ODCNYSEMiscellaneous Manufacturing Industries

Oil-Dri Corp of America (ODC) earnings date, market-implied expected move, and options open interest by expiry

71.45

Pre-market16:00 ETdelayed

Open70.61Volume159,050Mkt cap$1.0BP/E17.62Div yield1.18%

Day70.61 – 71.5886%52-wk45.23 – 106.7543%

ODC

Oil-Dri Corp of America

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Next report

—

Calendar

Last report

+1.91%

shaded = implied · ▲▼ = realized

Oct 8 '26 · confirmed

Implied vs realized

Largest filed tie

18.00%

of ODC revenue · Walmart Inc. ("Walmart")

customerODC 10-K

Largest filed tie

13F top-10 QoQ

+2.43%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

161 managers

Top fund weight

0.03%

ODC weight · IWM

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

No upcoming report date for Oil-Dri Corp of America (ODC). No implied move.

Implied vs realized

8 reports

—≥ implied

Dec 12 '24Dec 12 '24confirmed—▲+1.18%—

Mar 12 '25Mar 12 '25confirmed—▼−4.39%—

Jun 5 '25Jun 5 '25confirmed—▲+7.72%—

Oct 9 '25Oct 9 '25confirmed—▲+8.23%—

Dec 8 '25Dec 8 '25confirmed—▼−12.55%—

Q2 FY26Mar 11 '26confirmed—▲+0.83%—

Q3 FY26Jun 8 '26confirmed—▲+17.38%—

Q4 FY26Oct 8 '26confirmed—▲+1.91%—

quarterimplied−20%0+20%realized×

Q4 FY26—▲+1.91%—

Q3 FY26—▲+17.38%—

Q2 FY26—▲+0.83%—

Dec '25—▼−12.55%—

Oct '25—▲+8.23%—

Jun '25—▲+7.72%—

2 older reports

Mar '25—▼−4.39%—

Dec '24—▲+1.18%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

No open-interest data.

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

derived from FYQ4 FY26

11.15%derived from FYnet margin · revenue +2.35% QoQ · +3.26% YoY

Revenue

$129M+2.35% QoQ

Gross profit

$36M+6.69% QoQ

27.83% margin

Operating income

$18M+6.72% QoQ

14.11% margin

Pre-tax income

$18M+0.97% QoQ

Net income

$14M−0.74% QoQ

11.15% margin

Cost of revenue

$93M+0.76% QoQ

Operating expenses

$18M+6.66% QoQ

Other expense

$158,000

Tax

$4M+8.30% QoQ

Revenue$129M+2.35%

Gross profit

$36M+6.69%

27.83% margin

Operating income

$18M+6.72%

14.11% margin

Pre-tax income

$18M+0.97%

Net income

$14M−0.74%

11.15% margin

Cost of revenue

$93M+0.76%

Operating expenses

$18M+6.66%

Other expense

$158,000

Tax$4M+8.30%

flow · deduction · signed % = QoQDerived: FY − Q1–Q3 · QE Jul 31 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.27· ±2.0% vs ±1.6% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.0%12 of 24×1.27

NFPjobs report±1.9%3 of 10×1.17

PPIproducer prices±1.2%5 of 10×0.79

CPROFcorporate profits±1.2%9 of 12×0.74

GDPgross domestic product±1.1%11 of 19×0.69

CPIconsumer prices±1.1%7 of 10×0.67

PCEpersonal income & outlays±1.0%9 of 19×0.61

Bar = avg |move| to ±3% · tick = ±1.6% avg day · ×base = |move| ÷ ±1.6% · min 6 releases

Earnings history

EPS 1.04 · consensus —

Quarter	Reported	EPS	Consensus
Q4 FY26	Oct 8 '26 · confirmed	1.04	—
Q3 FY26	Jun 8 '26 · confirmed	1.81	—
Q2 FY26	Mar 11 '26 · confirmed	1.57	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod