The Clorox Company earnings overview

CLX FY2026 Q3 · Calendar Q2 2026

The Clorox Company

Clorox's Q3 FY26 results tell a story of an earnings beat that the market treated as a miss. Headline EPS of $1.64 exceeded the $1.55 consensus by 5.8%, and revenue of $1.67 billion was essentially in line. Yet shares fell approximately 10% on an abnormal basis — the disconnect centered on gross margin pressure from ERP implementation disruptions and elevated input costs, particularly oil-driven commodity inflation. The GOJO Industries acquisition, closed April 1, adds roughly 10% to quarterly revenue but brings near-term gross margin dilution of about 50 basis points and $30 million in incremental interest expense. Management maintained guidance and struck a confident tone, pointing to cleaning innovation (PURE, Scentiva), Glad share recovery, and cost-savings acceleration into FY27. However, the Fresh Step litter reinvention is advancing slower than anticipated, and the Food…