Education
About Us
Working with TipRanks
Follow Us
Church & Dwight Company (CHD)
NYSE:CHD
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.93Last Year’s EPS
0.91Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear near-term headwinds (category deceleration, modest organic growth in FY2025, promotional pressure, and portfolio-driven reported-sales drag) with numerous operational strengths: strong margin recovery and outlook, exceptional cash generation and capital returns, rapid e-commerce gains, successful tariff mitigation, and accelerating momentum in priority brands (ARM & HAMMER, TheraBreath, Hero) and acquisitions (Touchland). Management provided specific 2026 targets (3%–4% organic growth, ~100 bps gross margin expansion, 5%–8% EPS growth) and emphasized M&A optionality and international scale — overall the positives and execution progress materially outweigh the challenges discussed.Company Guidance
Company Scale and Revenue
Church & Dwight reported FY2025 sales of $6.2 billion and emphasized scale across 7 power brands that drive ~75% of sales and profits.
Organic Growth Outlook and Performance
Management set a 2026 organic growth target of 3%–4%; FY2025 reported total sales grew 1.6% while full-year organic growth was 0.7% (and 2.0% when adjusting out the VMS business).
Gross Margin and EPS Outperformance
Gross margin improved materially (Q4 gross margin ~90 basis points higher year-over-year) and management expects ~100 basis points gross margin improvement in 2026. Q4 EPS beat outlook by $0.86 and was up 12% versus prior year.
Strong Cash Generation and Capital Allocation
Operating cash flow was $1.2 billion in FY2025 with free cash flow conversion ~127%. The company returned $900 million to shareholders, maintained debt/EBITDA, and announced a 4.2% dividend increase (125th consecutive year of paying dividends; 30th consecutive increase).
Tariff Mitigation and Balance Sheet Strength
Initial tariff exposure of $190 million was proactively reduced to approximately $25 million, demonstrating effective mitigation. Management reports a conservative leverage profile (~1.5x) and continued M&A optionality.
E-commerce Transformation and Digital Gains
E-commerce penetration grew from 2% to 24% over the last decade; online channels drove double-digit growth for many brands in recent periods and are a stated engine of future growth (including TikTok Shop experimentation).
Brand and Category Momentum — ARM & HAMMER
ARM & HAMMER (approx. $2.0B today) is a stated priority to grow to $3.0B with momentum in laundry (record share of 14.5%, #1 in wash loads; grew ~20 basis points of share and outpaced category by ~1%).
High-Growth Brand Performance — TheraBreath and Hero
TheraBreath achieved record rinse share (~22%) and is #2 mouthwash with ~12% household penetration (category penetration ~65%); Hero grew ~3x the acne category rate and reached a record ~19% share in 2025, both brands identified with meaningful runway.
Successful Acquisition Integration — Touchland
Touchland acquisition contributed meaningfully to Q4 and FY performance; the brand has ~4,800 store doors, 1.2M social followers, premium retail placements (Sephora, Ulta, Kohl’s), recently launched a body & hair mist, and showed strong early international response.
International Growth Track Record
International business (~$1.1B) grew ~5.5% organic in the most recent year and averaged ~8% CAGR over three years; 2026 international growth is guided around 8% with a strategy to scale recent acquisitions globally.
CHD Earnings History
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
CHD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $91.68 | $95.95 | +4.67% |
Oct 31, 2025 | $81.27 | $87.12 | +7.20% |
Aug 01, 2025 | $92.86 | $93.10 | +0.26% |
May 01, 2025 | $98.06 | $91.19 | -7.01% |
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.
FAQ
When does Church & Dwight Company (CHD) report earnings?
Church & Dwight Company (CHD) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Church & Dwight Company (CHD) earnings time?
Church & Dwight Company (CHD) earnings time is at Apr 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHD EPS forecast?
CHD EPS forecast for the fiscal quarter 2026 (Q1) is 0.93.