EarningsQ4 2026 Earnings Report
MX:CLX Q4 2026 EPS Results
Actual EPS$30.04
Consensus EPS$29.69
Beat/MissBeat by +$0.34
One Year Ago EPS$51.93
MX:CLX Q4 2026 Revenue Results
Actual Revenue$35.25B
Expected Revenue$34.65B
Beat/MissBeat by +$598.28M
YoY Revenue Growth-2.01%
Earnings Announcement Details
QuarterQ4 2026
Date08/03/2026
TimeAfter Close
Conference CallMonday, August 3, 2026
MX:CLX Upcoming Earnings
Clorox's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
MX:CLX Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: several strategic and operational positives (GOJO performing ahead of plan and accretive, ERP completion with productivity gains expected, restored distribution, innovation ramp, and stable free cash flow guidance) are countered by material near-term headwinds ( >$200M of inflation, front-half gross margin pressure, elevated promotions, category-specific challenges in litter and grilling, and a wider EPS range). Management emphasized targeted pricing, productivity, and reinvestment to offset cost pressures and expects improvements in the back half of the year.Company Guidance
GOJO Acquisition Performing Better Than Expected
Clorox reported GOJO (Clorox PURELL) was accretive in Q4 (earlier expected neutral) and is expected to be accretive to adjusted EPS in FY2027; management expects GOJO to grow mid-single digits initially and mid- to high-single digits over the next few years as revenue synergies are realized.
ERP Implementation Complete — Productivity Benefits Incoming
ERP implementation is in stabilization with implementation-related volatility largely in the rearview mirror; company expects optimization, supply-chain planning improvements, automation and ERP-enabled global business services to drive productivity gains starting later in the year and accelerating into next fiscal year.
Distribution and Retail Relationships Recovered Post-Cyberattack
Management stated distribution has been fully restored and is higher than immediately post-cyberattack; retailer relationships strengthened, with targeted e-commerce plans and gains in physical/virtual shelf space expected to continue.
Market Share Momentum in Several Businesses
Home Care recorded 8 consecutive quarters of share growth; Pro and International businesses delivered strong share gains; Glad and Hidden Valley showed share turnarounds in Q4. Aggregate share loss for FY2026 was modest (down ~0.1 share point).
Innovation Investment and Brand Building Increasing
Innovation as a percent of sales doubled in FY2026 (100% increase year-over-year) and management expects continued progress and a strong slate of FY2027 innovations, with heavier A&P spending in key quarters; advertising spend (ex-GOJO) remains above 11% of sales.
Free Cash Flow and Dividend Commitment
Company expects FY2027 free cash flow generation in line with targeted range of 11%–13% of sales; Board remains committed to dividend policy (recent modest increase) and currently has no change planned to refinancing strategy for short-term notes.
Clear FY2027 Assumptions and Strategic Focus
Management provided transparent FY2027 assumptions (Brent ~$90/bbl) and emphasized priorities: superiority across portfolio, targeted pricing, revenue growth management, operational excellence and reinvestment to accelerate market share and long-term value.
MX:CLX Earnings History
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