ODC

Oil-Dri Corp of America

Ticker: ODCConsumer DiscretionaryMisc. Manufacturing
HQ CHICAGO, ILCIK 74046FY end 07-31Book / share $20.49Shares 14M
Revenue (FY)
$485.57M+10.97%
TTM $489.76M
Op. margin
14.05%+2.25%
TTM 13.35%
Net income
$54.00M+36.96%
TTM $55.61M
Operating cash
$80.18M+32.94%
TTM $78.40M
Free cash flow
$47.62M+68.19%
TTM $49.41M
Return on equity
20.84%+2.12%
TTM 19.50%
Debt / equity
0.15-0.09%
TTM 0.14
Shares outstanding
13.9M+102.35%
TTM 13.9M

The business

Oil-Dri Corporation of America (NASDAQ: ODC) operates as a leader in developing, manufacturing, and marketing sorbent products derived from hydrated aluminosilicate minerals, primarily calcium bentonite, attapulgite, and diatomaceous shale. The company surfaces mines its clay near manufacturing facilities in Mississippi, Georgia, Illinois, and California, maintaining proven and probable mineral reserves of approximately 207.6 million tons. The company's website is www.oildri.com.

Oil-Dri operates through two reportable segments: the Retail and Wholesale Products Group and the Business to Business Products Group. The Retail and Wholesale Products Group generates revenue from cat litter products sold under brands including Cat's Pride, Jonny Cat, and private label offerings, as well as industrial and automotive sorbents, sports field products, and crystal cat litter following the May 2024 acquisition of Ultra Pet Company. The Business to Business Products Group serves edible oil processors, renewable diesel refiners, agricultural chemical manufacturers, and animal feed producers with bleaching clays, adsorbent products for fluids purification, agricultural carriers, and animal health and nutrition solutions marketed under the Amlan brand.

As of July 31, 2025, Oil-Dri employed approximately 928 teammates globally, with 893 based in the United States and 35 internationally. The company maintains foreign operations in Canada, the Netherlands, the United Kingdom, China, Switzerland, Mexico, and Indonesia. Walmart and its affiliates represent a significant customer, accounting for approximately 19 percent of total net sales.

The company's competitive advantages include vertical integration from mining through manufacturing, an extensive distribution network, strong research and development capabilities centered at the Nick Jaffee Center for Innovation in Illinois, and a portfolio of established brands. Oil-Dri produces both absorbent products that draw liquids into pores and adsorbent products that attract impurities in liquids. The company maintains an ongoing exploration program for additional mineral reserves and operates under policies designed to maintain minimum forty-year reserve supplies at each mining location.

Sector
Consumer Discretionary
Industry
Misc. Manufacturing
HQ
CHICAGO, IL
FY end
07-31
CIK
74046
SIC
3990
Financial performance · annual
20132025
$-48.98M$97.95M$244.88M$391.81M$538.74M2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds Oil-Dri Corp of America — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

185
funds hold it
0 of 35
superinvestors hold it
$408.01M
fund-held value
43.1%
of shares held by funds

Top fund holders

Fund% of fundValue
1290 VT GAMCO Small Company Value Portfolio
EQ Advisors Trust
1.64%$73.45M
Needham Aggressive Growth Fund
NEAGX · Needham Funds Inc
2.69%$70.12M
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
0.12%$32.51M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%$31.90M
iShares Russell 2000 ETF
IWM · iShares Trust
0.03%$26.35M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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15 years of Oil-Dri Corp of America's financials

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