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.
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
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
Investment Themes
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | Insider Cluster | $70.49 $72.36 | ▲ +2.65% | ▲ +2.32% | $75.69 (+7.38%) |
Oct 16, 2026 9d ago | Insider Cluster | $70.49 $72.36 | ▼ −2.65% | ▼ −2.32% | $75.69 (−7.38%) |
Oct 8, 2026 17d ago | 8-K | $85.98 $85.33 | ▼ −0.76% | ▼ −0.70% | $75.69 (−11.97%) |
Oct 7, 2026 18d ago | 8-K | $84.37 $85.98 | ▲ +1.91% | ▲ +1.31% | $75.69 (−10.29%) |
Sep 1, 2026 7w ago | Press Release | $90.65 $89.14 | ▼ −1.67% | ▼ −2.71% | $75.69 (−16.50%) |
Jun 8, 2026 19w ago | 8-K | $98.59 $95.61 | ▼ −3.02% | ▼ −1.45% | $75.69 (−23.23%) |
Apr 3, 2026 29w ago | 8-K | $67.71 $68.42 | ▲ +1.05% | ▲ +0.99% | $75.69 (+11.79%) |
Mar 12, 2026 32w ago | Press Release | $63.39 $62.36 | ▼ −1.62% | ▼ −2.65% | $75.69 (+19.41%) |
Mar 11, 2026 32w ago | 8-K | $65.25 $63.56 | ▼ −2.59% | ▼ −2.00% | $75.69 (+16.00%) |
Mar 11, 2026 32w ago | Press Release | $65.25 $63.56 | ▼ −2.59% | ▼ −2.00% | $75.69 (+16.00%) |
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers