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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Grom | UBS | 13 (23%) |
| Filippo Falorni | Citigroup | 12 (0%) |
| Javier Escalante | Evercore ISI | 11 (73%) |
| Andrea Teixeira | JPMorgan | 11 (0%) |
| Rob Moskow | TD Cowen | 10 (10%) |
| Chris Carey | Wells Fargo | 10 (10%) |
| Olivia Tong | Raymond James | 10 (30%) |
| Anna Lizzul | Bank of America | 10 (10%) |
| Steve Powers | Deutsche Bank | 9 (0%) |
| Kevin Grundy | BNP Paribas | 8 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 13 (23%) |
| Citigroup | 1 | 12 (0%) |
| Evercore ISI | 1 | 11 (73%) |
| JPMorgan | 1 |
| Bank of America | 1 | 10 (10%) |
| Raymond James | 1 | 10 (30%) |
| TD Cowen | 1 | 10 (10%) |
| Wells Fargo | 1 | 10 (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.
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 |
| 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% | — |
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).
What CLX and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Clorox is named as a client expanding its relationship with Omnicom under the integrated single-provider model.
“GOJO is a strong step to delivering our overall algorithm, which we remain committed to.”
Clorox's acquisition of GOJO (Purell), closed April 1, expands its health and hygiene portfolio and is expected to be accretive.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CLX Clorox | 4 | +0.1% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |