Inferra AI / Company / CHD

Church & Dwight

CHD · Consumer Staples

Last earnings Oct 30, 2026

Key results

Revenuequarter

20%

Global e-commerce revenues grew 20% in the third quarter with global online sales now representing 25.9% of the Company’s total consumer sales, reflecting the continued strength of its digital capabilities and brands.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Gross marginquarter

46.8%

Gross margin increased 170 basis points to 46.8%.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Adjusted gross marginquarter

46.8%

Adjusted gross margin was also 46.8%, an increase of 170 basis points driven by higher volume, productivity, tariff refunds, and favorable mix from our acquisitions and portfolio actions, which offset the higher inflation and transportation cost increases.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Net incomequarter

$212.2 million

Net Income $ 212.2 $ 182.2 $ 631.3 $ 593.3

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

AI analysis

Q4 2026 · reported Oct 30, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Gross margin · Q4 2026
46.8%
EX-99 · Oct 30, 2026
Net income · Q4 2026
$212.2M
EX-99 · Oct 30, 2026
Adjusted gross margin · Q4 2026
46.8%
+1.4 pts vs prior quarter computed from stated figures
+1.3 pts vs year ago computed from stated figures
EX-99 · Oct 30, 2026

Headline figures

MetricQ4 2026Prior qtrYear ago
Revenue20%$1,530.0 million—
Gross margin46.8%45.4%45.5%
Adjusted gross margin46.8%45.4%45.5%
Net income$212.2 million$202.8 million—

EX-99 · Oct 30, 2026

Guidance · company-stated

Direction: Raised

Revenue — Raised

“News Release Contact: Lee McChesney Chief Financial Officer 609-806-1200 CHURCH & DWIGHT DELIVERS STRONG THIRD QUARTER RESULTS Q3 NET SALES, ORGANIC SALES AND ADJUSTED EPS EXCEED OUTLOOK RAISES FULL YEAR 2026 SALES OUTLOOK AND TIGHTENS EPS OUTLOOK RANGE 2026 Third Quarter Results 2026 Full Year Outlook Net Sales +1.”

Revenue — Raised

“We are raising our 2026 outlook for sales and tightening our outlook for earnings per share.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin46.8%
Adjusted gross margin46.8%

Capital allocation

Capex$92M

The Company’s Board of Directors has approved a new share repurchase program authorizing the Company to repurchase up to $1 billion of its common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

We are raising our 2026 outlook for sales and tightening our outlook for earnings per share

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue — Raised (“RAISES”)
“News Release Contact: Lee McChesney Chief Financial Officer 609-806-1200 CHURCH & DWIGHT DELIVERS STRONG THIRD QUARTER RESULTS Q3 NET SALES, ORGANIC SALES AND ADJUSTED EPS EXCEED OUTLOOK RAISES FULL YEAR 2026 SALES OUTLOOK AND TIGHTENS EPS OUTLOOK RANGE 2026 Third Quarter Results 2026 Full Year Outlook Net Sales +1.”

Revenue — Raised (“raising”)
“We are raising our 2026 outlook for sales and tightening our outlook for earnings per share.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The Company’s Board of Directors has approved a new share repurchase program authorizing the Company to repurchase up to $1 billion of its common stock.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

The new share repurchase program has no expiration date and replaces the Company’s existing share repurchase program.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Capital expenditures totaled $92 million through the third quarter, an increase of $24 million versus the prior year.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

The Company expects full-year capital expenditures to be approximately $125 million or 2% of sales.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

As of September 30, 2026, the Company’s total debt was $2.2 billion and cash-on-hand was $447 million.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

This press release contains forward-looking statements, including, among others, statements relating to net sales and earnings growth; the impact of tariffs; gross margin changes; trade and marketing spending; marketing expense as a percentage of net sales; sufficiency of cash flows from operations; earnings per share; the impact of new accounting pronouncements; cost savings programs; recessionary conditions; interest rates; inflation; consumer demand and spending; the effects of competition; the effect of product mix; volume growth, including the effects of new product launches into new and existing categories; the impact of acquisitions; and capital expenditures.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Strategy & priorities

Net sales increased 1.0% to $1,602 million in the third quarter, exceeding the Company’s outlook of a 1% decline and reflecting the benefits of the 2025 strategic portfolio actions.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

The strength of our brand portfolio, combined with our targeted 2025 strategic portfolio actions, has enhanced the focus on our growth initiatives and reinforces our confidence as we enter the fourth quarter of 2026 and into 2027.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

“Thank you to our Church & Dwight team members across the globe for executing well in a volatile environment and delivering strong organic growth and gross margin expansion every quarter this year.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Reported Consumer Domestic sales also included growth from the MISS MOUTH’S acquisition which partially offset the sales impact from last year’s strategic portfolio actions.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

The Company continues to invest in its brands and new products, supporting our strategic innovation and growth initiatives.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Risks & headwinds

Adjusted gross margin was also 46.8%, an increase of 170 basis points driven by higher volume, productivity, tariff refunds, and favorable mix from our acquisitions and portfolio actions, which offset the higher inflation and transportation cost increases.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Volume growth, productivity, tariff refunds and favorable mix from our acquisitions and portfolio actions are expected to more than offset higher inflation, transportation and tariff-related costs.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

This press release contains forward-looking statements, including, among others, statements relating to net sales and earnings growth; the impact of tariffs; gross margin changes; trade and marketing spending; marketing expense as a percentage of net sales; sufficiency of cash flows from operations; earnings per share; the impact of new accounting pronouncements; cost savings programs; recessionary conditions; interest rates; inflation; consumer demand and spending; the effects of competition; the effect of product mix; volume growth, including the effects of new product launches into new and existing categories; the impact of acquisitions; and capital expenditures.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

In addition, these statements are subject to risks, uncertainties and other factors, many of which are outside the Company’s control and could cause actual results to differ materially from such forward-looking statements.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

As of October 1, 2025 (the date of the Company's last annual impairment test), the trade name s carrying value was $ 644.7 , with fair value at 117 % of carrying value, down from 135 % in 2024, reflecting declining sales, rising competition, business exits, and margin pressure from higher costs and tariffs.

SEC original ↗Church & Dwight — 10-Q Quarterly report10-QJul 31, 2026

Legal proceedings In addition, in conjunction with the Company s acquisition and divestiture activities, the Company entered into select guarantees and indemnifications of performance with respect to the fulfillment of the Company s commitments under applicable purchase and sale agreements.

SEC original ↗Church & Dwight — 10-Q Quarterly report10-QJul 31, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Gross margin — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Church & Dwight — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Documents

Earnings deck slides

0 decks with slide view

Church & Dwight — Church & Dwight Reports Q3 2026 Results (company IR deck) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 404: Not Found).

Competitors

Competitors & peers

Named in the company’s own filings

Procter & Gamble (PG)“Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company ( P&G ), The Clorox Company, Colgate-Palmolive Company, S.C.”Clorox (CLX)“Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company ( P&G ), The Clorox Company, Colgate-Palmolive Company, S.C.”Colgate-Palmolive (CL)“Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company ( P&G ), The Clorox Company, Colgate-Palmolive Company, S.C.”Haleon (HLN)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”Kenvue (KVUE)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”Pfizer (PFE)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”Koninklijke Philips (PHG)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”Unilever (UL)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”Sanofi (SNY)“Johnson & Son, Inc., Nestl S.A., Haleon plc, Henkel, Reckitt Benckiser Group plc, LifeStyles Healthcare, Kenvue Inc., Pfizer Inc., Bayer AG, NBTY, Inc., Koninklijke Philips N.V., Unilever PLC, Sanofi, Edgewell Personal Care, Panoxyl, Starface, GOJO Industries, Inc., and Peach & Lily.”

Filings

32 documents

Earnings releases

11 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Church & Dwight are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Church & Dwight by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.