Oil-Dri

ODC

市值 US$10.9億

ODC shares decline despite higher Q4 earnings and record revenues, as rising freight costs pressure margins amid strong segment sales growth.

Oil-Dri Corporation of America (ODC) Q4 2026 Earnings Call Transcript

Oil-Dri Corporation Of America NYSE: ODC reported record fiscal 2026 sales and net income, capped by all-time-high fourth-quarter revenue, as growth in its business-to-business and retail operations helped offset higher transportation costs and pressure on gross margins.

CHICAGO, Oct. 08, 2026 (GLOBE NEWSWIRE) -- Oil-Dri Corporation of America (NYSE: ODC), producer and marketer of sorbent mineral products, today announced results for its fourth quarter and fiscal year 2026.   Fourth Quarter Year to Date (in thousands, except per share amounts) Ended July 31, Ended July 31,     2026   2025 Change   2026   2025 Change Consolidated Results             Net Sales $ 129,292 $ 125,212 3 % $ 493,844 $ 485,572 2 % Income from Operations * $ 18,242 $ 15,644 17 % $ 67,982 $ 68,220 — % Net Income $ 14,418 $ 13,055 10 % $ 56,969 $ 53,996 6 % EBITDA † $ 24,120 $ 21,358 13 % $ 93,266 $ 89,989 4 % Diluted EPS - Common $ 1.00 $ 0.89 12 % $ 3.92 $ 3.70 6 % Business to Business             Net Sales $ 50,094 $ 48,087 4 % $ 180,198 $ 182,596 (1) % Segment Operating Income $ 16,956 $ 14,982 13 % $ 55,348 $ 59,796 (7) % Retail and Wholesale             Net Sales $ 79,198 $ 77,125 3 % $ 313,646 $ 302,976 4 % Segment Operating Income $ 9,260 $ 9,723 (5) % $ 43,730 $ 44,137 (1) % * Comprised of Consolidated Operating Income less unallocated corporate expenses.

CHICAGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Oil-Dri Corporation of America (NYSE: ODC) today appointed Anthony W. Parker, Vice President, General Counsel & Secretary, as an executive officer of the Company.

Oil-Dri Corporation of America has delivered exceptional returns, surging 599% since August 2022, far outpacing the S&P 500. ODC's revenue and profitability have grown robustly, driven by strong cat litter sales, expanding distribution, and operational improvements. Despite operational excellence, the company now trades at fair value, leading me to downgrade the stock from 'Buy' to 'Hold.'

CHICAGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- Amlan® International, the animal health business of Oil-Dri® Corporation of America, will return to World Dairy Expo as the official Media Room sponsor. Taking place September 29–October 2 in Madison, Wisconsin, World Dairy Expo brings together dairy producers, industry professionals and media from around the world to exchange insights and explore the latest developments shaping the global dairy industry.

CHICAGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Oil-Dri Corporation of America (NYSE: ODC) announced today that it will release earnings for its fourth quarter and fiscal year 2026 after the close of the U.S. stock market on Thursday, October 8, 2026. The Company will host a live webcast on Friday, October 9, 2026, at 10:00 a.m. Central Time to discuss these financial results.

CHICAGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Amlan International, the animal health business of Oil-Dri Corporation of America, will serve as the Technical Symposium Sponsor at the 2026 Arkansas Nutrition Conference in Little Rock, Arkansas. The Amlan-sponsored symposium will take place Tuesday, August 25, from 1:00–5:00 p.m. at the Marriott Hotel in Little Rock, bringing together leading experts to share insights on emerging research, industry challenges and trends shaping animal protein production.

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