Church & Dwight (NYSE:CHD) Announces Quarterly Earnings Results

Church & Dwight (NYSE:CHD) posted its quarterly earnings results on Friday. The company reported $0.92 EPS for the quarter, beating analysts’ consensus estimates of $0.90 by $0.02, FiscalAI reports. The company had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.58 billion. Church & Dwight had a net margin of 11.96% and a return on equity of 20.10%. The firm’s revenue was up 1.0% compared to the same quarter last year. During the same period in the prior year, the business posted $0.81 EPS.

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

• Q3 results exceeded expectations: Organic sales grew 5.1%, driven by 4.6% volume growth, while adjusted EPS rose 13.6% to $0.92 versus the $0.89 outlook. Gross margin expanded 170 basis points to 46.8%.
• Growth was broad-based across the portfolio, with U.S. organic sales up 4.4%, international sales up 7.8%, and specialty products up 5%. ARM & HAMMER, THERABREATH, Waterpik, Batiste, OxiClean and other power brands gained momentum and market share.
• Management raised full-year 2026 organic sales growth expectations to approximately 5% and tightened adjusted EPS growth guidance to approximately 7%; fourth-quarter organic sales are expected to grow about 4%, with EPS up 17%–19% year over year.
• Inflation and transportation pressures remain significant, with approximately $150 million of 2026 inflation now assumed, including crude oil at roughly $100 per barrel. Management expects to rely on record productivity, revenue-growth management, promotions and potentially pricing to protect margins in 2027.
• Touchland’s U.S. growth has slowed and the business is expected to be roughly flat for 2026, although broader U.S. distribution and international launches are expected to support growth in 2027. The company also authorized a new $1 billion share-repurchase program, described as a renewal that preserves capital-allocation flexibility alongside potential acquisitions.

Church & Dwight Trading Up 2.0%

NYSE:CHD traded up $2.10 on Friday, reaching $108.10. The company’s stock had a trading volume of 1,847,554 shares, compared to its average volume of 2,061,598. Church & Dwight has a 12-month low of $81.49 and a 12-month high of $111.23. The company has a quick ratio of 0.69, a current ratio of 1.15 and a debt-to-equity ratio of 0.51. The stock has a 50 day moving average price of $99.08 and a 200 day moving average price of $97.56. The firm has a market cap of $25.64 billion, a price-to-earnings ratio of 34.75, a price-to-earnings-growth ratio of 3.73 and a beta of 0.49.

Church & Dwight Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Friday, November 13th will be issued a dividend of $0.3075 per share. The ex-dividend date is Friday, November 13th. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.1%. Church & Dwight’s dividend payout ratio (DPR) is currently 39.55%.

Insider Buying and Selling at Church & Dwight

In other news, Director Arthur B. Winkleblack sold 13,200 shares of Church & Dwight stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $102.83, for a total transaction of $1,357,356.00. Following the completion of the sale, the director directly owned 7,129 shares of the company’s stock, valued at approximately $733,075.07. The trade was a 64.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Carlos G. Linares sold 15,375 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $103.00, for a total transaction of $1,583,625.00. Following the sale, the executive vice president owned 4,668 shares of the company’s stock, valued at $480,804. This represents a 76.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,250 shares of company stock worth $5,462,048 over the last ninety days. Company insiders own 2.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on CHD shares. Morgan Stanley set a $112.00 price objective on Church & Dwight in a research report on Monday, August 3rd. Citigroup restated a “neutral” rating and set a $105.00 price target (up from $100.00) on shares of Church & Dwight in a report on Monday, August 3rd. JPMorgan Chase & Co. increased their target price on shares of Church & Dwight from $99.00 to $105.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. UBS Group restated a “neutral” rating and set a $106.00 price objective on shares of Church & Dwight in a report on Thursday, October 15th. Finally, Oppenheimer increased their target price on shares of Church & Dwight from $115.00 to $120.00 and gave the company an “outperform” rating in a research report on Wednesday. Eight analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $105.06.

Church & Dwight News Summary

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

• Positive Sentiment: Q3 earnings and sales beat estimates. Adjusted EPS was $0.92 versus the $0.90 consensus, while revenue increased 1.0% year over year to $1.602 billion, ahead of the approximately $1.58 billion estimate. EPS also rose from $0.81 in the year-ago quarter. Church & Dwight Delivers Strong Third Quarter Results
• Positive Sentiment: Organic growth significantly exceeded expectations. Organic sales grew 5.1%, above management’s 3% outlook, with all three divisions contributing. The stronger sales performance helped drive margin improvement and reinforced the company’s 2026 outlook. CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains
• Positive Sentiment: $1 billion stock-buyback authorized. The repurchase plan may support earnings per share and signals management’s confidence in cash generation, providing an additional catalyst for the stock. Church & Dwight Unveils $1 Billion Stock Buyback
• Positive Sentiment: Analyst sentiment remains supportive. Oppenheimer raised its price target, while RBC Capital maintained its Buy rating, adding to the favorable reaction to the earnings report. Church & Dwight Stock Gets Price Target Increase from Oppenheimer
• Neutral Sentiment: Forward sales growth remains modest. Church & Dwight firmed its full-year sales-growth target at 0.5%, within its prior 0% to 1% range. While this is an improvement over the company’s quarterly sales outlook, it indicates limited top-line growth and places greater importance on organic gains, margins and buybacks. Church & Dwight Firms Up Outlook as Profit, Revenue Rise

Church & Dwight Company Profile

Church & Dwight Co, Inc is a consumer packaged goods company that develops, manufactures and markets household, personal care and specialty products. Its portfolio is anchored by the ARM & HAMMER brand, which is used across products such as baking soda, laundry detergent, cat litter, household cleaners, oral care products and personal care items.

The company also markets a broad range of branded products, including OxiClean laundry and cleaning products, Trojan sexual wellness products, Waterpik oral health devices, First Response pregnancy and fertility tests, Nair hair-removal products, Orajel oral pain relief, TheraBreath oral care products, and vitamins and supplements sold under the Vitafusion and L’il Critters brands.