The raised guidance and strong organic growth trajectory support a positive outlook for CHD. Traders should monitor H2 2026 for continued volume growth and margin expansion, as well as any impact from Middle East inflation and tariffs. The stock may see upward pressure as the market prices in the improved guidance.
Price Chart
Executive Summary
Church & Dwight reported Q2 2026 results that exceeded its own outlook, with organic sales growth of 5.8% (vs 3% outlook) and adjusted EPS of $0.89 (vs $0.88 outlook). The company raised its full-year guidance across sales, EPS, and cash flow, citing strong volume-driven growth and market share gains. While results were in line with consensus estimates, the guidance raise signals accelerating momentum.
Key Financial Metrics
Key Facts
- Q2 net sales $1,530M, +1.6% reported, +5.8% organic (vs company outlook of ~3%)
- Adjusted EPS $0.89, vs company outlook of $0.88 (beat) but vs consensus $0.90 (slight miss)
- Raised full-year 2026 organic sales growth guidance to 4-5% from 3-4%
- Raised adjusted EPS growth guidance to 6-8% from 5-8%
- Raised cash from operations guidance to ~$1.175B from $1.150B
- Adjusted gross margin expanded 40bps to 45.4%
- Global e-commerce grew 22.7%, now 25.5% of consumer sales
- Volume growth of 4.3% drove organic sales, with price/mix adding 1.5%
Financial Impact
Guidance raise implies ~$0.10-0.15 EPS upside vs prior expectations; organic sales growth guidance increased by 100bps
Risk Factors
- Middle East inflationary pressure could impact input costs
- Tariff uncertainty and potential phase II refund timing
- Consumer spending slowdown in a challenging macroeconomic environment
- Integration costs from recent acquisitions (Touchland, Miss Mouth's)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-326749 |
| Document: chd-20260731.htm | 0001193125-26-326749 |
| Document: 0001193125-26-326749-index-headers.html | 0001193125-26-326749 |
| Document: 0001193125-26-326749-index.html | 0001193125-26-326749 |
| Document: 0001193125-26-326749.txt | 0001193125-26-326749 |
| 8-K Data (Synthetic) | 0001193125-26-326749 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Insider Cluster | $102.37 $95.33 | ▼ −6.88% | ▼ −6.37% | $94.31 (−7.87%) |
Aug 27, 2026 5w ago | Insider Cluster | $102.37 $95.33 | ▼ −6.88% | ▼ −6.37% | $94.31 (−7.87%) |
Aug 27, 2026 5w ago | Insider Cluster | $102.37 $95.33 | ▼ −6.88% | ▼ −6.37% | $94.31 (−7.87%) |
Aug 27, 2026 5w ago | Insider Cluster | $102.37 $95.33 | ▼ −6.88% | ▼ −6.78% | $94.31 (−7.87%) |
Aug 26, 2026 5w ago | Insider Cluster | $102.86 $95.49 | ▼ −7.17% | ▼ −8.37% | $94.31 (−8.31%) |
Aug 12, 2026 7w ago | Insider Cluster | $101.24 $93.94 | ▼ −7.21% | ▼ −5.31% | $94.31 (−6.85%) |
Jul 31, 2026 9w ago | 8-K | $98.81 $101.26 | ▲ +2.48% | ▼ −0.51% | $94.31 (−4.55%) |
Jun 17, 2026 15w ago | Insider Cluster | $97.41 $99.12 | ▲ +1.76% | ▲ +0.44% | $94.31 (−3.18%) |
Jun 12, 2026 16w ago | Insider Cluster | $97.56 $96.36 | ▼ −1.23% | ▼ −3.01% | $94.31 (−3.33%) |
Jun 12, 2026 16w ago | Insider Cluster | $97.56 $96.36 | ▼ −1.23% | ▼ −3.01% | $94.31 (−3.33%) |
US Market Status
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