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Church & Dwight Company (CHD)
NYSE:CHD
US Market
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EarningsQ2 2026 Earnings Report

Church & Dwight (CHD) Q2 2026 Earnings Report

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CHD Q2 2026 EPS Results

Actual EPS$0.89
Consensus EPS$0.90
Beat/MissMissed by -<$0.01
One Year Ago EPS$0.94

CHD Q2 2026 Revenue Results

Actual Revenue$1.53B
Expected Revenue$1.50B
Beat/MissBeat by +$27.22M
YoY Revenue Growth+1.57%

Earnings Announcement Details

QuarterQ2 2026
Date07/31/2026
TimeBefore Open
Conference CallFriday, July 31, 2026
CHD Upcoming Earnings
Church & Dwight's next earnings date is estimated for October 30, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

CHD Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 31, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum: broad-based organic growth (5.8%), international strength (9.1%), product/brand share gains (THERABREATH, ARM & HAMMER, HERO), an EPS beat, raised guidance and robust e-commerce growth. Headwinds from inflation, tariffs, transportation, higher SG&A (TOUCHLAND) and U.S. BATISTE softness were noted but viewed as manageable—mitigated by productivity, tariff refunds (~$15M expected) and continued investments. Overall the positive execution, upgraded guidance and sizable upside opportunities (MISS MOUTH's distribution, international M&A, innovation pipeline) substantially outweigh the listed challenges.
Company Guidance
Management raised its full‑year outlook after a strong Q2 (net sales +1.6%; organic sales +5.8% vs ~3% outlook; volume +4.3%; price/mix +1.5%), reporting adjusted EPS $0.89 (vs $0.88 outlook) and adjusted gross margin 45.4% (+40 bps); H1 cash from operations was $462M (+10.8%), H1 capex $61.8M (FY expected ~$130M or ~2% of sales). For 2026 they now expect organic sales ~4–5% (was 3–4%), adjusted gross margin expansion ~100–120 bps, adjusted EPS growth 6–8% (was 5–8%), cash from operations ~$1.175B (was $1.15B), assume ~$30M of transitory cost headwinds tied to ~$90/bbl crude and expect ~$15M of Phase 2 tariff refunds in H2 to be reinvested; marketing is planned at or above 11% of sales (Q3 marketing ~12% with Q3 organic ~3% and adj. EPS ~ $0.89). The company also highlighted M&A and product metrics: acquisition MISS MOUTH's consumption +50% and +~3.5 share pts (household penetration ~2.5%, ACV 35%), international organic +9.1%, global e‑commerce +22.7% (now 25.5% of consumer sales), ARM & HAMMER litter consumption +7.5% (share 24.5%), THERABREATH share +4.5 pts to 25.3% (household penetration 14%), and Specialty Products organic +2.8%.
Strong Organic Sales Outperformance
Organic sales grew 5.8% in Q2 (vs ~3% outlook), driven by volume growth of 4.3% and positive price/mix of 1.5%.
Raised Full-Year Guidance
Management raised full-year organic sales guidance to ~4%–5% (from 3%–4%), increased adjusted EPS growth outlook to 6%–8% (from 5%–8%), and raised expected cash from operations to ~$1.175B (from $1.15B).
Earnings and Gross Margin Beat
Adjusted EPS of $0.89 beat outlook ($0.88). Adjusted gross margin was 45.4%, up 40 basis points year-over-year; company expects ~100–120 basis points of gross margin expansion for the full year.
Acquisition Momentum — MISS MOUTH's
Completed acquisition of MISS MOUTH's in June; post-acquisition consumption grew >50% and the brand gained ~3.5 share points. Current household penetration ~2.5% and ACV ~35% (vs category ACV 80%), indicating substantial distribution upside.
International Outperformance
International organic sales grew 9.1% in Q2, outpacing local GDP and performing broadly across Europe, Asia and Latin America; international seen as a major growth lever and M&A pipeline accelerating.
Power Brands Driving Share and Innovation
THERABREATH, HERO, ARM & HAMMER and others drove growth: THERABREATH mouthwash consumption rose 20%+ and share jumped 4.5 points to 25.3%; ARM & HAMMER cat litter consumption grew 7.5% and share rose 0.8 points to 24.5%; HERO outpaced its patch category with low household penetration providing upside.
Digital and E-commerce Strength
Global e-commerce grew 22.7% in Q2 and now represents 25.5% of total consumer sales.
Cash Flow and Productivity Performance
Cash from operations for first half was $462M, up 10.8% year-over-year. Productivity programs contributed ~150 basis points to Q2 gross margin and acquisitions added ~110 basis points.

CHD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 30, 2026
2026 (Q3)
0.90 / -
0.81―
2026 (Q2)
0.90 / 0.89
0.94-5.32% (-0.05)
2026 (Q1)
0.93 / 0.95
0.914.40% (+0.04)
2025 (Q4)
0.84 / 0.86
0.7711.69% (+0.09)
2025 (Q3)
0.74 / 0.81
0.792.53% (+0.02)
2025 (Q2)
0.86 / 0.94
0.931.08% (<+0.01)
2025 (Q1)
0.90 / 0.91
0.96-5.21% (-0.05)
2024 (Q4)
0.77 / 0.77
0.6518.46% (+0.12)
2024 (Q3)
0.68 / 0.79
0.746.76% (+0.05)
2024 (Q2)
0.84 / 0.93
0.921.09% (+0.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed