ODCOil-Dri Corporation of America
Price
+33%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, no red flags, price roughly fair, growth steady, the market undecided.
Oil-Dri is a leader in developing, manufacturing and/or marketing sorbent products. Our sorbent products are principally produced from hydrated aluminosilicate minerals, primarily consisting of calcium bentonite, attapulgite and diatomaceous shale, which we refer to collectively as our “clay,” our “minerals,” or “Fuller's Earth.” We surface mine our clay on leased or owned land near our manufacturing facilities in Mississippi, Georgia, Illinois and California.
In the company’s own words · 10-K filed Oct 9, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Oil-Dri Corporation of America (ODC) reported revenue of $126M in Q3 2026 (quarter ended Apr 30, 2026), up 9.4% from the same quarter a year earlier. That came with a gross margin of 27% and net income of $15M (11% of revenue). For the full year FY2025, revenue was $486M (+11% year on year) and net income $54M. Its largest product in Q3 2026 was Fluids Purification at $25M, 57% of the disclosed total, well ahead of Agriculturaland Horticultural at 28%. The next results filing is expected around Jan 7, 2027, a quarter after the last one.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 8, 2026At its regular meeting on October 7, 2026, the Board of Directors of the Company (the “Board”) appointed Anthony W. Parker, Vice President, General Counsel & Secretary, as an executive officer of the Company and declared quarterly cash dividends of $0.225 per share of Common Stock, and $0.168 per share of Class B Stock.Earnings release · Form 8-K
- Oct 8, 2026Amendment No. 9 to the BMO Credit Agreement On October 7, 2026, Oil-Dri Corporation of America (the “Company”) entered into the Ninth Amendment to Credit Agreement (the “Ninth Amendment”), which amends that certain Credit Agreement, dated as of January 27, 2006, as amended (the “Credit Agreement”), among BMO Bank N.A. …Material agreement entered · Form 8-K
- Jun 8, 2026At its regular meeting on June 3, 2026, the Board of Directors of the Company (the “Board”) declared quarterly cash dividends of $0.225 per share of Common Stock, and $0.168 per share of Class B Stock.Earnings release · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $43.8MThe company’s own SEC segment disclosure.
- Fluids Purification$25.0M57%
- Agricultural and Horticultural$12.4M28%
- Animal Health and Nutrition$6.4M15%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Specialty Chemicals
Ranks #12 of 33 by RyuScore