Oil-Dri Of America (O4D) AI Stock Analysis

Oil-Dri Of America

(Stuttgart:O4D)

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Action:N/A

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Positive Factors

Record growth and profitabilityRecord sales and net income, together with strong fourth-quarter operating income growth, indicate durable demand and improved operating execution. Broad gains across product groups and better mix support continued reinvestment while strengthening the company’s earnings base over the next several quarters.

Negative Factors

Freight and margin pressureHigher freight and transportation costs are pressuring product economics, particularly in retail cat litter, where heavier products are costly to move. Continued cost inflation or limited pricing recovery could constrain margin sustainability and reduce the benefit of future sales growth.

Oil-Dri Of America (O4D) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 958.43M
Dividend Yield: 1.07%
Average Volume (3M): 100
Price to Earnings (P/E): 16.6
Beta (1Y): 0.14
Revenue Growth: -4.37%
EPS Growth: 1.60%
Country: Germany
Employees: 927
Sector: Basic Materials
Sector Strength: 61
Industry: Chemicals - Specialty

Oil-Dri Of America Business Overview & Revenue Model

Company Description

Oil-Dri Corporation of America, along with its various subsidiaries, is engaged in the creation, production, and distribution of absorbent and adsorbent materials both within the United States and internationally. Its business operations are segmente...

Oil-Dri Of America Earnings Call Summary

Earnings Call Date:Oct 07, 2026(Q4-2026)|% Change Since:-12.08%|Next Earnings Date:Dec 06, 2026

Earnings Call SentimentPositive

The call was strongly positive, supported by record annual sales and net income, record fourth-quarter revenue, a 17% increase in operating income, historic cash generation, expanded borrowing capacity, dividend increases, and growth opportunities across Amlan, agriculture, and lightweight cat litter. The company also acknowledged cost pressures, a 5% full-year decline in Fluid Purification sales, early-year Amlan headwinds, and challenges in branded cat litter, but management described the overall financial position and outlook as strong.

Positive Updates

Record Fiscal-Year and Fourth-Quarter Results

Oil-Dri reported record full-year sales and net income, along with an all-time high fourth-quarter sales result. Management stated that sales, net income, and EBITDA were all up for fiscal 2026, with the strong fourth quarter enabling the company to make up the difficult first-half comparison.

Negative Updates

Difficult First-Half Comparison

Management stated that the first half of fiscal 2026 was challenging on a year-over-year comparative basis, although meaningful second-half growth and the strong fourth quarter were expected to and did offset that difficulty.

Company Guidance

Management said its prior guidance that the first part of fiscal 2026 would be a tough comparison but that it “fully expected to equal or more than make up the distance in the back half” was achieved, with “meaningful growth during the second half of the year.” For Amlan, management said the Q4 rate of $40 million “probably cannot maintain,” but that it “should see very good growth year over year.” The company said it will continue to invest in its business, support its dividend, evaluate strategic acquisitions, and “opportunistically evaluate potential value creation through share repurchases”; it also said “it is possible you could see some bigger reinvestment in the business at levels higher than you have seen in the past.”

Oil-Dri Of America Risk Analysis

Oil-Dri Of America disclosed 33 risk factors in its most recent earnings report. Oil-Dri Of America reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Oil-Dri Of America Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:O4D against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IOSP	76Outperform	$2.46B	20.34	9.15%	1.79%	2.87%	534.76%
CBT	66Neutral	$3.84B	20.62	12.07%	2.48%	-4.74%	-53.83%
Sector *	61Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
NGVT	58Neutral	$2.55B	48.26	85.17%	―	-12.42%	―
FSI	52Neutral	$78.69M	-25.14	-8.12%	―	-4.66%	-201.32%
MTX	46Neutral	$1.95B	-28.78	-4.12%	0.77%	4.76%	-19991.67%

* Basic Materials Sector Average

Performance Comparison

DE:O4D and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:O4D	Oil-dri Corporation Of America	65.50	19.63	42.80%
CBT	Cabot Corp	74.43	10.10	15.69%
FSI	Flexible Solutions International	6.16	-2.71	-30.55%
IOSP	Innospec	99.89	27.13	37.28%
MTX	Minerals Technologies	62.74	6.95	12.46%
NGVT	Ingevity	74.32	20.48	38.04%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Oil-Dri Of America AI Stock Analysis