Analyst Consensus ?
ConsensusHold29 ratings
Bullish310.3%
Neutral2069.0%
Bearish620.7%
The Clorox Company · CLX · FY2024 Q4 · Calendar Q3 2024
Clorox pairs cyber-recovery completion with FY2025 growth and margin goals
The current analysis supports a cautiously constructive operating thesis: completed supply recovery, volume-led FY2025 growth, cost savings and portfolio reshaping provide support, while pricing pressure, trade spend, commodities and household-category execution remain the main tests.
Reported After market closeNYSEConsumer Defensive
$10.45B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.82
Consensus $1.56
EPS surprise
+16.7%
Reported versus consensus
Reported revenue
$1.90B
Consensus $1.95B
Revenue surprise
-2.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+7.4%
Event window
SPY move
-1.9%
Same window
Abnormal move
+9.3%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
+9.9%
Up to 20 sessions
CLXSPY benchmark
Ask FN2 about CLX FY2024 Q4
Transcript, numbers and history already loaded
Why did CLX rise 7.4% after beating EPS estimates in FY2024 Q4?What changed in CLX's guidance and outlook in FY2024 Q4?Give me the bull and bear case for CLX after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, management moved from describing distribution recovery as ongoing to reporting supply and distribution as fully rebuilt. The focus shifted toward FY2025 volume recovery, restoring pre-pandemic gross margins, litter innovation and completing digital transformation.
Guidance delta
Management maintained guidance and set FY2025 organic sales growth at 3%–5%, primarily from volume, while targeting a return to pre-pandemic gross margins.
Key takeaways
- Supply and distribution were fully rebuilt after the cyber-attack, but household categories still require execution.
- FY2024 gross margin expanded 360 basis points; management is targeting a return to pre-pandemic gross margins in FY2025.
- Portfolio divestitures are expected to add 50–70 basis points of gross-margin improvement.
- Advertising and trade spend are expected to normalize at about 11%–11.5% of sales.
Management priorities
- Restore household-category penetration through innovation and value-oriented products.
- Continue cost savings, revenue management, advertising and trade promotion.
- Complete ERP and digital-transformation rollout by FY2026.
- Advance litter innovation, including Outstretch and additional platforms.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$86.4Current
$80Low
$121.04Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 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 |
|---|---|---|---|---|
| JP Morgan | Underweight | Underweight | Maintain | Oct 19, 2026 |
| Barclays | Underweight | Underweight | Maintain | Oct 16, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 15, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 14, 2026 |
| TD Cowen | Hold | Hold | Maintain | Oct 13, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 4, 2026 |
| Evercore ISI Group | Underperform | Underperform | Maintain | Aug 4, 2026 |
| Jefferies | Hold | Buy | Downgrade | Jul 28, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | Jul 20, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Mar 30, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Jan 7, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Oct 8, 2025 |
| DA Davidson | Neutral | Neutral | Maintain | Feb 5, 2025 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jan 30, 2025 |
| Bernstein | Market Perform | Underperform | Upgrade | Oct 12, 2023 |
| Raymond James | Market Perform | Outperform | Downgrade | Oct 5, 2023 |
| Atlantic Equities | Neutral | Underweight | Upgrade | Aug 3, 2023 |
| Credit Suisse | Underperform | Underperform | Maintain | Nov 2, 2022 |
| Argus Research | Hold | Buy | Downgrade | Sep 3, 2021 |
| CFRA | Hold | Sell | Upgrade | Mar 4, 2020 |
| Bank of America | Neutral | Neutral | Maintain | Oct 3, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 2, 2018 |
| Argus | Buy | Hold | Upgrade | Sep 25, 2018 |
| B. Riley FBR | Sell | Neutral | Downgrade | May 5, 2018 |
| Sterne Agee CRT | Neutral | Buy | Downgrade | Feb 26, 2016 |
| Sterne Agee | Neutral | Buy | Downgrade | Feb 26, 2016 |
| B. Riley Securities | Neutral | Neutral | Maintain | Feb 9, 2016 |
| Wellington Shields | Buy | Hold | Upgrade | Mar 18, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $86.4. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Steve Powers | $95 | $84.8 | +10.0% | Oct 19, 2026 |
| Barclays | Analyst unavailable | $80 | $86.2 | -7.4% | Oct 16, 2026 |
| UBS | Analyst unavailable | $91 | $87 | +5.3% | Oct 15, 2026 |
| Morgan Stanley | Analyst unavailable | $87 | $87.34 | +0.7% | Oct 15, 2026 |
| Deutsche Bank | Analyst unavailable | $98 | $101.27 | +13.4% | Aug 4, 2026 |
| UBS | Analyst unavailable | $105 | $100.55 | +21.5% | Aug 4, 2026 |
| Evercore ISI | Analyst unavailable | $99 | $100.72 | +14.6% | Aug 4, 2026 |
| Barclays | Lauren Lieberman | $84 | $98.26 | -2.8% | Aug 4, 2026 |
| Jefferies | Kaumil Gajrawala | $98 | $97.41 | +13.4% | Jul 28, 2026 |
| Evercore ISI | Javier Escalante | $98 | $93.62 | +13.4% | Jul 23, 2026 |
| Deutsche Bank | Analyst unavailable | $94 | $96.25 | +8.8% | Jul 22, 2026 |
| Morgan Stanley | Analyst unavailable | $97 | $88.25 | +12.3% | May 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $83 | $87.73 | -3.9% | May 1, 2026 |
| Evercore ISI | Javier Escalante | $110 | $88.3 | +27.3% | May 1, 2026 |
| Deutsche Bank | Steve Powers | $91 | $96.44 | +5.3% | May 1, 2026 |
| UBS | Analyst unavailable | $96 | $96.44 | +11.1% | May 1, 2026 |
| Barclays | Analyst unavailable | $85 | $96.44 | -1.6% | May 1, 2026 |
| Jefferies | Kaumil Gajrawala | $139 | $100.34 | +60.9% | Apr 21, 2026 |
| RBC Capital | Analyst unavailable | $127 | $107.62 | +47.0% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $105.67 | +27.3% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $125 | $125.94 | +44.7% | Feb 17, 2026 |
| Redburn Partners | Analyst unavailable | $117 | $124.64 | +35.4% | Feb 13, 2026 |
| UBS | Peter Grom | $121 | $117.35 | +40.0% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $132 | $116.62 | +52.8% | Feb 4, 2026 |
| Deutsche Bank | Analyst unavailable | $114 | $115.22 | +31.9% | Jan 23, 2026 |
| Wells Fargo | Analyst unavailable | $115 | $112.2 | +33.1% | Jan 23, 2026 |
| Barclays | Analyst unavailable | $109 | $109.26 | +26.2% | Jan 16, 2026 |
| UBS | Peter Grom | $115 | $110.64 | +33.1% | Jan 14, 2026 |
| Goldman Sachs | Analyst unavailable | $94 | $100.61 | +8.8% | Jan 7, 2026 |
| Wells Fargo | Analyst unavailable | $108 | $99.67 | +25.0% | Jan 5, 2026 |
| Morgan Stanley | Dara Mohsenian | $125 | $109.42 | +44.7% | Nov 4, 2025 |
| UBS | Peter Grom | $119 | $109.14 | +37.7% | Nov 4, 2025 |
| Wells Fargo | Analyst unavailable | $117 | $109.14 | +35.4% | Nov 4, 2025 |
| Jefferies | Kaumil Gajrawala | $152 | $109.14 | +75.9% | Nov 4, 2025 |
| UBS | Analyst unavailable | $128 | $118.82 | +48.1% | Oct 8, 2025 |
| Barclays | Analyst unavailable | $112 | $122.67 | +29.6% | Oct 1, 2025 |
| Barclays | Lauren Lieberman | $119 | $126.78 | +37.7% | Jul 15, 2025 |
| Barclays | Lauren Lieberman | $129 | $135.05 | +49.3% | May 7, 2025 |
| Evercore ISI | Javier Escalante | $140 | $135.05 | +62.0% | May 6, 2025 |
| Morgan Stanley | Dara Mohsenian | $150 | $135.05 | +73.6% | May 6, 2025 |
| Wells Fargo | Chris Carey | $142 | $133.64 | +64.4% | May 6, 2025 |
| Barclays | Lauren Lieberman | $139 | $145.63 | +60.9% | Mar 27, 2025 |
| Goldman Sachs | Bonnie Herzog | $132 | $159.56 | +52.8% | Oct 8, 2024 |
| Jefferies | Kaumil Gajrawala | $187 | $165.83 | +116.4% | Oct 1, 2024 |
| Barclays | Lauren Lieberman | $122 | $136.31 | +41.2% | Jul 19, 2024 |
| Wells Fargo | Chris Carey | $135 | $139.63 | +56.3% | May 2, 2024 |
| Jefferies | Kaumil Gajrawala | $145 | $150.52 | +67.8% | Mar 26, 2024 |
| RBC Capital | Nik Modi | $138 | $145.97 | +59.7% | Jan 30, 2024 |
| Raymond James | Olivia Tong | $185 | $124.69 | +114.1% | Oct 5, 2023 |
| J.P. Morgan | Ken Goldman | $153 | $155.1 | +77.1% | Sep 8, 2023 |
| Morgan Stanley | Analyst unavailable | $145 | $141 | +67.8% | Feb 3, 2023 |
| Raymond James | Analyst unavailable | $165 | $141 | +91.0% | Feb 3, 2023 |
| Jefferies | Analyst unavailable | $145 | $143.32 | +67.8% | Feb 1, 2023 |
| Wells Fargo | Analyst unavailable | $135 | $140.39 | +56.3% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $151 | $146.7 | +74.8% | Dec 6, 2022 |
| Barclays | Analyst unavailable | $101 | $148.71 | +16.9% | Aug 19, 2022 |
| Raymond James | Olivia Tong | $160 | $143.89 | +85.2% | Jul 12, 2022 |
| D.A. Davidson | Analyst unavailable | $123 | $147.56 | +42.4% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $143.28 | +58.6% | May 3, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $143.28 | +50.5% | May 3, 2022 |
| Barclays | Lauren Lieberman | $117 | $148.34 | +35.4% | Apr 29, 2022 |
| Deutsche Bank | Steve Powers | $146 | $150.65 | +69.0% | Apr 24, 2022 |
| D.A. Davidson | Linda Bolton Weiser | $127 | $143.22 | +47.0% | Feb 8, 2022 |
| UBS | Peter Grom | $148 | $141.41 | +71.3% | Feb 4, 2022 |
| Bernstein | Callum Elliott | $155 | $166.99 | +79.4% | Feb 2, 2022 |
| Credit Suisse | Kaumil Gajrawala | $160 | $164.72 | +85.2% | Jan 26, 2022 |
| Jefferies | Kevin Grundy | $185 | $176.27 | +114.1% | Jan 5, 2022 |
Track every rating change on CLX the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationThe Clorox Company is a global manufacturer and marketer of both consumer and professional products, operating through four distinct segments: Health and Wellness, Household, Lifestyle, and International. The Health and Wellness division offers a range of cleaning solutions, including laundry additives and home care items under brand names such as Clorox, Clorox2, Scentiva, Pine-Sol, Liquid-Plumr, Tilex, and Formula 409. It also supplies professional cleaning and disinfecting products via the CloroxPro and Clorox Healthcare brands, alongside professional food service goods from Hidden Valley. Additionally, this segment provides vitamins, minerals, and supplements (VMS) within the United States, marketed under the RenewLife, Natural Vitality, NeoCell, and Rainbow Light labels. Dedicated to the U.S. market, the Household segment features cat litter products from Fresh Step and Scoop Away, food storage bags and wraps under the Glad brand, and grilling essentials like Kingsford charcoal.…
Historical context
All CLX earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| PG The Procter & Gamble Company | FY2027 Q1 · Calendar Q4 2026 | +6.4% | +5.6% | P&G: Volume Growth Supports FY2027 Guidance Despite Cost Headwinds |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the CLX 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 · 2024-10-17T05:10:49.140638+00:00
- Polygon adjusted daily market bars · 2026-10-24T22:30:41.960327+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T22:30:41.957397+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 2026-10-24. For educational purposes only; not investment advice.