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Just For You
3 Companies With Room to Pass on Costs to Manage Inflation
Submitted by Nathan Reiff. First Published: 10/26/2026.
Key Points
- Rising inflation in September 2026 pushed up costs for many companies, though some have pricing power to offset the impact.
- WD-40 and Balchem both posted strong sales and earnings growth despite margin pressure, supported by premium and innovative product demand.
- Interparfums faces shrinking operating margins from higher costs but may benefit from loyal luxury customers willing to pay premium prices.
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Despite the Federal Reserve's decision to raise interest rates in September 2026, inflation crept up again that month, with the Consumer Price Index rising 0.6%, compared with 0.4% in August. Not all goods—and therefore not all companies—will experience the same impact. Energy and gasoline prices have been among the fastest to rise, and the essential nature of these products means many firms face higher costs even if their own prices have not increased at the same pace.
A natural response for a company in this situation is to raise prices to offset some or all of those added costs. However, after an already prolonged period of inflation, consumers are highly sensitive to further price increases. Still, some firms may have the flexibility to pass along more of their costs to customers because their goods are essential or unique, their customer bases are loyal, or their prices have not yet risen as quickly as those of competitors.
WD-40 Leads With Specialized Products That Command Premium Pricing
Known for its popular water-displacing spray and lubricant of the same name, the WD-40 Company (NASDAQ: WDFC) provides a range of products for specialized maintenance and cleaning applications. According to its latest earnings report, WD-40 experienced a decline in fourth-quarter gross margin due to rising raw material costs, adding pressure to its margin outlook.
At the same time, the company's sales volumes have remained robust, both domestically and abroad. Last quarter, WD-40 Specialist sales in the Americas climbed 7% year over year (YOY), while consolidated net sales increased 8% over the same period. Some of this success may reflect the company's efforts to develop differentiated premium products for specific customer needs.
This combination of sales momentum, brand recognition, and niche products that meet proven customer needs gives WD-40 the flexibility to adjust pricing and help counter the margin pressure it has experienced. In particular, the firm's premium Smart Straw and EZ Reach products saw combined sales growth of 17% year over year in fiscal 2026.
Analysts remain generally favorable toward WDFC shares, with a consensus rating of Moderate Buy. MarketBeat's consensus price target suggests approximately 45% potential upside, even after the stock's gains this year. WD-40's accelerating share buybacks could provide additional support for long-term investors.
Balchem's In-Demand Products Generate Robust Results Across Multiple Fronts
Balchem Corp. (NASDAQ: BCPC) makes specialty nutrients for use in dietary supplements, pharmaceuticals, and food and beverage applications, among other products. In its Q3 2026 earnings report, the company demonstrated resilience despite inflation, with net sales up 9% YOY and net earnings up 16% over the same period. Both results beat analyst expectations.
For Balchem, continued success stems in part from its evolving product lineup, including a pipeline of innovative nutrition products backed by strong demand. All three of the company's reporting segments achieved YOY growth in the quarter, indicating that its business remains stable despite rising costs.
One area that may be less appealing to income-focused investors is the firm's relatively modest dividend yield of approximately 0.55%. At the same time, Balchem has repurchased $127 million in shares over the last year, demonstrating that the company remains focused on ways to boost shareholder value.
Analysts view BCPC shares favorably, with a large majority rating the stock a Buy and setting a consensus price target 14% above current trading levels, even after shares have already risen by more than 14% year to date.
Interparfums Capitalizes on Luxury Cachet
A provider of fragrances and beauty products, Interparfums Inc. (NASDAQ: IPAR) holds licensing agreements with a variety of international luxury brands. Like the companies above, Interparfums has faced pressure from increased expenses, including those related to marketing, logistics, tariffs, and royalties. Operating margin fell to 17.9% from 20% in the first half of 2026.
Some luxury brands have bucked the broader trend among retail companies, seeing continued interest and even rising demand as loyal customers remain willing to pay more for products they recognize and trust.
Interparfums may benefit from that dynamic, with an additional buffer from the fact that its customers are not individual consumers but high-end department stores, online retailers, and specialty perfume and beauty stores.
Interparfums is also working to offset costs through other measures, including cost-efficiency initiatives, pricing adjustments, and tariff refunds.
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