Church & Dwight (NYSE:CHD) Posts Earnings Results, Beats Expectations By $0.02 EPS

Church & Dwight (NYSE:CHD) released its quarterly earnings data on Friday. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.84 by $0.02, FiscalAI reports. Church & Dwight had a net margin of 12.74% and a return on equity of 19.32%. The firm had revenue of $1.64 billion during the quarter, compared to the consensus estimate of $1.64 billion. During the same quarter in the previous year, the company posted $0.76 earnings per share. The firm’s revenue was up 3.9% on a year-over-year basis. Church & Dwight updated its FY 2026 guidance to 3.710-3.810 EPS and its Q1 2026 guidance to 0.920-0.920 EPS.

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

• 3%-4% organic growth outlook for 2026 with reported sales slightly lower due to portfolio exits, a targeted ~100 basis point gross?margin improvement, EPS growth of 5%–8%, and approximately $1.15B in expected free cash flow.
• Management says industry?leading tariff mitigation cut exposure from ~$190 million to ~$25 million, helped H2 margin recovery and drove record cash flow in 2025, enabling the Touchland acquisition and $900M of shareholder returns while keeping leverage around 1.5x.
• Portfolio reshaping (divestitures of vitamins and Spinbrush; shutdowns of Flawless and shower heads) reduced private?label exposure from roughly ~12% to ~5%, and management reports the remaining portfolio would have grown ~3.5% in 2025 — improving margin and growth mix.
• Company highlighted softer end?market dynamics — category growth slowed to about ~1.8% in 2025 and consumer confidence is weak, which raises promotional intensity and near?term volume risk.
• Clear growth initiatives: scale Arm & Hammer $2B?$3B (good/better/best, selective new categories, in?house licensing), expand TheraBreath into toothpaste and broader oral?care penetration, and double down on international M&A to grow international from ~$1B toward $2B.

Church & Dwight Trading Up 4.6%

Shares of CHD stock traded up $4.25 during trading on Friday, hitting $96.21. 3,634,630 shares of the stock traded hands, compared to its average volume of 2,772,780. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.09 and a quick ratio of 0.66. The firm has a market capitalization of $23.10 billion, a P/E ratio of 30.25, a price-to-earnings-growth ratio of 4.28 and a beta of 0.46. Church & Dwight has a 52-week low of $81.33 and a 52-week high of $116.46. The firm’s fifty day moving average price is $86.23 and its 200-day moving average price is $88.94.

Trending Headlines about Church & Dwight

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

• Positive Sentiment: Q4 earnings beat on EPS and showed improving margins and organic growth, supporting near?term profit momentum. Church & Dwight Non-GAAP EPS of $0.86 beats by $0.03, revenue of $1.64B in-line
• Positive Sentiment: Company cited international growth and market?share gains that helped drive the beat and margin expansion. Church & Dwight Rides International Growth To Q4 Beat
• Positive Sentiment: Dividend increase announced as part of results, which supports shareholder return narrative. Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook
• Positive Sentiment: William Blair reaffirmed a Buy rating, highlighting the Q4 beat, upbeat 2026 outlook and what it sees as attractive valuation for upside. Reaffirming a Buy on Church & Dwight: Solid Q4 Beat, Upbeat 2026 Outlook, and Attractive Valuation Support Continued Upside
• Neutral Sentiment: Investor/analyst day slides were released, offering strategy and portfolio detail that could guide medium?term expectations but contain no immediate surprises. Church & Dwight Co., Inc. (CHD) Analyst/Investor Day – Slideshow
• Negative Sentiment: Management issued a softer Q1 profit outlook, which tempers the beat and is likely why some investors are cautious despite the quarter’s positives. Church & Dwight Rides International Growth To Q4 Beat
• Neutral Sentiment: Revenue was broadly in line with expectations (company exceeded full?year outlook), but growth remains modest and affected by the exit from its VMS business (about a 130 bp headwind). Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. TD Cowen lowered their price objective on shares of Church & Dwight from $100.00 to $97.00 and set a “hold” rating for the company in a research report on Thursday, January 8th. Barclays set a $82.00 price objective on Church & Dwight and gave the company an “underweight” rating in a research note on Tuesday, November 4th. Bank of America dropped their price objective on shares of Church & Dwight from $120.00 to $105.00 and set a “buy” rating on the stock in a research note on Wednesday, October 8th. Citigroup upgraded Church & Dwight from a “sell” rating to a “neutral” rating and lifted their price target for the stock from $85.00 to $87.00 in a report on Wednesday, December 17th. Finally, Raymond James Financial upgraded Church & Dwight from a “market perform” rating to an “outperform” rating and set a $100.00 price objective on the stock in a research note on Monday, January 5th. Ten research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $98.85.

Institutional Trading of Church & Dwight

Large investors have recently bought and sold shares of the company. Advisory Services Network LLC raised its position in Church & Dwight by 0.8% during the second quarter. Advisory Services Network LLC now owns 14,325 shares of the company’s stock valued at $1,343,000 after acquiring an additional 116 shares in the last quarter. Integrated Wealth Concepts LLC increased its holdings in Church & Dwight by 3.6% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 3,524 shares of the company’s stock valued at $309,000 after buying an additional 124 shares during the period. GeoWealth Management LLC raised its stake in Church & Dwight by 5.8% during the third quarter. GeoWealth Management LLC now owns 3,236 shares of the company’s stock worth $284,000 after acquiring an additional 178 shares in the last quarter. Vident Advisory LLC lifted its position in Church & Dwight by 1.0% during the 3rd quarter. Vident Advisory LLC now owns 17,932 shares of the company’s stock valued at $1,571,000 after purchasing an additional 179 shares during the period. Finally, MML Investors Services LLC grew its holdings in shares of Church & Dwight by 1.4% in the 2nd quarter. MML Investors Services LLC now owns 13,295 shares of the company’s stock valued at $1,278,000 after buying an additional 184 shares during the period. Institutional investors and hedge funds own 86.60% of the company’s stock.

About Church & Dwight

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.