Wd-40 Company · NASDAQ:WDFC
Wd-40 — Q3 2026 Earnings Presentation
26 slides from Wd-40's earnings presentation, Jul 9, 2026
Slide 1: Q3 FY26 Earnings Results
Q3 FY26 Earnings Results July 9, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements Historical financial and operating data in this presentation reflect the consolidated results of WD-40 Company and its subsidiaries (collectively, the “Company”). The Company markets maintenance products (“MP”) under the WD-40®, 3-IN-ONE® and GT85® brand names. The WD-40 b
Slide 3: Q3 FY26 Results
Q3 FY26 Results 3
Slide 4: Q3 FY26 Results
Q3 FY26 Results ($M except EPS, gross margin and % change) Financial Results Q3 FY26 Q3 FY25 % Change As reported Net Sales $195.1 $156.9 24% Gross Margin 56.6% 56.2% +40 bps Operating Income $40.3 $27.4 47% Net Income $30.2 $21.0 44% Adjusted Net Income - non-GAAP(1) $31.5 $21.0 50% EPS (Diluted) $
Slide 5: Americas Segment
Americas Segment Americas – Q3 FY25 vs. Q3 FY26 • Total reported segment sales 29% • Segment = 52% of global net sales • WD-40® Multi-Use Product sales 34% • WD-40 Specialist® sales 22% • In constant currency sales 27% • Maintenance product (MP) sales: • U.S. MP sales ▲ 35% • Latin America M
Slide 6: EIMEA Segment
EIMEA Segment EIMEA – Q3 FY25 vs. Q3 FY26 • Total reported segment sales 17% $1.1 • Segment = 34% of global net sales • WD-40® Multi-Use Product sales 17% • WD-40 Specialist® sales 31% • In constant currency sales 10% • Maintenance product (MP) sales: • EIMEA MP sales 20% • Homecare and cl
Slide 7: Asia-Pacific Segment
Asia-Pacific Segment Asia-Pacific – Q3 FY25 vs. Q3 FY26 • Total reported Asia-Pacific sales 24% • Segment = 14% of global net sales • WD-40® Multi-Use Product sales 24% • WD-40 Specialist® sales 32% • In constant currency sales 18% • Maintenance product (MP) sales: • Australia MP sales 18%
Slide 8: Growth Aspirations
Growth Aspirations ae h| Me %
Slide 9: Consistent Historical Growth with Long Runway Ahead
Consistent Historical Growth with Long Runway Ahead Maintenance Products 10-year Net Sales 562 591 CAGR 515 480 387 374 437 7.8% 327 346 364 EIMEA 6.6% APAC 6.0% AMERICAS 1) FY25 maintenance product net sales presented as reported; all prior years adjusted for currency using FY25 foreign currency ex
Slide 10: Long-Term Growth Targets for Maintenance Products
Long-Term Growth Targets for Maintenance Products Non-GAAP Constant Currency Long-Term Growth Ambition By Segment Americas EIMEA APAC Total Company 48% 37% 15% CAGR Target of global net sales* of global net sales* of global net sales* mid-to-high CAGR Target CAGR Target CAGR Target single digits 5-8
Slide 11: Our Four-by-Four Strategic Framework
Our Four-by-Four Strategic Framework Four Must-Win Battles 01 02 03 04 Lead Geographic Accelerate Drive WD-40 Turbo-Charge Expansion Premiumization Specialist Growth Digital Commerce Four Strategic Enablers 01 Ensure a People-First Mindset 02 Build an Enduring Business For the Future 03 Achieve Oper
Slide 12: Must-Win Battles – Results and Targets
Must-Win Battles – Results and Targets Must-Win Battles YTD Results 01 02 03 04 Lead Geographic Accelerate Drive WD-40 Turbo-Charge Expansion Premiumization Specialist Growth Digital Commerce • WD-40 Multi-Use • WD-40 Smart Straw • WD-40 Specialist 22% • E-commerce sales Product 13% and EZ Reach
Slide 13: High-Impact Promotional Program with Disney Entertainment and The Home Depot
High-Impact Promotional Program with Disney Entertainment and The Home Depot
Slide 14: Enduring Business Model
Enduring Business Model TTR fF RED Rh ‘i F : bi : hey
Slide 15: Enduring Business Model Fuels Perpetual Compounding
Enduring Business Model Fuels Perpetual Compounding Generate Mid-to-High-Single 5% to 9% Digit Net Sales Growth1 ROIC 25%+ 55%+ Achieve Gross Margin Target ~90% Free Cash Flow Above net sales Drive Adj. EBITDA2 Faster Conversion3 growth than Net Sales Annual dividends targeted at 1% to 2% of Low Cap
Slide 16: Gross Margin Detail – Q3 FY26
Gross Margin Detail – Q3 FY26 Gross margin improved by 40 basis points over prior Gross Margin Trend year period primarily due to the following impacts: Gross Margin Drivers Change vs. Prior Year As reported (basis points) Lower costs of aerosol cans and fill fees +80 Favorable sales mix and other m
Slide 17: FY 2026 Guidance
Sete COMPANY - FY 2026 Guidance , | bs ha : . ; a.
Slide 18: Updated and Narrowed Fiscal Year 2026 Guidance
Updated and Narrowed Fiscal Year 2026 Guidance FY2026 guidance updated to reflect brand reclassification and narrowed to reflect current business performance and outlook Narrowed to between 6% and 9% Sales Growth Over 2025 pro forma results (Adjusted for estimated translation impact of foreign curre
Slide 19: Non-GAAP Reconciliation: FY2025
Non-GAAP Reconciliation: FY2025 This presentation contains certain non-GAAP (generally accepted accounting principles in the United States of America) measures that management believes provide our stockholders with additional insights into WD-40 Company’s results of operations and how it runs its bu
Slide 20: Appendix
Appendix Appendix 20
Slide 21: Sales Impact – Consolidated Net Sales Changes
Sales Impact – Consolidated Net Sales Changes Changes from Prior Year Fiscal Period ($ in millions) Price, Volume and FX Impact Q1 FY26 Q2 FY26 Q3 FY26 Year to Date Increase in average selling price (1) $1.7 $2.8 $— $4.5 Increase (decrease) in sales volume (1) (2.6) 5.0 32.1 34.5 Decrease in sales v
Slide 22: Foreign Currency Translation Impact or “Constant Currency” – Q3 FY26
Foreign Currency Translation Impact or “Constant Currency” – Q3 FY26 ($ in millions; except EPS and % change) Financial Results Q3 FY26 Q3 FY25 % Change As reported Net Sales $195.1 $156.9 24% Operating Income $40.3 $27.4 47% Net Income $30.2 $21.0 44% EPS (Diluted) $2.24 $1.54 45% ($ in millions; e
Slide 23: Non-GAAP Reconciliation
Non-GAAP Reconciliation This presentation contains certain non-GAAP (generally accepted accounting principles in the United States of America) measures, that management believes provide our stockholders with additional insights into WD-40 Company’s results of operations and how it runs its business.
Slide 24: Non-GAAP Reconciliation
Non-GAAP Reconciliation This presentation contains certain non-GAAP (generally accepted accounting principles in the United States of America) measures, that management believes provide our stockholders with additional insights into WD-40 Company’s results of operations and how it runs its business.
Slide 25: Non-GAAP Reconciliation
Non-GAAP Reconciliation In order to show the impact of changes in foreign currency exchange rates on our results of operations, we have included currency adjusted disclosures, where necessary, in this presentation. Currency adjusted disclosures represent the translation of our current fiscal year re
Slide 26: Slide 26