Church & Dwight Q3 FY2026: organic sales +5.1%, EPS beat, outlook raised
Church & Dwight beat its own outlook and the Street in FY2026 Q3: organic sales rose 5.1%, gross margin gained 170 basis points, and adjusted EPS of $0.92 topped the $0.91 consensus while management raised the full-year sales outlook. The catch is the headline number: reported sales grew only 1.0% because 2025 divestitures removed 6.1 points. Read the organic line, not the reported one.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $0.89 compared with $0.75 a year earlier, while adjusted EPS of $0.92 rose 13.6% and beat the $0.91 consensus. The $0.03 gap between the two measures is almost entirely $6.3 million of restricted stock tied to the TOUCHLAND acquisition, which lifted adjusted net income to $218.6 million from $212.2 million reported. Net income itself grew from $182.2 million.
Revenue of $1.60 billion rose 1.0% from $1.59 billion a year earlier, a figure that hides the real story: divestitures cut 6.1 points and acquisitions added 1.9 points, leaving organic growth of 5.1%. Volume did the work, up 4.6%, with price and mix adding only 0.5%. All three divisions grew organically, led by International at 7.8% and Consumer Domestic at 4.4%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-02
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