WDFC

WD-40 reported full fiscal year 2026 net sales of $688 million, up 11% year-over-year. The company transitioned Japan to direct distribution to unlock Asian growth, implemented price increases to offset margin pressures (gross margin at 52.8%), and expects recovery to its 55% target within two quarters. Management targets 4-7% net sales growth for fiscal year 2027, leveraging its asset-light model and the flagship product's $2.2 billion global attainable market.

WD-40 reported quarterly earnings of $1.06 per share, missing the consensus estimate of $1.11 and down from $1.56 year-ago. Revenue of $176.78 million exceeded expectations by 3.99%.

The stock has gained 2.3% year-to-date versus the S&P 500's 12.7% gain. WD-40 holds a Zacks Rank #3 (Hold) rating with mixed estimate revisions, while its industry (Consumer Products - Staples) ranks in the bottom 20% of Zacks industries.

The article identifies three dividend stocks with strong fundamentals and resilient business models that are likely to continue raising payouts through economic downturns: WD-40 Company with 40 years of uninterrupted dividends backed by an iconic product with minimal competition, Energizer Holdings yielding 5.9% with essential consumer products, and Haleon with a conservative payout policy and health brands used by over a billion consumers worldwide.