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Clorox (CLX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

1.66

Last Year’s EPS

2.87

Same Quarter Last Year

Analyst Consensus

Hold

Based on 14 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call was mixed: management highlighted important strategic and operational progress (ERP completion, strong innovation, distribution gains, Glad and Hidden Valley improvements, and the accretive GOJO acquisition with targeted synergies) but also disclosed significant near-term margin headwinds (higher logistics/input costs, one-time acquisition and cost-acceleration charges), category weakness in Food, and a bumpy conversion in Litter. The tone was cautiously optimistic — confident in long-term plans and tools to mitigate inflation and drive value superiority, while acknowledging material short-term pressure and uncertainty.

Company Guidance

Management reiterated that fiscal 2026 remains uncertain but gave several quantified assumptions: they’re modeling roughly $100/barrel oil in Q4, which they estimate will be a $20–25M Q4 headwind (~130 bps of gross margin); Q4 gross margin is running about 5 percentage points below last year (~150 bps from lapping ERP-related operating leverage, ~200 bps tied to the GOJO acquisition — including a non‑recurring ~150‑bps inventory step‑up — and another ~100–150 bps from elevated input costs); GOJO adds an ~$800M business (≈$200M in Q4, ~+10% to the quarter and ~+3% to the year), is expected to be EBITDA‑neutral in year 1 with at least $50M of run‑rate synergies targeted, ~50 bps of gross‑margin dilution in year 1, <1 point SG&A dilution and an initial ~1‑point reduction in A&P as a percent of sales (≈‑25 bps full year); interest expense rises ~+$30M in Q4 and ~+$110M in the following year above a ~$100M pre‑acquisition run rate; operationally Q3 total distribution points were +5%, company categories are expected roughly 0–1% for the remainder of the year (litter mid‑single digits, food down mid‑single digits), ERP implementation is complete with ERP‑related logistics/fulfillment costs largely abating in Q4, and there is a one‑time ~50‑bps gross‑margin headwind to accelerate structural cost savings into FY27.

ERP Implementation Completed and Stabilization

The multi-phase ERP implementation was completed in Q3; service levels have stabilized and related incremental costs have come down. Management stated minimal incremental ERP-related costs by the end of Q3 and expects little to no incremental ERP cost in Q4, improving the foundation for execution and margin recovery.

Strong Innovation Performance (Cleaning & Other Brands)

Innovation execution was highlighted as a strength: Clorox PURE (allergen platform) achieved early distribution wins and velocity above expectations; Scentiva expansion (new Cherry Blossom scent) and other Cleaning innovations are performing well and gaining retail support.

Distribution Gains (Total Distribution Points +5%+)

Total distribution points (TDPs) increased by over 5% in Q3, with management expecting continued shelf resets and incremental distribution gains through Q4.

Glad and Food Momentum

Glad showed sequential share improvement and distribution pickup after the JV buyout and reinvestment; Food (Hidden Valley) returned to share growth in Q3 following price-pack architecture and packaging changes and new product launches (protein-forward, avocado oil).

GOJO Acquisition Adds Growth and Expected Synergies

Closed GOJO acquisition April 1 ($800M business growing mid-single digits). Adds ~ $200M in Q4 (≈10% of the quarter; ≈3% of the fiscal year), expected to be EBITDA-neutral year 1, with ~ $50M run-rate cost synergies targeted over time. Management retained GOJO leadership and has integration resources in place.

Integrated Margin Management and RGM Tools

Management reiterated ability to mitigate input cost inflation over time using integrated margin management: targeted RGM (example: Glad price reduction test that regained share), productivity, reformulation, accelerated structural cost savings, and trade optimization.

Category Resilience and Consumer Behavior

Overall categories through Q3 were roughly in management's expected range (0% to +1% for the year). Management noted consumer resilience: brands continue to be preferred over private label (private label shares largely stabilized this quarter).

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
Aug 05, 2026	2026 (Q4)	1.66 / -	2.87	―	―	―
Apr 30, 2026	2026 (Q3)	1.55 / 1.64	1.45	13.10% (+0.19)	―
Feb 03, 2026	2026 (Q2)	1.43 / 1.39	1.55	-10.32% (-0.16)
Nov 04, 2025	2026 (Q1)	0.78 / 0.85	1.86	-54.30% (-1.01)	―
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)	―

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
Apr 30, 2026	$96.44	$87.11	-9.67%
Feb 03, 2026	$113.55	$116.30	+2.43%
Nov 04, 2025	$107.85	$106.39	-1.36%
Jul 31, 2025	$120.14	$117.79	-1.96%

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.