WD 40 Co.

Specialty Chemicals • Basic Materials • San Diego, CA, United States • WDFC (NMS)

619 275 1400 9715 Businesspark Avenue, San Diego, CA 92131, United States

Quarter: Q4 2025 Reported: December 16, 2025 Sentiment: Positive

WD-40 Company engages in the provision of maintenance products and homecare and cleaning products in North America, Central and South America, Asia, Australia, Europe, India, the Middle East, and Africa. The company offers multi-purpose maintenance products that include aerosol sprays, non-aerosol trigger sprays, precision pens, and in liquid-bulk form products under the WD-40 Multi-Use brand; specialty maintenance products, such as penetrants, degreasers, corrosion inhibitors, greases, lubricants, and rust removers under the WD-40 Specialist brand; drip and specialty oil lubricant, and specialty maintenance products under the 3-IN-ONE brand; and e bike maintenance products under the GT85 brand. It also provides automatic toilet bowl cleaners under the 2000 Flushes brand; aerosol and liquid trigger carpet stain and odor eliminators under the Spot Shot brand; room and rug deodorizers under the Carpet Fresh brand; bar soap and liquid hand cleaner products under the Lava and Solvol brand; automatic toilet bowl cleaners under the X-14 brand; carpet and fabric sanitizers and deodorizers products, and spot stain cleaners under the no vac brand; and room and rug deodorizers under the 1001 and 1001 Carpet Fresh brand. The company sells its products primarily through hardware stores, automotive parts outlets, industrial distributors and suppliers, mass retail and home center stores, value retailers, grocery stores, online retailers, warehouse club stores, farm supply, sport retailers, and independent bike dealers. WD-40 Company was founded in 1953 and is headquartered in San Diego, California.

Analysis Summary

WD-40 Company's recent Form 8-K filing primarily highlights a robust increase in shareholder returns and the successful execution of its Annual Meeting. On December 10, 2025, the Board of Directors declared a quarterly dividend of $1.02 per share, representing an increase of over 8% compared to the prior quarter's dividend, payable January 30, 2026. This move underscores management's confidence and commitment to returning value to shareholders.

The Annual Meeting of Stockholders, held virtually on December 12, 2025, saw high participation with over 88% of outstanding shares represented. Key outcomes included the election of all nine director nominees with overwhelming support, the advisory approval of executive compensation, and the ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending August 31, 2026. These results indicate strong alignment between management and shareholders.

It is important to note that this Form 8-K filing, while providing significant corporate governance and dividend information, does not contain detailed financial performance breakdowns for Q4 2025, strategic initiatives, business segment analysis, or forward guidance on revenue and earnings. The company has scheduled its first fiscal quarter 2026 earnings conference call for January 8, 2026, where such financial details are expected to be discussed. Therefore, a comprehensive analysis of competitive positioning, market trends, and specific risk factors related to operational performance cannot be derived from this particular document.

Key Highlights

• Quarterly dividend increased by over 8% to $1.02 per share.
• Dividend payable January 30, 2026, to stockholders of record on January 16, 2026.
• All nine director nominees were successfully elected at the Annual Meeting.
• Executive compensation received advisory approval from stockholders.
• PricewaterhouseCoopers LLP ratified as the independent auditor for fiscal year 2026.
• Annual Meeting saw strong shareholder participation with over 88% of shares represented.
• Q1 2026 earnings conference call scheduled for January 8, 2026.

Financial Metrics

dividend per share

1.02 dollars

YoY: >8% increase

Stock Performance (90 Days)

Data through Jan 15, 2026

Layoff Events

Earnings Calls

Positive Signals

• Significant dividend increase signals financial health and commitment to shareholders.
• Strong shareholder support for director elections and executive compensation.
• Ratification of independent auditor indicates good corporate governance.
• High voter turnout at the Annual Meeting reflects active shareholder engagement.

Risks & Concerns

— No specific operational or market-related risk factors were discussed or disclosed in this Form 8-K filing.
— Reliance on future earnings calls for detailed financial performance and forward-looking statements.