Analyst Consensus ?
ConsensusBuy34 ratings
Bullish1853.0%
Neutral1544.1%
Bearish12.9%
Church & Dwight Co., Inc. · CHD · FY2026 Q3 · Calendar Q4 2026
Church & Dwight raises sales outlook after strong Q3 organic growth
The supplied analysis supports a constructive but conditional view: resilient volume, innovation, international expansion and productivity gains are supporting growth, while inflation, promotions, logistics costs and execution remain important offsets.
Reported Before market openNYSEConsumer Defensive
$25.44B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.92
Consensus $0.90
EPS surprise
+2.2%
Reported versus consensus
Reported revenue
$1.60B
Consensus $1.58B
Revenue surprise
+1.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.2%
Event window
SPY move
-1.8%
Same window
Abnormal move
+2.9%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
CHDSPY benchmark
Ask FN2 about CHD FY2026 Q3
Transcript, numbers and history already loaded
Why did CHD rise 1.2% after beating EPS estimates in FY2026 Q3?What changed in CHD's guidance and outlook in FY2026 Q3?Give me the bull and bear case for CHD after FY2026 Q3 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, the company again reported organic growth above its outlook and raised full-year sales guidance while tightening adjusted EPS guidance. The Q3 analysis also highlighted a $15 million tariff-refund benefit booked in the quarter, with $5 million expected in Q4, and fixed-cost leverage following a $400 million divestiture.
Guidance delta
Management raised full-year sales guidance and tightened its adjusted EPS outlook for 2026.
Key takeaways
- Organic sales grew 5.1% year over year, ahead of the 3% outlook, driven by volume and innovation.
- Adjusted EPS of $0.92 exceeded the $0.89 expectation, with margin expansion and cost control highlighted.
- International organic sales grew 7.8%, while management cited share gains across key ARM & HAMMER and THERABREATH categories.
- Management emphasized 2027 productivity, fixed-cost leverage, innovation, distribution expansion and international rollouts.
Management priorities
- Expand ARM & HAMMER, THERABREATH, WATERPIK and HERO through innovation and distribution.
- Scale THERABREATH internationally, including Japan, and broaden TOUCHLAND distribution.
- Pursue strategic acquisitions focused on leading brands and margin-accretive opportunities.
- Continue productivity programs and investments in AI, e-commerce and revenue-growth-management tools.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$107.23Current
$78Low
$104.2Average
$120High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 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 |
|---|---|---|---|---|
| Oppenheimer | Outperform | Outperform | Maintain | Oct 28, 2026 |
| Barclays | Underweight | Underweight | Maintain | Oct 16, 2026 |
| 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 |
| 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 |
| 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 $107.23. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Lauren Lieberman | $83 | $103.08 | -22.6% | Oct 16, 2026 |
| UBS | Peter Grom | $106 | $104.29 | -1.1% | Oct 15, 2026 |
| RBC Capital | Nik Modi | $115 | $100.51 | +7.2% | Aug 3, 2026 |
| Cowen & Co. | Robert Moskow | $97 | $100.49 | -9.5% | Aug 3, 2026 |
| Morgan Stanley | Dwight to | $112 | $101.27 | +4.4% | Aug 3, 2026 |
| UBS | Analyst unavailable | $107 | $101.3 | -0.2% | Aug 3, 2026 |
| Jefferies | Kaumil Gajrawala | $115 | $98.81 | +7.2% | Aug 3, 2026 |
| Goldman Sachs | Analyst unavailable | $111 | $95.63 | +3.5% | May 29, 2026 |
| UBS | Analyst unavailable | $100 | $93.5 | -6.7% | May 4, 2026 |
| RBC Capital | Analyst unavailable | $114 | $93.68 | +6.3% | May 4, 2026 |
| Deutsche Bank | Analyst unavailable | $109 | $93.61 | +1.7% | May 4, 2026 |
| Evercore ISI | Analyst unavailable | $105 | $93.99 | -2.1% | May 4, 2026 |
| RBC Capital | Dwight to | $112 | $96.16 | +4.4% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $101.45 | +2.6% | Feb 17, 2026 |
| Redburn Partners | Edward Lewis | $91 | $100 | -15.1% | Feb 13, 2026 |
| Morgan Stanley | Analyst unavailable | $105 | $97.66 | -2.1% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $96.25 | -2.1% | Feb 2, 2026 |
| UBS | Analyst unavailable | $92 | $89.1 | -14.2% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $92 | $82.69 | -14.2% | Jan 5, 2026 |
| Raymond James | Olivia Tong | $100 | $82.64 | -6.7% | Jan 5, 2026 |
| Jefferies | Kaumil Gajrawala | $102 | $84.55 | -4.9% | Dec 16, 2025 |
| Deutsche Bank | Steve Powers | $100 | $82.63 | -6.7% | Dec 10, 2025 |
| Argus Research | Analyst unavailable | $102 | $84.18 | -4.9% | Dec 4, 2025 |
| Barclays | Analyst unavailable | $82 | $86.28 | -23.5% | Nov 4, 2025 |
| Oppenheimer | Analyst unavailable | $100 | $88.08 | -6.7% | Oct 21, 2025 |
| Redburn Partners | Edward Lewis | $83 | $98.05 | -22.6% | Jul 14, 2025 |
| Truist Financial | Bill Chappell | $110 | $99.16 | +2.6% | Jun 6, 2025 |
| Barclays | Analyst unavailable | $97 | $108.39 | -9.5% | Mar 27, 2025 |
| Jefferies | Kaumil Gajrawala | $108 | $102.96 | +0.7% | Nov 4, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $120 | $103.52 | +11.9% | Sep 23, 2024 |
| Evercore ISI | Javier Escalante | $101 | $100.08 | -5.8% | Aug 5, 2024 |
| BMO Capital | Phillip Jungwirth | $115 | $53.51 | +7.2% | Jun 3, 2024 |
| CFRA | Ana Garcia | $114 | $105.82 | +6.3% | May 3, 2024 |
| HSBC | Alejandro Zamacona | $110 | $105.88 | +2.6% | May 3, 2024 |
| Oppenheimer | Rupesh Parikh | $120 | $105.95 | +11.9% | Apr 23, 2024 |
| Argus Research | Taylor Conrad | $115 | $100.4 | +7.2% | Feb 23, 2024 |
| Barclays | Lauren Lieberman | $76 | $91.96 | -29.1% | Nov 3, 2023 |
| Morgan Stanley | Dara Mohsenian | $114 | $91.48 | +6.3% | Oct 23, 2023 |
| Truist Financial | Bill Chappell | $105 | $94.44 | -2.1% | Aug 28, 2023 |
| Deutsche Bank | Analyst unavailable | $91 | $83.29 | -15.1% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $92 | $82.9 | -14.2% | Feb 6, 2023 |
| J.P. Morgan | Analyst unavailable | $81 | $81.55 | -24.5% | Jan 13, 2023 |
| Wells Fargo | Analyst unavailable | $90 | $80.96 | -16.1% | Jan 3, 2023 |
| Argus Research | John Stasak | $78 | $72.59 | -27.3% | Nov 7, 2022 |
| Deutsche Bank | Steve Powers | $85 | $73.35 | -20.7% | Oct 5, 2022 |
| Jefferies | Analyst unavailable | $98 | $77.74 | -8.6% | Sep 14, 2022 |
| Deutsche Bank | Analyst unavailable | $90 | $80.66 | -16.1% | Sep 7, 2022 |
| Barclays | Analyst unavailable | $73 | $80.23 | -31.9% | Sep 7, 2022 |
| Goldman Sachs | Analyst unavailable | $93 | $86.87 | -13.3% | Aug 3, 2022 |
| Barclays | Analyst unavailable | $76 | $88.6 | -29.1% | Aug 2, 2022 |
| Truist Financial | Analyst unavailable | $100 | $88.29 | -6.7% | Aug 1, 2022 |
| Deutsche Bank | Analyst unavailable | $93 | $89.6 | -13.3% | Aug 1, 2022 |
| UBS | Analyst unavailable | $98 | $87.94 | -8.6% | Aug 1, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $87.86 | -23.5% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $86 | $92.54 | -19.8% | Jul 21, 2022 |
| Wells Fargo | Chris Carey | $95 | $85.91 | -11.4% | Jun 21, 2022 |
| Barclays | Analyst unavailable | $77 | $88.75 | -28.2% | May 23, 2022 |
| Barclays | Analyst unavailable | $81 | $97.56 | -24.5% | May 2, 2022 |
| Barclays | Lauren Lieberman | $86 | $103.01 | -19.8% | Jan 13, 2022 |
| Wells Fargo | Christopher Carey | $100 | $102.26 | -6.7% | Jan 5, 2022 |
| Oppenheimer | Rupesh Parikh | $110 | $98.57 | +2.6% | Dec 20, 2021 |
| UBS | Peter Grom | $89 | $87.16 | -17.0% | Nov 1, 2021 |
| Morgan Stanley | Dara Mohsenian | $80 | $86.35 | -25.4% | Apr 19, 2021 |
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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 |
|---|---|---|---|---|
| CL Colgate-Palmolive Company | FY2026 Q3 · Calendar Q4 2026 | +4.8% | +2.3% | Colgate-Palmolive: Broad Growth and Margin Expansion in Q3 |
| MDLZ Mondelez International, Inc. | FY2026 Q3 · Calendar Q4 2026 | +10.2% | +3.9% | Mondelez cites volume growth, innovation and productivity as key levers |
Latest beats and misses
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Missed on EPS
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- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-10-31T16:05:04.549118+00:00
- FN2 earnings calendar · 2026-10-31T01:23:13.065444+00:00
- Polygon adjusted daily market bars · 2026-10-31T16:30:42.203563+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-31T16:30:42.200481+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 2026-10-31. For educational purposes only; not investment advice.