The earnings call presented a mixed picture with strong margin and earnings performance countered by significant challenges in achieving expected top line growth and competitive pressures in key segments. The successful progress on ERP implementation and a focus on innovation offer promise for future improvements.

Company Guidance

During The Clorox Company's Fourth Quarter Fiscal Year 2025 Earnings Release Conference Call, the company provided guidance for fiscal year 2026, acknowledging the impact of weaker-than-expected top-line growth balanced by strong margin and earnings performance in fiscal year 2025. The company highlighted an organic sales growth range of -1% to +2%, with expected category growth of 0% to 1% and anticipated share improvement driven by innovation and net revenue management, particularly in the back half of the year. Gross margin is projected to be flat to an increase of 50 basis points, despite anticipated supply chain inflation of $80 million to $90 million and $40 million in higher costs from tariffs. The company plans to maintain advertising and sales promotion spending at about 11% of sales, focusing on innovation and consumer value. Additionally, Clorox is in the final stages of a comprehensive ERP implementation, which temporarily inflated fiscal year 2025 sales by 3.5% to 4% due to retailer inventory builds, with a corresponding decrease anticipated in fiscal year 2026. Overall, the company expressed confidence in its ability to deliver strong financial performance and advance its transformation strategy, despite the current consumer environment and macroeconomic uncertainties.

Strong Margin and Earnings Performance

Despite weaker-than-expected top line growth, Clorox delivered strong gross margin and earnings in Q4 and fiscal year 2025.

ERP Implementation Progress

Clorox is on track to complete the implementation of their ERP in the U.S. this year, which is aimed at creating a strong digital foundation for future efficiencies.

Innovation Pipeline Focus

Clorox has a strong innovation plan for the back half of fiscal year 2026, including the launch of new platforms to boost category growth.

Clorox (CLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q1)	0.91 / -	1.86	―	―	―
Jul 31, 2025	2025 (Q4)	2.20 / 2.87	1.82	57.69% (+1.05)	―
May 05, 2025	2025 (Q3)	1.55 / 1.45	1.71	-15.20% (-0.26)	―
Feb 03, 2025	2025 (Q2)	1.40 / 1.55	2.16	-28.24% (-0.61)	―
Oct 30, 2024	2025 (Q1)	1.41 / 1.86	0.49	279.59% (+1.37)	―
Aug 01, 2024	2024 (Q4)	1.55 / 1.82	1.67	8.98% (+0.15)	―
Apr 30, 2024	2024 (Q3)	1.36 / 1.71	1.51	13.25% (+0.20)	―
Feb 01, 2024	2024 (Q2)	1.09 / 2.16	0.98	120.41% (+1.18)	―
Nov 01, 2023	2024 (Q1)	-0.24 / 0.49	0.93	-47.31% (-0.44)	―
Aug 02, 2023	2023 (Q4)	1.17 / 1.67	0.93	79.57% (+0.74)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CLX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$124.29	$121.86	-1.96%
May 05, 2025	$136.99	$133.69	-2.41%
Feb 03, 2025	$156.81	$145.45	-7.24%
Oct 30, 2024	$152.42	$154.41	+1.31%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.