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

Key Points

• Church & Dwight beat Q1 expectations with $0.95 EPS vs. $0.93 consensus and revenue of $1.47B, driven by organic sales +5% and a 130 bps expansion in adjusted gross margin to 46.4%.
• Management guided Q2 to $0.88 EPS (below Street estimates) and FY 2026 to $3.71–$3.81, while warning the Middle East conflict could add about $25–$30M of cost pressure that it plans to mitigate through productivity and revenue management actions.
• The company announced a quarterly dividend of $0.3075 (annualized $1.23, ~1.3% yield), and the stock traded down about 1.2% on the earnings day amid higher-than-average volume.

Church & Dwight (NYSE:CHD - Get Free Report) announced its earnings results on Friday. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.93 by $0.02, Briefing.com reports. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The company had revenue of $1.47 billion for the quarter, compared to analyst estimates of $1.46 billion. During the same period in the prior year, the business earned $0.91 earnings per share. Church & Dwight's quarterly revenue was up .1% on a year-over-year basis. Church & Dwight updated its Q2 2026 guidance to 0.880-0.880 EPS and its FY 2026 guidance to 3.710-3.810 EPS.

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

• Positive Sentiment: Church & Dwight beat Q1 expectations — organic sales +5%, adjusted EPS of $0.95 (+4.4% YoY), and adjusted gross margin expanded 130 bps to 46.4%.
• Positive Sentiment: Growth was largely volume-driven and supported by major distribution gains — management says the company was #1 in CPG for total distribution points gained and expects new product launches to account for ~50% of organic growth.
• Positive Sentiment: Several core brands showed strength: Arm & Hammer laundry hit record shares and grew consumption 4.1%, TheraBreath mouthwash share rose 3.5 pts to 24.1, and Hero remains the market leader; Touchland is mixed quarter-to-quarter but management expects full-year double-digit growth.
• Negative Sentiment: The Middle East conflict is a material near-term headwind — management estimates $25–$30M of incremental commodity and transportation inflation for 2026, which it plans to offset primarily via productivity and RGM measures (pricing as a last resort).
• Neutral Sentiment: Management reiterated 2026 guidance: organic growth ~3–4%, reported sales down ~1.5–0.5% due to portfolio actions, ~100 bps gross margin expansion, and adjusted EPS growth of 5–8% (Q2 EPS guided to $0.88).

Church & Dwight Trading Down 1.2%

CHD traded down $1.12 during mid-day trading on Friday, hitting $95.94. The stock had a trading volume of 3,604,107 shares, compared to its average volume of 1,814,894. The stock's fifty day simple moving average is $97.16 and its 200-day simple moving average is $91.34. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.07 and a quick ratio of 0.71. The firm has a market capitalization of $22.73 billion, a price-to-earnings ratio of 31.77, a price-to-earnings-growth ratio of 3.60 and a beta of 0.48. Church & Dwight has a 1-year low of $81.33 and a 1-year high of $106.04.

Church & Dwight Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Friday, May 15th will be issued a $0.3075 dividend. The ex-dividend date is Friday, May 15th. This represents a $1.23 annualized dividend and a yield of 1.3%. Church & Dwight's dividend payout ratio (DPR) is 40.73%.

Trending Headlines about Church & Dwight

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

• Positive Sentiment: Q1 beat estimates — EPS of $0.95 topped the $0.93 consensus and revenue of $1.469B slightly exceeded expectations; management said results exceeded the company's own outlook. Church & Dwight Reports Q1 2026 Results
• Positive Sentiment: Healthy organic growth and margin expansion — organic sales rose ~5% and gross margins widened, driven by resilient demand for staple brands and market-share gains, supporting near-term profit resilience. Church & Dwight beats estimates on strong organic sales growth
• Neutral Sentiment: Management flagged inflation risk tied to Middle East developments but characterized the impact as likely transitory — this highlights cost uncertainty without an immediate change to the recovery narrative. Church & Dwight CEO Warns Of Middle East-Driven Inflation, But Calls It 'Transitory'
• Neutral Sentiment: Full‑year guidance set to $3.71–$3.81 EPS (vs. roughly $3.75 consensus) and revenue roughly $6.1–$6.2B — FY range is close to Street estimates, leaving mid‑year expectations dependent on upcoming quarters. Church & Dwight Reports Q1 2026 Results
• Negative Sentiment: Q2 guidance missed — management issued Q2 EPS guidance of $0.88 versus the ~ $0.97 Street view, creating near-term disappointment and a reason for shares to pull back. Listen to Conference Call / Earnings Transcript
• Negative Sentiment: Costs pressured profit — coverage notes that profit was hit by higher input costs and tariffs despite top-line strength, underscoring margin risk if inflation persists. Church & Dwight Profit Slips on Costs

Insider Buying and Selling at Church & Dwight

In other Church & Dwight news, Director Penry W. Price sold 7,000 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $100.58, for a total value of $704,060.00. Following the sale, the director directly owned 30,070 shares in the company, valued at approximately $3,024,440.60. This trade represents a 18.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Janet S. Vergis sold 12,960 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $101.00, for a total transaction of $1,308,960.00. Following the completion of the sale, the director owned 17,102 shares in the company, valued at approximately $1,727,302. This trade represents a 43.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 2.00% of the company's stock.

Institutional Investors Weigh In On Church & Dwight

Several hedge funds have recently bought and sold shares of CHD. FIL Ltd raised its holdings in Church & Dwight by 707.4% in the fourth quarter. FIL Ltd now owns 1,220,172 shares of the company's stock worth $102,311,000 after purchasing an additional 1,069,051 shares during the period. Scopus Asset Management L.P. acquired a new stake in Church & Dwight in the second quarter worth $52,050,000. Qube Research & Technologies Ltd raised its holdings in Church & Dwight by 486.4% in the third quarter. Qube Research & Technologies Ltd now owns 586,939 shares of the company's stock worth $51,433,000 after purchasing an additional 486,850 shares during the period. Millennium Management LLC raised its holdings in Church & Dwight by 55.9% in the fourth quarter. Millennium Management LLC now owns 1,210,464 shares of the company's stock worth $101,497,000 after purchasing an additional 433,959 shares during the period. Finally, Ensign Peak Advisors Inc raised its holdings in Church & Dwight by 46.3% in the fourth quarter. Ensign Peak Advisors Inc now owns 1,140,712 shares of the company's stock worth $95,649,000 after purchasing an additional 360,866 shares during the period. 86.60% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

CHD has been the topic of a number of research reports. TD Cowen upped their target price on shares of Church & Dwight from $99.00 to $112.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Rothschild & Co Redburn set a $91.00 price objective on shares of Church & Dwight and gave the company a "neutral" rating in a report on Friday, February 13th. Barclays cut their price objective on shares of Church & Dwight from $85.00 to $80.00 and set an "underweight" rating on the stock in a report on Tuesday, April 14th. Citigroup restated a "neutral" rating and issued a $100.00 price objective (up from $87.00) on shares of Church & Dwight in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. cut their price objective on shares of Church & Dwight from $100.00 to $98.00 and set a "neutral" rating on the stock in a report on Friday, April 17th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Church & Dwight presently has a consensus rating of "Hold" and a consensus target price of $101.59.

About Church & Dwight

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.

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