8-K - Oil-Dri Corporation of America | StockGist

AI Analysis

AI-generated analysis. Always verify with the original filing.

Oil-Dri Corporation of America announced second quarter fiscal 2026 results with record consolidated net sales of $117.7 million, up 1% year-over-year, despite impacts from Winter Storm Fern; net income was $12.6 million, down 3%, with diluted EPS of $0.87.

Key Takeaways

1Consolidated net sales $117,737 thousand for Q2 FY2026, +1% vs prior year

2Net income $12,569 thousand for Q2 FY2026, -3% vs $12,921 thousand prior year

3Diluted EPS $0.87 for Q2 FY2026, -2% vs $0.89 prior year

4B2B net sales $41,977 thousand, -3% YoY; R&W net sales $75,760 thousand, +3% YoY

5Gross margins 27.4% vs 29.5% prior year due to 4% higher domestic COGS per ton

6Repurchased over 150,000 shares year-to-date; tracking to annual plan expecting to surpass last year’s net income

Current Report Details

Event Type

Financial Results

Exhibits Only

Disclosure

Mandatory

Variant

8-K

Items Reported

2.02

, including Exhibit 99.1 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende

Financial Results

9.01

Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description of Exhibits 99.1 Earnings Press Release of the Company dated March 11, 2026 104 Cover

Exhibits Only

Source Document

Results of Operations

Second Quarter Fiscal 2026

Metric	Value	Prior Period
Net Sales	$117.7K	$116.9K
Gross Profit	$32.3K	$34.4K
Gross Margin	27.4%	29.5%
Income from Operations	$15.7K	$17.5K
Net Income	$12.6K	$12.9K
Diluted EPS - Common	$0.87	$0.89

Forward Guidance

Full Year Fiscal 2026

Net Income

—

Capital Return

Buyback Auth.

over 150,000 shares year-to-date

Exhibits (2)

8-K

99.1

EX-99.1