{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-041544","form_type":"8-K","ticker":"ODC","cik":"0000074046","company_name":"Oil-Dri Corp of America","filed_at":"2026-06-08T20:10:25+00:00","discovered_at":"2026-06-08T20:11:00.397645+00:00","generated_at":"2026-06-08T20:17:47.557187+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Oil-Dri posts record Q3 revenue of $126.3M (+9% YoY); dividend raised 10%","bullets":["Q3 EPS $1.00 vs $0.80 YoY; net income $14.5M (+25%).","Retail & Wholesale sales up 13% to $82.5M; segment op income +16%.","B2B segment sales up 3% but op income -3% to $13.0M.","Quarterly dividend raised to $0.225/common (10% increase); 23rd consecutive year.","Board authorized repurchase of up to 500,000 common shares."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-041544","json":"https://secwatch.observer/filing/0001628280-26-041544.json","markdown":"https://secwatch.observer/filing/0001628280-26-041544.md","text":"https://secwatch.observer/filing/0001628280-26-041544.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/74046/000162828026041544/0001628280-26-041544-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/74046/000162828026041544/odc-20260608.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T20:17:47.557187+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3278c0881d71d0516d04b7f7b53936d0e14a5532","claim":"Oil-Dri Corp of America reported third quarter ended April 30, 2026 results: revenue $ 126,329, net income $ 14,526, EPS $ 1.00.","evidence_excerpt":"Oil-Dri Reports Record Third Quarter Revenues and Strong Earnings Growth CHICAGO-(June 8, 2026) - Oil-Dri Corporation of America (NYSE: ODC), producer and marketer of sorbent mineral products, today announced results for its third quarter and first nine- months of fiscal year 2026. Third Quarter Year to Date (in thousands, except per share amounts) Ended April 30, Ended April 30, 2026 2025 Change 2026 2025 Change Consolidated Results Net Sales $ 126,329 $ 115,501 9% $ 364,552 $ 360,360 1% Income from Operations * $ 17,093 $ 13,904 23% $ 49,740 $ 52,576 (5)% Net Income $ 14,526 $ 11,644 25% $ 42,551 $ 40,941 4% EBITDA † $ 23,770 $ 20,248 17% $ 69,146 $ 68,631 1% Diluted EPS - Common $ 1.00 $ 0.80 25% $ 2.93 $ 2.81 4%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/74046/000162828026041544/0001628280-26-041544-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended April 30, 2026"},{"label":"Revenue","value":"$ 126,329"},{"label":"Net income","value":"$ 14,526"},{"label":"EPS","value":"$ 1.00"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4c7707a7346047a65c7ee2caa01e6b1635efe085","claim":"Oil-Dri Corp of America reported first nine months ended April 30, 2026 results: revenue $ 364,552, net income $ 42,551, EPS $ 2.93.","evidence_excerpt":"announced results for its third quarter and first nine- months of fiscal year 2026. Third Quarter Year to Date (in thousands, except per share amounts) Ended April 30, Ended April 30, 2026 2025 Change 2026 2025 Change Consolidated Results Net Sales $ 126,329 $ 115,501 9% $ 364,552 $ 360,360 1% Income from Operations * $ 17,093 $ 13,904 23% $ 49,740 $ 52,576 (5)% Net Income $ 14,526 $ 11,644 25% $ 42,551 $ 40,941 4% EBITDA † $ 23,770 $ 20,248 17% $ 69,146 $ 68,631 1% Diluted EPS - Common $ 1.00 $ 0.80 25% $ 2.93 $ 2.81 4%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/74046/000162828026041544/0001628280-26-041544-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first nine months ended April 30, 2026"},{"label":"Revenue","value":"$ 364,552"},{"label":"Net income","value":"$ 42,551"},{"label":"EPS","value":"$ 2.93"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}