Feed / ODC

Oil-Dri Corporation of America

ODC

Basic Materials · 86.04 -0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:50 GMT-4

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.

Company-0.1% todayVolume comparison unavailable
Market group0 of 12 activeReal Estate REITs · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Basic Materials · Specialty Chemicals

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ODC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods8
Price observations320
Usable filing statements138
Verified relationships2
Evidence supporting the case
  • 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.
Evidence challenging the case
  • 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.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

86.04
6m+24.7%12m+45.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-07-31$305.0M+7.7%
2022-07-31$348.6M+14.3%
2023-07-31$413.0M+18.5%
2024-07-31$437.6M+5.9%
2025-07-31$485.6M+11.0%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 4 filings
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
Input and raw-material costsnegative · 4 filings
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
Foreign exchangenegative · 3 filings
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
Pricing and mixnegative · 3 filings
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.

Scenario scaffold

No usable price/earnings or price/sales multiple (need a fresh price).

Price action

How the market is pricing the story

86.04-0.1% today

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.