Oil-Dri Corporation Highlights Operational Resilience in Q2 Earnings Call

Company credits 'heroic effort' across organization in responding to Winter Storm Fern

Mar. 12, 2026 at 9:23pm

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Oil-Dri Corporation of America (NYSE: ODC) executives highlighted strong cash generation and operational resiliency during the company's fiscal second-quarter 2026 earnings call, with leadership repeatedly pointing to the organization's response to Winter Storm Fern as a key theme of the quarter. The company reported solid EBITDA and cash flow, and discussed capital investments, agricultural and consumer product growth drivers, and the impact of policy changes on the renewable diesel market.

Why it matters

Oil-Dri's ability to maintain operations and service levels during a major winter storm demonstrates the company's manufacturing and supply chain resilience, which is crucial for a specialty materials provider serving diverse industrial, environmental, and consumer markets. The earnings call also provided insights into the company's strategic priorities, including new product launches, e-commerce initiatives, and the integration of artificial intelligence into R&D and operations.

The details

Oil-Dri reported second-quarter EBITDA of $22 million, in line with the same quarter a year earlier, and generated over $28 million in cash flows from operating activities in the first six months of fiscal 2026. The company's cash position supported inventory build-up ahead of Winter Storm Fern, which enabled it to maintain service levels while some production sites were offline. Oil-Dri also discussed ongoing capital investments to modernize its manufacturing assets and infrastructure, as well as growth drivers in its agriculture, horticulture, and consumer products divisions, including new litter launches and e-commerce initiatives. Additionally, the company addressed the impact of policy changes on its renewable diesel business and its approach to integrating artificial intelligence into its operations.

  • Oil-Dri reported second-quarter EBITDA of $22 million, in line with the same quarter a year earlier.
  • For the first six months of fiscal 2026, the company generated just over $28 million in cash flows from operating activities.

The players

Dan Jaffee

President and CEO of Oil-Dri Corporation of America.

Susan Kreh

CFO and CIO of Oil-Dri Corporation of America.

Aaron Christiansen

VP of Operations at Oil-Dri Corporation of America.

Wade Robey

VP of Agriculture and President of Amlan International at Oil-Dri Corporation of America.

Laura Scheland

Vice President and General Manager of the Consumer Products Division at Oil-Dri Corporation of America.

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What they’re saying

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— Robert Jenkins, San Francisco resident

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee

What’s next

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The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.