Analyst Consensus ?
ConsensusBuy34 ratings
Bullish1853.0%
Neutral1544.1%
Bearish12.9%
Church & Dwight Co., Inc. · CHD · FY2025 Q2 · Calendar Q3 2025
Church & Dwight holds outlook as brands gain share and Touchland scales
The current analysis supports a measured positive view on execution: brand share gains, innovation and Touchland integration offset a modest gross-margin dip and ongoing macro pressure. The maintained outlook and unresolved tariff, destocking and vitamin-business risks keep the evidence balanced rather than decisive.
Reported Before market openNYSEConsumer Defensive
$23.25B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.94
Consensus $0.86
EPS surprise
+9.7%
Reported versus consensus
Reported revenue
$1.51B
Consensus $1.49B
Revenue surprise
+1.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.3%
Event window
SPY move
-1.6%
Same window
Abnormal move
+1.9%
Stock minus SPY
Volume
2.3×
Versus trailing sessions
Subsequent drift
-0.9%
Up to 20 sessions
CHDSPY benchmark
Ask FN2 about CHD FY2025 Q2
Transcript, numbers and history already loaded
Why did CHD rise 0.3% after beating EPS estimates in FY2025 Q2?What changed in CHD's guidance and outlook in FY2025 Q2?Give me the bull and bear case for CHD after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the company maintained its full-year organic sales outlook, reported a modest adjusted-EPS beat, highlighted Touchland integration and shifted the vitamin business toward strategic review while continuing exits from three non-core businesses.
Guidance delta
Management maintained the full-year organic sales outlook at 0%-2%; no change was identified in the supplied current-quarter analysis.
Key takeaways
- Adjusted EPS beat expectations while gross margin dipped modestly.
- Management reported share gains in 5 of 7 power brands, including ARM & HAMMER, THERABREATH and HERO.
- Touchland integration is expected to add margin accretion and support further growth.
- The company is exiting three non-core businesses and reviewing strategic options for vitamins.
Management priorities
- Advance innovation in BATISTE, HERO and THERABREATH
- Expand Touchland products and international distribution
- Continue marketing investment and power-brand share gains
- Pursue accretive acquisitions while evaluating the vitamin business
Follow CHD with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$98.11Current
$78Low
$103.69Average
$120High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 10, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Oct 5, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 3, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 3, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 3, 2026 |
| Barclays | Underweight | Underweight | Maintain | Jul 21, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 16, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | May 4, 2026 |
| Rothschild & Co | Neutral | Sell | Upgrade | Feb 13, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Feb 2, 2026 |
| Jefferies | Buy | Buy | Maintain | Feb 2, 2026 |
| Raymond James | Outperform | Market Perform | Upgrade | Jan 5, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 10, 2025 |
| Argus Research | Buy | Buy | Maintain | Dec 4, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 21, 2025 |
| B of A Securities | Buy | Buy | Maintain | Oct 8, 2025 |
| Truist Securities | Buy | Buy | Maintain | Jun 6, 2025 |
| Stifel | Hold | Hold | Maintain | Feb 3, 2025 |
| Piper Sandler | Overweight | Overweight | Maintain | Feb 3, 2025 |
| HSBC | Hold | Hold | Maintain | May 3, 2024 |
| Goldman Sachs | Buy | Buy | Maintain | Mar 4, 2024 |
| Atlantic Equities | Neutral | Underweight | Upgrade | Feb 6, 2023 |
| Credit Suisse | Outperform | Neutral | Upgrade | Jan 17, 2023 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 15, 2020 |
| Bank of America | Buy | Buy | Maintain | Dec 19, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Aug 1, 2019 |
| Macquarie | Outperform | Outperform | Maintain | Mar 29, 2019 |
| BMO Capital | Market Perform | Market Perform | Maintain | Nov 2, 2018 |
| Societe Generale | Hold | Buy | Downgrade | Aug 7, 2018 |
| BTIG Research | Buy | Buy | Maintain | Nov 19, 2014 |
| KeyBanc | Hold | Hold | Maintain | Dec 16, 2013 |
| Credit Agricole | Outperform | Underperform | Upgrade | Feb 6, 2013 |
| Wellington Shields | Buy | Hold | Upgrade | Aug 24, 2012 |
| Gabelli & Co. | Hold | Buy | Downgrade | Feb 8, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $98.11. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Nik Modi | $115 | $100.51 | +17.2% | Aug 3, 2026 |
| Cowen & Co. | Robert Moskow | $97 | $100.49 | -1.1% | Aug 3, 2026 |
| Morgan Stanley | Dwight to | $112 | $101.27 | +14.2% | Aug 3, 2026 |
| UBS | Analyst unavailable | $107 | $101.3 | +9.1% | Aug 3, 2026 |
| Jefferies | Kaumil Gajrawala | $115 | $98.81 | +17.2% | Aug 3, 2026 |
| Goldman Sachs | Analyst unavailable | $111 | $95.63 | +13.1% | May 29, 2026 |
| UBS | Analyst unavailable | $100 | $93.5 | +1.9% | May 4, 2026 |
| RBC Capital | Analyst unavailable | $114 | $93.68 | +16.2% | May 4, 2026 |
| Deutsche Bank | Analyst unavailable | $109 | $93.61 | +11.1% | May 4, 2026 |
| Evercore ISI | Analyst unavailable | $105 | $93.99 | +7.0% | May 4, 2026 |
| RBC Capital | Dwight to | $112 | $96.16 | +14.2% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $101.45 | +12.1% | Feb 17, 2026 |
| Redburn Partners | Edward Lewis | $91 | $100 | -7.2% | Feb 13, 2026 |
| Morgan Stanley | Analyst unavailable | $105 | $97.66 | +7.0% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $96.25 | +7.0% | Feb 2, 2026 |
| UBS | Analyst unavailable | $92 | $89.1 | -6.2% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $92 | $82.69 | -6.2% | Jan 5, 2026 |
| Raymond James | Olivia Tong | $100 | $82.64 | +1.9% | Jan 5, 2026 |
| Jefferies | Kaumil Gajrawala | $102 | $84.55 | +4.0% | Dec 16, 2025 |
| Deutsche Bank | Steve Powers | $100 | $82.63 | +1.9% | Dec 10, 2025 |
| Argus Research | Analyst unavailable | $102 | $84.18 | +4.0% | Dec 4, 2025 |
| Barclays | Analyst unavailable | $82 | $86.28 | -16.4% | Nov 4, 2025 |
| Oppenheimer | Analyst unavailable | $100 | $88.08 | +1.9% | Oct 21, 2025 |
| Redburn Partners | Edward Lewis | $83 | $98.05 | -15.4% | Jul 14, 2025 |
| Truist Financial | Bill Chappell | $110 | $99.16 | +12.1% | Jun 6, 2025 |
| Barclays | Analyst unavailable | $97 | $108.39 | -1.1% | Mar 27, 2025 |
| Jefferies | Kaumil Gajrawala | $108 | $102.96 | +10.1% | Nov 4, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $120 | $103.52 | +22.3% | Sep 23, 2024 |
| J.P. Morgan | Andrea Teixeira | $97 | $100.08 | -1.1% | Aug 5, 2024 |
| BMO Capital | Phillip Jungwirth | $115 | $53.51 | +17.2% | Jun 3, 2024 |
| CFRA | Ana Garcia | $114 | $105.82 | +16.2% | May 3, 2024 |
| HSBC | Alejandro Zamacona | $110 | $105.88 | +12.1% | May 3, 2024 |
| Oppenheimer | Rupesh Parikh | $120 | $105.95 | +22.3% | Apr 23, 2024 |
| Argus Research | Taylor Conrad | $115 | $100.4 | +17.2% | Feb 23, 2024 |
| Deutsche Bank | Steve Powers | $110 | $91.96 | +12.1% | Nov 3, 2023 |
| Morgan Stanley | Dara Mohsenian | $114 | $91.48 | +16.2% | Oct 23, 2023 |
| Truist Financial | Bill Chappell | $105 | $94.44 | +7.0% | Aug 28, 2023 |
| Deutsche Bank | Analyst unavailable | $91 | $83.29 | -7.2% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $92 | $82.9 | -6.2% | Feb 6, 2023 |
| J.P. Morgan | Analyst unavailable | $81 | $81.55 | -17.4% | Jan 13, 2023 |
| Wells Fargo | Analyst unavailable | $90 | $80.96 | -8.3% | Jan 3, 2023 |
| Argus Research | John Stasak | $78 | $72.59 | -20.5% | Nov 7, 2022 |
| Deutsche Bank | Steve Powers | $85 | $73.35 | -13.4% | Oct 5, 2022 |
| Jefferies | Analyst unavailable | $98 | $77.74 | -0.1% | Sep 14, 2022 |
| Deutsche Bank | Analyst unavailable | $90 | $80.66 | -8.3% | Sep 7, 2022 |
| Barclays | Analyst unavailable | $73 | $80.23 | -25.6% | Sep 7, 2022 |
| Goldman Sachs | Analyst unavailable | $93 | $86.87 | -5.2% | Aug 3, 2022 |
| Barclays | Analyst unavailable | $76 | $88.6 | -22.5% | Aug 2, 2022 |
| Truist Financial | Analyst unavailable | $100 | $88.29 | +1.9% | Aug 1, 2022 |
| Deutsche Bank | Analyst unavailable | $93 | $89.6 | -5.2% | Aug 1, 2022 |
| UBS | Analyst unavailable | $98 | $87.94 | -0.1% | Aug 1, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $87.86 | -16.4% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $86 | $92.54 | -12.3% | Jul 21, 2022 |
| Wells Fargo | Chris Carey | $95 | $85.91 | -3.2% | Jun 21, 2022 |
| Barclays | Analyst unavailable | $77 | $88.75 | -21.5% | May 23, 2022 |
| Barclays | Analyst unavailable | $81 | $97.56 | -17.4% | May 2, 2022 |
| Barclays | Lauren Lieberman | $86 | $103.01 | -12.3% | Jan 13, 2022 |
| Wells Fargo | Christopher Carey | $100 | $102.26 | +1.9% | Jan 5, 2022 |
| Oppenheimer | Rupesh Parikh | $110 | $98.57 | +12.1% | Dec 20, 2021 |
| UBS | Peter Grom | $89 | $87.16 | -9.3% | Nov 1, 2021 |
| Morgan Stanley | Dara Mohsenian | $80 | $86.35 | -18.5% | Apr 19, 2021 |
Track every rating change on CHD the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationChurch & Dwight Co., Inc. is a company dedicated to the creation, production, and marketing of a diverse portfolio encompassing household, personal care, and specialized industrial goods. Its operations are structured into three principal divisions: Consumer Domestic, Consumer International, and the Specialty Products Division. The company offers a broad array of well-known consumer brands. Under the ARM & HAMMER umbrella, it provides cat litters, carpet fresheners, laundry detergents, baking soda, and various other baking soda-based items. Sexual health products, including condoms, lubricants, and vibrators, are marketed under the TROJAN brand. OXICLEAN delivers stain removers, cleaning solutions, laundry detergents, and bleach alternatives. SPINBRUSH offers both battery-operated and manual toothbrushes. Home pregnancy and ovulation test kits are available through FIRST RESPONSE. NAIR specializes in depilatories, while ORAJEL provides oral pain relief. XTRA is another prominent laundry detergent brand.…
Historical context
All CHD earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| PEP PepsiCo, Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.2% | +3.7% | PepsiCo: International Growth Offsets U.S. Soft-Drink and Margin Pressure |
| STZ Constellation Brands, Inc. | FY2027 Q2 · Calendar Q4 2026 | +5.4% | +2.4% | Constellation Brands beats expectations and maintains FY27 EPS guidance |
| LW Lamb Weston Holdings, Inc. | FY2027 Q1 · Calendar Q4 2026 | +27.8% | +7.5% | Lamb Weston raises FY2027 outlook as North America volume growth continues |
| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
| CAG Conagra Brands, Inc. | FY2027 Q1 · Calendar Q3 2026 | +44.4% | -4.9% | Conagra maintains outlook while increasing brand investment and simplifying SKUs |
| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
Latest beats and misses
Who reports nextBeat on EPS
Get the CHD recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-10T14:30:42.952017+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-10T14:30:42.949179+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-10. For educational purposes only; not investment advice.