Overview
- WD‑40 reported fiscal third‑quarter revenue of $195.1 million and adjusted EPS of $2.33, topping consensus estimates and marking a 24% year‑over‑year revenue gain.
- Management raised full‑year EPS guidance to $6.05–$6.35 and gave a revenue range of $675 million to $690 million, upgrading prior targets it issued earlier in the year.
- Growth was broad based with the Americas up 29%, Asia‑Pacific up 24% and EIMEA up 17%, a pattern the company cited as evidence the strength is global rather than market‑specific.
- Executives credited expanded retail distribution, stronger e‑commerce, a high‑profile 'King of the Hill' promotion with Disney and Home Depot, and use of AI in supply‑chain and back‑office work as key drivers of the quarter.
- Shares jumped roughly 15% in pre‑market trading following the release on Friday, and investors will be watching whether rising input costs noted by management put pressure on gross margins even as the company buys back stock under a new $100 million repurchase program.