Jul 2026 (Q4 FY26) — Oct 9, 2026
Oil-Dri Q4 FY26 — Record annual results, all-time high Q4 sales and historic cash generation
Read the full callOil-Dri earnings: last reported Fri, 9 Oct 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 129 | +3.3% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 14.1 | +1.6 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 14.4 | +10.4% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
1Y: $59.99 on 17 Oct 2025 → $70.49. High $106.44 (13 Jul 2026), low $46.21 (9 Dec 2025).
Overview
Call summaries
Oil-Dri Q4 FY26 — Record annual results, all-time high Q4 sales and historic cash generation
Read the full callOil-Dri Corporation of America Q3 FY26 — Strong Sales Growth and Cash Generation
Read the full callEvery analysed call
Financials
Net profit, year on year: +10% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 128 | 117 | 116 | 125 | 120 | 118 | 126 | 129 |
| Operating profit | 21 | 17 | 14 | 16 | 17 | 16 | 17 | 18 |
| Operating margin | 16.6% | 14.9% | 12.0% | 12.5% | 14.1% | 13.3% | 13.5% | 14.1% |
| Other income | -1 | -1 | 0 | -0 | 1 | 0 | 1 | -0 |
| Profit before tax | 20 | 16 | 14 | 16 | 18 | 16 | 18 | 18 |
| Tax rate | 18.9% | 20.5% | 18.3% | 15.8% | 12.6% | 20.5% | 18.9% | 20.3% |
| Net profit | 16 | 13 | 12 | 13 | 15 | 13 | 15 | 14 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 165 | 177 | 180 | 179 | 201 | 232 | 278 | 324 |
| Total liabilities | 70 | 88 | 68 | 99 | 109 | 144 | 133 | 131 |
| Fixed assets | 91 | 93 | 96 | 110 | 121 | 138 | 150 | 160 |
| Investments | 0 | — | — | — | — | — | — | — |
| Total assets | 205 | 236 | 228 | 250 | 286 | 355 | 392 | 429 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 27 | 42 | 14 | 9 | 50 | 60 | 80 | 80 |
| Cash from investing | -8 | -15 | -19 | -22 | -25 | -76 | -33 | -33 |
| Cash from financing | -10 | -9 | -11 | 5 | -10 | 8 | -22 | -24 |
| Net cash flow | 9 | 19 | -16 | -8 | 15 | -7 | 26 | 23 |
| Capital expenditure | -15 | -15 | -19 | -22 | -24 | -32 | -33 | -34 |
| Free cash flow | 12 | 28 | -5 | -13 | 25 | 28 | 48 | 46 |
21 filings between Oct 20, 2025 and Oct 16, 2026.
Purchases
None
No insider bought shares.
Sales
$1.47M
7 sales by 6 insiders
Also filed: 3 gifts, 1 conversion.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lamson Christopher B | — | $561.9K | Oct 15, 2026 |
| Hindsley Paul | — | $383.4K | Mar 13, 2026 |
| Robey Walter Wade | — | $238.2K | Oct 20, 2025 |
| Scheland Laura G | — | $102.8K | Oct 23, 2025 |
| Chube Ellen-Blair | — | $101.6K | Apr 22, 2026 |
| Ryan Amy | — | $86.7K | Oct 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 16, 2026 | Ryan Amy Director | Sale | 1,100 | $86.7K |
| Oct 15, 2026 | Lamson Christopher B Group Vice President | Sale | 7,000 | $561.9K |
| Oct 15, 2026 | JAFFEE DANIEL S Chairman, President and CEO | Gift | 10,000 | $0 |
| Oct 13, 2026 | JAFFEE DANIEL S Chairman, President and CEO | Conversion | 10,000 | $0 |
| Apr 22, 2026 | Chube Ellen-Blair Director | Sale | 1,390 | $101.6K |
| Mar 13, 2026 | Hindsley Paul Director | Sale | 6,000 | $383.4K |
| Jan 20, 2026 | Lamson Christopher B Group Vice President | Tax withheld | 3,528 | $197.7K |
| Jan 20, 2026 | Robey Walter Wade VP, Ag ODC; President, Amlan | Tax withheld | 693 | $38.8K |
| Dec 23, 2025 | ROETH GEORGE C Director | Gift | 2,000 | $0 |
| Dec 23, 2025 | Nemeroff Michael A Director | Gift | 5,987 | $0 |
| Dec 15, 2025 | Ryan Amy Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | ROETH GEORGE C Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | SELIG ALLAN H Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | SCHMEDA PATRICIA J Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | Chube Ellen-Blair Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | Hindsley Paul Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | WASHOW LAWRENCE E Director | Award | 1,000 | $51.7K |
| Dec 15, 2025 | Nemeroff Michael A Director | Award | 1,000 | $51.7K |
| Oct 23, 2025 | Scheland Laura G VP & GM of Consumer Products | Sale | 850 | $51.5K |
| Oct 22, 2025 | Scheland Laura G VP & GM of Consumer Products | Sale | 850 | $51.3K |
| Oct 20, 2025 | Robey Walter Wade VP, Ag ODC; President, Amlan | Sale | 4,025 | $238.2K |
| Oct 19, 2025 | Scheland Laura G VP & GM of Consumer Products | Tax withheld | 2,930 | $173.1K |
| Oct 19, 2025 | Lamson Christopher B Group Vice President | Award | 8,000 | $472.6K |
| Oct 19, 2025 | Robey Walter Wade VP, Ag ODC; President, Amlan | Award | 5,000 | $295.4K |
| Oct 19, 2025 | Scheland Laura G VP & GM of Consumer Products | Award | 6,000 | $354.4K |
| Oct 19, 2025 | Kreh Susan M Chief Financial Officer | Tax withheld | 4,000 | $236.3K |
| Jul 23, 2025 | Ryan Amy Director | Sale | 1,000 | $60.6K |
| Jul 21, 2025 | Lamson Christopher B Group VP of Retail & Wholesale | Sale | 2,500 | $154.4K |
| Jun 20, 2025 | Chube Ellen-Blair Director | Sale | 2,500 | $139.6K |
| Apr 21, 2025 | Chube Ellen-Blair Director | Sale | 3,500 | $148.8K |
| Apr 18, 2025 | Christiansen Aaron Vice President of Operations | Award | 25,000 | $1.04M |
| Apr 18, 2025 | Kreh Susan M Chief Financial Officer | Award | 25,000 | $1.04M |
| Mar 19, 2025 | Blake Jonathan E Vice President, Controller | Award | 1,000 | $48.6K |
| Jan 23, 2025 | Ryan Amy Director | Sale | 2,100 | $87.7K |
| Jan 23, 2025 | Lamson Christopher B Group VP of Retail & Wholesale | Sale | 843 | $35.8K |
| Jan 22, 2025 | Lamson Christopher B Group VP of Retail & Wholesale | Sale | 3,154 | $134.8K |
| Jan 21, 2025 | Lamson Christopher B Group VP of Retail & Wholesale | Tax withheld | 3,552 | $155.3K |
| Jan 21, 2025 | Robey Walter Wade VP, Ag ODC; President, Amlan | Tax withheld | 693 | $30.3K |
| Dec 12, 2024 | JAFFEE DANIEL S Chairman, President and CEO | Gift | 2,500 | $0 |
| Dec 11, 2024 | JAFFEE DANIEL S Chairman, President and CEO | Conversion | 2,500 | $0 |
| Oct 19, 2024 | Christiansen Aaron Vice President of Operations | Award | 3,500 | $239.5K |
| Oct 19, 2024 | Lamson Christopher B Group VP of Retail & Wholesale | Award | 3,500 | $239.5K |
| Oct 19, 2024 | Kreh Susan M Chief Financial Officer | Award | 3,500 | $239.5K |
| Oct 19, 2024 | Kreh Susan M Chief Financial Officer | Tax withheld | 800 | $54.7K |
| Oct 19, 2024 | Scheland Laura G VP and Chief Legal Officer | Award | 3,500 | $239.5K |
| Oct 18, 2024 | Scheland Laura G VP and Chief Legal Officer | Sale | 2,500 | $173.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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