Welcome! Thank you for subscribing to the Earnings360 newsletter, your daily source for quarterly earnings news and updates.
Each morning edition contains a wrap-up of today's pre-market earnings announcements and yesterday's earnings announcements after the closing bell.
Please take a moment to confirm your subscription below so we can ensure these updates reach your inbox.
Confirm Your Subscription Here
The Earnings360 Team
Sunday's Featured Article Does Insider Buying Signal Value in the WD-40 Company?Written by Thomas Hughes. Published 11/17/2025. 
Key Points - WD-40 Company insiders are buying and signaling a value in this cash-producing, capital-return machine.
- Dividends are reliable, the yield is attractive, and repurchases will accelerate in F2026.
- Institutional and analyst trends align with a market bottom in Q4 2025.
Insider buying at the WD-40 Company (NASDAQ: WDFC) suggests value, as the stock trades near its long-term lows and at the low end of its historical price-to-earnings (P/E) range. While the shares trade at a roughly 32x multiple of current-year earnings — a premium — that multiple reflects a solid outlook for steady top-line growth, margin improvement, accelerating earnings, strong cash flow, and meaningful capital returns. Capital return is a critical factor in this company's value proposition, because its dividend is healthy and rises annually, and share buybacks have resumed. Trump's Next Export Ban Could Reshape the Global Economy
It's not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On January 19th, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. See what he's about to ban here… The company suspended buybacks in 2020 due to the COVID-19 pandemic but reinstated them in 2023 at a reduced pace versus prior levels. The F2025 year-end report shows margin and cash-flow improvements that increased management's confidence and allowed them to accelerate the pace of repurchases. For investors, that creates a strengthening tailwind for a tightly held stock that is likely to move higher over coming quarters and years. At the company's target 5%–9% growth range, the stock would trade below 20x earnings by 2030 and into the low teens by 2035. 
Insiders, Institutions, and Analysts Buy WDFC Stock in the Back Half of 2025 The insider activity is noteworthy. InsiderTrades tracked six purchases by six insiders within days of the year-end report and of one another. Buyers included three directors, the CEO, the CFO, and a vice president. The purchases are small — cumulatively less than 0.02% of the company's market value — but they show broad-based support from shareholders who already had stakes in the business. Total insider holdings are approximately 0.78% of the outstanding stock and are complemented by robust institutional interest. Institutional activity in 2025 spiked to multi-year highs: sellers outpaced buyers in H1 when prices were higher, then buyers outpaced sellers in H2 when prices were lower, reflecting a market rotation into the stock as valuations became more attractive. The critical takeaway is that institutions own more than 91% of the shares, providing a solid support base with shares near historical lows. Given that ownership dynamic, it is unlikely the market will move far below the late-October/early-November lows. Q4 results were solid, and 2026 guidance appears sufficient to sustain cash flow and capital returns. Highlights from F2025 include moderate mid-single-digit revenue growth, expanding gross and operating margins, a recovery in gross margin to historical norms a year ahead of expectations, and positive cash flow despite paying dividends, increasing distributions, share buybacks, and debt reduction. The balance sheet showed higher cash, stronger current and total assets, and reduced debt and liabilities, which together produced a 16% increase in equity. On a leverage basis, roughly $268 million in shareholder equity is nearly three times long-term debt. Long-term debt is about 0.3x shareholder equity, and total liabilities are approximately 1.1x shareholder equity. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage of WDFC is limited — only two current reports are tracked by InsiderTraders — but both were issued in the second half of 2025 and are bullish. The consensus is a Moderate Buy (one Hold, one Buy), with an average price target near $300. That implies roughly 50% upside from current support levels and could be reached within the next 12 months if the outlook holds. Chart action is mixed. The stock remains in a downtrend and has not yet confirmed a clear bottom or reversal, but it appears close to doing so. Late-October/early-November trading shows support, and technical indicators are set up to generate a reasonably strong buy signal. The key question is whether WDFC can push above the nearby critical resistance level, which sits near $205 for this consumer stock.
| 
