Jun 2026 (Q2 FY26) — Jul 31, 2026
Church & Dwight Q2 FY26 — Strong Organic Growth and Raised Full-Year Outlook
Read the full callChurch & Dwight (CHD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Church & Dwight earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,530 | +1.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.1 | +0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 203 | +6.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
8 of 9 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gross margin expansion | approximately 50 basis points | Mar 2026 | Second quarter adjusted gross margin was 45.4%, an increase of 40 basis points versus last year. | Missed |
| Adjusted EPS growth | 5% to 8% growth | Mar 2026 | We are raising our adjusted EPS outlook to a growth rate of 6% to 8% and versus our prior expectation of 5% to 8%. | Revised Up |
| Strategic review of vitamin business | undertaking a strategic review of the business, including streamlining our supply chain... potential JV and partnership opportunities and divestiture options | Jun 2025 | As we look forward, our TSA agreement with the VMS business is winding down, and that organizational time that has been freed up is being spent on our forward-looking growth initiatives. | Achieved |
1 of CHURCH & DWIGHT CO INC /DE/'s 51 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 48 more targets are in the full ledger.
Claimed
- Organic sales grew 5.8%, significantly ahead of the 3% outlook, driven by 4.3% volume growth and 1.5% positive price/mix.
- Adjusted gross margin expanded by 40 basis points to 45.4%.
- Adjusted EPS reached $0.89, exceeding the $0.88 outlook.
- International organic sales delivered strong growth of 9.1%.
- Global e-commerce sales increased 22.7% in Q2, now representing 25.5% of total consumer sales.
Qualified
- Inflation, tariffs, and transportation costs resulted in a 400 basis point headwind to gross margin.
- Adjusted SG&A increased by 220 basis points to 15.8% of net sales, primarily due to the inclusion of Touchland's SG&A and amortization expense.
- Adjusted other expense increased by $9.2 million year-over-year due to lower interest income.
- Competitive promotional activity in the laundry category increased significantly, while Church & Dwight's promotion was down 300 basis points.
Price
$104.09 −0.42% · −$0.44
Performance +17.6% 1Y
1Y: $88.48 on 17 Oct 2025 → $104.09. High $105.26 (23 Feb 2026), low $81.6 (8 Dec 2025).
- Previous close
- $104.53
- 52-week range
- $81.6 – $105.26
- One year
- +18.18%
Overview
- Symbol
- CHD
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
8 of 9 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gross margin expansion | approximately 50 basis points | Mar 2026 | Second quarter adjusted gross margin was 45.4%, an increase of 40 basis points versus last year. | Missed |
| Adjusted EPS growth | 5% to 8% growth | Mar 2026 | We are raising our adjusted EPS outlook to a growth rate of 6% to 8% and versus our prior expectation of 5% to 8%. | Revised Up |
| Strategic review of vitamin business | undertaking a strategic review of the business, including streamlining our supply chain... potential JV and partnership opportunities and divestiture options | Jun 2025 | As we look forward, our TSA agreement with the VMS business is winding down, and that organizational time that has been freed up is being spent on our forward-looking growth initiatives. | Achieved |
Claimed
- Organic sales grew 5.8%, significantly ahead of the 3% outlook, driven by 4.3% volume growth and 1.5% positive price/mix.
- Adjusted gross margin expanded by 40 basis points to 45.4%.
- Adjusted EPS reached $0.89, exceeding the $0.88 outlook.
- International organic sales delivered strong growth of 9.1%.
- Global e-commerce sales increased 22.7% in Q2, now representing 25.5% of total consumer sales.
Qualified
- Inflation, tariffs, and transportation costs resulted in a 400 basis point headwind to gross margin.
- Adjusted SG&A increased by 220 basis points to 15.8% of net sales, primarily due to the inclusion of Touchland's SG&A and amortization expense.
- Adjusted other expense increased by $9.2 million year-over-year due to lower interest income.
- Competitive promotional activity in the laundry category increased significantly, while Church & Dwight's promotion was down 300 basis points.
The full ledger
Open CHURCH & DWIGHT CO INC /DE/’s full ledger
A free account opens 5 company ledgers a month. All 51 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
Church & Dwight earnings calls (CHD)
Financials
What the filings say
Net profit, year on year: +6% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,511 | 1,582 | 1,467 | 1,506 | 1,586 | 1,644 | 1,469 | 1,530 |
| Operating profit | -91 | 257 | 295 | 262 | 255 | 266 | 291 | 276 |
| Operating margin | −6.1% | 16.2% | 20.1% | 17.4% | 16.1% | 16.2% | 19.8% | 18.1% |
| Interest | 23 | 23 | 23 | 24 | 24 | 25 | 24 | 24 |
| Profit before tax | -101 | 253 | 282 | 251 | 236 | 188 | 273 | 256 |
| Tax rate | 25.9% | 25.3% | 22.0% | 23.8% | 22.9% | 23.7% | 20.6% | 20.8% |
| Net profit | -75 | 189 | 220 | 191 | 182 | 144 | 216 | 203 |
| EPS ($ per share) | -0.31 | — | 0.90 | 0.78 | 0.75 | — | 0.91 | 0.86 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 293 | 293 | 293 | 293 | 294 | 294 | 294 | 294 |
| Reserves | 3,833 | 3,833 | 4,786 | 5,366 | 5,525 | 6,012 | 6,320 | 6,768 |
| Total liabilities | 3,615 | 3,990 | 4,394 | 4,763 | 4,856 | 4,714 | 4,522 | 4,910 |
| Fixed assets | 598 | 598 | 613 | 653 | 761 | 928 | 932 | 823 |
| Total assets | 6,069 | 6,657 | 7,415 | 7,997 | 8,346 | 8,569 | 8,883 | 8,912 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 764 | 865 | 990 | 994 | 885 | 1,031 | 1,156 | 1,215 |
| Cash from investing | -112 | -553 | -608 | -682 | -729 | -234 | -183 | -617 |
| Cash from financing | -609 | -473 | -360 | -252 | -121 | -726 | -343 | -1,162 |
| Net cash flow | 38 | -161 | 27 | 58 | 30 | 74 | 620 | -555 |
| Capital expenditure | -60 | -74 | -99 | -119 | -179 | -223 | -180 | -122 |
| Free cash flow | 703 | 791 | 891 | 875 | 706 | 807 | 976 | 1,093 |
CHD revenue by segment
Consumer Domestic shrank from 78% to 76% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Consumer Domestic | 78% | 77% | 77% | 77% | 77% | 77% | 76% | 76% | +0.1% |
| Consumer International | 18% | 18% | 18% | 18% | 18% | 18% | 19% | 19% | +7.2% |
| Specialty Products Division | 5% | 5% | 5% | 5% | 5% | 4% | 5% | 5% | +2.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
131 filings between Dec 9, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$12.15M
12 sales by 9 insiders
Compensation
not trading decisions- 46
- Award — granted as compensation
- 15
- Option exercise — converted options into shares
- 50
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 dispositions to the issuer, 3 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Linares Carlos G. | — | $4.15M | Aug 26, 2026 |
| WINKLEBLACK ARTHUR B | — | $1.36M | Aug 5, 2026 |
| Vergis Janet S. | — | $1.31M | Feb 4, 2026 |
| Saligram Ravichandra Krishnamurty | — | $1.27M | Jun 10, 2026 |
| Price Penry W | — | $1.27M | May 13, 2026 |
| Buchert Brian D | — | $997.2K | Jun 10, 2026 |
| SHEARER ROBERT K | — | $842.5K | Jun 11, 2026 |
| Hemsey Rene | — | $511.3K | Aug 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Pokhriyal Surabhi EVP Chief Digital Growth Offic | Tax withheld | 31 | $2.9K |
| Sep 1, 2026 | Magazine Mark J EVP Chief Commercial Officer | Tax withheld | 76 | $7.6K |
| Aug 26, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Sale | 15,375 | $1.58M |
| Aug 26, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Option exercise | 15,375 | $773.1K |
| Aug 25, 2026 | Hemsey Rene EVP, Chief HR Officer | Option exercise | 5,000 | $235.0K |
| Aug 25, 2026 | Hemsey Rene EVP, Chief HR Officer | Sale | 5,000 | $511.3K |
| Aug 24, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Sale | 15,375 | $1.57M |
| Aug 24, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Option exercise | 15,375 | $773.1K |
| Aug 11, 2026 | IRWIN BRADLEY C Director | Sale | 4,300 | $441.6K |
| Aug 11, 2026 | IRWIN BRADLEY C Director | Option exercise | 4,300 | $332.5K |
| Aug 5, 2026 | WINKLEBLACK ARTHUR B Director | Option exercise | 13,200 | $663.7K |
| Aug 5, 2026 | WINKLEBLACK ARTHUR B Director | Sale | 13,200 | $1.36M |
| Jul 1, 2026 | Vergis Janet S. Director | Award | 736 | $71.3K |
| Jul 1, 2026 | Price Penry W Director | Award | 1,471 | $142.5K |
| Jun 25, 2026 | Raup Charles R President US Domestic | Tax withheld | 853 | $83.7K |
| Jun 16, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Sale | 10,000 | $997.1K |
| Jun 16, 2026 | Linares Carlos G. EVP Chief Tech&Global New Prod | Option exercise | 10,000 | $502.8K |
| Jun 11, 2026 | SHEARER ROBERT K Director | Option exercise | 8,600 | $665.0K |
| Jun 11, 2026 | SHEARER ROBERT K Director | Sale | 8,600 | $842.5K |
| Jun 10, 2026 | Saligram Ravichandra Krishnamurty Director | Option exercise | 12,960 | $643.1K |
| Jun 10, 2026 | Saligram Ravichandra Krishnamurty Director | Sale | 12,960 | $1.27M |
| Jun 10, 2026 | Buchert Brian D EVP of Strategy, M&A, and BP | Sale | 10,160 | $997.2K |
| Jun 10, 2026 | Buchert Brian D EVP of Strategy, M&A, and BP | Option exercise | 10,160 | $504.1K |
| May 29, 2026 | Saligram Ravichandra Krishnamurty Director | Gift | 45 | $0 |
| May 29, 2026 | Saligram Ravichandra Krishnamurty Director | Gift | 25 | $0 |
| May 29, 2026 | Saligram Ravichandra Krishnamurty Director | Gift | 24 | $0 |
| May 13, 2026 | Price Penry W Director | Sale | 5,960 | $565.3K |
| May 13, 2026 | Price Penry W Director | Option exercise | 5,960 | $295.7K |
| May 4, 2026 | Smith Michael R Director | Award | 920 | $0 |
| May 4, 2026 | Price Penry W Director | Award | 920 | $0 |
| May 4, 2026 | SHEARER ROBERT K Director | Award | 920 | $0 |
| May 4, 2026 | Vergis Janet S. Director | Award | 920 | $0 |
| May 4, 2026 | Yoler Laurie Director | Award | 920 | $0 |
| May 4, 2026 | WINKLEBLACK ARTHUR B Director | Award | 920 | $0 |
| May 4, 2026 | CASHAW BRAD Director | Award | 920 | $0 |
| May 4, 2026 | Saligram Ravichandra Krishnamurty Director | Award | 920 | $0 |
| May 4, 2026 | Saideman Susan G Director | Award | 920 | $0 |
| May 4, 2026 | IRWIN BRADLEY C Director | Award | 920 | $0 |
| May 1, 2026 | Longo Joseph James VP, Controller and CAO | Tax withheld | 213 | $20.5K |
| Mar 24, 2026 | McChesney Lee B EVP, Chief Financial Officer | Tax withheld | 232 | $21.8K |
| Mar 24, 2026 | McChesney Lee B EVP, Chief Financial Officer | Tax withheld | 4,468 | $419.4K |
| Mar 12, 2026 | Price Penry W Director | Sale | 7,000 | $704.1K |
| Mar 12, 2026 | Price Penry W Director | Option exercise | 7,000 | $347.3K |
| Mar 9, 2026 | Raup Charles R President US Domestic | Award | 35 | $3.5K |
| Mar 9, 2026 | Pokhriyal Surabhi EVP Chief Digital Growth Offic | Award | 34 | $3.4K |
| Mar 9, 2026 | McChesney Lee B EVP, Chief Financial Officer | Award | 35 | $3.5K |
| Mar 9, 2026 | Magazine Mark J EVP Chief Commercial Officer | Award | 87 | $8.7K |
| Mar 9, 2026 | Longo Joseph James VP, Controller and CAO | Award | 35 | $3.5K |
| Mar 9, 2026 | Hemsey Rene EVP, Chief HR Officer | Award | 75 | $7.6K |
| Mar 9, 2026 | Gokey Kevin EVP Chief Information Officer | Award | 104 | $10.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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