Guidance
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FY2025 Q4
예상 부합
Church & Dwight Company, Inc. 실적 발표
Buzzberg 분석
Reaffirms 2.5% organic growth for second half 2025
Church & Dwight's management presented a confident but measured outlook for 2025, reaffirming guidance despite macro headwinds. The call emphasized share gains across most power brands, successful M&A integration (Touchland), and effective mitigation of tariff pressures. FY2025 guidance maintained: 0-2% organic/reported sales growth, 0-2% adjusted EPS growth.
Buzzberg 분석 Reaffirms 2.5% organic growth for second half 2025 Church & Dwight's management presented a confident but measured outlook for 2025, reaffirming guidance despite macro headwinds. The call emphasized share gains across most power brands, successful M&A integration (Touchland), and effective mitigation of tariff pressures. FY2025 guidance maintained: 0-2% organic/reported sales growth, 0-2% adjusted EPS growth. 전체 분석 보기분석 접기
Church & Dwight's management presented a confident but measured outlook for 2025, reaffirming guidance despite macro headwinds. The call emphasized share gains across most power brands, successful M&A integration (Touchland), and effective mitigation of tariff pressures. FY2025 guidance maintained: 0-2% organic/reported sales growth, 0-2% adjusted EPS growth.
- Reiterated confidence in achieving 2.5% organic growth in H2 2025.
- Reduced tariff cost exposure from $190M to $50M; expect significant further reduction over next 12 months.
- Touchland acquisition positioned as the 8th power brand, targeting to triple the business like Hero and TheraBreath.
매출$1.6442B보고값
주당순이익(EPS)$0.86보고값
매출총이익률45.85%보고값
영업이익률16.18%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Tariffs
Tariff exposure reduced from $190M to $50M
M&A
Touchland targeted as eighth power brand
핵심 내용 3개 더 보기
Market Share
Six of eight power brands gaining share year-to-date
Growth
Multiple brands show significant penetration upside
M&A
M&A hurdle set at ~10x synergized EBITDA
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $1.6442B | 보고값 |
| 주당순이익(EPS) | $0.86 | 보고값 |
| 매출총이익률 | 45.85% | 보고값 |
| 영업이익률 | 16.18% | 보고값 |
| 잉여현금흐름 | $0.3082B | 보고값 |
| 자본지출 | $0.0552B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2025 | 0%–2% | 1% | 유지 |
| 매출 | FY2025 | 0%–2% | 1% | 유지 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management repeatedly expressed confidence in their Evergreen model, share gains, and ability to navigate macro volatility, while reaffirming guidance.
외부 신호
공급망 알파 · 2발표 이후 수익률
Church & Dwight reduced its gross margin tariff exposure from $190 million to $50 million through 2025 actions, with plans for further significant reduction over the next 12 months.
근거
“While gross margin tariff pressure was as high as $190 million, Our action plans to date have reduced this exposure to $50 million today.”
The Trojan Goat product is the first new condom material introduced into the category in about 10 years, targeting the growing non-latex segment which represents 28% of the category.
근거
“It is the first new material that's been introduced into this category in about 10 years. which is also significant.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 0개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.