Financial Data and Key Metrics Changes - For the third quarter, the company reported a net income of $11,644,000, which is greater than all but eight of the previous 84 fiscal years [7] - Year-to-date net cash provided by operating activities was $55,000,000, an increase of 49% compared to the same period in the previous fiscal year [16] - The board announced a 16% increase in the quarterly dividend, marking the 22nd consecutive year of dividend increases [20] Business Line Data and Key Metrics Changes - The Ultra Pet acquisition has performed well, meeting internal financial benchmarks and being positively received by customers [18][25] - The company invested $24,500,000 year-to-date in fixed assets and maintenance to improve uptime and service levels [17] Market Data and Key Metrics Changes - The animal health and nutrition revenues were flat year-over-year for the quarter but showed good growth year-to-date [35][36] - The renewable diesel production market was down 12%, yet the company experienced a 13% increase due to securing new business from new plants [39][40] Company Strategy and Development Direction - The company is focused on long-term sustainability through significant capital investments in manufacturing and mining operations [17] - The strategy includes exploring M&A opportunities to expand the business, as demonstrated by the successful Ultra Pet acquisition [18] - The company aims to balance shareholder returns with reinvestment in the business and potential acquisitions [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of cash flow generation, which supports the recent dividend increase [16] - The company is optimistic about growth prospects in the lightweight litter segment and is actively targeting national retailers for private label lightweight accounts [44] Other Important Information - The effective tax rate for the third quarter was estimated at 18%, down from 23% in the previous year, influenced by a one-time tax credit related to solar investments [22][23] - The company has shifted more than half of its warehouse forklift fleet to electric, moving away from propane or natural gas [53] Q&A Session Summary Question: Was the flat revenue in animal health and nutrition due to seasonality or tariff issues? - The performance was flat for the quarter but year-to-date growth is strong, with volatility caused by tariffs and logistics challenges [36] Question: How did the company outperform in the renewable diesel market? - New plants came online, allowing the company to secure new business despite a slight market decline [40] Question: What are the plans for growing private label clay cat litter distribution? - The company continues to see momentum in lightweight litter and is targeting national retailers for growth [44] Question: Are there alternatives to natural gas for production? - Currently, liquid natural gas remains the most cost-effective option, but the company is exploring various optimization strategies [52] Question: Is artificial intelligence being used to control expenses? - The company is in the early stages of integrating AI to enhance efficiency in customer service and accounts payable [60]

Financial Data and Key Metrics Changes - For Q3 2025, Oil-Dri reported a net income of $11,644,000, which is greater than all but eight of its 84 prior fiscal years [6] - Year-to-date net cash provided by operating activities was $55,000,000, an increase of 49% compared to the same period in fiscal year 2024 [15] - The effective tax rate for Q3 2025 was estimated at 18%, down from 23% in Q3 2024, with a full-year estimate of about 19% compared to 20.5% last year [20][21] Business Line Data and Key Metrics Changes - The Ultra Pet acquisition has performed well, meeting internal financial benchmarks and providing cost synergies, particularly in logistics and administration [24] - Animal health and nutrition revenues were flat year-over-year for the past quarter, but year-to-date performance remains strong [33][34] Market Data and Key Metrics Changes - The U.S. renewable diesel production was down 12% in Q1 2025, while Oil-Dri's business in this sector was up 13% due to new plants coming online [36][38] - The lightweight litter segment is growing more than the overall litter category, positioning Oil-Dri for long-term success [40] Company Strategy and Development Direction - The company plans to continue investing in capital expenditures, with an expected total of approximately $143,000,000 over five years [8] - A disciplined approach to capital deployment will balance shareholder returns with reinvestment in the business and potential M&A opportunities [15][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of cash flow generation, which inspired a 16% increase in dividends [15] - The company remains focused on long-term growth, emphasizing the importance of maintaining a strong capital structure and investing in R&D [61][64] Other Important Information - The board raised the dividend by 16%, marking the 22nd consecutive year of increased dividends [9][18] - The company has shifted more than half of its warehouse forklift fleet to electric, moving away from propane or natural gas [49] Q&A Session Summary Question: Was the flat performance in animal health and nutrition due to seasonality or tariff issues? - Management indicated that the flat performance was due to tariff-related volatility and logistics challenges, but year-to-date performance remains strong [34] Question: How did Oil-Dri outperform in the renewable diesel sector despite market declines? - The company secured new business from new plants coming online, contributing to its growth despite overall market declines [36][38] Question: What is the strategy for growing private label clay cat litter distribution? - Management remains optimistic about the lightweight litter segment and is actively targeting national retailers to expand distribution [40][41] Question: Are there alternatives to natural gas for production? - Currently, liquid natural gas is the most cost-effective option, but the company is exploring alternative technologies and optimizing fuel consumption [46][48] Question: Is artificial intelligence being utilized to control expenses? - The company is in the early stages of integrating AI to enhance efficiency in customer service and accounts payable, with plans for broader applications in the future [55][57]

410 N. Michigan Ave. Chicago, Illinois 60611, U.S.A News Announcement For Immediate Release Exhibit 99.1 Oil-Dri Announces Highest Third Quarter Results on Record CHICAGO-(June 5, 2025) - Oil-Dri Corporation of America (NYSE: ODC), producer and marketer of sorbent mineral products, today announced results for its third quarter and first nine-months of fiscal year 2025. | | | | Third Quarter | | | | Year to Date | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (in thousands, except per share amo ...

| UNITED STATES | | --- | | SECURITIES AND EXCHANGE COMMISSION | | Washington, D.C. 20549 | | FORM 10-Q | | (Mark One) | | Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ☒ | | For the Quarterly Period Ended April 30, 2025 | | or | | ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | | For the transition period from _____________ to ______________ | | Commission File Number: 001-12622 | | OIL-DRI CORPORATION OF AMERICA | | (Ex ...

Core Points - Oil-Dri Corporation of America has declared a $0.18 quarterly cash dividend per share of Common Stock and $0.135 per share of Class B Stock, marking a 16% increase for both classes and the 22nd consecutive year of dividend growth [1][2][3] - The company has paid cash dividends continuously since 1974, showcasing its sustained fiscal strength and disciplined capital management [2] - The dividend increase reflects the company's strong financial position and confidence in its future, emphasizing a commitment to delivering long-term value to stockholders [3] Company Overview - Oil-Dri Corporation is a leading manufacturer and supplier of specialty sorbent products across various markets, including pet care, animal health, fluids purification, and agriculture [5] - The company is vertically integrated, allowing it to efficiently manage all aspects of its operations from research and development to marketing and sales [5] - With over 80 years of experience, Oil-Dri aims to create value from sorbent minerals [5] Upcoming Events - The company will release its performance report for the third quarter of fiscal year 2025 after the U.S. stock market closes on June 5, 2025 [4] - An earnings discussion will be hosted via a live webcast on June 6, 2025, at 10:00 a.m. Central Time [4]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ODC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...

CHICAGO, April 14, 2025 (GLOBE NEWSWIRE) -- Amlan International, a leading innovator in mineral-based feed additives for poultry and livestock production, is pleased to announce the hiring of Marlon Garcia Andrade as Sales and Technical Manager for Mexico, Central America, and the Caribbean. Marlon will be responsible for providing technical and sales support to distributors and customers across the region, strengthening Amlan’s presence and expanding the adoption of its natural feed additive solutions. As ...

Oil-Dri Corporation of America (ODC) has been upgraded to an “Outperform” rating, a reflection of its robust execution and well-placed strategic investments. The company's growth trajectory is powered by two transformative catalysts — the flourishing renewable diesel segment and the successful Ultra Pet acquisition. Both initiatives are propelling performance beyond expectations, underpinned by strong financial results and promising market expansion.Renewable Diesel: Fueling GrowthOil-Dri’s fluids purificat ...

Company Overview - Oil-Dri Corporation (ODC) is a leader in developing, manufacturing, and marketing sorbent products, with cat litter being a major product line that has historically shown recession resistance [3] - Steel Partners Holdings L.P. (SPLP) is a diversified global holding company with four main verticals: Industrial (49.9% of sales), Financial (18.4%), Energy (10.5%), and Supply Chain (10%) [9] Financial Performance - ODC's fluid purifications segment grew 17% year-over-year (YOY) to $26.5 million, now comprising nearly 23% of total revenue, benefiting from the growth of renewable diesel in the US [4] - ODC reported an EBITDA growth of 16% YOY for the quarter, with annual dividend growth of 4.9% over the past 10 years [5] - SPLP's Q4 Industrial revenue grew 8% YOY, while Supply Chain and Financial Services grew 9.1% and 2.9% YOY respectively; total revenue for the quarter grew 6.6% YOY [16] Market Position and Valuation - ODC is currently trading at 7.61X trailing 12-month EV/EBITDA, lower than the Zacks sub-industry average of 8.19X, sector average of 10.46X, and S&P 500 index of 14.66X [6] - SPLP is trading at 1.20X trailing 12-month EV/EBITDA, significantly lower than the Zacks sub-industry and sector averages of 10.02X and S&P 500 index of 14.66X [17] - ODC shares have increased by 27.1% in the past six months and 22% over the trailing 12-month period, while SPLP shares are up 7.1% in the past six months and 9.7% over the trailing 12-month period [8][19] Strategic Insights - ODC's acquisition of Ultra Pet in May 2024 is expected to contribute to incremental YOY sales for at least the next quarter [3] - SPLP's diversified business model provides natural hedges against macro dynamics such as commodity pricing, interest rates, and global trade [14]

Group 1 - The core focus of Oil-Dri Corporation of America is on selling sorbent products, which has led to impressive fundamental performance and stock price appreciation [1] - The company operates within the oil and natural gas sector, emphasizing cash flow generation and identifying firms with strong value and growth prospects [1] Group 2 - Subscribers to the service gain access to a comprehensive stock model account, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [2] - A promotional offer is available for a two-week free trial, encouraging engagement with the oil and gas investment community [3]