“Inventory increased by $0.8 million in the nine months ended April 30, 2026, mainly due to the building of finished goods inventory and purchases of other additives to meet anticipated demand.”10-Q · Jun 8, 2026 ↗
Oil-Dri Corporation of America
ODC
Market read
Oil-Dri Corporation of America's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- ODC's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ODC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ODC's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +11.0% year over year.
- Operating margin changed +2.2 percentage points in the latest annual period.
- Net margin changed +2.1 percentage points in the latest annual period.
- Demand and volume has repeated favorable evidence across 4 filings.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Foreign exchange has repeated adverse evidence across 3 filings.
- Pricing and mix has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
86.04Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The decrease was mainly due to the payout of annual bonuses and other miscellaneous expenses which fluctuate due to timing of payments, changes in the cost of goods and services we purchase, production volume levels, and vendor payment terms, including freigh…”10-Q · Jun 8, 2026 ↗
“This gain was driven by a number of items including, $0.9 million due to a reduction in the estimated landfill modification costs recognized in fiscal year 2026 compared to an increase in the estimated cost recognized during the nine months ended April 30, 20…”10-Q · Jun 8, 2026 ↗
“Net sales of our domestic industrial and sports products in the third quarter of fiscal year 2026 were $12.7 million, an increase of $0.3 million, or 3%, when compared to the third quarter of fiscal year 2025, mainly driven by the higher pricing to offset ele…”10-Q · Jun 8, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
No usable price/earnings or price/sales multiple (need a fresh price).
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ODC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ODC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ODC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PUKPrudential plccustomerOct 9, 2025 ▾
“Our Credit Agreement, dated as of January 27, 2006 (as previously amended, the "Credit Agreement"), with BMO Harris Bank N.A (“BMO Harris”), and certain of our domestic subsidiaries, and our Amended and Restated Note Purchase and Private Shelf Agreement (as a…”
WMTWalmart Inc.customerOct 9, 2025 ▾
“Sales to Walmart, our largest customer, are included in our Retail and Wholesale Products Group.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ODC is currently a Follower in the organic co-movement group Real Estate REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.