WD-40 raises guidance after strong quarterly sales

WD-40 reported fiscal third-quarter 2026 results on Friday that topped Wall Street expectations and prompted the company to raise its full-year outlook.

The consumer-products company said revenue rose 24% from a year earlier to $195.1 million. Diluted earnings per share came in at $2.33, ahead of the $1.56 estimate cited in the research packet. Investors responded quickly, with market reports saying the stock climbed roughly 12% to more than 15% intraday after the release.

WD-40 also lifted its full-year EPS guidance to $6.05 to $6.35, from a prior range of $5.75 to $6.15. The higher forecast suggests the company sees stronger near-term earnings momentum heading into the rest of the fiscal year.

What changed in the quarter

The earnings report was notable because it showed broad-based growth, not just a narrow one-off lift. WD-40 said sales increased across all major regions, with revenue up 29% in the Americas, 24% in Asia-Pacific and 17% in Europe, India, the Middle East and Africa.

Management said the quarter benefited from expanded distribution, stronger e-commerce, promotional activity and a limited-edition can tied to Disney and Home Depot. Those drivers helped support both the sales increase and the improved profit outlook.

The company remains centered on its core WD-40 Multi-Use product, which sources said accounts for most of revenue. That makes the quarter especially relevant for investors looking for evidence that a mature consumer brand can still generate steady growth.

Why investors reacted

The report mattered because it combined three positives in one release: a revenue beat, an earnings beat and an upgraded forecast. For a company that is usually viewed as a steady consumer staple, that combination was enough to drive a sharp share-price move.

Barron’s reported that shares were up about 12% after the results, while Investor’s Business Daily cited a move of more than 15% at one point in trading. The stock reaction underscores how much investors are rewarding businesses that can still deliver non-AI growth and improve guidance.

WD-40 had previously guided to full-year EPS of $5.75 to $6.15 after its fiscal second-quarter report, so Friday’s update marked a meaningful step higher. The new range implies management believes the second half of the year is starting from a stronger base than expected.

What to watch next

Investors will be watching WD-40’s next investor presentation or earnings-call transcript for more detail on margins and second-half demand. The company’s next quarterly report will also show whether the raised outlook holds.

Analysts are likely to refresh estimates after the guidance increase, and the stock’s ability to keep its post-earnings gains will depend on whether WD-40 continues to deliver steady sales growth across its core markets.