Church & Dwight Co., Inc. Q3 2026 Earnings Recap

Church & Dwight’s shares rose 1.2% after Q3 results. Organic sales and adjusted EPS came in above the company’s outlook, while U.S. TOUCHLAND growth remained below original expectations and management flagged ongoing inflation and transportation-cost pressures.

Key Takeaways

• Net sales increased 1%; organic sales grew 5.1%, versus company outlook for a 1% decline and 3% growth, respectively. Volume contributed 4.6% and price/mix 0.5%.
• Gross margin was 46.8%, up 170 basis points; adjusted EPS was $0.92, up almost 14% and above the $0.89 outlook.
• U.S. Consumer organic sales rose 4.4%. ARM & HAMMER Cat Litter consumption grew 5.4%, with share up 0.6 points to 24%; THERABREATH gained 3.5 share points to a record 26.8%.
• International organic sales grew 7.8%, while SPD organic sales rose 5%; global e-commerce revenue increased 20% and represented 25.9% of total consumer sales.
• Management said U.S. TOUCHLAND sales growth had slowed from original expectations amid competition in channels where the company did not compete. It also cited inflationary and transportation-rate pressures.