Church & Dwight Co., Inc. (CHD) Earnings Call Transcripts
Church & Dwight Co., Inc.'s Latest Earnings Call - September 9, 2026
In the third quarter of fiscal year 2026, Church & Dwight Co., Inc. (CHD:US) reported a revenue of $1.55 billion, reflecting a 5% year-over-year increase, surpassing analyst expectations of $1.48 billion. Adjusted EPS came in at $0.72, exceeding the consensus estimate by $0.05. Management raised their full-year organic growth guidance from 3-4% to 4-5% and adjusted EPS guidance from 5-8% to 6-8%, signaling strong operational momentum and confidence in their growth strategies, particularly in their power brands and recent acquisitions.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.55B (beat) |
| Adjusted EPS | $0.72 (beat) |
| Organic Growth Guidance | 4-5% (positive) |
| Adjusted EPS Guidance | 6-8% (positive) |
| Power Brands Share | 14.5% (positive) |
| Online Sales Percentage | 25% (positive) |
Guidance from management
Management has raised its full-year organic growth guidance to 4-5% and adjusted EPS guidance to 6-8%, reflecting confidence in ongoing operational momentum and the impact of recent acquisitions.
What analysts pressed on
Analysts expressed concerns regarding the potential impact of rising freight costs on margins and overall profitability. Additionally, there were questions about how the company plans to sustain growth in a challenging consumer environment, particularly with low consumer confidence levels.
Main topics on the call
- Revenue Growth Acceleration — Church & Dwight achieved a revenue of $1.55 billion for Q3 2026, a 5% increase year-over-year, which was above the $1.48 billion consensus estimate. Management noted, "We had 2 quarters with 5% organic growth," indicatin...
- Guidance Increase — The company raised its full-year organic growth guidance to 4-5% from 3-4% and adjusted EPS guidance to 6-8% from 5-8%. This was attributed to strong performance in the first half of the year and the impact of the Miss M...
- Power Brands Performance — Management highlighted that their 7 power brands, which constitute 75% of sales, are driving growth. The laundry segment, particularly ARM & HAMMER, saw a share increase to 14.5%, reinforcing its position as the market l...
- Online Sales Growth — Online sales have surged to 25% of total consumer sales, up from 2% in 2016. This shift has been a significant factor in their growth strategy, as noted by management's statement, "We've gone from laggard to leader" in e...
Read the full Church & Dwight Co., Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Church & Dwight Co., Inc.
Church & Dwight Co., Inc. (CHD) is a publicly listed company in the Household Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 53 calls on record spanning January 31, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 53 Church & Dwight Co., Inc. earnings call transcripts on record, spanning January 31, 2020 to September 9, 2026. Based on this history, Church & Dwight Co., Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CHD
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Household Products
- Calls on record
- 53
- First call
- January 31, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly