The Clorox Company · CLX · FY2026 Q4 · Calendar Q3 2026

Clorox enters FY2027 with share gains and inflation risks

The call supports a cautiously constructive operating thesis: share gains, product innovation, early GOJO accretion, and productivity initiatives provide support, but inflation, category execution, and integration risks temper the outlook.

Reported After market closeNYSEConsumer Defensive $10.54B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $1.66 Consensus $1.64
EPS surprise +1.2% Reported versus consensus
Reported revenue $1.95B Consensus $1.91B
Revenue surprise +1.7% Reported versus consensus

Market reaction

event-close to next-session close
Stock move +6.5% Event window
SPY move +1.8% Same window
Abnormal move +4.7% Stock minus SPY
Volume 2.1× Versus trailing sessions
Subsequent drift -9.3% Up to 20 sessions
CLXSPY benchmark

Ask FN2 about CLX FY2026 Q4

Transcript, numbers and history already loaded
Why did CLX rise 6.5% after beating EPS estimates in FY2026 Q4?What changed in CLX's guidance and outlook in FY2026 Q4?Give me the bull and bear case for CLX after FY2026 Q4 earnings.

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Transcript intelligence

What changed

Compared with the prior-quarter analysis, the current analysis points to early GOJO accretion, recovery of distribution to above pre-cyberattack levels, and a larger projected inflation headwind. ERP implementation is now described as moving into optimization.

Guidance delta

Management's guidance sentiment was maintained. The call emphasized offsetting inflation through pricing, productivity, and cost savings rather than describing a new guidance change.

Key takeaways

  • Management described improving market share across several categories, including eight consecutive quarters of Home Care growth.
  • GOJO was characterized as delivering mid-single-digit growth with early synergies, while ERP work moves into optimization.
  • Inflation and commodity volatility remain central risks, and cat litter performance remains an execution challenge.

Management priorities

  • Complete GOJO integration and realize revenue synergies.
  • Accelerate ERP-driven productivity gains across supply chain and SG&A.
  • Invest in innovation, e-commerce capabilities, retailer collaboration, and targeted pricing.

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Earnings History

Estimate Beat Miss Match
CLX EPS earnings history estimate and actual scatter chart 9 reported fiscal quarters and 3 future estimate-only quarters. Q3 '24 estimate $1.36 Q3 '24 actual $1.71, beat Q4 '24 estimate $1.56 Q4 '24 actual $1.82, beat Q1 '25 estimate $1.36 Q1 '25 actual $1.86, beat Q4 '25 estimate $2.20 Q4 '25 actual $2.87, beat Q1 '26 estimate $0.82 Q1 '26 actual $0.85, beat Q2 '26 estimate $1.43 Q2 '26 actual $1.39, miss Q3 '26 estimate $1.55 Q3 '26 actual $1.64, beat Q4 '26 estimate $1.64 Q4 '26 actual $1.66, beat Q1 '27 estimate $1.11 Q2 '27 estimate $1.41 Q3 '27 estimate $1.59
Show 1 more >

Analyst Consensus ?

ConsensusHold29 ratings
Bullish310.3%
Neutral2069.0%
Bearish620.7%

Analyst 52W Price Targets

$87.15Current
$83Low
$121.96Average
$185High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 23, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Wells Fargo Equal Weight Equal WeightMaintainSep 11, 2026
Citigroup Neutral NeutralMaintainSep 11, 2026
UBS Neutral NeutralMaintainAug 4, 2026
JP Morgan Underweight UnderweightMaintainAug 4, 2026
Evercore ISI Group Underperform UnderperformMaintainAug 4, 2026
Show 24 more rating actions

Named analyst price targets

Upside is calculated against the persisted current price $87.15. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Deutsche BankAnalyst unavailable$98$101.27 +12.4%Aug 4, 2026
UBSAnalyst unavailable$105$100.55 +20.5%Aug 4, 2026
Evercore ISIAnalyst unavailable$99$100.72 +13.6%Aug 4, 2026
BarclaysLauren Lieberman$84$98.26 -3.6%Aug 4, 2026
JefferiesKaumil Gajrawala$98$97.41 +12.4%Jul 28, 2026
See 58 more

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Company context

Snapshot as of publication

The 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 earnings
-9.7%FY2026 Q3 · Calendar Q2 2026

Consumer Defensive peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
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
BF-A Brown-Forman Corporation FY2027 Q1 · Calendar Q3 2026 +3.0% — Brown-Forman holds FY27 outlook as RTD innovation offsets barrel pressure
BF-B Brown-Forman Corporation FY2027 Q1 · Calendar Q3 2026 0.0% — Brown-Forman maintains FY27 outlook as innovation offsets pressure
DG Dollar General Corporation FY2027 Q2 · Calendar Q3 2026 +23.4% +2.5% Dollar General Raises FY2026 Outlook After Strong Q2
DLTR Dollar Tree, Inc. FY2027 Q2 · Calendar Q3 2026 +134.8% -3.9% Dollar Tree: Strong Q2 execution, but guidance held steady

Latest beats and misses

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Missed on EPS

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Sources

  1. Earnings call transcript and parsed analysis · 2026-08-04T15:08:50.744747+00:00
  2. FN2 earnings calendar · 2026-09-08T01:23:13.784197+00:00
  3. Polygon adjusted daily market bars · 2026-09-23T05:00:51.025011+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-23T05:00:51.022351+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 2026-09-23. For educational purposes only; not investment advice.