CLX · Full Picture

CLOROX CO /DE/ — the full picture

Earnings window · 2026-07-17 to 2026-08-09 · anchored on the 10-K report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 74
    +6.8% revenue; 2 forward row(s); quote_verified
    Fiscal 2027 net sales growth guidance: 13% to 14%.
  2. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 72
    2 sources (news, sec_filing); 1 forward row(s); quote_verified
    Clorox completed an acquisition of GOJO that significantly boosts the company's fiscal 2027 net sales growth guidance.
  3. Margin Drivers · Gross marginPriority 63
    1 forward row(s); quote_verified
    Clorox plans to offset over $200 million in supply-chain inflation.
  4. Revenue Performance and Mix · Revenue growth & mixPriority 61
    -13.0% revenue (realized); quote_verified
    Q4 organic sales declined 13%.
  5. Macroeconomic Consumer Pressure · Macroeconomic conditionsPriority 57
    1 forward row(s); quote_verified
    Clorox warned fiscal 2027 will be tough due to ongoing inflation and consumer focus on value, which will largely offset recent cost savings.
  6. Market Demand Trends · Demand, orders & backlogPriority 51
    quote_verified
    Bank of America increased its Clorox stake by 6.1% in Q1 to 1.41 million shares valued at $145.7 million.
  7. Technology Transformation · Strategic & business-model shiftsPriority 35
    quote_verified
    During the first fiscal quarter of the fiscal year ended June 30, 2026, the Company began transitioning core U.S. operations to the new ERP system as part of the continuing phased implementation of its technology transformation.
  8. Dividend Increase · Buybacks & dividendsPriority 34
    quote_verified
    Clorox's increased quarterly dividend of $1.25 per share corresponds to an approximately 4.7% annualized yield (as reported).
  9. Competition and Pricing Pressure · Competition & market sharePriority 28
    quote_verified
    TradingView reports the 12-month average price target for Clorox increased from $97.07 to $98.38 with individual forecasts ranging from $77 to $117 and a consensus rating from 22 analysts of "Hold" (2 Buy, 16 Hold, 4 Sell).

Threads by pillar

Revenue & Demand Priority 64 · 2 threads

Costs & Margins Priority 63 · 1 thread

Capital & Balance Sheet Priority 34 · 1 thread

Strategy & Portfolio Priority 75 · 2 threads

Guidance & Outlook Priority 74 · 1 thread

Macro & Market Conditions Priority 59 · 2 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+6.8%+6.8%-13.0%