Loading
Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Clorox (CLX) is 4/10.
Clorox's Q3 results fell short of expectations on both share recovery and gross margin, with the company significantly lowering full-year guidance by approximately $0.40 at the EPS midpoint and revising gross margin outlook from -100 basis points to -250/-300 basis points. The Middle East conflict drove oil to $100/barrel creating a $20-25 million quarterly headwind, while ERP stabilization costs ran higher than expected. The GOJO acquisition closed April 1 with integration off to a strong start, but the litter relaunch proved bumpier than anticipated.
Scored from Clorox’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.76B | +27.1% | $0.79 | +338.9% | 45.8% | 16.3% | 5.6% | $182M |
| FY2025 Q2 | $1.69B | -15.3% | $1.54 | +105.3% | 43.8% | 13.7% | 11.4% | $127M |
| FY2025 Q3 | $1.67B | -8.0% | $1.50 | +465.9% | 44.6% | 14.3% | 11.2% | $233M |
| FY2025 Q4 | $1.99B | +4.5% | $2.68 | +54.9% | 46.5% | 21.1% | 16.7% | $219M |
| FY2026 Q1 | $1.43B | -18.9% | $0.65 | -17.7% | 41.7% | 8.4% | 5.6% | $57M |
| FY2026 Q2 | $1.67B | -0.8% | $1.29 | -16.2% | 43.2% | 14.1% | 9.4% | $269M |
| FY2026 Q3 | $1.67B | +0.1% | $1.54 | +2.7% | 43.2% | 17.0% | 11.2% | $-165M |
| FY2026 Q4 | $1.95B | -2.0% | $1.34 | -50.0% | 41.3% | 52.5% | 8.4% | — |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $7.39B | +4.0% | $1.22 | -67.3% | 39.4% | 11.1% | 2.0% | $930M |
| FY2024 | $7.09B | -4.0% | $2.25 | +84.4% | 43.0% | 10.0% | 3.9% | $483M |
| FY2025 | $7.10B | +0.2% | $6.51 | +189.3% | 45.2% | 16.6% | 11.4% |
| $761M |
| FY2026 | $6.72B | -5.4% | $4.82 | -26.0% | 42.3% | 24.7% | 8.7% | — |