Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 WD-40 COMPANY (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 95-1797918 (I.R.S. Employer Identification No.) For the fiscal year ended August 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE A ...

全球供应链与运营策略 - 公司在全球12个国家设有制造业务 采用“就近生产”原则 即在哪里销售就在哪里生产 从而最大限度地贴近终端用户 [1][2] - 此供应链策略使公司能够有效规避关税影响 因为其产品主要在本地生产并销售 避免了大规模的跨境进出口 [2] - 公司持续评估并扩展其全球制造网络 近期在中东迪拜开设业务 并计划在泰国开设一家合同包装工厂 以支持当地增长需求 [4][5] 成本管理与原材料价格风险 - 石油是公司产品的关键原材料 约占产品成本的35% [7] - 石油价格上涨传导至终端产品存在约90天的时间滞后 [7] - 公司的财务规划基于油价在每桶65美元至85美元的区间 对当前油价水平感到满意 若油价飙升至100美元以上 公司历史上曾采取小幅提价策略 [8][9] 资本配置与股东回报 - 公司宣布了一项股票回购计划 旨在向市场传递对自身战略和前景的信心 [9][10] - 公司的股息政策是将超过50%的收益用于分红 [11] - 计划在2026财年及下一财年将股票回购规模增加超过一倍 具体而言 将是上一财年回购规模的2.5倍 [11] 品牌组合与增长战略 - 公司正进行业务聚焦 计划剥离约20年前收购的一系列家用品牌 以将资源集中于核心产品 [12][13] - 核心产品WD-40占公司销售额约80% 并贡献超过70%的增长 仅该核心产品在全球就有超过10亿美元的增长机会 [13] - 公司正在积极谈判 以进一步将业务聚焦于核心WD-40产品及其专家系列产品线延伸 [14] 国际市场机遇 - 公司目前65%的销售额来自美国以外市场 显示出强大的国际影响力 [15] - 在国际市场 尤其是在印度和中国等国家 品牌认知度和渗透率仍有巨大提升空间 存在显著的增长跑道 [15]

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

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WD-40 Company (NasdaqGS:WDFC) Q4 2025 Earnings Call October 22, 2025 05:00 PM ET Company ParticipantsKeegan Cox - Research AssociateSara Hyzer - VP and CFOSteve Brass - President and CEOWendy Kelley - VP, Stakeholder and Investor EngagementConference Call ParticipantsDaniel Rizzo - AnalystOperatorLadies and gentlemen, thank you for standing by. Good day and welcome to the WD-40 Company fourth quarter and full fiscal year 2025 earnings conference call. Today's call is being recorded. At this time, all partic ...

WD-40 Company (NasdaqGS:WDFC) Q4 2025 Earnings Call October 22, 2025 05:00 PM ET Company ParticipantsKeegan Cox - Research AssociateSara Hyzer - VP and CFOSteve Brass - President and CEOWendy Kelley - VP, Stakeholder and Investor EngagementConference Call ParticipantsDaniel Rizzo - AnalystOperatorLadies and gentlemen, thank you for standing by. Good day and welcome to the WD-40 Company fourth quarter and full fiscal year 2025 earnings conference call. Today's call is being recorded. At this time, all partic ...

WD-40 Company (NasdaqGS:WDFC) Q4 2025 Earnings Call October 22, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by. Good day, and welcome to the WD-forty Company Fourth Quarter and Full Fiscal Year twenty twenty five Earnings Conference Call. Today's call is being recorded. At this time, all participants are in a listen only mode. At the end of the prepared remarks, we will conduct a question and answer session.I would like to turn the presentation over to our host for today's call, We ...

WD-40 Company (NasdaqGS:WDFC) Q4 2025 Earnings Call October 22, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by. Good day and welcome to the WD-40 Company fourth quarter and full fiscal year 2025 earnings conference call. Today's call is being recorded. At this time, all participants are in a listen-only mode. At the end of the prepared remarks, we will conduct a question and answer session. To register a question at any time during this call, please press star, then the number one ...