14.5M; diluted EPS up 25% to $1.00 compared to $0.80 YoY
Risk Factors
- Gross margin compressed to 26.7% from 28.6% due to 6% increase in per ton COGS
- B2B segment operating income declined 3% YoY on higher cost of goods sold
- Middle East conflict poses headwinds to transportation and input costs
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-041544 |
| Document: odc-20260608.htm | 0001628280-26-041544 |
| Document: odcf26q3ex992-dividendrele.htm | 0001628280-26-041544 |
| Document: 0001628280-26-041544-index-headers.html | 0001628280-26-041544 |
| Document: 0001628280-26-041544-index.html | 0001628280-26-041544 |
| Document: 0001628280-26-041544.txt | 0001628280-26-041544 |
| 8-K Data (Synthetic) | 0001628280-26-041544 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
6d ago
|
8-K
| $84.13 awaiting T+20 | awaiting T+20 | — | $94.45 (+12.27%) |
|
Apr 3, 2026
10w ago
|
8-K
| $67.71 $72.06 | ▲ +6.43% | ▼ −2.55% | $94.45 (+39.50%) |
|
Mar 12, 2026
13w ago
|
Press Release
| $63.39 $72.25 | ▲ +13.98% | ▲ +10.39% | $94.45 (+49.00%) |
|
Mar 11, 2026
13w ago
|
8-K
| $65.25 $72.81 | ▲ +11.58% | ▲ +9.61% | $94.45 (+44.74%) |
|
Mar 11, 2026
13w ago
|
Press Release
| $65.25 $72.81 | ▲ +11.58% | ▲ +9.61% | $94.45 (+44.74%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access