NYSE$ODC

Oil-Dri Corporation of America · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Oil-Dri reported fiscal Q2 2026 net sales of $117.7M with net income of $12.6M.

For the quarter ended January 31, 2026, Oil-Dri net sales were $117.7 million with net income of $12.6 million. Retail cat litter and B2B agricultural products drove segment mix; six-month sales were $238.2M.

  • Q2 net sales $117.7M.
  • Net income $12.6M for quarter.
  • Retail cat litter co-pack offerings expanded.
  • B2B fluids purification volumes lower YoY.
  • Six-month net income $29.3M.

Headline financials

Total Revenue

$118M

Previous: $117M+0.7%
EPS

$0.87

Previous: $0.89-2.2%
Capital Expenditures

-$14.8M

Previous: -$17.8M+16.8%
Free Cash Flow

-$2.25M

No prior period
Net Income

$12.6M

Previous: $12.9M-2.7%
Operating Income

$15.7M

Previous: $17.5M-10.2%
Gross Profit

$32.3M

Previous: $34.4M-6.2%
Cash & Equivalents

$46.9M

No prior period
Total Assets

$388M

No prior period

Revenue & EPS history

Oil-Dri · Revenue · Quarterly

$118M

Q2 2026+0.7%vs Q2 2025

Revenue by segment

Oil-Dri · $111M total across 2 segments · Q1 2024

  • Retail and Wholesale
    $72.3M+11.4%
  • Business to Business
    $39.2M+16.2%

Forward guidance

Management monitoring input costs and weather-related shipment disruptions.

Tailwinds

  • Retail segment +3% YoY in Q2.

Headwinds

  • B2B animal health down 32% on customer loss.
  • Renewable diesel filtration volumes declined.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+1.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+4.2%

Avg return

30 days after

58%

32 / 55 earnings

Positive

+19.9%

Q3 2023

Best reaction

-17.1%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+18.4%+13.7%
Q2 2026+3.7%-5.1%+12.2%
Q1 2026-12.7%-4.4%-3.9%
Q4 2025+8.0%-0.5%-6.5%
Q3 2025+0.0%+1.5%+5.8%
Q2 2025+9.0%+6.9%-5.0%
Q1 2025+18.4%+28.0%+24.2%
Q4 2024+5.9%+4.8%+12.5%
Q3 2024-15.7%-13.8%-26.7%
Q2 2024-1.1%-0.0%-1.2%
Q1 2024+9.6%+16.7%+13.4%
Q4 2023-9.8%-6.9%-8.5%
Q3 2023+19.9%+27.6%+60.2%
Q2 2023+5.3%+4.4%+7.4%
Q1 2023+5.0%+3.1%+5.9%
Q4 2022+13.1%+18.0%+35.5%
Q3 2022+2.6%+8.6%+22.3%
Q2 2022-2.6%+4.1%-2.0%
Q1 2022+1.8%-1.0%+4.6%
Q4 2021+0.5%+0.4%+0.3%
Q3 2021-4.8%-6.2%-8.3%
Q2 2021+0.2%-1.1%-7.5%
Q1 2021+1.0%+4.3%+0.8%
Q4 2020-5.0%-2.2%-11.3%
Q3 2020-4.2%-8.6%-8.1%
Q2 2020+1.1%-0.6%+2.0%
Q1 2020+1.1%+5.5%-0.1%
Q4 2019+2.5%+1.8%+13.4%
Q3 2019+3.8%-1.0%+19.5%
Q2 2019-0.3%+10.4%+16.7%
Q1 2019-4.3%-5.0%-3.1%
Q4 2018-0.9%-12.9%-5.1%
Q3 2018-3.1%-7.1%-1.9%
Q2 2018+0.3%+4.5%+9.3%
Q1 2018+0.6%+0.7%-7.5%
Q4 2017-17.1%-17.4%-16.5%
Q3 2017+6.9%+13.1%+20.1%
Q2 2017+1.4%+6.6%+7.8%
Q1 2017+2.3%-0.6%-8.4%
Q4 2016-1.3%+1.1%-2.7%
Q3 2016+1.2%+4.8%+7.2%
Q2 2016-9.9%
Q1 2015+8.3%
Q3 2015-3.4%
Q2 2014+1.4%
Q4 2012-1.5%
Q2 2012+2.3%
Q1 2012-1.9%
Q4 2011+4.1%
Q3 2011+0.6%
Q2 2011-3.1%
Q1 2010-2.8%
Q4 2010-2.6%
Q3 2010-0.4%
Q2 2009+1.8%

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