Church & Dwight Q4 Earnings Beat Expectations with Strong Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy CHD?
Source: seekingalpha
- Earnings Highlights: Church & Dwight reported a Q4 non-GAAP EPS of $0.86, beating expectations by $0.03, with revenue of $1.64 billion reflecting a 3.8% year-over-year increase, indicating stable performance in the market.
- Organic Sales Growth: While domestic sales slightly declined by 0.1%, international sales grew by 3.6%, resulting in an overall organic sales increase of 0.7%, showcasing the company's strong competitiveness in global markets.
- Cash Flow Performance: The company generated $363.4 million in cash from operations, a 24.3% increase year-over-year, providing robust financial support for future investments and expansions, reflecting its solid financial health.
- 2026 Outlook: The company expects organic sales growth of 3% to 4% in 2026, with adjusted EPS projected to grow by 5% to 8%, indicating strong confidence in future growth potential, particularly in the context of optimizing its brand portfolio.
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Analyst Views on CHD
Wall Street analysts forecast CHD stock price to fall
16 Analyst Rating
10 Buy
4 Hold
2 Sell
Moderate Buy
Current: 100.000
Low
82.00
Averages
98.71
High
114.00
Current: 100.000
Low
82.00
Averages
98.71
High
114.00
About CHD
Church & Dwight Co., Inc. develops, manufactures and markets a range of consumer household and personal care products and specialty products focused on animal and food production, chemicals and cleaners. The Company’s segments include Consumer Domestic, Consumer International, and Specialty Products Division (SPD). The Consumer Domestic segment includes each of its seven power brands, as well as other brands and household and personal care products. The Consumer International segment markets a variety of personal care, household and over-the-counter products in international subsidiary markets, including Australia, Canada, France, Germany, Japan, Mexico, China and the United Kingdom. Its SPD segment focuses on sales to businesses and participates in three product areas: animal nutrition, specialty chemicals and commercial and professional. The Company’s brands include ARM & HAMMER; OXICLEAN; VITAFUSION and L’IL CRITTERS; BATISTE; WATERPIK; THERABREATH; and HERO.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Church & Dwight to Present at 2026 CAGNY Conference
- Conference Schedule: Church & Dwight will present at the 2026 Consumer Analyst Group of New York Conference on February 18, 2026, at 8:00 AM EST, showcasing its latest products and market strategies, which is expected to attract attention from investors and industry analysts.
- Live Streaming: The presentation will be broadcast live on the company's website, allowing global audiences to watch in real-time, enhancing corporate transparency and brand image, with a replay available post-event to ensure stakeholders who missed the live session can still access the information.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with a diverse product line under well-known brands like ARM & HAMMER® and TROJAN®, demonstrating the company's strong competitive position in the market.
- Brand Influence: Through ongoing brand promotion and product innovation, Church & Dwight has not only solidified its leadership in the U.S. market but also enhanced brand recognition globally, which is expected to further drive sales growth and market share expansion.
See More
Church & Dwight to Present at CAGNY Conference 2026
- Conference Schedule: Church & Dwight will present at the 2026 Consumer Analyst Group of New York Conference on February 18, 2026, at 8:00 AM EST, showcasing its latest market strategies and product innovations, which is expected to attract attention from investors and industry analysts.
- Live Streaming: The presentation will be broadcast on the company's website, ensuring that global investors and stakeholders can access real-time information, enhancing company transparency and improving engagement with investors.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with several well-known brands such as ARM & HAMMER® and TROJAN®, holding a significant position in the personal care and household products market, demonstrating its strong market influence.
- Brand Diversity: The company's product range includes personal care, household, and specialty products, featuring brands like OXICLEAN®, FIRST RESPONSE®, and NAIR®, showcasing its competitive advantages across multiple segments and a broad consumer base.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these stocks.
- Market Reaction Insight: While specific stocks are not mentioned, changes in analyst ratings typically influence investor confidence, thereby impacting the market performance of the related stocks.
- Investor Decision Guidance: For investors considering purchasing MCD stock, analysts' opinions serve as a crucial reference point, aiding them in making more informed investment decisions.
- Rating Change Transparency: Comprehensive information on analyst rating changes can be found on Benzinga's analyst ratings page, ensuring investors have access to the latest market dynamics and professional insights.
See More
Church & Dwight Announces Quarterly Dividend Increase
- Dividend Increase: Church & Dwight has declared a quarterly dividend of $0.3075 per share, representing a 4.2% increase from the previous dividend of $0.2950, indicating robust performance in profitability and cash flow management.
- Stable Yield: The forward yield of 1.28% not only attracts investors seeking stable returns but also reflects the company's confidence in its future financial health and sustainability.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive timely returns and enhancing investor confidence.
- Positive Market Reaction: Following J.P. Morgan's removal of its bearish rating, Church & Dwight's stock price has risen, demonstrating market optimism regarding the company's future performance and further solidifying its position in the consumer products sector.
See More
J.P. Morgan Upgrades Church & Dwight to Neutral Rating
- Rating Upgrade: J.P. Morgan upgraded Church & Dwight (CHD) from Underweight to Neutral, with analyst Andrea Teixeira highlighting a cleaner portfolio following the divestitures of Spinbrush and Vitamins, which is expected to facilitate faster growth.
- Growth Potential: The company plans to enhance growth strategies for A&H into 'good, better, best' categories and pursue M&A opportunities both domestically and internationally, which are anticipated to provide new growth momentum and strengthen market competitiveness.
- Improved Financial Outlook: Teixeira noted that the portfolio's adjustment to a 64% premium (compared to a typical 60%/40% premium/value) should positively impact future financial performance, thereby boosting investor confidence.
- Price Target Setting: J.P. Morgan set a price target of $100 for Church & Dwight based on a 50-50 blend of a 25.5X P/E multiple and a 16.8X EV/EBITDA multiple off 2027 estimates, reflecting optimistic market expectations for its future growth.
See More
Church & Dwight Co. Sees Stock Surge Amid Strong Earnings and Dividend Increase
- Stock Performance: Church & Dwight Co. (NYSE:CHD) saw its stock price rise by 4.67% on Friday, closing at $96.25 per share, as investors were encouraged by strong earnings and an optimistic outlook.
- Net Income Growth: The company reported a 26% increase in net income for 2025, reaching $736.8 million compared to $585.3 million the previous year, demonstrating the strength of its brand portfolio.
- Quarterly Performance Fluctuation: Despite a 24% drop in net profit to $143.5 million in the fourth quarter, net sales increased by 1.26% to $1.6 billion, exceeding company expectations and reflecting market resilience.
- Dividend Increase: Church & Dwight raised its quarterly dividend by 4.2% for the 30th consecutive year, from $0.295 to $0.3075 per share, bringing the annual dividend payout to $1.23, underscoring the company's commitment to shareholder returns.
See More
Church & Dwight to Present at 2026 CAGNY Conference
- Conference Schedule: Church & Dwight will present at the 2026 Consumer Analyst Group of New York Conference on February 18, 2026, at 8:00 AM EST, showcasing its latest products and market strategies, which is expected to attract attention from investors and industry analysts.
- Live Streaming: The presentation will be broadcast live on the company's website, allowing global audiences to watch in real-time, enhancing corporate transparency and brand image, with a replay available post-event to ensure stakeholders who missed the live session can still access the information.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with a diverse product line under well-known brands like ARM & HAMMER® and TROJAN®, demonstrating the company's strong competitive position in the market.
- Brand Influence: Through ongoing brand promotion and product innovation, Church & Dwight has not only solidified its leadership in the U.S. market but also enhanced brand recognition globally, which is expected to further drive sales growth and market share expansion.
See More
Church & Dwight to Present at CAGNY Conference 2026
- Conference Schedule: Church & Dwight will present at the 2026 Consumer Analyst Group of New York Conference on February 18, 2026, at 8:00 AM EST, showcasing its latest market strategies and product innovations, which is expected to attract attention from investors and industry analysts.
- Live Streaming: The presentation will be broadcast on the company's website, ensuring that global investors and stakeholders can access real-time information, enhancing company transparency and improving engagement with investors.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with several well-known brands such as ARM & HAMMER® and TROJAN®, holding a significant position in the personal care and household products market, demonstrating its strong market influence.
- Brand Diversity: The company's product range includes personal care, household, and specialty products, featuring brands like OXICLEAN®, FIRST RESPONSE®, and NAIR®, showcasing its competitive advantages across multiple segments and a broad consumer base.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these stocks.
- Market Reaction Insight: While specific stocks are not mentioned, changes in analyst ratings typically influence investor confidence, thereby impacting the market performance of the related stocks.
- Investor Decision Guidance: For investors considering purchasing MCD stock, analysts' opinions serve as a crucial reference point, aiding them in making more informed investment decisions.
- Rating Change Transparency: Comprehensive information on analyst rating changes can be found on Benzinga's analyst ratings page, ensuring investors have access to the latest market dynamics and professional insights.
See More
Church & Dwight Announces Quarterly Dividend Increase
- Dividend Increase: Church & Dwight has declared a quarterly dividend of $0.3075 per share, representing a 4.2% increase from the previous dividend of $0.2950, indicating robust performance in profitability and cash flow management.
- Stable Yield: The forward yield of 1.28% not only attracts investors seeking stable returns but also reflects the company's confidence in its future financial health and sustainability.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive timely returns and enhancing investor confidence.
- Positive Market Reaction: Following J.P. Morgan's removal of its bearish rating, Church & Dwight's stock price has risen, demonstrating market optimism regarding the company's future performance and further solidifying its position in the consumer products sector.
See More
J.P. Morgan Upgrades Church & Dwight to Neutral Rating
- Rating Upgrade: J.P. Morgan upgraded Church & Dwight (CHD) from Underweight to Neutral, with analyst Andrea Teixeira highlighting a cleaner portfolio following the divestitures of Spinbrush and Vitamins, which is expected to facilitate faster growth.
- Growth Potential: The company plans to enhance growth strategies for A&H into 'good, better, best' categories and pursue M&A opportunities both domestically and internationally, which are anticipated to provide new growth momentum and strengthen market competitiveness.
- Improved Financial Outlook: Teixeira noted that the portfolio's adjustment to a 64% premium (compared to a typical 60%/40% premium/value) should positively impact future financial performance, thereby boosting investor confidence.
- Price Target Setting: J.P. Morgan set a price target of $100 for Church & Dwight based on a 50-50 blend of a 25.5X P/E multiple and a 16.8X EV/EBITDA multiple off 2027 estimates, reflecting optimistic market expectations for its future growth.
See More
Church & Dwight Co. Sees Stock Surge Amid Strong Earnings and Dividend Increase
- Stock Performance: Church & Dwight Co. (NYSE:CHD) saw its stock price rise by 4.67% on Friday, closing at $96.25 per share, as investors were encouraged by strong earnings and an optimistic outlook.
- Net Income Growth: The company reported a 26% increase in net income for 2025, reaching $736.8 million compared to $585.3 million the previous year, demonstrating the strength of its brand portfolio.
- Quarterly Performance Fluctuation: Despite a 24% drop in net profit to $143.5 million in the fourth quarter, net sales increased by 1.26% to $1.6 billion, exceeding company expectations and reflecting market resilience.
- Dividend Increase: Church & Dwight raised its quarterly dividend by 4.2% for the 30th consecutive year, from $0.295 to $0.3075 per share, bringing the annual dividend payout to $1.23, underscoring the company's commitment to shareholder returns.
See More
