CHURCH & DWIGHT CO INC /DE/ (CHD) Company Report

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

Transcript

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

Transcript

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

Transcript

Church & Dwight reports Q3 2025 results

CHD

Earnings

Guidance Update

Share Buyback

Q3 net sales rose 5.0% to $1,585.6 M, driven by 3.4% organic growth (Domestic +2.3%, International +7.7%, Specialty Products +4.2%).
Q3 reported EPS was $0.75, and adjusted EPS was $0.81 (+2.5%).
Q3 cash from operations grew 19.6% to $435.5 M, and the full-year cash flow outlook was raised to ~$1.2 B (prior ~$1.1 B).
2025 guidance updated: full-year reported sales growth to ~1.5%, organic sales to ~1%, and adjusted EPS to ~$3.49; Q4 adjusted EPS expected at ~$0.83.
Q3 share repurchases totaled $300 M, bringing year-to-date buybacks to $600 M.

Oct 31, 2025, 11:04 AM

8-K

Church & Dwight reports Q3 2025 results

CHD

Earnings

Guidance Update

Share Buyback

Q3 net sales rose 5.0% to $1,585.6 million, driven by organic growth of 3.4% (Domestic 2.3%, International 7.7%, Specialty 4.2%).
Reported EPS was $0.75 and adjusted EPS $0.81, up 2.5% year-over-year.
Cash from operations was $435.5 million (+19.6% Y/Y), with YTD cash from operations of $852.0 million, and share repurchases of $300 million in Q3 (YTD $600 million).
Raised 2025 guidance to ~1.5% net sales growth (organic ~1%), reported gross margin 44.2%, adjusted EPS $3.49, and cash from operations ~$1.2 billion.

Oct 31, 2025, 10:55 AM

Press Release

Church & Dwight announces Q2 2025 results

CHD

Earnings

M&A

Share Buyback

Organic sales grew 0.1% in Q2, exceeding guidance, and adjusted EPS was $0.94, $0.09 above outlook.
Category consumption recovered to ~2.5% in Q2, with share gains across five of seven U.S. power brands and online sales reaching 23% of global revenues.
Closed Touchland acquisition in July, exited Flawless, Spinbrush and Waterpik showerheads, and initiated strategic review of the vitamin business.
Financial actions included a $300 million accelerated share repurchase in Q2 and expanding the revolver facility to $2 billion in July.
Full-year outlook maintained: organic sales growth of 0%–2% and adjusted EPS growth of 0%–2%.

Aug 1, 2025, 8:10 PM

Church & Dwight secures $2.0 billion revolving credit facility

CHD

Debt Issuance

On July 17, 2025, Church & Dwight entered into a new $2.0 billion unsecured revolving credit facility (with an accordion option to $2.75 billion), maturing July 17, 2030, replacing its prior $1.5 billion facility.
Interest accrues at either the Benchmark Rate (Term SOFR, CORRA, SONIA, EURIBOR or TIBOR) or the Base Rate plus an applicable margin of 0.625%–1.125% (Term SOFR) or 0%–0.125% (Base Rate); commitment fees range from 0.05%–0.10%, and letter-of-credit fees from 0.75%–1.375% per annum.
The facility contains customary affirmative and negative covenants and a financial covenant requiring an interest coverage ratio ≥ 3.75 to 1.00.
The prior June 16, 2022 revolving credit agreement was terminated and fully repaid in connection with this new facility.

Jul 18, 2025, 12:00 AM

8-K

Church & Dwight Reports Q1 2025 Financial Results

CHD

Earnings

Guidance Update

Demand Weakening

Church & Dwight reported Q1 2025 results with adjusted EPS of $0.91, surpassing guidance, and net sales of $1,467.1M, down 2.4% .
Reported revenue declined 2.4% with organic sales down 1.2%, driven by retailer destocking and weakening consumer demand .
Tariff management initiatives target reducing a $190M gross tariff exposure to an effective impact of around $30M (≈80% reduction) via strategic supply chain and pricing actions .
The company updated its full-year guidance amid a slowdown in domestic category growth and will exit its FLAWLESS and Waterpik showerhead businesses (≈2% of net sales) with a planned Q2 charge of $60-80M .

May 1, 2025, 2:01 PM

Transcript 8-K

Church & Dwight Announces Leadership Changes and CFO Appointment

CHD

CFO Change

Executive Compensation

Management Change

Lee McChesney has been appointed as Executive Vice President and Chief Financial Officer, effective March 24, 2025.
The current CFO, Richard Dierker, will transition to the role of Chief Executive Officer on April 2, 2025 while continuing as Head of Business Operations until his CEO term begins.
The document details an extensive executive compensation package for Mr. McChesney, including a $700,000 base salary, a target bonus of 85% of his base salary, long-term incentive awards valued at 245% of his base salary, and multiple one-time sign-on bonuses.

Mar 14, 2025, 12:00 AM

8-K

Earnings Transcripts

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

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