The in-line quarter and modest FY27 guidance suggest a slow grind back to growth. Traders should watch organic sales momentum ex-ERP lapping (core demand trends) and margin expansion progress. The GOJO acquisition adds scale but integration risks and cost headwinds remain. Key catalysts are the next quarterly organic sales print and signs of gross margin stabilization above 42%.
Price Chart
Executive Summary
Clorox reported Q4 FY26 adjusted EPS of $1.66, slightly above the $1.65 consensus, and revenue of $1.948B, marginally above the $1.91B estimate, but organic sales fell 13% due to ERP transition lapping. The company provided FY27 guidance for adjusted EPS of $5.70-$6.00 (3-8% growth) and total sales growth of 13-14% (including ~9.5 points from GOJO), implying a slow recovery amid continued consumer and cost pressures.
Key Financial Metrics
Key Facts
- Q4 adjusted EPS $1.66 vs consensus $1.65 (in line)
- Q4 revenue $1.948B vs consensus $1.91B (slight beat)
- Organic sales declined 13% due to lapping ERP-related incremental shipments
- Gross margin fell 520bps to 41.3% (GAAP) driven by lower volume, GOJO inventory step-up, and higher costs
- FY27 adjusted EPS guidance $5.70-$6.00 implies 3-8% growth from FY26 adjusted $5.53
- FY27 total sales growth guided 13-14% including ~9.5 points from GOJO; organic growth 3.5-4.5% with >3.5 points of ERP lapping benefit
Financial Impact
Q4 adjusted EPS down 42% YoY; FY27 guidance suggests modest recovery with adjusted EPS growth of 3-8%. Gross margin expected ~42% in FY27, reflecting inflationary headwinds.
Risk Factors
- Organic sales growth may not materialize as expected if consumer value-seeking persists
- Inflation in commodities and logistics could further compress margins
- GOJO integration may take longer or synergies may fall short of expectations
- ERP drawdown benefit may not fully offset underlying volume declines
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302841567 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Institutional Cluster | $104.23 $84.88 | ▼ −18.56% | ▼ −19.77% | $80.41 (−22.85%) |
Aug 3, 2026 8w ago | Press Release | $104.67 $94.97 | ▼ −9.27% | ▼ −8.03% | $80.41 (−23.18%) |
Jul 13, 2026 11w ago | Press Release | $94.75 $108.25 | ▼ −14.25% | ▼ −11.76% | $80.41 (+15.13%) |
Jun 17, 2026 15w ago | 8-K | $95.80 $98.71 | ▲ +3.04% | ▲ +2.50% | $80.41 (−16.06%) |
Feb 28, 2026 30w ago | Institutional Cluster | $125.23 $101.15 | ▼ −19.23% | ▼ −11.30% | $80.41 (−35.79%) |
US Market Status
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