Key Highlights
- WD-40 shares surged 15% in pre-market trading Friday following exceptional fiscal Q3 results
- The company reported revenue of $195.1 million, marking a 24% year-over-year increase and significantly exceeding the $172.8 million consensus estimate
- Earnings per share reached $2.33, substantially above analyst expectations of $1.56
- Regional performance showed Americas up 29%, Asia-Pacific climbing 24%, and EIMEA gaining 17%
- Management increased full-year EPS outlook to $6.05ā$6.35 from previous guidance of $5.75ā$6.15
Shares of WD-40 (WDFC) climbed 15% in pre-market activity Friday following the company’s impressive fiscal third-quarter earnings report that exceeded analyst expectations across all key performance indicators.
The company delivered revenue of $195.1 million, representing a 24% year-over-year increase and substantially surpassing the analyst consensus of $172.8 million compiled by FactSet.
Earnings per share landed at $2.33, easily topping the Street’s forecast of $1.56. Management also increased its full-year EPS projection to a range of $6.05ā$6.35, up from the previous guidance of $5.75ā$6.15. The consensus estimate had stood at $6.01.
The revenue acceleration was widespread across all geographic segments. The Americas region posted 29% growth, Asia-Pacific advanced 24%, and EIMEA ā which covers Europe, India, the Middle East and Africa ā increased 17%.
CEO Steven Brass attributed the Americas momentum to broader distribution channels, robust e-commerce sales, and effective promotional campaigns.
Brass also mentioned a special edition “King of the Hill” branded product created through collaborations with Disney (DIS) and Home Depot (HD). The creative origins of this partnership remain an open question.
Strength Across All Markets
What makes this quarter particularly notable is that the 24% revenue acceleration wasn’t driven by a single geography. All three of WD-40’s international segments delivered strong simultaneous growth, lending credibility to the overall performance.
The organization also revealed its implementation of artificial intelligence technology within supply chain operations and various business functions. This represents the practical, operational application of AI ā less attention-grabbing than consumer-facing models, but potentially more sustainable long-term.
This performance follows an 11% sales increase in the previous quarter, indicating sustained momentum rather than an isolated quarterly spike.
Beating the Tech Rally
While the Nasdaq advanced 1.3% during Thursday’s trading session and AI stocks captured investor attention, WD-40 was outpacing even those high-flying names on Friday morning.
WDFC shares had already gained more than 20% year-to-date in 2026 before Friday’s session, then tacked on an additional 15% following the earnings announcement.
This represents remarkable performance for a manufacturer of lubricant products. No semiconductor chips, no massive data infrastructure, no multi-billion dollar AI model development ā simply a globally recognized product with enduring demand and a management team executing an effective growth strategy.
The stock opened significantly higher following the pre-market jump and maintained its outperformance relative to broader market indices.
The updated full-year guidance range of $6.05ā$6.35 EPS now exceeds analyst projections, providing additional upside potential as the company enters the latter portion of its fiscal year.
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