WD-40 Company (WDFC) shares soared 15% pre-market Friday and remained sharply higher throughout the session after the household products maker delivered a fiscal third-quarter performance that beat Wall Street expectations on every major metric.
Revenue came in at $195.1 million, a 24% jump from the prior year and well above the $172.8 million analyst consensus estimate, according to FactSet data. Adjusted earnings per share hit $2.33, comfortably exceeding the $1.56 forecast.
The revenue surge was broad-based, with Americas sales up 29%, Asia-Pacific climbing 24%, and the EIMEA region (Europe, India, Middle East and Africa) rising 17%. Chief Executive Officer Steven Brass attributed the strength to expanded distribution, robust e-commerce sales, and promotional campaigns, including a limited-edition “King of the Hill” can developed in partnership with Disney and Home Depot.
WD-40 also raised its full-year adjusted EPS guidance to a range of $6.05–$6.35, up from the prior $5.75–$6.15 and above the $6.01 analyst consensus. The company has now posted consecutive double-digit sales gains, with an 11% increase in the previous quarter, indicating a sustained growth trajectory.
Analysts at DA Davidson reiterated a Buy rating and lifted their price target to $305 from $270, calling the quarter a significant beat. Jefferies raised its target to $245 from $229 while maintaining a Hold rating, cautioning that higher input costs could pressure margins in early fiscal 2027 despite recently announced price hikes. The results outperformed many AI-linked names, underscoring the resilience of WD-40’s core product demand.
