TLDR
- WD-40 stock jumped 15% pre-market Friday after a strong fiscal Q3 earnings report
- Revenue rose 24% to $195.1 million, well ahead of the $172.8 million analyst estimate
- EPS came in at $2.33, beating Wall Street’s $1.56 estimate
- Sales jumped 29% in the Americas, 24% in Asia-Pacific, and 17% in EIMEA
- Full-year EPS guidance raised to $6.05–$6.35, above the prior range of $5.75–$6.15
WD-40 (WDFC) stock was up 15% pre-market Friday after the company posted fiscal third-quarter results that beat Wall Street on every major metric.
Revenue came in at $195.1 million, a 24% jump from the prior year and well ahead of the $172.8 million analysts had penciled in, per FactSet data.
EPS hit $2.33, a comfortable beat over the $1.56 estimate. The company also lifted its full-year EPS guidance to $6.05–$6.35, up from the prior range of $5.75–$6.15. Analysts were expecting $6.01.
$WDFC Q3' 26 EARNINGS HIGHLIGHTS
🔹 Revenue: $195.1M (Est. $172.8M) 🟢; +24% YoY
🔹 Adj. EPS: $2.33 (Est. $1.56) 🟢; +51% YoY
🔹 Gross Margin: 56.6%; +40 bps YoY
🔹 Operating Income: $40.3M; +47% YoYFY26 Guide:
🔹 Revenue: $675M-$690M (Est. $642.5M) 🟢
🔹 EPS: $6.05-$6.35… pic.twitter.com/5OZZFZym0F— Wall St Engine (@wallstengine) July 9, 2026
The revenue jump was broad-based. Americas sales rose 29%, Asia-Pacific climbed 24%, and EIMEA — Europe, India, the Middle East and Africa — was up 17%.
CEO Steven Brass credited expanded distribution, strong e-commerce performance, and promotional activity for the Americas surge.
He also highlighted a limited edition “King of the Hill” branded can, developed in partnership with Disney (DIS) and Home Depot (HD). Whether that was a human idea or an AI one, we’ll leave to your imagination.
A Global Story
The strength wasn’t concentrated in one market. The 24% revenue jump came from all three of WD-40’s global segments firing at once, which gives the result more weight than a single-market pop.
The company also noted it has been deploying AI in its supply chain and internal business processes. It’s the quieter, more operational use of AI — less flashy than building models, but potentially more durable.
WD-40 posted an 11% sales rise the quarter before, so Friday’s numbers aren’t a one-off. There’s a streak building here.
Outperforming the AI Trade
On a day when the Nasdaq climbed 1.3% in Thursday’s session and AI names were back in focus, WD-40 was outperforming the lot of them on Friday.
WDFC is now up more than 20% in 2026 heading into Friday’s session, before adding another 15% on earnings.
That’s a strong run for a company that makes a lubricant spray. No chips, no data centers, no billion-dollar model training runs — just a product people around the world still need and a management team that knows how to grow it.
The stock opened sharply higher after the pre-market move and was tracking well ahead of the broader market.
Full-year guidance of $6.05–$6.35 EPS now sits above what analysts had forecast, giving the stock a fresh catalyst heading into the back half of the fiscal year.
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