The Clorox Company (CLX) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
The Clorox Company just paid investors $1.24 per share on February 13, 2026, marking the latest payment in a 48-year streak of consecutive dividend increases.
CLX posts mixed Q2 as sales beat but earnings miss, with International and Health & Wellness strength offset by Household and Lifestyle weakness.
Clorox offers a resilient, AI-resistant business model with leading brands and strong pricing power, trading at a compelling 19x 2026 earnings. Recent Q2 results showed a revenue beat and full-year EPS guidance of $5.95-$6.30, with management highlighting upcoming product innovations and margin expansion. The $2.25B GOJO acquisition is set to enhance CLX's portfolio and distribution, with anticipated cost and revenue synergies post-June 2026 closing.
CLX posts mixed Q2 FY26 results as earnings miss estimates, sales decline year over year and ERP-related pressures weigh on performance.
The headline numbers for Clorox (CLX) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Clorox (CLX) came out with quarterly earnings of $1.39 per share, missing the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.55 per share a year ago.
CLX's Q2 results may reflect revenue and EPS declines as inflation-driven cost pressures and ERP disruptions weigh on margins despite brand strength.
Procter & Gamble and Clorox offer reliable, well-covered dividends backed by strong fundamentals and long operating histories. PG faces near-term headwinds from high-interest rates and value-seeking consumers, but cost-saving initiatives and a solid balance sheet support continued dividend growth. CLX, despite recent declines in revenue and EPS, maintains a sustainable 4.5% yield and expects margin expansion and price appreciation as macro headwinds ease.
PG's scale and brand strength anchor stability, while CLX's focused execution, improving momentum and discounted valuation stand out amid near-term pressures.
Clorox (CLX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Clorox (CLX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.