CLX · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
CLOROX CO /DE/ · 2026-11-02 · Importance 70 · Surprise 56
For the three months ended September 30, 2026, consolidated net sales increased 33% year over year to $1,905 million, compared with $1,429 million. The increase reflected a 31% rise in volume, lapping lower prior-year shipments after the ERP transition, and the GOJO acquisition; acquisition volume contributed 14% to total-company volume growth and acquisition mix contributed 1% to sales growth. Health and Wellness sales increased 62%, Household 17%, Lifestyle 16%, and International 11%; Health and Wellness growth included the GOJO acquisition, while International growth was supported by shipments in Latin America and favorable foreign exchange.
Key facts
- Clorox’s net sales and volume increased 33% and 31%, respectively, in the quarter, primarily due to lapping lower shipments after the fiscal 2025 fourth-quarter ERP transition shipments and the GOJO acquisition. source
- Acquisition mix contributed 6% to Health and Wellness net sales growth and 1% to Total Company net sales growth in the three months ended September 30, 2026. source
- Acquisition volume contributed 33% to Health and Wellness volume and 14% to Total Company volume in the three months ended September 30, 2026. source
- Clorox had approximately 9,200 employees worldwide, operations in approximately 25 countries or territories, and sold products in approximately 95 markets. source
- Over 80% of Clorox’s sales are generated from brands holding the No. 1 or No. 2 market share position in their categories. source
- Health and Wellness volume, net sales and segment adjusted EBIT increased 55%, 62% and 69%, respectively; the increase in EBIT was primarily due to higher net sales and cost savings, partially offset by higher manufacturing, logistics and commodity costs. source
- Health and Wellness volume increased primarily due to the GOJO acquisition and lapping lower prior-period shipments after the fiscal 2025 fourth-quarter ERP transition shipments; the variance between volume and net sales was primarily due to favorable price mix. source