Analyst Consensus ?
ConsensusHold29 ratings
Bullish310.3%
Neutral2069.0%
Bearish620.7%
The Clorox Company · CLX · FY2025 Q2 · Calendar Q1 2025
Clorox: Margin Recovery Advances, but ERP and Competition Add Risk
The call is cautiously constructive: productivity, innovation, share gains, and the planned Glad ownership change support margin recovery, while ERP execution, competition, macro weakness, tariffs, and FX temper the outlook.
Reported After market closeNYSEConsumer Defensive
$10.21B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.39
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.63B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-7.2%
Event window
SPY move
+0.7%
Same window
Abnormal move
-7.9%
Stock minus SPY
Volume
4.0×
Versus trailing sessions
Subsequent drift
+1.0%
Up to 20 sessions
CLXSPY benchmark
Ask FN2 about CLX FY2025 Q2
Transcript, numbers and history already loaded
What drove CLX's -7.2% move after FY2025 Q2 earnings?What changed in CLX's guidance and outlook in FY2025 Q2?Give me the bull and bear case for CLX after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The company disclosed that it expects to take full control of the Glad joint venture within a year and that the U.S. ERP rollout begins in July. Management expects a related inventory build and temporary cash-flow effects, with longer-term productivity benefits.
Guidance delta
Guidance sentiment was raised; no numerical guidance delta was supplied.
Key takeaways
- Management expects productivity, design-to-value, and net revenue management to support margin expansion.
- Clorox plans to assume full ownership of the Glad joint venture within a year, ending its partnership with P&G.
- The U.S. ERP rollout is expected to improve efficiency but may create temporary inventory and cash-flow noise.
- Cleaning, professional, and international share gains are key supports for growth despite macro pressure.
- Management cited innovation and advertising as ongoing supports for core brands.
Management priorities
- Execute the U.S. ERP rollout and capture productivity benefits.
- Complete the Glad joint-venture transition.
- Invest in advertising, innovation, and new products.
- Pursue margin expansion, share growth, and selective accretive M&A.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$84.38Current
$83Low
$121.96Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 14, 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 |
|---|---|---|---|---|
| TD Cowen | Hold | Hold | Maintain | Oct 13, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 11, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 4, 2026 |
| JP Morgan | Underweight | Underweight | Maintain | Aug 4, 2026 |
| Evercore ISI Group | Underperform | Underperform | Maintain | Aug 4, 2026 |
| Jefferies | Hold | Buy | Downgrade | Jul 28, 2026 |
| Barclays | Underweight | Underweight | Maintain | Jul 21, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | Jul 20, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Apr 23, 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 $84.38. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Analyst unavailable | $98 | $101.27 | +16.1% | Aug 4, 2026 |
| UBS | Analyst unavailable | $105 | $100.55 | +24.4% | Aug 4, 2026 |
| Evercore ISI | Analyst unavailable | $99 | $100.72 | +17.3% | Aug 4, 2026 |
| Barclays | Lauren Lieberman | $84 | $98.26 | -0.4% | Aug 4, 2026 |
| Jefferies | Kaumil Gajrawala | $98 | $97.41 | +16.1% | Jul 28, 2026 |
| Evercore ISI | Javier Escalante | $98 | $93.62 | +16.1% | Jul 23, 2026 |
| Deutsche Bank | Analyst unavailable | $94 | $96.25 | +11.4% | Jul 22, 2026 |
| Morgan Stanley | Analyst unavailable | $97 | $88.25 | +15.0% | May 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $83 | $87.73 | -1.6% | May 1, 2026 |
| Evercore ISI | Javier Escalante | $110 | $88.3 | +30.4% | May 1, 2026 |
| Deutsche Bank | Steve Powers | $91 | $96.44 | +7.9% | May 1, 2026 |
| UBS | Analyst unavailable | $96 | $96.44 | +13.8% | May 1, 2026 |
| Barclays | Analyst unavailable | $85 | $96.44 | +0.7% | May 1, 2026 |
| Jefferies | Kaumil Gajrawala | $139 | $100.34 | +64.7% | Apr 21, 2026 |
| RBC Capital | Analyst unavailable | $127 | $107.62 | +50.5% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $105.67 | +30.4% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $125 | $125.94 | +48.1% | Feb 17, 2026 |
| Redburn Partners | Analyst unavailable | $117 | $124.64 | +38.7% | Feb 13, 2026 |
| UBS | Peter Grom | $121 | $117.35 | +43.4% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $132 | $116.62 | +56.4% | Feb 4, 2026 |
| Deutsche Bank | Analyst unavailable | $114 | $115.22 | +35.1% | Jan 23, 2026 |
| Wells Fargo | Analyst unavailable | $115 | $112.2 | +36.3% | Jan 23, 2026 |
| Barclays | Analyst unavailable | $109 | $109.26 | +29.2% | Jan 16, 2026 |
| UBS | Peter Grom | $115 | $110.64 | +36.3% | Jan 14, 2026 |
| Goldman Sachs | Analyst unavailable | $94 | $100.61 | +11.4% | Jan 7, 2026 |
| Wells Fargo | Analyst unavailable | $108 | $99.67 | +28.0% | Jan 5, 2026 |
| Morgan Stanley | Dara Mohsenian | $125 | $109.42 | +48.1% | Nov 4, 2025 |
| UBS | Peter Grom | $119 | $109.14 | +41.0% | Nov 4, 2025 |
| Wells Fargo | Analyst unavailable | $117 | $109.14 | +38.7% | Nov 4, 2025 |
| Jefferies | Kaumil Gajrawala | $152 | $109.14 | +80.1% | Nov 4, 2025 |
| UBS | Analyst unavailable | $128 | $118.82 | +51.7% | Oct 8, 2025 |
| Barclays | Analyst unavailable | $112 | $122.67 | +32.7% | Oct 1, 2025 |
| Barclays | Lauren Lieberman | $119 | $126.78 | +41.0% | Jul 15, 2025 |
| Barclays | Lauren Lieberman | $129 | $135.05 | +52.9% | May 7, 2025 |
| Evercore ISI | Javier Escalante | $140 | $135.05 | +65.9% | May 6, 2025 |
| Morgan Stanley | Dara Mohsenian | $150 | $135.05 | +77.8% | May 6, 2025 |
| Wells Fargo | Chris Carey | $142 | $133.64 | +68.3% | May 6, 2025 |
| Barclays | Lauren Lieberman | $139 | $145.63 | +64.7% | Mar 27, 2025 |
| Goldman Sachs | Bonnie Herzog | $132 | $159.56 | +56.4% | Oct 8, 2024 |
| Jefferies | Kaumil Gajrawala | $187 | $165.83 | +121.6% | Oct 1, 2024 |
| Barclays | Lauren Lieberman | $122 | $136.31 | +44.6% | Jul 19, 2024 |
| Wells Fargo | Chris Carey | $135 | $139.63 | +60.0% | May 2, 2024 |
| Jefferies | Kaumil Gajrawala | $145 | $150.52 | +71.9% | Mar 26, 2024 |
| RBC Capital | Nik Modi | $138 | $145.97 | +63.6% | Jan 30, 2024 |
| Raymond James | Olivia Tong | $185 | $124.69 | +119.3% | Oct 5, 2023 |
| J.P. Morgan | Ken Goldman | $153 | $155.1 | +81.3% | Sep 8, 2023 |
| Morgan Stanley | Analyst unavailable | $145 | $141 | +71.9% | Feb 3, 2023 |
| Raymond James | Analyst unavailable | $165 | $141 | +95.6% | Feb 3, 2023 |
| Jefferies | Analyst unavailable | $145 | $143.32 | +71.9% | Feb 1, 2023 |
| Wells Fargo | Analyst unavailable | $135 | $140.39 | +60.0% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $151 | $146.7 | +79.0% | Dec 6, 2022 |
| Barclays | Analyst unavailable | $101 | $148.71 | +19.7% | Aug 19, 2022 |
| Raymond James | Olivia Tong | $160 | $143.89 | +89.6% | Jul 12, 2022 |
| D.A. Davidson | Analyst unavailable | $123 | $147.56 | +45.8% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $143.28 | +62.4% | May 3, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $143.28 | +54.1% | May 3, 2022 |
| Barclays | Lauren Lieberman | $117 | $148.34 | +38.7% | Apr 29, 2022 |
| Deutsche Bank | Steve Powers | $146 | $150.65 | +73.0% | Apr 24, 2022 |
| D.A. Davidson | Linda Bolton Weiser | $127 | $143.22 | +50.5% | Feb 8, 2022 |
| UBS | Peter Grom | $148 | $141.41 | +75.4% | Feb 4, 2022 |
| Bernstein | Callum Elliott | $155 | $166.99 | +83.7% | Feb 2, 2022 |
| Credit Suisse | Kaumil Gajrawala | $160 | $164.72 | +89.6% | Jan 26, 2022 |
| Jefferies | Kevin Grundy | $185 | $176.27 | +119.3% | Jan 5, 2022 |
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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
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Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-20T00:03:20.673815+00:00
- Polygon adjusted daily market bars · 2026-10-14T14:00:44.750408+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-14T14:00:44.747554+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 2026-10-14. For educational purposes only; not investment advice.