Key Highlights
- WD-40 (WDFC) stock surged 15% in pre-market trading Friday following impressive fiscal Q3 earnings results
- Revenue climbed 24% year-over-year to $195.1 million, significantly exceeding the analyst consensus of $172.8 million
- Earnings per share reached $2.33, substantially outperforming Wall Street’s $1.56 projection
- Regional sales grew 29% in Americas, 24% in Asia-Pacific, and 17% in EIMEA territories
- Company elevated full-year EPS outlook to $6.05–$6.35 from previous guidance of $5.75–$6.15
Shares of WD-40 (WDFC) climbed 15% in pre-market hours Friday following the company’s release of fiscal third-quarter earnings that surpassed Wall Street expectations across all key performance indicators.
The company reported quarterly revenue of $195.1 million, marking a 24% increase from the same period last year and significantly exceeding the Street’s $172.8 million consensus estimate, according to FactSet.
Earnings per share landed at $2.33, handily topping the analyst forecast of $1.56. Management also elevated its full-year EPS projection to a range of $6.05–$6.35, up from the previous outlook of $5.75–$6.15. The Street had been modeling $6.01.
The revenue acceleration was geographically diverse. Sales in the Americas segment jumped 29%, the Asia-Pacific region posted 24% growth, and EIMEA — covering Europe, India, the Middle East and Africa — increased 17%.
CEO Steven Brass attributed the Americas momentum to broader distribution channels, robust e-commerce execution, and strategic promotional campaigns.
Brass also mentioned a limited edition “King of the Hill” branded product, created through collaboration with Disney (DIS) and Home Depot (HD). The creative inspiration behind that partnership remains open to interpretation.
Worldwide Momentum
The performance wasn’t driven by a single geographic bright spot. The 24% revenue acceleration reflected simultaneous strength across all three of WD-40’s operating regions, lending credibility to the sustainability of these results.
The company revealed it has been integrating AI technology into supply chain operations and internal workflows. This represents the practical, behind-the-scenes application of AI — less headline-grabbing than frontier model development, but potentially more sustainable.
WD-40’s previous quarter showed 11% sales growth, indicating Friday’s results represent a continued upward trend rather than an isolated spike.
Beating the AI Darlings
While the Nasdaq advanced 1.3% during Thursday’s trading session and AI names captured renewed attention, WD-40 outpaced them all on Friday morning.
WDFC shares had already gained over 20% year-to-date through 2026 before Friday’s session, then added another 15% jump following the earnings announcement.
That represents impressive performance for a company manufacturing lubricant products. No semiconductor manufacturing, no massive data infrastructure, no multi-billion dollar AI training operations — simply a globally recognized product that maintains consistent demand and leadership that executes effective growth strategies.
The stock opened considerably higher following the pre-market surge and maintained its lead over broader market indices.
The updated full-year guidance range of $6.05–$6.35 EPS now exceeds previous analyst projections, providing additional upside potential as the company moves through the remainder of its fiscal year.
