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CHURCH & DWIGHT CO INC /DE/ (CHD)

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Earnings summaries and quarterly performance for CHURCH & DWIGHT CO INC /DE/.

Research analysts who have asked questions during CHURCH & DWIGHT CO INC /DE/ earnings calls.

AT

Andrea Teixeira

JPMorgan Chase & Co.

6 questions for CHD

Also covers: CELH, CENT, CL +20 more
Anna Lizzul

Anna Lizzul

Bank of America Corporation

6 questions for CHD

Also covers: CLX, COTY, ELF +3 more
RP

Rupesh Parikh

Oppenheimer & Co. Inc.

6 questions for CHD

Also covers: ACI, BJ, CHWY +16 more
Bonnie Herzog

Bonnie Herzog

Goldman Sachs

5 questions for CHD

Also covers: CASY, CCEP, CELH +21 more
Filippo Falorni

Filippo Falorni

Citigroup Inc.

5 questions for CHD

Also covers: CELH, CL, CLX +12 more
Christopher Carey

Christopher Carey

Wells Fargo & Company

4 questions for CHD

Also covers: CAG, CL, CLX +21 more
DM

Dara Mohsenian

Morgan Stanley

4 questions for CHD

Also covers: CL, CLX, EL +12 more
Kevin Grundy

Kevin Grundy

BNP Paribas

4 questions for CHD

Also covers: CELH, CL, CLX +8 more
LL

Lauren Lieberman

Barclays

4 questions for CHD

Also covers: CCEP, CL, CLX +18 more
OT

Olivia Tong Cheang

Raymond James Financial, Inc.

4 questions for CHD

Also covers: BBWI, CL, CLX +13 more
PG

Peter Grom

UBS Group

4 questions for CHD

Also covers: BRBR, CELH, CL +25 more
JE

Javier Escalante Manzo

Evercore ISI

3 questions for CHD

Also covers: CLX, KMB, KVUE +2 more
Robert Moskow

Robert Moskow

TD Cowen

3 questions for CHD

Also covers: BGS, BRBR, BYND +27 more
Stephen Robert Powers

Stephen Robert Powers

Deutsche Bank

3 questions for CHD

Also covers: BRBR, CL, CLX +20 more
Chris Carey

Chris Carey

Wells Fargo Securities

2 questions for CHD

Also covers: CAG, CL, CLX +13 more
NM

Nik Modi

RBC Capital Markets

2 questions for CHD

Also covers: CL, KDP, KMB +8 more
OT

Olivia Tong

Raymond James

2 questions for CHD

Also covers: BBWI, CL, EPC +3 more
JA

Jefferies Analyst

Jefferies Financial Group Inc.

1 question for CHD

Also covers: AOS
KW

Karen Wolfe

Piper Sandler

1 question for CHD

Kaumil Gajrawala

Kaumil Gajrawala

Jefferies

1 question for CHD

Also covers: BARK, BRBR, BTMD +22 more
KW

Korinne Wolfmeyer

Piper Sandler & Co.

1 question for CHD

Also covers: AIRS, BBWI, CL +14 more
MA

Mark Astrachan

Stifel

1 question for CHD

Also covers: ARKO, CELH, CL +7 more
PG

Philip Gorham

Citi

1 question for CHD

Steve Powers

Steve Powers

Deutsche Bank

1 question for CHD

Also covers: BRBR, CL, CLX +22 more
William Chappell

William Chappell

Truist Securities

1 question for CHD

Also covers: BRBR, BRCC, CENT +9 more

Recent press releases and 8-K filings for CHD.

Church & Dwight reports Q4 2025 results and 2026 growth plan
CHD
Earnings
Guidance Update
M&A
  • In 2025 CHD grew faster than its categories across all three divisions, gained share in 4 of 8 power brands, and closed strategic acquisitions including Touchland.
  • The company ended FY 2025 as a $6.2 billion enterprise (77% domestic, 18% international, 5% SPD) with 1.5× leverage, over $5 billion in liquidity, and announced a 4.2% dividend increase.
  • For 2026 CHD targets 3% US organic growth, aiming to expand Arm & Hammer from $2 billion to $3 billion, TheraBreath from $1 billion to $1.5 billion, and double international sales to $2 billion.
  • Innovation drives ~50% of growth with 1.5–2% incremental net sales targets, while e-commerce has risen from 2% to 24% of sales via omni-channel and AI initiatives.
4 days ago
Church & Dwight reports Q4 2025 results and 2026 guidance
CHD
Earnings
Guidance Update
Dividends
  • Q4 sales of $1.6 billion were up 3.9%, with organic growth of 0.7% (1.8% ex-VMS), gross margin +90 bps, and EPS of $0.86, +12% YoY.
  • Full-year 2025 organic sales grew 0.7% (2.0% ex-VMS), with record cash flow of $1.2 billion and tariff exposure cut from $190 million to $25 million.
  • 2026 guidance: 3–4% organic growth, reported sales down 1.5–0.5% (portfolio exits), gross margin +100 bps, EPS +5–8%, and FCF of $1.15 billion.
  • Shareholder returns include a 4.2% dividend increase (125th consecutive year) and continued share buybacks, with leverage at 1.5× EBITDA.
4 days ago
Church & Dwight reports Q4 2025 results and 2026 guidance
CHD
Earnings
Guidance Update
Product Launch
  • Q4 2025 sales rose 3.9%, with organic growth of 0.7% (or 1.8% ex-VMS), gross margin up 90 bps, and EPS of $0.86, +12% y/y.
  • FY 2025 highlights: $6.2 billion in revenue, 0.7% organic growth (2% ex-VMS), $1.2 billion in free cash flow, 1.5x leverage, and a 4.2% dividend increase for 2026.
  • 2026 guidance: organic growth of 3–4%, reported sales down 1.5 to 0.5% (due to divestitures), +100 bps in gross margin, marketing spend at 11%, EPS growth of 5–8%, and $1.15 billion in free cash flow.
  • Strategic priorities include expanding Arm & Hammer from $2 billion to $3 billion via a Good-Better-Best portfolio, targeting #1 share in mouthwash and launching TheraBreath toothpaste, sustaining 1.5–2% incremental net-sales growth from innovation, and doubling down on international M&A.
4 days ago
Church & Dwight reports Q4 2025 results and 2026 outlook
CHD
Earnings
Guidance Update
Dividends
  • Q4 2025 net sales of $1,644.2 M (+3.9% YoY; organic +0.7%), adjusted gross margin of 45.5%, adjusted EPS of $0.86 (+11.7%), and cash from operations of $363.4 M.
  • FY 2025 net sales of $6,203.2 M (+1.6%; organic +0.7%), adjusted EPS of $3.53 (+2.6%), cash from operations of $1.215 B, and a 4% dividend increase to $1.18 per share.
  • 2026 outlook: organic sales growth of 3–4%, adjusted EPS growth of 5–8%, and operating cash flow of $1.15 B, with capex around $130 M.
4 days ago
Church & Dwight reports Q4 & full-year 2025 results and issues 2026 outlook
CHD
Earnings
Guidance Update
  • Q4 net sales rose 3.9% to $1,644.2 M, with organic sales up 0.7%, adjusted EPS of $0.86 (+11.7%), and cash from operations of $363.4 M
  • Full-year 2025 net sales grew 1.6% to $6,203.2 M; adjusted EPS reached $3.53 (+2.6%), and operating cash flow was $1.215 B (+5.1%)
  • 2026 outlook targets 3–4% organic sales growth, a 1.5% to 0.5% reported sales decline (exit impact), 100 bps gross margin expansion, and 5–8% adjusted EPS growth
  • Q1 2026 guidance projects adjusted EPS of $0.92 per share, with organic sales growth of ~3%
4 days ago
Church & Dwight to sell VitaFusion and L’il Critters brands
CHD
M&A
  • On December 9, 2025, Church & Dwight announced a definitive agreement to sell its VitaFusion® and L’il Critters® brands, including related trademarks and manufacturing and distribution facilities in Vancouver and Ridgefield, WA, to Piping Rock Health Products, Inc.
  • The transaction is subject to customary closing conditions and is expected to close before the end of 2025.
  • The VMS brands represent less than 5% of Church & Dwight’s anticipated 2025 net sales.
  • Church & Dwight expects to incur a one-time, after-tax charge of $40–45 million in Q4 2025, net of proceeds, impairment, and transaction costs.
  • This divestiture will enable Church & Dwight to focus on its core power brands, strengthening its portfolio and growth initiatives.
Dec 9, 2025, 9:45 PM
Church & Dwight to divest VitaFusion and L’il Critters brands
CHD
M&A
  • Church & Dwight has entered a definitive agreement to sell the VitaFusion and L’il Critters brands to Piping Rock Health Products, including relevant trademarks, licenses and the Vancouver and Ridgefield manufacturing and distribution facilities.
  • The transaction, subject to customary closing conditions, is expected to close before the end of 2025.
  • These VMS brands account for less than 5% of the company's anticipated 2025 net sales, and the company expects a one-time, after-tax charge of $40–45 million in Q4 2025 for non-cash impairment and transition and transaction costs.
  • The divestiture is aimed at strengthening focus on Church & Dwight’s remaining power brands to drive market-leading performance and growth initiatives.
Dec 9, 2025, 9:30 PM
Church & Dwight reports Q3 2025 results
CHD
Earnings
Guidance Update
M&A
  • Organic sales rose 3.4% (volumes +4%, price/mix -0.6%) and reported revenue increased 5% in Q3, driven by strong brand performance and the Touchland acquisition.
  • Adjusted EPS was $0.81 (up 2.5% YoY; $0.09 above guidance) and adjusted gross margin reached 45.1% (up 10 bps YoY; 110 bps above outlook).
  • July’s acquisition of Touchland—the #2 U.S. hand sanitizer brand with ~7% household penetration—has outperformed initial expectations in Q3.
  • Full-year guidance was raised: reported sales growth to ~1.5%, organic growth to ~1%, and adjusted EPS to $3.49 (+$0.02); marketing spend now expected to exceed 11% of net sales.
  • Operating cash flow climbed 19.6% to $435.5 million, and the company repurchased $300 million of shares in Q3 (totaling $600 million YTD).
Oct 31, 2025, 2:00 PM
Church & Dwight reports Q3 2025 results
CHD
Earnings
Guidance Update
Share Buyback
  • Organic sales grew 3.4% in Q3, and adjusted EPS was $0.81 versus a $0.72 outlook
  • Adjusted gross margin reached 45.1%, up 10 bps year-over-year; full-year gross margin now expected to contract only 40 bps versus 2024
  • Operating cash flow rose 19.6% to $435.5 million, and $600 million of shares repurchased year-to-date
  • Touchland acquisition outperformed initial projections; international organic sales increased 8.4%
  • 2025 outlook maintained: organic sales growth of ~1%, adjusted EPS raised to $3.49 (up $0.02), with marketing spend to exceed 11% of sales
Oct 31, 2025, 2:00 PM
Church & Dwight reports Q3 2025 results
CHD
Earnings
Guidance Update
Share Buyback
  • Organic sales grew 3.4% and adjusted EPS was $0.81, both exceeding outlook; adjusted gross margin improved 10 bps to 45.1%.
  • Acquisition of Touchland closed in July; brand is now #2 in U.S. hand sanitizer with ~7% household penetration and delivered double-digit consumption growth in Q3.
  • U.S. Consumer segment: organic sales +2.3% (volume +3.7%, price/mix -1.4%); key brands Arm & Hammer, TheraBreath, and Hero expanded share and penetration.
  • Full-year outlook raised: organic growth ~1%, adjusted EPS $3.49 (+$0.02) and Q4 adjusted EPS $0.83 (+8% YoY) with reported sales growth ~3.5%.
  • Cash from operations was $435.5 M (+19.6% YoY); the company repurchased $300 M of shares in Q3, totaling $600 M YTD.
Oct 31, 2025, 2:00 PM

Quarterly earnings call transcripts for CHURCH & DWIGHT CO INC /DE/.