Church & Dwight (NYSE:CHD) Issues Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Posted by Bonnie Powley on Feb 1st, 2026

Church & Dwight (NYSE:CHD – Get Free Report) announced its earnings results on Friday. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.84 by $0.02, FiscalAI reports. Church & Dwight had a return on equity of 19.32% and a net margin of 12.74%.The business had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.64 billion. During the same period in the prior year, the company earned $0.76 EPS. The company’s quarterly revenue was up 3.9% compared to the same quarter last year. Church & Dwight updated its FY 2026 guidance to 3.710-3.810 EPS and its Q1 2026 guidance to 0.920-0.920 EPS.

Here are the key takeaways from Church & Dwight’s conference call:

3%-4% organic growth outlook for 2026 with reported sales slightly lower due to portfolio exits, a targeted ~100 basis point gross?margin improvement, EPS growth of 5%–8%, and approximately $1.15B in expected free cash flow.
Management says industry?leading tariff mitigation cut exposure from ~$190 million to ~$25 million, helped H2 margin recovery and drove record cash flow in 2025, enabling the Touchland acquisition and $900M of shareholder returns while keeping leverage around 1.5x.
Portfolio reshaping (divestitures of vitamins and Spinbrush; shutdowns of Flawless and shower heads) reduced private?label exposure from roughly ~12% to ~5%, and management reports the remaining portfolio would have grown ~3.5% in 2025 — improving margin and growth mix.
Company highlighted softer end?market dynamics — category growth slowed to about ~1.8% in 2025 and consumer confidence is weak, which raises promotional intensity and near?term volume risk.
Clear growth initiatives: scale Arm & Hammer $2B?$3B (good/better/best, selective new categories, in?house licensing), expand TheraBreath into toothpaste and broader oral?care penetration, and double down on international M&A to grow international from ~$1B toward $2B.

Church & Dwight Price Performance

Shares of NYSE:CHD opened at $96.30 on Friday. The company has a quick ratio of 0.66, a current ratio of 1.09 and a debt-to-equity ratio of 0.52. The stock has a market cap of $23.12 billion, a PE ratio of 30.28, a PEG ratio of 4.30 and a beta of 0.46. The company’s fifty day moving average is $86.47 and its 200 day moving average is $88.89. Church & Dwight has a 52 week low of $81.33 and a 52 week high of $116.46.

Church & Dwight Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be issued a dividend of $0.3075 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.23 annualized dividend and a dividend yield of 1.3%. This is an increase from Church & Dwight’s previous quarterly dividend of $0.30. Church & Dwight’s payout ratio is 37.11%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd purchased a new position in shares of Church & Dwight in the third quarter worth about $30,000. MUFG Securities EMEA plc bought a new position in Church & Dwight during the 2nd quarter worth approximately $70,000. Brown Brothers Harriman & Co. increased its stake in Church & Dwight by 19.8% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,242 shares of the company’s stock worth $196,000 after purchasing an additional 371 shares during the period. Larson Financial Group LLC lifted its position in Church & Dwight by 300.9% in the third quarter. Larson Financial Group LLC now owns 2,345 shares of the company’s stock valued at $206,000 after purchasing an additional 1,760 shares during the last quarter. Finally, Occudo Quantitative Strategies LP bought a new stake in Church & Dwight in the second quarter valued at approximately $213,000. 86.60% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CHD has been the subject of several recent analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $100.00 price objective (down previously from $102.00) on shares of Church & Dwight in a report on Wednesday, December 10th. TD Cowen cut their price target on shares of Church & Dwight from $100.00 to $97.00 and set a “hold” rating for the company in a research note on Thursday, January 8th. Oppenheimer set a $100.00 price objective on shares of Church & Dwight and gave the company an “outperform” rating in a research report on Tuesday, October 21st. Jefferies Financial Group lifted their price objective on shares of Church & Dwight from $102.00 to $106.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Bank of America reduced their target price on Church & Dwight from $120.00 to $105.00 and set a “buy” rating on the stock in a research note on Wednesday, October 8th. Ten research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $98.85.

View Our Latest Stock Analysis on CHD

Key Stories Impacting Church & Dwight

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

Positive Sentiment: Q4 results: non-GAAP EPS of $0.86 beat consensus ($0.84); revenue roughly in line at $1.64B and full?year 2025 net sales modestly ahead of company outlook — core profitability improved, supporting investor confidence. Church & Dwight tops quarterly profit estimates on stable demand for household staples
Positive Sentiment: International growth and margin expansion helped drive the beat; management highlighted market?share gains across the global portfolio and raised the dividend — these operational positives support upside despite tougher consumer categories. Church & Dwight Rides International Growth To Q4 Beat
Positive Sentiment: Market reaction also reflected commentary on steady organic sales and an upbeat long?term outlook from investors/analysts; at least one sell?side firm reaffirmed a Buy rating after the results. Reaffirming a Buy on Church & Dwight: Solid Q4 Beat, Upbeat 2026 Outlook, and Attractive Valuation Support Continued Upside
Neutral Sentiment: Company materials and investor?day slides were posted for analysts and investors, providing finer detail on product strategy and margin initiatives — useful for longer?term thesis but less likely to drive immediate price moves. Church & Dwight Co., Inc. (CHD) Analyst/Investor Day – Slideshow
Neutral Sentiment: Full press release and conference?call materials are available for review, offering management’s narrative on 2025 performance and the 2026 outlook. Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook
Negative Sentiment: Softer near?term profit guide: Q1 EPS was guided to $0.92 (below the ~$0.96 consensus) and FY?2026 EPS was set at $3.71–3.81 (around or slightly below consensus), which introduces near?term downside risk if consumer softness persists.

About Church & Dwight

(Get Free Report)

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.