Analyst Consensus ?
ConsensusHold29 ratings
Bullish310.3%
Neutral2069.0%
Bearish620.7%
The Clorox Company · CLX · FY2025 Q4 · Calendar Q3 2025
Clorox: ERP Noise Weighs on Near-Term Sales as Margin Plan Holds
The supplied analysis supports a conditional recovery case: Clorox’s brand strength, innovation pipeline, pricing discipline, and ERP-enabled productivity could support longer-term improvement, but near-term evidence is mixed because organic sales declined and execution, tariffs, and promotion remain material risks.
Reported After market closeNYSEConsumer Defensive
$9.72B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.87
Consensus $2.20
EPS surprise
+30.5%
Reported versus consensus
Reported revenue
$1.99B
Consensus $1.93B
Revenue surprise
+3.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-2.0%
Event window
SPY move
-1.6%
Same window
Abnormal move
-0.3%
Stock minus SPY
Volume
2.3×
Versus trailing sessions
Subsequent drift
-4.0%
Up to 20 sessions
CLXSPY benchmark
Ask FN2 about CLX FY2025 Q4
Transcript, numbers and history already loaded
Why did CLX fall 2.0% after beating EPS estimates in FY2025 Q4?What changed in CLX's guidance and outlook in FY2025 Q4?Give me the bull and bear case for CLX after FY2025 Q4 earnings.
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Transcript intelligence
What changed
Compared with the prior-quarter analysis, the focus shifted from a planned ERP-driven sales benefit and tariff mitigation to the reversal of ERP-related inventory effects, weaker organic sales, and a back-half FY26 recovery plan centered on innovation, net-revenue management, and productivity.
Guidance delta
Management maintained guidance; the key change is a weaker near-term organic-sales profile as ERP-related inventory effects reverse, while the longer-term margin and productivity objectives remain in place.
Key takeaways
- Organic sales fell about 5% year over year after removing a 13%–14% ERP-related inventory build, undershooting internal expectations.
- Management identified back-half FY26 innovation and net-revenue-management initiatives as the main growth levers.
- Tariffs, promotional competition, consumer pressure, and ERP execution remain the main offsets to the margin and productivity plan.
Management priorities
- Complete the U.S. ERP ramp-up and use it to improve inventory and trade-spend optimization.
- Launch new innovation platforms in the second half of FY26 and pursue pricing and net-revenue-management initiatives.
- Continue margin transformation, digital investment, and efforts toward an 18% EBIT margin target.
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Beat
Miss
Match
Analyst 52W Price Targets
$80.41Current
$83Low
$121.96Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 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 |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 11, 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 |
| TD Cowen | Hold | Hold | Maintain | Jan 8, 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 $80.41. 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 | +21.9% | Aug 4, 2026 |
| UBS | Analyst unavailable | $105 | $100.55 | +30.6% | Aug 4, 2026 |
| Evercore ISI | Analyst unavailable | $99 | $100.72 | +23.1% | Aug 4, 2026 |
| Barclays | Lauren Lieberman | $84 | $98.26 | +4.5% | Aug 4, 2026 |
| Jefferies | Kaumil Gajrawala | $98 | $97.41 | +21.9% | Jul 28, 2026 |
| Evercore ISI | Javier Escalante | $98 | $93.62 | +21.9% | Jul 23, 2026 |
| Deutsche Bank | Analyst unavailable | $94 | $96.25 | +16.9% | Jul 22, 2026 |
| Morgan Stanley | Analyst unavailable | $97 | $88.25 | +20.6% | May 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $83 | $87.73 | +3.2% | May 1, 2026 |
| Evercore ISI | Javier Escalante | $110 | $88.3 | +36.8% | May 1, 2026 |
| Deutsche Bank | Steve Powers | $91 | $96.44 | +13.2% | May 1, 2026 |
| UBS | Analyst unavailable | $96 | $96.44 | +19.4% | May 1, 2026 |
| Barclays | Analyst unavailable | $85 | $96.44 | +5.7% | May 1, 2026 |
| Jefferies | Kaumil Gajrawala | $139 | $100.34 | +72.9% | Apr 21, 2026 |
| RBC Capital | Analyst unavailable | $127 | $107.62 | +57.9% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $105.67 | +36.8% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $125 | $125.94 | +55.5% | Feb 17, 2026 |
| Redburn Partners | Analyst unavailable | $117 | $124.64 | +45.5% | Feb 13, 2026 |
| UBS | Peter Grom | $121 | $117.35 | +50.5% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $132 | $116.62 | +64.2% | Feb 4, 2026 |
| Deutsche Bank | Analyst unavailable | $114 | $115.22 | +41.8% | Jan 23, 2026 |
| Wells Fargo | Analyst unavailable | $115 | $112.2 | +43.0% | Jan 23, 2026 |
| Barclays | Analyst unavailable | $109 | $109.26 | +35.6% | Jan 16, 2026 |
| UBS | Peter Grom | $115 | $110.64 | +43.0% | Jan 14, 2026 |
| Goldman Sachs | Analyst unavailable | $94 | $100.61 | +16.9% | Jan 7, 2026 |
| Wells Fargo | Analyst unavailable | $108 | $99.67 | +34.3% | Jan 5, 2026 |
| Morgan Stanley | Dara Mohsenian | $125 | $109.42 | +55.5% | Nov 4, 2025 |
| UBS | Peter Grom | $119 | $109.14 | +48.0% | Nov 4, 2025 |
| Wells Fargo | Analyst unavailable | $117 | $109.14 | +45.5% | Nov 4, 2025 |
| Jefferies | Kaumil Gajrawala | $152 | $109.14 | +89.0% | Nov 4, 2025 |
| UBS | Analyst unavailable | $128 | $118.82 | +59.2% | Oct 8, 2025 |
| Barclays | Analyst unavailable | $112 | $122.67 | +39.3% | Oct 1, 2025 |
| Barclays | Lauren Lieberman | $119 | $126.78 | +48.0% | Jul 15, 2025 |
| Barclays | Lauren Lieberman | $129 | $135.05 | +60.4% | May 7, 2025 |
| Evercore ISI | Javier Escalante | $140 | $135.05 | +74.1% | May 6, 2025 |
| Morgan Stanley | Dara Mohsenian | $150 | $135.05 | +86.5% | May 6, 2025 |
| Wells Fargo | Chris Carey | $142 | $133.64 | +76.6% | May 6, 2025 |
| Barclays | Lauren Lieberman | $139 | $145.63 | +72.9% | Mar 27, 2025 |
| Goldman Sachs | Bonnie Herzog | $132 | $159.56 | +64.2% | Oct 8, 2024 |
| Jefferies | Kaumil Gajrawala | $187 | $165.83 | +132.6% | Oct 1, 2024 |
| Barclays | Lauren Lieberman | $122 | $136.31 | +51.7% | Jul 19, 2024 |
| Wells Fargo | Chris Carey | $135 | $139.63 | +67.9% | May 2, 2024 |
| Jefferies | Kaumil Gajrawala | $145 | $150.52 | +80.3% | Mar 26, 2024 |
| RBC Capital | Nik Modi | $138 | $145.97 | +71.6% | Jan 30, 2024 |
| Raymond James | Olivia Tong | $185 | $124.69 | +130.1% | Oct 5, 2023 |
| J.P. Morgan | Ken Goldman | $153 | $155.1 | +90.3% | Sep 8, 2023 |
| Morgan Stanley | Analyst unavailable | $145 | $141 | +80.3% | Feb 3, 2023 |
| Raymond James | Analyst unavailable | $165 | $141 | +105.2% | Feb 3, 2023 |
| Jefferies | Analyst unavailable | $145 | $143.32 | +80.3% | Feb 1, 2023 |
| Wells Fargo | Analyst unavailable | $135 | $140.39 | +67.9% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $151 | $146.7 | +87.8% | Dec 6, 2022 |
| Barclays | Analyst unavailable | $101 | $148.71 | +25.6% | Aug 19, 2022 |
| Raymond James | Olivia Tong | $160 | $143.89 | +99.0% | Jul 12, 2022 |
| D.A. Davidson | Analyst unavailable | $123 | $147.56 | +53.0% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $143.28 | +70.4% | May 3, 2022 |
| Wells Fargo | Analyst unavailable | $130 | $143.28 | +61.7% | May 3, 2022 |
| Barclays | Lauren Lieberman | $117 | $148.34 | +45.5% | Apr 29, 2022 |
| Deutsche Bank | Steve Powers | $146 | $150.65 | +81.6% | Apr 24, 2022 |
| D.A. Davidson | Linda Bolton Weiser | $127 | $143.22 | +57.9% | Feb 8, 2022 |
| UBS | Peter Grom | $148 | $141.41 | +84.1% | Feb 4, 2022 |
| Bernstein | Callum Elliott | $155 | $166.99 | +92.8% | Feb 2, 2022 |
| Credit Suisse | Kaumil Gajrawala | $160 | $164.72 | +99.0% | Jan 26, 2022 |
| Jefferies | Kevin Grundy | $185 | $176.27 | +130.1% | 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 |
|---|---|---|---|---|
| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
| CAG Conagra Brands, Inc. | FY2027 Q1 · Calendar Q3 2026 | +44.4% | -4.9% | Conagra maintains outlook while increasing brand investment and simplifying SKUs |
| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-04T09:00:40.447556+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T09:00:40.443725+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 2026-10-04. For educational purposes only; not investment advice.