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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Grom | UBS | 13 questions · 23% challenging |
| Filippo Falorni | Citigroup | 12 questions · 0% challenging |
| Javier Escalante | Evercore ISI | 11 questions · 73% challenging |
| Andrea Teixeira | JPMorgan | 11 questions · 0% challenging |
| Rob Moskow | TD Cowen | 10 questions · 10% challenging |
| Chris Carey | Wells Fargo | 10 questions · 10% challenging |
| Olivia Tong | Raymond James | 10 questions · 30% challenging |
| Anna Lizzul | Bank of America | 10 questions · 10% challenging |
| Steve Powers | Deutsche Bank | 9 questions · 0% challenging |
| Kevin Grundy | BNP Paribas | 8 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 13 questions · 23% challenging |
| Citigroup | 1 analyst | 12 questions · 0% challenging |
| Evercore ISI | 1 analyst | 11 questions · 73% challenging |
| JPMorgan | 1 analyst | 11 questions · 0% challenging |
| Bank of America | 1 analyst | 10 questions · 10% challenging |
| Raymond James | 1 analyst | 10 questions · 30% challenging |
| TD Cowen | 1 analyst | 10 questions · 10% challenging |
| Wells Fargo | 1 analyst | 10 questions · 10% challenging |
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Calendar quarter Q4 2024Earnings call Feb 3, 2025
FY2025 Q2 in brief
Clorox saw organic sales decline approximately 9.5% against the tough cyber-recovery comparison quarter, while adjusted EPS still grew strongly driven by continued margin expansion and cost savings.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Clorox (CLX), FY2025 Q2: 3/10. Scores: Clorox’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CLX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Clorox saw organic sales decline approximately 9.5% against the tough cyber-recovery comparison quarter, while adjusted EPS still grew strongly driven by continued margin expansion and cost savings. The company announced the Glad JV buyout from P&G for approximately $530 million and planned an ERP implementation with a U.S. greenfield launch in July. Management raised the low end of the full-year outlook, and the company gained share in seven of eight categories despite the difficult comparisons.
Demand | Pricing | Competitive Dynamics | Margin | Revenue Growth | Guidance Reliability | Capex Investment | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 5 | 2 | 4 | 1 | 1 | 1 |
| 2025Q2 | 7 | 2 | 3 | 4 | 4 | 2 | 4 | |
| 2025Q3 | 7 | 3 | 2 | 3 | 2 | 3 | 1 | 1 |
| 2025Q4 | 7 | 2 | 4 | 5 | 3 | 2 | 5 | 3 |
| 2026Q1 | 5 | 3 | 4 | 1 | 3 | 4 | 1 | 1 |
| 2026Q2 | 4 | 7 | 4 | 3 | 1 | 2 | 2 | 3 |
| 2026Q3 | 6 | 5 | 2 | 3 | 1 | 3 | 1 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 7 | 7 | 5 | 4 | 6 |
| Pricing | 5 | 2 | 3 | 2 | 3 | 7 | 5 |
| Competitive Dynamics | 5 | 3 | 2 | 4 | 4 | 4 | 2 |
| Margin | 2 | 4 | 3 | 5 | 1 | 3 | 3 |
| Revenue Growth | 4 | 4 | 2 | 3 | 3 | 1 | 1 |
| Guidance Reliability | 1 | 2 | 3 | 2 | 4 | 2 | 3 |
| Capex Investment | 1 | 4 | 1 | 5 | 1 | 2 | 1 |
| Product Launch | 1 | 1 | 3 | 1 | 3 | 3 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.76B | +27.1% | $0.79 | +338.9% | 45.8% | 5.6% | $182M |
| FY2025 Q2Selected | $1.69B | -15.3% | $1.54 | +105.3% | 43.8% | 11.4% | $127M |
| FY2025 Q3 | $1.67B | -8.0% | $1.50 | +465.9% | 44.6% | 11.2% | $233M |
| FY2025 Q4 | $1.99B | +4.5% | $2.68 | +54.9% | 46.5% | 16.7% | $219M |
| FY2026 Q1 | $1.43B | -18.9% | $0.65 | -17.7% | 41.7% | 5.6% | $57M |
| FY2026 Q2 | $1.67B | -0.8% | $1.29 | -16.2% | 43.2% | 9.4% | $269M |
| FY2026 Q3 | $1.67B | +0.1% | $1.54 | +2.7% | 43.2% | 11.2% | $-165M |
| FY2026 Q4 | $1.95B | -2.0% | $1.34 | -50.0% | 41.3% | 8.4% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY -15.3% → base 2. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What CLX and other companies said about each other on FY2025 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we will repurchase the 20% that P&G currently owns and we'll determine how to do that through cash or some form of borrowing. But then the other impact you'll see on our P&L is, this is what I describe as a contractual joint venture where we pay P&G 20% of the cash flows every quarter and we charge those cost of goods sold.”
Clorox is buying out P&G's remaining 20% stake in the Glad trash-bag joint venture as the long-standing agreement expires, ending the quarterly cash-flow-sharing arrangement between the two companies.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CLX Clorox | 3 | -15.3% | |
| CHD Church & Dwight | 8 | +3.5% | |
| CL Colgate-Palmolive | 6 | -0.1% | |
| EL Estée Lauder Companies (The) | 2 | -6.4% | |
| KMB Kimberly-Clark | 4 | -0.8% | |
| KVUE Kenvue | 7 | -0.1% | |
| PG The Procter & Gamble Company | 5 | +2.1% |