The earnings call highlighted Clorox's strong margin performance and its ongoing digital transformation efforts but also pointed out significant challenges in sales performance, market share, and consumer behavior. While optimistic about future innovation and the benefits of the ERP implementation, the company faces a tough consumer environment and competitive pressures.

Company Guidance -

Q1 2026

In the Clorox Company's fourth-quarter fiscal year 2025 earnings call, the company provided guidance for fiscal year 2026, indicating a transitory impact on sales and earnings due to an ERP system transition. Clorox expects organic sales growth to be between -1% and +2%, excluding a 7-8% impact from the ERP transition. Gross margin is projected to range from flat to a 50 basis point increase, while adjusted EPS is expected to grow 2-4%, excluding a 22-25% impact from the ERP. The ERP transition is anticipated to temporarily affect the first and fourth quarters, with a sales impact of approximately 14-15% and 3.5-4% respectively. Despite these adjustments, Clorox remains focused on driving category growth through innovation and net revenue management, targeting a consistent 3-5% growth in the long term, with an aim to achieve an 18% operating margin over time.

Strong Margin and Earnings Performance

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

Innovation Pipeline

Clorox is excited about its innovation pipeline, particularly in the back half of fiscal year 2026, which includes launching new platforms and building on existing ones.

ERP Implementation

The implementation of a new ERP system, which is a complete overhaul and a significant digital transformation effort, is on track for completion in the U.S. this year.

Gross Margin Recovery

Clorox has successfully rebuilt its gross margins beyond pre-pandemic levels.

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.