Citable filing context
CHD's research view summarizes recent SEC filing context, starting with earnings from Jul 31, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 31, 2026 | earnings | Church & Dwight reported Q2 2026 net sales of $1.53 billion and raised its full-year 2026 financial outlook. |
| May 1, 2026 | earnings | Church & Dwight reported Q1 2026 net sales of $1,469.3 million and adjusted EPS of $0.95. |
| Jan 30, 2026 | earnings | Church & Dwight reported Q4 and full-year 2025 results and announced a 4.2% quarterly dividend increase. |
| Jul 31, 2026 | Guidance: adjusted_eps | 0.89 to not reported |
| Jul 31, 2026 | Guidance: adjusted_eps_growth | 6.00 to 8.00 |
| Jul 31, 2026 | Guidance: cash_from_operations | 1175.00 to not reported |
| Jul 31, 2026 | mda_quarterly | Church & Dwight reported a 1.6% increase in second-quarter 2026 net sales to $1.53 billion, driven by 4.3% volume growth and the acquisition of Miss Mouth’s. Gross margin expanded 240 basis points to 45.4%, benefiting from productivity programs and favorable product mix, despite a 400-basis-point headwind from elevated manufacturing, logistics, and tariff costs. The company’s "power brands"—including ARM & HAMMER, OXICLEAN, BATISTE, WATERPIK, THERABREATH, HERO, and TOUCHLAND—remain central to its strategy, representing approximately 70% of sales and profits. Operational performance faces ongoing pressure from geopolitical instability in the Middle East, which has disrupted shipping and inflated commodity costs. To mitigate tariff exposure, the company has shifted supply chains, including ceasing the import of Waterpik flossers from China. While the Supreme Court ruled certain IEEPA tariffs unlawful, the company has yet to recognize potential recoveries in its financial statements. Liquidity remains robust, with $254.8 million in cash and significant availability under a $2 billion revolving credit facility. Management continues to prioritize brand investment and innovation, supported by a strengthened cash conversion cycle of 17 days. Capital expenditures for 2026 are projected at $130 million, focused on manufacturing capacity for THERABREATH and STERIMAR and enterprise-wide digital upgrades. |
| May 1, 2026 | mda_quarterly | Church & Dwight reported first-quarter 2026 net sales of $1.47 billion, a marginal 0.2% increase year-over-year. While organic volume grew 5.3% across all segments, top-line growth was constrained by the strategic exit of several business lines, including vitamins, Flawless, Spinbrush, and Waterpik showerheads. Gross margin expanded 140 basis points to 46.4%, driven by productivity programs and the Touchland acquisition, despite a 180-basis-point headwind from inflationary manufacturing, labor, and tariff costs. Operating margin contracted 40 basis points to 19.8%, reflecting increased SG&A investments in e-commerce, international expansion, and the integration of Touchland. Management is actively navigating geopolitical and trade-related risks. To mitigate tariff exposure, the company ceased importing most Waterpik flossers from China. Additionally, Middle East conflict-related shipping disruptions have necessitated supplier diversification and alternative logistics routing. Despite these challenges, the company maintains a strong liquidity position with $503.4 million in cash and significant revolving credit availability. Capital allocation remains focused on supporting "power brands"—specifically ARM & HAMMER, OXICLEAN, BATISTE, WATERPIK, THERABREATH, HERO, and TOUCHLAND—which account for approximately 70% of profits. The company continues to prioritize dividend growth and capital expenditures, including capacity investments for THERABREATH and Sterimar. |
Source: SEC EDGAR filing text and events; period Jul 31, 2026; filed Jul 31, 2026.
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