Shares of WD-40 (WDFC) rallied 15% in Friday’s pre-market session following the release of fiscal third-quarter financials that significantly exceeded analyst projections across all key performance indicators.
The company reported quarterly revenue of $195.1 million, marking a 24% increase compared to the same period last year and comfortably beating the analyst consensus of $172.8 million from FactSet.
Earnings per share landed at $2.33, crushing the Street’s $1.56 forecast. Management also increased its full-year EPS outlook to a range of $6.05–$6.35, moving up from the previous guidance of $5.75–$6.15. The consensus estimate had been $6.01.
$WDFC Q3' 26 EARNINGS HIGHLIGHTS
Revenue: $195.1M (Est. $172.8M)
; +24% YoY
FY26 Guide:
— Wall St Engine (@wallstengine) July 9, 2026
The revenue growth showed strength across all geographic segments. Sales in the Americas jumped 29%, the Asia-Pacific region posted a 24% gain, and EIMEA — representing Europe, India, the Middle East and Africa — recorded a 17% increase.
Chief Executive Steven Brass attributed the Americas momentum to broader distribution channels, robust e-commerce results, and strategic promotional campaigns.
Brass also called attention to a special edition “King of the Hill” branded product developed through collaborations with Disney (DIS) and Home Depot (HD). The creative origins of that partnership remain an open question.
What makes this quarter particularly noteworthy is that growth wasn’t driven by a single region. The 24% revenue expansion reflected simultaneous strength across WD-40’s three global operating segments, lending credibility to the sustainability of these results.
The company has also been integrating artificial intelligence into its supply chain operations and back-office functions. This represents the practical, infrastructure-focused application of AI technology — less attention-grabbing than consumer-facing AI products, but potentially offering longer-term competitive advantages.
This quarter’s performance follows an 11% sales increase in the previous period, suggesting the company is building momentum rather than posting a one-time anomaly.
While the Nasdaq advanced 1.3% during Thursday’s regular session and AI names captured renewed investor attention, WD-40 was outpacing those high-profile technology stocks on Friday.
Heading into Friday’s session, WDFC had already gained more than 20% year-to-date in 2026, before tacking on another 15% following the earnings announcement.
That performance trajectory is remarkable for a company whose core product is a household lubricant. There are no semiconductors involved, no massive data infrastructure, no multi-billion dollar AI training operations — simply a product with consistent global demand and a management team executing an effective growth strategy.
The stock maintained its sharp gains after the opening bell, continuing to significantly outperform broader market indices.
With revised full-year guidance of $6.05–$6.35 EPS now exceeding analyst expectations, the stock has a positive tailwind as the company moves through the remainder of its fiscal year.
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