CHD · 8-K · 20261030PR439864
Guidance and Outlook
CHURCH & DWIGHT CO INC /DE/ · 2026-10-30 · Importance 67 · Surprise 76 · No source text
The company raised its full-year 2026 reported sales growth outlook to approximately 0.5%, from a prior range of flat to 1%, and raised organic sales growth to approximately 5%, the high end of its prior 4%–5% range. Full-year adjusted EPS growth is expected to be 7%, narrowed from the prior 6%–8% range, while reported EPS is expected to increase approximately 20%. The company expects full-year cash from operations of approximately $1.175 billion and adjusted gross margin expansion of approximately 100 basis points. For Q4, it expects reported sales to decline approximately 0.5%, organic sales growth of approximately 4.0%, and adjusted EPS growth of 17%–19%.
Key facts
- Full-year 2026 cash flow from operations is expected to be approximately $1.175 billion. source
- For Q4 2026, adjusted EPS is expected to increase 17% to 19% year over year. source
- The company expects full-year 2026 reported EPS to increase approximately 20%. source
- The company raised its full-year 2026 reported sales growth outlook to approximately 0.5%, from a prior range of flat to 1%. source
- The company raised its full-year 2026 organic sales growth outlook to approximately 5%, the high end of its prior 4% to 5% expectation. source
- The company expects 2026 adjusted EPS growth of 7%, narrowing its prior 6% to 8% range. source
- For Q4 2026, the company expects reported sales to decline approximately 0.5%, driven entirely by 2025 strategic portfolio actions. source
- For Q4 2026, the company expects organic sales growth of approximately 4.0% and continued gross margin expansion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +4.3% | The company raised its full-year 2026 organic sales growth outlook to approximately 5%, the high end of its prior 4% to 5% expectation. |
| revenue | positive | committed | +3.4% | For Q4 2026, the company expects organic sales growth of approximately 4.0% and continued gross margin expansion. |
| margin | positive | committed | +0.8% | Full-year 2026 adjusted gross margin expansion is expected to be approximately 100 basis points, including incrementally higher… |
| revenue | positive | committed | +0.4% | The company raised its full-year 2026 reported sales growth outlook to approximately 0.5%, from a prior range of flat to 1%. |
| revenue | negative | committed | -0.4% | For Q4 2026, the company expects reported sales to decline approximately 0.5%, driven entirely by 2025 strategic portfolio actions. |
| cash | positive | committed | — | Full-year 2026 cash flow from operations is expected to be approximately $1.175 billion. |
| net_income | positive | committed | — | For Q4 2026, adjusted EPS is expected to increase 17% to 19% year over year. |
| net_income | positive | committed | — | The company expects full-year 2026 reported EPS to increase approximately 20%. |
| net_income | positive | committed | — | The company expects 2026 adjusted EPS growth of 7%, narrowing its prior 6% to 8% range. |
| margin | positive | committed | — | For Q4 2026, the company expects organic sales growth of approximately 4.0% and continued gross margin expansion. |