Clorox (CLX) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.66

$1.61$1.73

vs $2.87-42.1%

14 analysts

Next Qtr

$1.29

$0.90$1.48

vs $0.85+51.3%

11 analysts

Current Yr

$5.56

$5.45$5.90

vs $7.72-27.9%

15 analysts

Next Yr

$6.30

$5.84$7.21

vs $5.56+13.2%

17 analysts

Revenue Estimates

Current Qtr

$1.91B

$1.87B$1.93B

vs $1.99B-4.0%

10 analysts

Next Qtr

$1.84B

$1.76B$1.89B

vs $1.43B+28.7%

7 analysts

Current Yr

$6.68B

$6.64B$6.72B

vs $7.10B-5.9%

13 analysts

Next Yr

$7.58B

$7.32B$7.68B

vs $6.68B+13.4%

14 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for CLX on EDGAR.

CLX filing events and research context
Filed	Item	Context
Aug 8, 2025	business	The Clorox Company is a multinational manufacturer of consumer and professional products, reporting fiscal year 2025 net sales of $7.1 billion. The company maintains a dominant market position, with over 80% of sales derived from brands holding the first or second market share positions, including Clorox, Glad, Kingsford, Hidden Valley, Brita, and Burt’s Bees. Under its IGNITE strategy, Clorox is evolving its portfolio, recently divesting the Better Health VMS business and preparing to acquire Procter & Gamble’s 20% interest in the Glad venture by January 2026. A significant operational focus is a $570–$580 million digital transformation centered on a cloud-based ERP system implementation. Financial analysts should note a high customer concentration risk, as Walmart accounts for approximately 27% of consolidated net sales. Key operational risks include volatility in raw material costs—specifically resin, sodium hypochlorite, and soybean oil—and intense competition from private-label brands. Additionally, the company continues to manage the aftermath of a 2023 cyberattack and faces macroeconomic headwinds that have recently slowed certain product categories. The company operates through four reportable segments: Health and Wellness, Household, Lifestyle, and International, with 86% of net sales generated in U.S. markets.
Aug 8, 2025	mda	Clorox is executing its IGNITE strategy to drive productivity and margin expansion across its global portfolio. The company is navigating a transition toward normalized demand for cleaning and disinfecting products following the pandemic-era surge. Core brands, including Clorox, Pine-Sol, and Brita, remain primary revenue drivers, while management utilizes strategic pricing to mitigate commodity inflation and raw material cost volatility. Operational efforts are focused on cost-reduction initiatives to offset volume declines associated with these price increases. A significant risk factor remains the recovery from a major cyberattack that disrupted supply chain efficiency and inventory management. Additionally, the company faces headwinds from consumer shifts toward private-label alternatives and fluctuating input costs. Management is prioritizing the restoration of baseline volumes and the optimization of its distribution network to stabilize earnings and improve free cash flow.
Aug 8, 2025	risk_factors	Clorox manages cybersecurity risks through a centralized governance structure led by the Chief Information Security and Infrastructure Officer (CISIO), who oversees the technology risk management team. The CISIO reports to the Chief Information and Data Officer (CIDO), a member of the Executive Committee reporting directly to the CEO. Strategic alignment between cybersecurity objectives and business goals is managed by the Clorox Information Security Executive Committee (CISEC), which integrates leadership from the legal, financial reporting, and internal audit functions, including the Chief Legal and External Affairs Officer and the Chief Accounting Officer. Oversight is further reinforced at the board level, where the Audit Committee monitors compliance with data privacy and IT risk regulations through quarterly updates from the CISIO and CIDO. The Board of Directors maintains overall responsibility for enterprise risk management (ERM), utilizing directors with specific expertise in data security and IT governance to evaluate the threat landscape and incident response plans. This integrated framework links technical security operations with financial reporting controls and legal compliance to mitigate material impacts on the company's business strategy and financial condition.

Filed

Item

Context

Aug 8, 2025

business

The Clorox Company is a multinational manufacturer of consumer and professional products, reporting fiscal year 2025 net sales of $7.1 billion. The company maintains a dominant market position, with over 80% of sales derived from brands holding the first or second market share positions, including Clorox, Glad, Kingsford, Hidden Valley, Brita, and Burt’s Bees. Under its IGNITE strategy, Clorox is evolving its portfolio, recently divesting the Better Health VMS business and preparing to acquire Procter & Gamble’s 20% interest in the Glad venture by January 2026. A significant operational focus is a $570–$580 million digital transformation centered on a cloud-based ERP system implementation. Financial analysts should note a high customer concentration risk, as Walmart accounts for approximately 27% of consolidated net sales. Key operational risks include volatility in raw material costs—specifically resin, sodium hypochlorite, and soybean oil—and intense competition from private-label brands. Additionally, the company continues to manage the aftermath of a 2023 cyberattack and faces macroeconomic headwinds that have recently slowed certain product categories. The company operates through four reportable segments: Health and Wellness, Household, Lifestyle, and International, with 86% of net sales generated in U.S. markets.

Aug 8, 2025

mda

Clorox is executing its IGNITE strategy to drive productivity and margin expansion across its global portfolio. The company is navigating a transition toward normalized demand for cleaning and disinfecting products following the pandemic-era surge. Core brands, including Clorox, Pine-Sol, and Brita, remain primary revenue drivers, while management utilizes strategic pricing to mitigate commodity inflation and raw material cost volatility. Operational efforts are focused on cost-reduction initiatives to offset volume declines associated with these price increases. A significant risk factor remains the recovery from a major cyberattack that disrupted supply chain efficiency and inventory management. Additionally, the company faces headwinds from consumer shifts toward private-label alternatives and fluctuating input costs. Management is prioritizing the restoration of baseline volumes and the optimization of its distribution network to stabilize earnings and improve free cash flow.

Aug 8, 2025

risk_factors

Clorox manages cybersecurity risks through a centralized governance structure led by the Chief Information Security and Infrastructure Officer (CISIO), who oversees the technology risk management team. The CISIO reports to the Chief Information and Data Officer (CIDO), a member of the Executive Committee reporting directly to the CEO. Strategic alignment between cybersecurity objectives and business goals is managed by the Clorox Information Security Executive Committee (CISEC), which integrates leadership from the legal, financial reporting, and internal audit functions, including the Chief Legal and External Affairs Officer and the Chief Accounting Officer. Oversight is further reinforced at the board level, where the Audit Committee monitors compliance with data privacy and IT risk regulations through quarterly updates from the CISIO and CIDO. The Board of Directors maintains overall responsibility for enterprise risk management (ERM), utilizing directors with specific expertise in data security and IT governance to evaluate the threat landscape and incident response plans. This integrated framework links technical security operations with financial reporting controls and legal compliance to mitigate material impacts on the company's business strategy and financial condition.

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CLX filing events and research context

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