Oil-Dri Q2 revenue up 1% to record $117.7M but EPS falls 2% to $0.87

Oil-Dri Corp of America

Net sales of $117.7M (+1% YoY); income from operations of $15.7M (-10%); net income $12.6M (-3%).
Diluted EPS $0.87 vs $0.89; first-half EPS $1.93 vs $2.01 (-4%).
B2B segment net sales $42.0M (-3%); segment op income $11.8M (-18%).
Retail & Wholesale net sales $75.8M (+3%); segment op income $10.8M (-5%).
Company cites record Q2 revenue but lower earnings driven by cost pressures and volume mix.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Oil-Dri Corp of America reported first six months ended January 31, 2026 results: revenue $ 238,223, net income $ 28,025, EPS $ 1.93.

Period: first six months ended January 31, 2026
Revenue: $ 238,223
Net income: $ 28,025
EPS: $ 1.93
Result: reported results

Exact text from the filing

Second Quarter Year to Date (in thousands, except per share amounts) Ended January 31, Ended January 31, 2026 2025 Change 2026 2025 Change Consolidated Results Net Sales $ 117,737 $ 116,914 1% $ 238,223 $ 244,859 (3)% Income from Operations * $ 15,693 $ 17,482 (10)% $ 32,647 $ 38,672 (16)% Net Income $ 12,569 $ 12,921 (3)% $ 28,025 $ 29,297 (4)% EBITDA † $ 21,735 $ 22,216 (2)% $ 45,376 $ 48,383 (6)% Diluted EPS - Common $ 0.87 $ 0.89 (2)% $ 1.93 $ 2.01 (4)%

View on SEC.gov

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Oil-Dri Corp of America reported second quarter ended January 31, 2026 results: revenue $ 117,737, net income $ 12,569, EPS $ 0.87.

Period: second quarter ended January 31, 2026
Revenue: $ 117,737
Net income: $ 12,569
EPS: $ 0.87
Result: reported results

Exact text from the filing

Second Quarter Year to Date (in thousands, except per share amounts) Ended January 31, Ended January 31, 2026 2025 Change 2026 2025 Change Consolidated Results Net Sales $ 117,737 $ 116,914 1% $ 238,223 $ 244,859 (3)% Income from Operations * $ 15,693 $ 17,482 (10)% $ 32,647 $ 38,672 (16)% Net Income $ 12,569 $ 12,921 (3)% $ 28,025 $ 29,297 (4)% EBITDA † $ 21,735 $ 22,216 (2)% $ 45,376 $ 48,383 (6)% Diluted EPS - Common $ 0.87 $ 0.89 (2)% $ 1.93 $ 2.01 (4)%

View on SEC.gov

Browse all earnings releases →

Oil-Dri Corp of America filing history →

Source: SEC EDGAR

accession 0001628280-26-016833

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.