Clorox cuts FY26 adjusted EPS view to $5.45-$5.65 from $5.95-$6.30

FY26 consensus $5.86. The company now expects net sales to be down about 6%, including slightly less than 3 points of positive impact from the acquisition of GOJO. It also expects less than 1 point of negative impact from the divestiture of its VMS business, offset by less than 1 point of positive impact from favorable foreign exchange. This compares to its prior sales decline expectation at the low end of 6% to 10% range. Organic sales are now expected to decrease about 9%, versusitsprior expectation at the low end of 5% to 9% decline.Organic sales growthexpectation continuesto include a negative impact of about 7.5 points related to the reversal of the impact from incremental shipments associated with the ERP transition in the prior year. FY26 revenue consensus $6.69B.