Church & Dwight Co., Inc. is a company dedicated to the creation, production, and marketing of a diverse portfolio encompassing household, personal ...
예상 EPS $0.90 · 매출 $1.58B · 12 명의 애널리스트
예상 EPS $1.04 · 매출 $1.66B · 11 명의 애널리스트
예상 EPS $3.78 · 매출 $6.23B · 11 명의 애널리스트
예상 EPS $1.00 · 매출 $1.55B · 4 명의 애널리스트
$1.21 주당
$1.21 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $6.2B | +1.6% | +4.1% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $736.8M | +25.9% | -6.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +44.7% | -2.1% | -2.2% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +17.4% | +31.4% | -8.8% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +11.9% | +23.9% | -10.0% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $1.1B | +11.9% | +79.8% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +17.6% | +10.2% | +72.6% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 55.1% | -0.1% | -1.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.07x | -37.4% | -5.8% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $8.9B | +0.3% | +1.1% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 3.02 vs 3.50 | -13.6% | 0.85 vs 0.90 | -5.5% |
| 매출 서프라이즈 | $6.2B vs $6.2B | +0.1% | $1.5B vs $1.6B | -3.0% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Linares Carlos G. | officer: EVP Chief Tech&Global New Prod | Phantom Stock | A | 26 | — |
| Aug 31, 2026 | Dierker Richard A | director, officer: President and CEO | Phantom Stock | A | 43 | — |
| Aug 31, 2026 | Buchert Brian D | officer: EVP of Strategy, M&A, and BP | Phantom Stock | A | 5 | — |
| Aug 26, 2026 | Linares Carlos G. | officer: EVP Chief Tech&Global New Prod | Common Stock | A | 15,375 | $50.28 |
| Aug 26, 2026 | Linares Carlos G. | officer: EVP Chief Tech&Global New Prod | Common Stock | D | 15,375 | $103.00 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Church & Dwight's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] I will now hand the conference over to Mr. Rick Dierker, President and Chief Executive Officer of Church & Dwight. Please go ahead, sir. Richard Dierker: Thank you. Good morning, everyone. Thanks for joining the call. We had a strong second quarter and first half. And I want to start by thanking all of our Church & Dwight employees all around the world for executing so well in a challenging environment. I'll begin with some thoughts on the broader environment and then a review of our Q2 results, and then I'll turn the call over to Lee McChesney, our CFO. And when Lee is done, we'll open it up for questions. Starting with the broader environment. Conditions remain dynamic. However, our categories are growing ahead of our original expectations, and Church & Dwight is growing even faster. Consumer spending remains resilient. Our teams are executing with excellence, and we remain focused on offering high-quality solution-oriented products to consumers at the right value. Our brands continue to perform exceptionally well, driving a second straight quarter of industry-leading organic sales growth. Turning to the quarter. Net sales increased 1.6%, which was ahead of our outlook and organic sales grew 5.8%, almost 6%, well above our 3% outlook. This growth was broad-based across all 3 divisions and was primarily driven by volume growth of 4.3% and positive price/mix of 1.5%. Adjusted gross margin was 45.4%, up 40 basis points, and adjusted EPS was $0.89, above our $0.88 outlook. Overall, this is a great result. And with the first half of the year behind us, it gives us great confidence to raise our sales, EPS and cash flow outlook for the full year. In Q2, we also completed the acquisition of the fast-growing MISS MOUTH's brand, the #1 stain remover brand on Amazon. We're encouraged by the strong initial sales results from the brand since the June acquisition. And I'm especially excited about the growth opportunities for MISS MOUTH's over the next 12 to 18 months. In the second quarter, MISS MOUTH's consumption grew over 50% and gained almost 3.5 share points. And we think this is just the beginning as household penetration for the brand is currently just 2.5% compared to the category, which is 50%. Additionally, ACV for MISS MOUTH's is only 35% compared to 80% for the category, which again indicates plenty of room to run on distribution. Innovation and distribution gains remain a significant competitive advantage for Church & Dwight. They were a major contributor to our industry-leading growth. We're confident that our relentless focus on innovation will continue to drive strong growth, distribution gains at shelf and market share expansion. New product launches this year are expected to account for about half of our organic growth as we innovate in key categories across the portfolio. …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Richard A. Dierker | President, Chief Executive Officer & Director | USD 2,715,604 | Male | 1980 | Active |
Lee McChesney | Chief Financial Officer & Executive Vice President | USD 1,378,489 | Male | 1972 | Active |
Carlos G. Linares | Executive Vice President, Chief Technology Officer & Global New Product Innovation | USD 1,321,907 | Male | 1964 | Active |
Patrick D. de Maynadier | Executive Vice President, General Counsel & Secretary | USD 1,112,230 | Male | 1960 | Active |
Michael G. Read | Executive Vice President of International | USD 1,103,325 | Male | 1975 | Active |
Charles R. Raup | Executive VP & President of US Domestic | USD 943,788 | Male | 1968 | Active |
Stacey Ramstedt | Senior Vice President & Chief Marketing Officer | — | Female | — | Active |
Joseph James Longo | Vice President, Chief Accounting Officer & Corporate Controller | — | Male | 1971 | Active |
Brian Buchert | Executive Vice President of Strategy, M&A and Business Partnerships | — | Male | — | Active |
Rene Hemsey | Executive Vice President & Chief Human Resources Officer | — | Female | 1968 | Active |
The transaction involved the sale of 15,375 shares for ~$1.6 million at a weighted-average price of $102.00 per share. The executive maintained a stable equity position as the shares sold were newly issued through a same-day option exercise.
Callan Family Office LLC acquired a new position in shares of Church and Dwight Co., Inc. (NYSE: CHD) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 9,224 shares of the company's stock, valued at approximately $894,000. Several other institutional investors have also
Bank of Nova Scotia purchased a new stake in Church and Dwight Co., Inc. (NYSE: CHD) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 150,113 shares of the company's stock, valued at approximately $14,543,000. Bank of Nova Scotia owned
On August 24, 2026, Church and Dwight Co Inc (CHD) shares rose 3.8% to $102.53, reflecting a strong performance within a 52-week range of $81.33 to $106.04. The s
Advisors Capital Management LLC bought a new stake in shares of Church and Dwight Co., Inc. (NYSE: CHD) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 5,278 shares of the company's stock, valued at approximately $511,000. Other large investors
