Church & Dwight (NYSE:CHD) Releases Earnings Results, Misses Estimates By $0.01 EPS

Church & Dwight (NYSE:CHD) issued its quarterly earnings results on Friday. The company reported $0.89 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.01), Briefing.com reports. Church & Dwight had a return on equity of 20.51% and a net margin of 11.81%.The business had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.50 billion. During the same quarter in the previous year, the company posted $0.94 earnings per share. The company’s quarterly revenue was up 1.6% compared to the same quarter last year. Church & Dwight updated its Q3 2026 guidance to 0.890-0.890 EPS and its FY 2026 guidance to 3.740-3.810 EPS.

Here are the key takeaways from Church & Dwight’s conference call:

• Strong Q2 performance led to raised 2026 guidance. Organic sales grew 5.8%, ahead of the 3% outlook, while adjusted EPS of $0.89 exceeded expectations; the company raised its full-year organic sales, EPS growth, and operating cash flow forecasts.
• Growth was broad-based, with U.S. organic sales up 5.1%, international organic sales up 9.1%, and specialty products up 2.8%. Key brands including TheraBreath, ARM & HAMMER Cat Litter, Hero, and ZICAM gained momentum and market share.
• Innovation and distribution remain major growth drivers. New products are expected to generate about half of organic growth, while TheraBreath toothpaste reached a 1% share early in its rollout and TheraBreath mouthwash gained 4.5 share points.
• The newly acquired Miss Mouth stain-remover brand showed strong early traction, with consumption up more than 50% and household penetration of only 2.5%, suggesting substantial room for distribution and penetration gains.
• Inflation, transportation expenses, tariffs, and Middle East-related costs created approximately 400 basis points of gross-margin pressure in the quarter. The company expects about $30 million of related 2026 cost headwinds, although productivity initiatives and an anticipated $15 million tariff refund are expected to offset them.

Church & Dwight Stock Up 1.7%

NYSE CHD traded up $1.64 on Friday, reaching $99.32. 2,553,962 shares of the stock traded hands, compared to its average volume of 2,144,681. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.81 and a current ratio of 1.22. The company has a fifty day moving average price of $97.08 and a 200-day moving average price of $96.58. The company has a market cap of $23.53 billion, a price-to-earnings ratio of 32.67, a PEG ratio of 3.59 and a beta of 0.47. Church & Dwight has a 12 month low of $81.33 and a 12 month high of $106.04.

Church & Dwight Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 14th will be issued a dividend of $0.3075 per share. This represents a $1.23 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, August 14th. Church & Dwight’s dividend payout ratio (DPR) is presently 40.46%.

Analyst Ratings Changes

Several equities analysts have commented on the company. Evercore set a $105.00 price objective on Church & Dwight in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $109.00 target price on shares of Church & Dwight in a research report on Monday, May 4th. The Goldman Sachs Group reissued a “buy” rating and set a $111.00 target price on shares of Church & Dwight in a research note on Friday, May 29th. Barclays upped their price target on shares of Church & Dwight from $79.00 to $86.00 and gave the stock an “underweight” rating in a report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. raised their price target on shares of Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Nine investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Church & Dwight has an average rating of “Hold” and a consensus price target of $103.82.

Insiders Place Their Bets

In other news, Director Penry W. Price sold 5,960 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $94.86, for a total transaction of $565,365.60. Following the transaction, the director owned 30,070 shares in the company, valued at approximately $2,852,440.20. This trade represents a 16.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Carlos G. Linares sold 10,000 shares of Church & Dwight stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $99.71, for a total value of $997,100.00. Following the completion of the sale, the executive vice president owned 4,668 shares of the company’s stock, valued at $465,446.28. The trade was a 68.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 47,680 shares of company stock worth $4,672,190. 2.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. DV Equities LLC purchased a new position in Church & Dwight during the 4th quarter valued at about $28,000. Prosperity Bancshares Inc purchased a new stake in shares of Church & Dwight in the 4th quarter worth approximately $29,000. Johnson Financial Group Inc. lifted its position in shares of Church & Dwight by 195.7% in the 4th quarter. Johnson Financial Group Inc. now owns 346 shares of the company’s stock worth $29,000 after purchasing an additional 229 shares during the period. GW&K Investment Management LLC boosted its stake in shares of Church & Dwight by 83.0% during the fourth quarter. GW&K Investment Management LLC now owns 344 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of Church & Dwight during the third quarter valued at approximately $30,000. 86.60% of the stock is currently owned by institutional investors.

Church & Dwight News Roundup

Here are the key news stories impacting Church & Dwight this week:

• Positive Sentiment: Second-quarter net sales increased 1.6% year over year to $1.53 billion, exceeding the $1.50 billion analyst consensus and the company’s expectation of a decline. Organic sales growth accelerated to 5.8%, well above the 3% outlook, with growth across all three business segments. Church & Dwight Delivers Strong Second Quarter Results
• Positive Sentiment: Church & Dwight raised its 2026 outlook for reported sales, earnings and operating cash flow. Full-year sales are now expected to be flat to up 1%, compared with the previous forecast for a 0.5% to 1.5% decline, while cash from operations is projected at approximately $1.175 billion. Church & Dwight Lifts Outlook After 2Q Organic Sales Jump
• Positive Sentiment: International sales rose 7.2%, with organic growth of 9.1%, while domestic organic sales increased 5.1%. Six-month operating cash flow reached $461.6 million, and the company also acquired the Miss Mouth’s Messy Eater brand. Church & Dwight Q2 Net Sales Rise
• Positive Sentiment: William Blair analyst Jon Andersen maintained a Buy rating, citing the organic-sales momentum, raised guidance and potential for long-term outperformance. Church & Dwight Earns Buy Rating
• Neutral Sentiment: Adjusted second-quarter EPS was $0.89, roughly in line with consensus in some reports but slightly below the broader $0.90 estimate; reported diluted EPS declined from $0.94 a year ago. Church & Dwight Stock Rises
• Negative Sentiment: Third-quarter EPS guidance of $0.89 is below the $0.93 consensus estimate, signaling near-term earnings pressure despite full-year guidance improvements.

Church & Dwight Company Profile

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.