The Clorox Company · CLX · FY2027 Q1 · Calendar Q4 2026

Clorox Holds FY27 Outlook as Inflation Pressures Q1 Margins

Clorox's reaffirmed FY27 organic-sales outlook and share gains in several categories offer support, while higher-than-previously-estimated inflation and value-seeking behavior test the planned margin recovery. The thesis depends on productivity, pricing and GOJO synergies offsetting cost pressure as management expects stronger performance in the second half.

Reported After market closeNYSEConsumer Defensive $10.87B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $1.55 Consensus $1.07
EPS surprise +44.9% Reported versus consensus
Reported revenue $1.91B Consensus $1.88B
Revenue surprise +1.5% Reported versus consensus

Market reaction

close-to-close (session unavailable)
Stock move +2.2% Event window
SPY move -0.5% Same window
Abnormal move +2.6% Stock minus SPY
Volume 1.5× Versus trailing sessions
Subsequent drift 0.0% Up to 20 sessions
CLXSPY benchmark

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Why did CLX rise 2.2% after beating EPS estimates in FY2027 Q1?What changed in CLX's guidance and outlook in FY2027 Q1?Give me the bull and bear case for CLX after FY2027 Q1 earnings.

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Transcript intelligence

What changed

Management said Q1 cost inflation was $240 million, $40 million above its prior estimate, mainly from resin and transportation. It maintained FY27 organic-sales growth guidance of 3.5%–4.5% (flat to +1% excluding ERP impact), and announced Fabian Garcia as the incoming CEO, with the current CEO departing in January.

Guidance delta

FY27 organic-sales guidance was maintained at 3.5%–4.5%, or flat to +1% excluding ERP impact. Management described margin pressure in the first half and improvement in the second half, supported by productivity, revenue-growth management, pricing and GOJO synergies.

Key takeaways

  • Q1 inflation exceeded the prior estimate by $40 million, driven mainly by resin and transportation.
  • Management maintained FY27 organic-sales growth guidance; excluding ERP impact, the range is flat to +1%.
  • Management expects margin recovery to be weighted to the second half, citing productivity, pricing and GOJO synergies.
  • The analysis notes share gains in Home Care, Brita, Hidden Valley and Kingsford, alongside a CEO transition announcement.

Management priorities

  • Launch planned innovations, particularly in the Clorox PURE platform, and continue brand-superiority initiatives.
  • Accelerate GOJO integration and pursue the stated $50 million synergy benefit.
  • Use productivity, targeted pricing and revenue-growth management to support margin recovery.

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Earnings History

Estimate Beat Miss Match
CLX EPS earnings history estimate and actual scatter chart 10 reported fiscal quarters and 2 future estimate-only quarters. 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 $1.07 Q1 '27 actual $1.55, beat Q2 '27 estimate $1.41 Q3 '27 estimate $1.61
Show 2 more >

Analyst Consensus ?

ConsensusHold29 ratings
Bullish310.4%
Neutral2172.4%
Bearish517.2%

Analyst 52W Price Targets

$89.9Previous close
$80Low
$121.04Average
$185High

Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Nov 3, 2026. Not an FN2 forecast.

Firm-level rating actions

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

FirmRatingPrior ratingActionDate
Evercore ISI Group In Line UnderperformUpgradeNov 2, 2026
JP Morgan Underweight UnderweightMaintainOct 19, 2026
Barclays Underweight UnderweightMaintainOct 16, 2026
Morgan Stanley Equal Weight Equal WeightMaintainOct 15, 2026
Citigroup Neutral NeutralMaintainOct 14, 2026
Show 24 more rating actions

Named analyst price targets

Upside is calculated against the persisted previous close $89.9. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Deutsche BankSteve Powers$95$84.8 +5.7%Oct 19, 2026
BarclaysAnalyst unavailable$80$86.2 -11.0%Oct 16, 2026
UBSAnalyst unavailable$91$87 +1.2%Oct 15, 2026
Morgan StanleyAnalyst unavailable$87$87.34 -3.2%Oct 15, 2026
Deutsche BankAnalyst unavailable$98$101.27 +9.0%Aug 4, 2026
See 62 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
+6.5%FY2026 Q4 · Calendar Q3 2026-9.7%FY2026 Q3 · Calendar Q2 2026+1.2%FY2026 Q1 · Calendar Q4 2025

Consumer Defensive peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
EL The Estée Lauder Companies Inc. FY2027 Q1 · Calendar Q4 2026 +42.0% -4.1% Estée Lauder raises FY2027 outlook after broad Q1 growth
CHD Church & Dwight Co., Inc. FY2026 Q3 · Calendar Q4 2026 +2.2% +1.2% Church & Dwight raises sales outlook after strong Q3 organic growth
CL Colgate-Palmolive Company FY2026 Q3 · Calendar Q4 2026 +4.8% +2.3% Colgate-Palmolive: Broad Growth and Margin Expansion in Q3

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Sources

  1. Earnings call transcript and parsed analysis · 2026-11-03T04:04:40.575995+00:00
  2. FN2 earnings calendar · 2026-11-03T01:23:13.143323+00:00
  3. Polygon adjusted daily market bars · 2026-11-03T08:10:44.508474+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T08:10:44.505834+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 2026-11-03. For educational purposes only; not investment advice.