Church & Dwight Co., Inc. is a company dedicated to the creation, production, and marketing of a diverse portfolio encompassing household, personal ...
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Est. EPS $0.90 · Revenue $1.58B · 12 analysts
Est. EPS $1.04 · Revenue $1.66B · 11 analysts
Est. EPS $3.78 · Revenue $6.23B · 11 analysts
Est. EPS $1.00 · Revenue $1.55B · 4 analysts
$1.21 per share
$1.21 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $6.2B | +1.6% | +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $736.8M | +25.9% | -6.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.7% | -2.1% | -2.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.4% | +31.4% | -8.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +11.9% | +23.9% | -10.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.1B | +11.9% | +79.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +17.6% | +10.2% | +72.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 55.1% | -0.1% | -1.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.07x | -37.4% | -5.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.9B | +0.3% | +1.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.02 vs 3.50 | -13.6% | 0.85 vs 0.90 | -5.5% |
| Revenue Surprise | $6.2B vs $6.2B | +0.1% | $1.5B vs $1.6B | -3.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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
