Analyst Consensus ?
ConsensusBuy34 ratings
Bullish1853.0%
Neutral1544.1%
Bearish12.9%
Church & Dwight Co., Inc. · CHD · FY2026 Q1 · Calendar Q2 2026
Church & Dwight Beats on Volume-Driven 5% Organic Growth, Reaffirms 2026 Outlook
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…
Reported Before market openNYSEConsumer Defensive
$23.66B market cap
100quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$0.95
Consensus $1
EPS surprise
+2.0%
Reported versus consensus
Reported revenue
$1.47B
Consensus $1.46B
Revenue surprise
+0.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$97.68Current
$78Low
$102.91Average
$120High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| Barclays | Underweight | Underweight | Maintain | Jul 21, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 16, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 16, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 8, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jun 1, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | May 4, 2026 |
| TD Cowen | Hold | Hold | Maintain | Feb 20, 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 |
| Citigroup | Neutral | Neutral | 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 $97.68. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $111 | $95.63 | +13.6% | May 29, 2026 |
| UBS | Analyst unavailable | $100 | $93.5 | +2.4% | May 4, 2026 |
| RBC Capital | Analyst unavailable | $114 | $93.68 | +16.7% | May 4, 2026 |
| Deutsche Bank | Analyst unavailable | $109 | $93.61 | +11.6% | May 4, 2026 |
| Evercore ISI | Analyst unavailable | $105 | $93.99 | +7.5% | May 4, 2026 |
| RBC Capital | Dwight to | $112 | $96.16 | +14.7% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $101.45 | +12.6% | Feb 17, 2026 |
| Redburn Partners | Edward Lewis | $91 | $100 | -6.8% | Feb 13, 2026 |
| Morgan Stanley | Analyst unavailable | $105 | $97.66 | +7.5% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $96.25 | +7.5% | Feb 2, 2026 |
| UBS | Analyst unavailable | $92 | $89.1 | -5.8% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $92 | $82.69 | -5.8% | Jan 5, 2026 |
| Raymond James | Olivia Tong | $100 | $82.64 | +2.4% | Jan 5, 2026 |
| Jefferies | Kaumil Gajrawala | $102 | $84.55 | +4.4% | Dec 16, 2025 |
| Deutsche Bank | Steve Powers | $100 | $82.63 | +2.4% | Dec 10, 2025 |
| Argus Research | Analyst unavailable | $102 | $84.18 | +4.4% | Dec 4, 2025 |
| Barclays | Analyst unavailable | $82 | $86.28 | -16.1% | Nov 4, 2025 |
| Oppenheimer | Analyst unavailable | $100 | $88.08 | +2.4% | Oct 21, 2025 |
| Redburn Partners | Edward Lewis | $83 | $98.05 | -15.0% | Jul 14, 2025 |
| Truist Financial | Bill Chappell | $110 | $99.16 | +12.6% | Jun 6, 2025 |
| Barclays | Analyst unavailable | $97 | $108.39 | -0.7% | Mar 27, 2025 |
| Jefferies | Kaumil Gajrawala | $108 | $102.96 | +10.6% | Nov 4, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $120 | $103.52 | +22.9% | Sep 23, 2024 |
| Stifel Nicolaus | Mark Astrachan | $105 | $100.08 | +7.5% | Aug 5, 2024 |
| BMO Capital | Phillip Jungwirth | $115 | $53.51 | +17.7% | Jun 3, 2024 |
| CFRA | Ana Garcia | $114 | $105.82 | +16.7% | May 3, 2024 |
| HSBC | Alejandro Zamacona | $110 | $105.88 | +12.6% | May 3, 2024 |
| Oppenheimer | Rupesh Parikh | $120 | $105.95 | +22.9% | Apr 23, 2024 |
| Argus Research | Taylor Conrad | $115 | $100.4 | +17.7% | Feb 23, 2024 |
| Deutsche Bank | Steve Powers | $110 | $91.96 | +12.6% | Nov 3, 2023 |
| Morgan Stanley | Dara Mohsenian | $114 | $91.48 | +16.7% | Oct 23, 2023 |
| Truist Financial | Bill Chappell | $105 | $94.44 | +7.5% | Aug 28, 2023 |
| Deutsche Bank | Analyst unavailable | $91 | $83.29 | -6.8% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $92 | $82.9 | -5.8% | Feb 6, 2023 |
| J.P. Morgan | Analyst unavailable | $81 | $81.55 | -17.1% | Jan 13, 2023 |
| Wells Fargo | Analyst unavailable | $90 | $80.96 | -7.9% | Jan 3, 2023 |
| Argus Research | John Stasak | $78 | $72.59 | -20.1% | Nov 7, 2022 |
| Deutsche Bank | Steve Powers | $85 | $73.35 | -13.0% | Oct 5, 2022 |
| Jefferies | Analyst unavailable | $98 | $77.74 | +0.3% | Sep 14, 2022 |
| Deutsche Bank | Analyst unavailable | $90 | $80.66 | -7.9% | Sep 7, 2022 |
| Barclays | Analyst unavailable | $73 | $80.23 | -25.3% | Sep 7, 2022 |
| Goldman Sachs | Analyst unavailable | $93 | $86.87 | -4.8% | Aug 3, 2022 |
| Barclays | Analyst unavailable | $76 | $88.6 | -22.2% | Aug 2, 2022 |
| Truist Financial | Analyst unavailable | $100 | $88.29 | +2.4% | Aug 1, 2022 |
| Deutsche Bank | Analyst unavailable | $93 | $89.6 | -4.8% | Aug 1, 2022 |
| UBS | Analyst unavailable | $98 | $87.94 | +0.3% | Aug 1, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $87.86 | -16.1% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $86 | $92.54 | -12.0% | Jul 21, 2022 |
| Wells Fargo | Chris Carey | $95 | $85.91 | -2.7% | Jun 21, 2022 |
| Barclays | Analyst unavailable | $77 | $88.75 | -21.2% | May 23, 2022 |
| Barclays | Analyst unavailable | $81 | $97.56 | -17.1% | May 2, 2022 |
| Barclays | Lauren Lieberman | $86 | $103.01 | -12.0% | Jan 13, 2022 |
| Wells Fargo | Christopher Carey | $100 | $102.26 | +2.4% | Jan 5, 2022 |
| Oppenheimer | Rupesh Parikh | $110 | $98.57 | +12.6% | Dec 20, 2021 |
| UBS | Peter Grom | $89 | $87.16 | -8.9% | Nov 1, 2021 |
| Morgan Stanley | Dara Mohsenian | $80 | $86.35 | -18.1% | Apr 19, 2021 |
Track every rating change on CHD the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
-1.1%
Event window
SPY move
+0.3%
Same window
Abnormal move
-1.3%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
-0.7%
Up to 20 sessions
CHDSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
Q1 FY2026 results exceeded expectations across both lines. Revenue of $1.47B surpassed the $1.46B consensus, while adjusted EPS of $0.95 beat the $0.93 estimate by 2%. Organic sales grew 5%, comfortably above the 3% outlook, with volume and distribution gains as the primary drivers. Adjusted gross margin expanded 130 bps to 46.4%. Notably, Church & Dwight achieved the #1 ranking across CPG for total distribution points gained year over year, with a 10–11% lift in recent weeks. The Toppik acquisition is fully integrated and management expects double-digit growth for the full year despite a recent consumption slowdown. The upgraded ERP system went live in April without noticeable customer disruption. E-commerce now represents approximately 24% of consumer sales.
Guidance delta
Management reaffirmed its full-year 2026 outlook of 3%–4% organic sales growth and expects continued adjusted gross margin expansion. No change to prior guidance was announced. Guidance sentiment is maintained, with management expressing confidence despite $25–30M in commodity cost headwinds from oil-based derivatives and Middle East geopolitical uncertainty.
Key takeaways
- Q1 organic sales grew 5%, outpacing the 3% outlook, driven by volume and distribution gains.
- Adjusted EPS of $0.95 beat consensus by 2.0%; adjusted gross margin expanded 130 bps to 46.4%.
- ARM & HAMMER laundry and cat litter delivered strong share gains alongside new product successes.
- TheraBreath and Hero continued to expand market share with new innovations and brand ambassador support.
- Toppik acquisition is integrated; management expects double-digit full-year growth despite a recent consumption dip.
Management priorities
- Expand ARM & HAMMER product line and distribution.
- Drive oral-care growth centered on TheraBreath.
- Pursue international M&A opportunities.
- Accelerate productivity projects while continuing innovation investment.
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 · 2026-07-30T21:51:03.317269+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T21:51:03.314188+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 . For educational purposes only; not investment advice.