Church & Dwight Co., Inc. earnings overview

CHD FY2026 Q1 · Calendar Q2 2026

Church & Dwight Co., Inc.

Church & Dwight delivered a stronger-than-expected start to fiscal 2026, with organic sales growth of 5% well above the company's 3% full-year outlook, driven primarily by volume gains and broad distribution expansion. Adjusted EPS of $0.95 beat consensus by 2%, and adjusted gross margin expanded 130 basis points to 46.4%. Management reaffirmed full-year guidance of 3%–4% organic growth and expects continued margin expansion, though commodity inflation from oil-based derivatives ($25–30M headwind) and Middle East geopolitical uncertainty pose risks to that trajectory. The market reaction was modestly negative, with the stock underperforming by approximately 1.3% on the event day, potentially reflecting concerns about the sustainability of volume-driven growth and inventory pull-forward effects. The analyst consensus target of $105.63 implies roughly 8% upside from the current price of…