The third consecutive quarter of industry-leading organic sales growth and gross margin expansion, combined with raised guidance and a new $1B buyback authorization, signal strong operational momentum. Watch the January 2027 investor meeting for the first formal update on the 2030 growth initiatives, which could provide further catalysts.
Price Chart
Executive Summary
Church & Dwight reported Q3 2026 adjusted EPS of $0.92, exceeding the company's own outlook of $0.89 and consensus of $0.90, on net sales of $1,602.1M (above $1.58B consensus). Organic sales grew 5.1%, the third consecutive quarter of industry-leading growth. The company raised its full-year organic sales guidance to approximately 5% (high end of prior 4-5% range) and tightened adjusted EPS growth to approximately 7% (from 6-8%). The board also authorized a new $1B share repurchase program.
Key Financial Metrics
Key Facts
- Q3 2026 net sales $1,602.1M, +1.0% YoY, above consensus $1.58B and company's outlook of a 1% decline
- Q3 2026 adjusted EPS $0.92, +13.6% YoY, above consensus $0.90 and company's outlook of $0.89
- Organic sales growth of 5.1% driven by volume growth of 4.6% and positive price/mix of 0.5%
- Gross margin expanded 170 bps to 46.8%, driven by volume, productivity, tariff refunds and favorable mix
- Full-year organic sales guidance raised to approximately 5% (prior 4-5%), reported sales to approximately +0.5% (prior flat to +1%)
- Full-year adjusted EPS growth guidance tightened to approximately 7% (prior 6-8%)
- Board authorized a new $1B share repurchase program with no expiration date
- Cash from operations for first nine months was $841M; full-year outlook maintained at ~$1.175B
Financial Impact
Q3 adjusted EPS beat consensus by $0.02 (2.2%); revenue beat by ~$22M (1.4%); full-year organic sales guidance raised to ~5% from 4-5%; adjusted EPS growth guidance tightened to ~7% from 6-8%
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Consumer Domestic | $1.2B | +0.4% |
| Consumer International | $297.4M | +2.5% |
| Specialty Products Division | $79.6M | +5.0% |
Risk Factors
- Growing inflationary pressures related to the Middle East conflict and increasing global transportation rates
- Personal Care Products segment revenue declined 10.4% YoY in Q3, partially offsetting Household Products growth of 10.0%
- Cash from operations for the first nine months declined 1.3% YoY to $841M
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-439864 |
| Document: chd-20261030.htm | 0001193125-26-439864 |
| Document: 0001193125-26-439864-index-headers.html | 0001193125-26-439864 |
| Document: 0001193125-26-439864-index.html | 0001193125-26-439864 |
| Document: 0001193125-26-439864.txt | 0001193125-26-439864 |
| 8-K Data (Synthetic) | 0001193125-26-439864 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 8-K | $106.00 | awaiting T+5 | awaiting T+5 | $107.23 (+1.16%) |
Oct 29, 2026 3d ago | 8-K | $105.89 | awaiting T+5 | awaiting T+5 | $107.23 (+1.27%) |
Oct 20, 2026 12d ago | Institutional Cluster | $105.00 $105.01 | ▲ +0.01% | ▲ +0.11% | $107.23 (+2.12%) |
Aug 27, 2026 9w ago | Insider Cluster | $102.37 $98.59 | ▼ −3.69% | ▼ −3.96% | $107.23 (+4.75%) |
Aug 27, 2026 9w ago | Insider Cluster | $102.37 $98.59 | ▼ −3.69% | ▼ −3.96% | $107.23 (+4.75%) |
Aug 27, 2026 9w ago | Insider Cluster | $102.37 $98.59 | ▼ −3.69% | ▼ −3.96% | $107.23 (+4.75%) |
Aug 27, 2026 9w ago | Insider Cluster | $102.37 $99.32 | ▼ −2.98% | ▼ −2.21% | $107.23 (+4.75%) |
Aug 26, 2026 9w ago | Insider Cluster | $102.86 $99.32 | ▼ −3.44% | ▼ −3.32% | $107.23 (+4.25%) |
Aug 12, 2026 11w ago | Insider Cluster | $101.24 $99.01 | ▼ −2.20% | ▼ −1.76% | $107.23 (+5.92%) |
Jul 31, 2026 13w ago | 8-K | $98.81 $103.24 | ▲ +4.48% | ▲ +0.97% | $107.23 (+8.52%) |
US Market Status
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