Oil-Dri Corporation of America (ODC) - Stock Analysis
Last updated: Sep 20, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Strong momentum breakout, with shares up about 26% over 21 trading days and roughly 22% above the 21-day average. Recent operating news supports the move, including record revenues, strong earnings growth, a 23rd consecutive annual dividend raise, and buyback authorization.
Loading chart data...
AI Analyst Overview
Loading chart data...
Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong Cash Flow ⢠Improving Liquidity ⢠Margin Pressure ODC shows strong profitability, cash generation, and improving liquidity with manageable leverage, but margin pressure, dilution risk, and elevated valuation warrant caution.
Price Behavior
Key Price Behavior Insights: ⢠Downtrend persists ⢠Support defended ⢠Resistance overhead Support Level: $85.84â$86.00 Resistance Level: $89.14, then $90.65â$90.77 ODC remains weak over the last month but is rebounding from $85.84 support; reclaiming $89.14â$90.77 would improve momentum, while a break below $85.84 risks renewed selling.
Sentiment & News
Key News Insights: ⢠Earnings Date ⢠Webcast Follow-Up ⢠No Financials ⢠News View: The scheduled report may drive near-term trading volatility as investors await fiscal-year results. Oil-Dri will report Q4 and fiscal 2026 earnings on Oct. 8, followed by a webcast on Oct. 9.
AI Summary
ODC's investment case now hinges on whether its Q1 FY2027 price increase can restore gross margins amid persistent cost inflation, as its strong cash generation and specialty-product growth are already reflected in a premium valuation. Investors should wait for evidence of price realization without volume or mix deteriorationâespecially in cat litterâbefore underwriting further upside.
Description
OilâDri Corporation of America manufactures and sells mineralâbased sorbents and related specialty products through retail/wholesale and businessâtoâbusiness channels. Its product range serves agricultural and horticultural applications, animal health and feed additives, oilâ and solventâpurification processes, consumer pet litter and industrial/automotive cleanup, as well as sportsâfield maintenance. The company supplies retailers, distributors, processors and industrial customers in the U.S. and internationally and is headquartered in Chicago.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Jun 9 | Jun 16 | ODC | Oil-Dri Corporation of America | Strong momentum breakout, with shares up about 26% over 21 trading days and roughly 22% above the 21-day average. Recent operating news supports the move, including record revenues, strong earnings growth, a 23rd consecutive annual dividend raise, and buyback authorization. | Closed | -5.8% |