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Church & Dwight Company (MX:CHD)
:CHD
Mexico Market
EarningsQ2 2026 Earnings Report

Church & Dwight (CHD) Q2 2026 Earnings Report

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MX:CHD Q2 2026 EPS Results

Actual EPS$15.42
Consensus EPS$15.52
Beat/MissMissed by -$0.10
One Year Ago EPS$16.28

MX:CHD Q2 2026 Revenue Results

Actual Revenue$26.50B
Expected Revenue$26.03B
Beat/MissBeat by +$471.54M
YoY Revenue Growth+1.57%

Earnings Announcement Details

QuarterQ2 2026
Date07/31/2026
TimeBefore Open
Conference CallFriday, July 31, 2026
MX: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

MX: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.

MX:CHD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 30, 2026
2026 (Q3)
15.57 / -
14.03
2026 (Q2)
15.52 / 15.42
16.282-5.32% (-0.87)
2026 (Q1)
16.13 / 16.45
15.7624.40% (+0.69)
2025 (Q4)
14.48 / 14.90
13.33711.69% (+1.56)
2025 (Q3)
12.75 / 14.03
13.6832.53% (+0.35)
2025 (Q2)
14.84 / 16.28
16.1081.08% (+0.17)
2025 (Q1)
15.52 / 15.76
16.628-5.21% (-0.87)
2024 (Q4)
13.29 / 13.34
11.25918.46% (+2.08)
2024 (Q3)
11.81 / 13.68
12.8176.76% (+0.87)
2024 (Q2)
14.64 / 16.11
15.9351.09% (+0.17)
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