Church & Dwight Raises Sales Outlook After 5.1% Organic Growth Beats Forecast
Church & Dwight beat its own third-quarter forecast with 5.1% organic sales growth and raised its 2026 sales outlook, the maker of Arm & Hammer and OxiClean said Friday.
Net sales rose 1.0% to $1.602 billion, topping the company's forecast of a 1% decline, according to the earnings release filed with an 8-K. The reported figure reflects brands Church & Dwight sold or exited in its 2025 portfolio moves. Organic sales, which exclude those changes and currency, grew 5.1% against an outlook of 3%, driven by 4.6% volume growth plus 0.5% from price and mix.
Reported EPS was $0.89, and adjusted EPS rose 13.6% to $0.92.
Growth across all divisions
Domestic organic sales grew 4.4%, international organic sales grew 7.8% and the specialty products division grew 5.0%. Gross margin widened 170 basis points to 46.8%. Cash from operations was $380 million.
"Our power brands continue to perform exceptionally well despite a challenging macroeconomic environment, driving our third consecutive quarter of industry-leading organic sales growth," CEO Rick Dierker said. He said the company's leading brands gained market share on innovation, distribution wins and targeted marketing.
Outlook
Church & Dwight raised its full-year sales outlook and tightened its earnings-per-share range. It now expects reported EPS to rise 20% in 2026, along with higher organic growth and adjusted gross margin expansion.
Why it matters
Consumer-products companies are battling cautious shoppers and cost inflation. Church & Dwight is growing mostly on volume rather than price increases, which suggests its brands are winning share rather than leaning on higher prices.
By the numbers
- $1.602 billion: third-quarter net sales, up 1.0%
- 5.1%: organic sales growth, versus a 3% outlook
- $0.92: adjusted EPS, up 13.6%
- 46.8%: gross margin, up 170 basis points
- 7.8%: international organic growth
- $380 million: cash from operations
Sources
- Church & Dwight Form 8-K with third-quarter 2026 earnings release (Exhibit 99.1), filed Oct. 30, 2026 (accession 0001193125-26-439864)
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