Logotype for Oil-Dri Corporation of America

Oil-Dri of America (ODC) investor relations material

Oil-Dri of America Q1 2026 & AGM 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Oil-Dri Corporation of America
Q1 2026 & AGM 2025 earnings summary9 Dec, 2025

Executive summary

  • Achieved record-breaking performance in fiscal 2025, with new highs in net sales, gross profit, and net income, driven by strategic focus on value creation and product mix improvements.

  • Achieved the second highest quarterly earnings in company history for Q1 FY2026, despite challenging year-over-year comparisons against last year's record results.

  • Successfully integrated the UltraPET acquisition, expanded the renewable diesel business, and continued to invest in manufacturing infrastructure and digital capabilities.

  • Maintained a 22-year streak of annual dividend increases, with an accelerated increase to $0.10 per share.

  • Completed a two-for-one stock split in January 2025, increasing authorized shares and adjusting outstanding awards.

Financial highlights

  • Fiscal 2025 saw 11% year-over-year net sales growth, with Q1 FY2026 net sales at $120.5 million, down 6% year-over-year after record highs in the prior year.

  • Gross profit per ton in Q1 FY2026 was $175, with gross profit at $35.5 million, a 13% decrease year-over-year; gross margin was 29.5%, down from 31.9% last year.

  • EBITDA for Q1 FY2026 was $23.6 million, down 10% year-over-year but up 11% sequentially; diluted EPS was $1.06, down 6% year-over-year.

  • Paid dividends per share increased to $0.18 in Q1 FY2026; $2.4 million in dividends paid during the quarter.

  • Cash and cash equivalents at quarter-end were $42.4 million, down from $50.5 million at fiscal year-end.

Outlook and guidance

  • Management expects sufficient liquidity for foreseeable working capital, capital expenditures, dividends, and debt service, supported by cash flow, credit facilities, and available financing.

  • Expecting a tough first half of fiscal 2026 due to strong prior-year comparables, but confident in a potential profit gain for the full year if plans are met.

  • Continued focus on the Moneyball strategy to improve volumes, product mix, and bottom line, with ongoing investments in digital infrastructure, manufacturing, and opportunistic share repurchases planned.

  • Management remains focused on sustained business expansion, leveraging strong fundamentals and momentum.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Oil-Dri of America earnings date

Logotype for Oil-Dri Corporation of America
Q2 202612 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Oil-Dri of America earnings date

Logotype for Oil-Dri Corporation of America
Q2 202612 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Business Description Oil-Dri Corporation of America, develops, manufactures, and markets sorbent products. It offers oil, water, and other liquid spills; and non-petroleum product applications; and oil spill absorbents and products for different industries including food service, car wash, industrial spill control, janitorial/maintenance, healthcare disinfectant/sanitizing pads and rubber gloves. The company's sorbent products are used for absorbent needs related to tank truck cleaning; facility maintenance and daily operations; oil spill clean-ups; fire suppression efforts; industrial material handling tank trucks to reduce the spread of airborne contaminants; small package shipments; general silicone applications; chemical plant protection equipment, refinery applications; waste tank truck sprays of crude oil and petroleum distillates spills to reduce spread of airborne contamination in water and on land; spill prevention tanks on tank trucks to prevent on land or surface waterway spills from happening by collecting leaks during transportation, storage, or offloading accidents. Oil-Dri Corporation of America is headquartered in Chicago, Illinois.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage