WD‑40 Company (NASDAQ:WDFC) reported fiscal 2025 fourth‑quarter and full‑year results on 2025‑10‑23, posting net sales of $619.985 million and a gross margin of 55.1 percent, up from 53.1 percent a year earlier. Operating income reached $103.793 million, while net income stood at $90.994 million, translating to a diluted earnings per share of $6.69. The company’s fourth‑quarter performance mirrored the full‑year trend, with a 54.7 percent gross margin and a 6 percent increase in operating income year‑to‑date.
Segment results highlighted strong growth in the Americas and EIMEA regions, where net sales rose 6 percent and 14 percent respectively, driven by volume gains in WD‑40 Multi‑Use Product and Specialist lines. The Asia‑Pacific segment saw a modest 3 percent decline in net sales, largely due to lower distributor volumes, but maintained a 5 percent increase in Specialist product sales. These regional dynamics underscore the company’s focus on high‑margin maintenance products while managing headwinds in lower‑margin HCCP categories.
Guidance for the remainder of fiscal 2025, released alongside the earnings, projects net sales between $600 million and $630 million, a gross margin of 55‑56 percent, operating income of $95 million to $100 million, and diluted EPS of $5.25 to $5.55. These figures represent a modest upside to prior expectations and reflect the company’s confidence in continued volume growth and margin expansion. The guidance also notes that the company will accelerate share repurchase activity and fully utilize remaining authorization, reinforcing its commitment to returning capital to shareholders.
The company completed the divestiture of its 1001 and 1001 Carpet Fresh brands in the fourth quarter, reducing exposure to lower‑margin HCCP products and improving overall profitability. Capital allocation continues with a dividend of $50.260 million and treasury stock purchases of $12.314 million, supported by strong cash flow generation. These actions demonstrate WD‑40’s strategic focus on its core maintenance portfolio and its ability to deploy excess capital efficiently.
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