Oil-Dri (ODC) Q4 FY26 earnings call

A management-scripted, brief call with webcast-submitted Q&A. FY26 closed with a second-half catch-up after a deliberately flagged tough first half, with mix and new business doing the work while freight and depreciation squeeze margins. Balance sheet flexibility has been materially widened, and management signals bigger reinvestment and disciplined M&A as the next phase.