Latest revenue
$117.7M
as of 2026-01-31
Latest net income
$12.6M
as of 2026-01-31
Net margin
10.7%
as of 2026-01-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Miscellaneous Manufacturing Industries (7 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think ODC is heading?
Price · 5Y
Market data
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5-year trend
What this company does
ITEM 1 – BUSINESS OVERVIEW OF BUSINESS Except as otherwise indicated herein or as the context otherwise requires, references to “Oil-Dri,” the “Company,” “we,” “us” or “our” refer to Oil-Dri Corporation of America and its subsidiaries. Oil-Dri is a leader in developing, manufacturing and/or marketing sorbent products. Our sorbent products are principally produced from hydrated aluminosilicate minerals, primarily consisting of calcium bentonite, attapulgite and diatomaceous shale, which we refer to collectively as our “clay,” our “minerals,” or “Fuller's Earth.” We surface mine our clay on leased or owned land near our manufacturing facilities in Mississippi, Georgia, Illinois and…
AI summary unavailable — showing raw filing excerpt
Generated from ODC's filing dated 2025-10-09
Key risks
ITEM 1A – RISK FACTORS We seek to identify, manage and mitigate risks to our business, but risk and uncertainty cannot be eliminated or necessarily predicted. You should consider the following factors carefully, in addition to other information contained in this Annual Report on Form 10-K, before making an investment decision with respect to our securities. The risks described below are not the only risks we face. Our business operations could also be affected by additional factors that are not presently known to us or that we currently consider to be immaterial in our operations. Risks Related to Our Business Our future growth and financial performance are meaningfully impacted by…
AI summary unavailable — showing raw filing excerpt
Generated from ODC's filing dated 2025-10-09
Profitability
Gross margin
29.5%
3.1%Operating margin
14.0%
19.0%Net margin
11.1%
23.4%Return on assets
13.8%
24.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $117.7M | +0.7% | $12.6M | -2.7% | 10.7% |
Q4 2025 2025-10-31 | $120.5M | -5.8% | $15.5M | -5.6% | 12.8% |
Q3 2025 2025-07-31 | $125.2M | +10.1% | $13.1M | +53.1% | 10.4% |
Q2 2025 2025-04-30 | $115.5M | +8.2% | $11.6M | +49.7% | 10.1% |
Q1 2025 2025-01-31 | $116.9M | +10.6% | $12.9M | +4.4% | 11.1% |
Q4 2024 2024-10-31 | $127.9M | +14.8% | $16.4M | +52.4% | 12.8% |
Q3 2024 2024-07-31 | $113.7M | — | $8.5M | — | 7.5% |
Q2 2024 2024-04-30 | $106.8M | — | $7.8M | — | 7.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Miscellaneous Manufacturing Industries · SIC 3990
Your notes
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Insider activity
Insider buying
$0
Insider selling
$1.2M
Net activity
−$1.2M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ODC
Institutional value
$235.4M
Total shares held
3.6M
Distinct holders
83
-52 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 725.5K | $47.2M | -7.9K (-1.1%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 461.3K | $30.0M | -56.8K (-11.0%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 443.5K | $28.9M | — | New |
| 4 | AltraVue Capital, LLC | 333.1K | $21.7M | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 237.0K | $15.4M | — | New |
| 6 | DIAMOND HILL CAPITAL MANAGEMENT INC | 130.7K | $8.5M | -10.5K (-7.4%) | Trimmed |
| 7 | ROYCE & ASSOCIATES LP | 113.3K | $7.4M | +0 (+0.0%) | No change |
| 8 | BARD ASSOCIATES INC | 100.2K | $6.5M | -1.4K (-1.4%) | Trimmed |
| 9 | Bank of New York Mellon Corp | 92.1K | $6.0M | -6.2K (-6.3%) | Trimmed |
| 10 | Cardinal Capital Management | 88.1K | $5.7M | +126 (+0.1%) | Added |
| 11 | Allspring Global Investments Holdings, LLC | 85.3K | $5.5M | +12.5K (+17.1%) | Added |
| 12 | VANGUARD FIDUCIARY TRUST CO | 71.1K | $4.6M | — | New |
| 13 | NEW YORK STATE COMMON RETIREMENT FUND | 67.8K | $4.4M | +63.7K (+1561.0%) | Added |
| 14 | JPMORGAN CHASE & CO | 60.0K | $3.9M | +11.2K (+23.0%) | Added |
| 15 | North Star Investment Management Corp. | 46.4K | $3.0M | +0 (+0.0%) | No change |
| 16 | Creative Planning | 44.8K | $2.9M | +916 (+2.1%) | Added |
| 17 | WELLS FARGO & COMPANY/MN | 37.5K | $2.4M | -8.3K (-18.1%) | Trimmed |
| 18 | Nuveen, LLC | 36.0K | $2.3M | -1.6K (-4.2%) | Trimmed |
| 19 | Diversified Investment Strategies, LLC | 33.9K | $2.2M | -400 (-1.2%) | Trimmed |
| 20 | FIRST TRUST ADVISORS LP | 32.9K | $2.1M | +101 (+0.3%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
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