Loading...
•
Jul 31, 2025
Oil-Dri Q4 2025 Earnings Report
Oil-Dri reported record Q4 revenue and net income, driven by strength across its Business-to-Business and Retail segments.
Key Takeaways
Oil-Dri Corporation of America delivered its strongest Q4 performance in history, with double-digit growth in revenue and net income fueled by strong demand in agricultural, purification, and cat litter products.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company expects challenging comparisons in H1 FY26 due to a particularly strong H1 FY25, but remains optimistic about continued growth and product diversification.
Positive Outlook
- Strong balance sheet with over $50M in cash
- 17 consecutive quarters of YoY revenue growth
- Record performance across both core business segments
- Growth in lightweight cat litter segment outpaced category
- New customer addition in agriculture segment
Challenges Ahead
- Lower gross margin vs prior year
- Increased VAT and R&D costs in B2B segment
- Competitive pressure in cat litter promotions
- Higher material costs increased domestic COGS
- Difficult YoY comparisons expected for H1 FY26
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...