Companies · CHD
Church & Dwight
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Latest analysis
Updated Oct 30, 2026
Church & Dwight delivers Q3 5.1% organic growth on volume expansion and margin expansion amid elevated input cost inflation.
Church & Dwight exceeded Q3 expectations with 5.1% organic sales growth, driven primarily by 4.6% volume growth and supported by broad-based performance across its three divisions—U.S. Consumer, International, and Specialty Products. Gross margin expanded 170 basis points to 46.8%, with 150 basis points from productivity and 160 basis points from acquisition mix and portfolio actions, offsetting 180 basis points of inflation and transportation cost headwinds. The company raised full-year 2026 organic sales guidance to 5% at the high end of its prior 4%-5% range and tightened adjusted EPS guidance to approximately 7% growth, citing confidence in Q4 momentum despite cumulative inflation of $150 million—$50 million worse than original guidance. Management signaled continued margin expansion into 2027 anchored by record productivity expectations and fixed-cost leverage as prior divestitures cycle fully through, though acknowledged elevated input costs and transportation pressures will remain structural headwinds.
Tone: bullishRevenue
$6.2B
CHD 10-K · FY 2025
Employees
5,550
Revenue FY2024
$6.1B
Founded
1846
Profile
CHD 10-K Item 1 · Feb 12, 2026Church & Dwight is a Delaware-incorporated consumer products company founded in 1846 that develops, manufactures, and markets household and personal care brands alongside specialty products for animal nutrition, industrial chemicals, and commercial cleaning. Its seven power brands — ARM & HAMMER, OXICLEAN, BATISTE, WATERPIK, THERABREATH, HERO, and TOUCHLAND — represent approximately 70% of net sales. The company sells through mass retailers, drugstores, club stores, dollar stores, e-commerce channels, and a global distributor network spanning more than 100 countries.
Read filing description ↓ Collapse description ↑
We were founded in 1846 and incorporated in Delaware in 1925. We develop, manufacture and market a broad range of consumer household and personal care products and specialty products focused on animal and food production, chemicals and cleaners. Our well-recognized brands include ARM & HAMMER® baking soda, cat litter, laundry detergent, carpet deodorizer and other baking soda-based products; OXICLEAN® stain removers, cleaning solutions, laundry detergents and bleach alternatives; BATISTE® dry shampoo; WATERPIK® water flossers; THERABREATH® oral care products; HERO® acne treatment products; TOUCHLAND® hand sanitizers; TROJAN® condoms, lubricants and vibrators; FIRST RESPONSE® home pregnancy and ovulation test kits; NAIR® depilatories; ORAJEL® oral analgesic; XTRA® laundry detergent; and ZICAM® cold shortening and relief products. Seven of those brands are designated as 'power brands' because they compete in large categories, and we believe they have the potential for significant global expansion. Those seven brands are ARM & HAMMER®; OXICLEAN®; BATISTE®; WATERPIK®; THERABREATH®; HERO® and TOUCHLAND® and represent approximately 70% of our net sales and profits. We sell our consumer products under a variety of brands through a broad distribution platform that includes supermarkets, mass merchandisers, wholesale clubs, drugstores, convenience stores, home stores, dollar and other discount stores, pet and other specialty stores and websites and other e-commerce channels, all of which sell our products to consumers. We sell our specialty products to industrial customers, livestock producers and through distributors. We operate in three principal segments: Consumer Domestic, Consumer International, and our Specialty Products Division.
Primary products
- ARM & HAMMER baking soda, cat litter, laundry detergent, carpet deodorizer
- OXICLEAN stain removers, cleaning solutions, laundry detergents, bleach alternatives
- BATISTE dry shampoo
- WATERPIK water flossers
- THERABREATH oral care products
- HERO acne treatment products
Business segments
End markets
Geographies
Named customers
In each of the years ended December 31, 2025, 2024 and 2023, net sales to our largest customer, Walmart Inc. and its affiliates ('Walmart'), were approximately 23% of our consolidated net sales. No other customer accounted for 10% or more of our consolidated net sales in the three-year period.
Named competitors
“We compete in these categories primarily on the basis of product innovation and performance, brand recognition, price, value and other consumer benefits.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales for the year ended December 31, 2025 grew 1.6% over 2024, with gains in Consumer Domestic and Consumer International, partially offset by lower sales in SPD.
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