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

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

CHD opened at $106.94 on Friday. The company’s 50 day moving average is $99.27 and its 200 day moving average is $97.66. The company has a current ratio of 1.15, a quick ratio of 0.69 and a debt-to-equity ratio of 0.51. The company has a market cap of $25.37 billion, a price-to-earnings ratio of 34.39, a PEG ratio of 3.78 and a beta of 0.49. Church & Dwight has a 12-month low of $81.49 and a 12-month high of $111.23.

Church & Dwight Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Friday, November 13th will be given a dividend of $0.3075 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.23 annualized dividend and a dividend yield of 1.2%. Church & Dwight’s dividend payout ratio is presently 39.55%.

Insider Buying and Selling at Church & Dwight

In other Church & Dwight news, Director Arthur Winkleblack sold 13,200 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $102.83, for a total value of $1,357,356.00. Following the transaction, the director directly owned 7,129 shares in the company, valued at approximately $733,075.07. This trade represents a 64.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Carlos Linares sold 15,375 shares of Church & Dwight stock in a transaction 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 transaction, the executive vice president owned 4,668 shares in the company, valued at $480,804. This represents a 76.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 53,250 shares of company stock valued at $5,462,048 in the last ninety days. Corporate insiders own 2.00% of the company’s stock.

Analyst Upgrades and Downgrades

CHD has been the subject of several research reports. Citigroup reissued a “neutral” rating and set a $105.00 price objective (up from $100.00) on shares of Church & Dwight in a report on Monday, August 3rd. Weiss Ratings restated a “hold (c+)” rating on shares of Church & Dwight in a research report on Wednesday, October 14th. Wall Street Zen upgraded shares of Church & Dwight from a “sell” rating to a “hold” rating in a report on Saturday, October 10th. TD Cowen set a $97.00 target price on shares of Church & Dwight and gave the stock a “hold” rating in a research report on Monday, August 3rd. Finally, Morgan Stanley set a $112.00 target price on shares of Church & Dwight in a research report on Monday, August 3rd. Eight analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $105.06.

Key Stories Impacting Church & Dwight

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

• Positive Sentiment: Q3 earnings and sales beat estimates: Adjusted earnings were $0.92 per share versus the $0.90 consensus, while revenue rose 1.0% year over year to $1.602 billion, ahead of the $1.58 billion estimate. EPS increased from $0.81 a year earlier. Church & Dwight Delivers Strong Third Quarter Results
• Positive Sentiment: Organic growth substantially exceeded guidance: Organic sales increased 5.1%, well above the company’s 3% outlook, with growth across all three divisions. The stronger mix and sales performance also supported margin gains and reinforced confidence in the company’s brands and 2026 outlook. CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains
• Positive Sentiment: $1 billion buyback announced: The authorization gives Church & Dwight an additional way to return capital to shareholders and could support per-share earnings by reducing the share count. Church & Dwight Unveils $1 Billion Stock Buyback
• Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target, while RBC Capital maintained its Buy rating, adding support to the bullish reaction.
• Neutral Sentiment: Revenue outlook remains modest: Management firmed up its 2026 sales-growth target at 0.5%, although this is within the previous range of flat to 1% growth and reflects better-than-feared performance.
• Negative Sentiment: Valuation remains a consideration: With the stock trading near its yearly high and at a relatively elevated earnings multiple, investors may require continued organic growth and margin improvement to justify further gains.

About Church & Dwight

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.