WD-40 (WDFC): The AI earnings hallucination & the 120-day oil forcefield [Q2 2026]

Financial bots panicked over an algorithmic hallucination, but WD-40's actual Q2 FY2026 numbers reveal a masterclass in supply chain defense.In ~10 minutes:• Why automated scrapers flagged a massive, entirely fake EPS miss.• How strategic inventory hoarding built a 120-day crude oil price shield.• Operating income accelerated 13% sequentially despite macro volatility.• Premium "Smart Straw" packaging now drives 50% of multi-use sales.WDFC isn't just surviving the incoming $115/barrel crude shock; they've bought themselves a three-month operational runway. We break down how management swapped single-partner European logistics for agile border-hopping, and why they’re quietly walking down Q4 profit expectations to "within range" despite maintaining the top line.WD-40 Company (WDFC) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.