Oil-Dri sales growth slows to 1% as margin compression and cost inflation offset volume gains

Filed June 8, 2026 · Period ending April 30, 2026 · Compared to 10-Q Jun 5, 2025 · ~1 min read

Key Changes

• high

  Nine-month sales growth decelerated sharply to 1% from 11% prior year, driven by 3% decline in Business to Business segment as renewable diesel filtration volumes normalized after FY2025 customer plant ramp-ups.

  MD&A: Nine-month net sales growth verify on EDGAR →
• high

  Gross margin compressed 220 basis points to 27.8% from 30.0%, driven by 8% jump in per-ton manufacturing costs (labor, repairs, depreciation, materials, natural gas) reversing prior year's expansion.

  MD&A: Nine-month gross margin compression verify on EDGAR →
• high

  Fluids purification sales fell 6% after surging 22% prior year, as renewable diesel filtration demand normalized following new customer plant start-ups in FY2025, suggesting one-time ramp rather than sustained growth.

  MD&A: Fluids purification sales decline verify on EDGAR →