CHD · 10-Q · 2026Q3

CHURCH & DWIGHT CO INC /DE/

Filed 2026-10-30 · Industrials · View original filing on EDGAR

Everything CHD's SEC filings said, ranked

Ranked Events

• Share Repurchase ProgramImportance 74 · Surprise 60
  On October 27, 2026, the board authorized a new share repurchase program of up to $1,000.0 million with no expiration date, replacing the 2021 program. At September 30, 2026, $228.9 million remained available under the…
• Capital ExpendituresImportance 52 · Surprise 56
  The company expects 2026 capital expenditures of approximately $125.0 million. Planned spending includes manufacturing-capacity investments for THERABREATH and Sterimar and an enterprise resource planning project.…
• Acquisitions and DivestituresImportance 52 · Surprise 42
  On May 28, 2026, Church & Dwight acquired the Miss Mouth’s Messy Eater brand for $300.0 million cash at closing, with $25.0 million of deferred purchase price; the brand had approximately $80.0 million in 2025 annual…
• WATERPIK Market and Consumer PressureImportance 50 · Surprise 24
  Church & Dwight said its global WATERPIK business is experiencing customer distribution losses and declining consumer demand, mainly because of lower consumer spending and customers shifting to value brands amid…
• Gross Margin DriversImportance 43 · Surprise 40
  Third-quarter 2026 gross profit increased $35.0 million to $749.4 million, and gross margin expanded 170 basis points to 46.8%. Productivity programs added 150 basis points, favorable volume and mix added 50 basis…
• Supply Chain And InventoryImportance 42 · Surprise 40
  Inventory increased to $632.3 million at September 30, 2026 from $534.8 million at December 31, 2025, an increase of about 18.2%; finished goods rose to $468.7 million from $356.1 million. The company said it purchases…
• Net Income and EPS PerformanceImportance 41 · Surprise 22
  Third-quarter 2026 net income increased 16.5% to $212.2 million from $182.2 million, while diluted EPS rose 18.7% to $0.89 from $0.75. For the first nine months of 2026, net income increased 6.4% to $631.3 million from…
• Liquidity and Cash PositionImportance 37 · Surprise 6
  At September 30, 2026, the company held $446.9 million in cash and cash equivalents and had approximately $1,993.0 million available through its revolving facility and commercial paper program. The unsecured revolving…
• Segment Revenue PerformanceImportance 37 · Surprise 32
  Third-quarter 2026 revenue was $1,225.1 million for Consumer Domestic, up 0.4%; $297.4 million for Consumer International, up 2.5%; and $79.6 million for SPD, up 5.0%. For the first nine months, Consumer Domestic…
• Revenue Performance and MixImportance 37 · Surprise 32
  For the nine months ended September 30, 2026, consolidated net sales rose 0.9% to $4,601.4 million from $4,559.0 million; product volume contributed 4.7%, pricing and product mix 0.6%, foreign exchange 0.5%,…
• Quarterly Dividend DeclarationImportance 33 · Surprise 32
  On January 28, 2026, the board raised the regular quarterly dividend 4.2%, from $0.295 to $0.3075 per share, equivalent to $1.23 annually. The increase raised the annualized dividend payout from $287.0 million to…
• Market Demand TrendsImportance 31 · Surprise 32
  Consolidated product volumes increased 4.6% in the third quarter and 4.7% in the first nine months of 2026, with increases across all three segments. Consumer International volumes rose 9.1% and 7.3%, respectively,…
• Operating Expense TrendsImportance 31 · Surprise 32
  Third-quarter marketing expense fell 6.0% to $190.7 million, reducing its share of sales by 90 basis points to 11.9%; nine-month marketing expense was down 0.2% to $495.4 million. Third-quarter SG&A increased 4.0% to…
• Geographic Market CommentaryImportance 25 · Surprise 32
  Consumer International sales increased 2.5% in the third quarter and 4.7% in the first nine months of 2026. Excluding business exits and currency effects, quarterly growth included THERABREATH in the Global Markets…
• Income Tax Rate ChangesImportance 24 · Surprise 32
  The effective tax rate declined to 22.0% in the third quarter of 2026 from 22.9% in the prior-year quarter. For the first nine months, the rate fell to 21.1% from 22.8%. The company attributed the declines in both…
• New Accounting StandardsImportance 20 · Surprise 24
  The FASB issued ASU 2024-03 in November 2024, requiring public companies to disaggregate disclosures of specified expenses, including inventory purchases, employee compensation, depreciation, and intangible…
• Products and TechnologyImportance 20 · Surprise 24
  Consumer Domestic growth excluding exited businesses and the Miss Mouth's acquisition reflected ARM & HAMMER Liquid Laundry Detergent, THERABREATH mouth wash and toothpaste, ARM & HAMMER Cat Litter, and WATERPIK water…

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