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
Monday's Bonus 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 long-term lows and at the low end of its historical price-to-earnings (P/E) range. While the stock currently trades at about 32x forward earnings—a premium—that multiple reflects an outlook for steady top-line growth, margin improvement, accelerating earnings, strong cash flow and continued capital returns. Capital return is a critical factor in the stock's outlook and value proposition: the dividend is healthy, increases annually, and share buybacks have been reinstated. 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 amid the COVID-19 pandemic but resumed them in 2023 at a reduced pace versus prior years. In the F2025 year-end report, margin and cash-flow improvements gave management the confidence to accelerate buybacks. For investors, that creates a strengthening tailwind for a tightly held stock that could advance over coming quarters and years. At the company's target 5%–9% growth pace, the stock could trade below 20x earnings by 2030 and in 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 from six different insiders within days of the year-end report and of each other. Buyers included three directors, the CEO, the CFO and a vice president. Each purchase was small—less than 0.02% of the company's value—but they signal broad-based support from insiders who already hold stakes in the business. Total insider holdings are approximately 0.78% of outstanding shares 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 as prices declined. The critical takeaway is that institutions own more than 91% of the shares, creating a strong support base with the stock near historical lows. Given that dynamic, it is unlikely the stock will fall significantly 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 dividends, higher distributions, share buybacks and debt reduction. The balance sheet showed increased cash, higher current and total assets, and reduced debt and liabilities, resulting in a 16% increase in equity. Shareholder equity of approximately $268 million is nearly three times long-term debt, implying a long-term debt-to-equity ratio of about 0.3x and total liabilities roughly 1.1x equity. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage of WDFC is thin—only two current reports are tracked by InsiderTraders—but both were issued in H2 2025 and are bullish. The consensus rating is Moderate Buy (one Hold, one Buy) with a $300 price target, implying roughly 50% upside from current support levels and potentially achievable within the next 12 months. Technically, the chart action is mixed. The stock remains in a downtrend and hasn't confirmed a bottom or reversal, though it appears close. Late-October/early-November price action shows support, and indicators are positioned to trigger a reasonably strong buy signal. The key question is whether WDFC can clear resistance near $205 for this consumer stock.
|