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CHD FY2026 Q2 상향

Church & Dwight Company, Inc. 실적 발표

Jul 31, 2026 · 10:00 ET Lee McChesneyRick Dierker earningscall_biz
Buzzberg 분석

Raised full-year organic sales and EPS guidance

Church & Dwight reported a strong Q2 2026 with 5.8% organic sales growth, well ahead of guidance, driven by broad-based volume growth across all divisions. Management raised full-year guidance for sales, EPS, and cash flow, and highlighted the successful acquisition of Miss Mouth. Q2 organic sales +5.8% vs 3% guide, on 4.3% volume and 1.5% price/mix.

Buzzberg 분석 Raised full-year organic sales and EPS guidance Church & Dwight reported a strong Q2 2026 with 5.8% organic sales growth, well ahead of guidance, driven by broad-based volume growth across all divisions. Management raised full-year guidance for sales, EPS, and cash flow, and highlighted the successful acquisition of Miss Mouth. Q2 organic sales +5.8% vs 3% guide, on 4.3% volume and 1.5% price/mix. 전체 분석 보기분석 접기

Church & Dwight reported a strong Q2 2026 with 5.8% organic sales growth, well ahead of guidance, driven by broad-based volume growth across all divisions. Management raised full-year guidance for sales, EPS, and cash flow, and highlighted the successful acquisition of Miss Mouth. Q2 organic sales +5.8% vs 3% guide, on 4.3% volume and 1.5% price/mix.

  • Gross margin +40 bps despite 400 bps of cost inflation, mitigated by productivity.
  • Raised FY26 organic sales guidance to 4-5% and EPS growth to 6-8%.
  • TheraBreath gained 4.5 share points in mouthwash (25.3% share); toothpaste launch at 1% share.
매출$1.53B+4% 전분기 대비
주당순이익(EPS)$0.89-6% 전분기 대비
매출총이익률45.35%보고값
영업이익률18.07%보고값
근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

01
Guidance

Raised full-year organic sales and EPS guidance

02
Brand Momentum

TheraBreath gains record mouthwash share

03
M&A

Miss Mouth acquisition off to strong start

핵심 내용 3개 더 보기
04
International

International organic sales growth of 9.1%

05
Costs

Middle East conflict driving $30 million cost headwind

06
Demand

Category growth exceeds expectations, driven by value segment

보고 기간

보고 실적

지표보고값변화
매출$1.53B+4% 전분기 대비
주당순이익(EPS)$0.89-6% 전분기 대비
매출총이익률45.35%보고값
영업이익률18.07%보고값
잉여현금흐름$0.2569B보고값
자본지출$0.0299B보고값
향후 전망

향후 가이던스

지표기간범위중간값상태
주당순이익(EPS)FY2026 Q3$0.89$0.89제시
잉여현금흐름FY2026$1.175B$1.175B상향
매출FY20264%–5%4.5%상향
AI, 자본지출 및 수요 분석

경영진 분석

톤

Upbeat

Management expressed strong confidence and optimism, citing broad-based growth, share gains, and raised guidance, with phrases like 'I'm more optimistic about the future than I've ever been.'

AI

경영진의 AI 분석

Management mentioned spending money behind AI initiatives, pulling some forward to scale faster, leveraging AI among other tools to compete on affordability and drive speed and agility.

자본지출

투자 및 생산능력

Capital expenditures for the first half were $61.8 million, with full-year capex expected at approximately $130 million or roughly 2% of sales. The ERP system is noted as an enabler for fast acquisition integration.

아래에 언급된 기업 2개 모두 표시

기업발표 이후 수익률

경쟁사

HENKY +1.5% PG +2.0%
경쟁사

Henkel significantly increased promotional spending on laundry detergent, which CHD chose not to match, but CHD maintained its share despite this aggressive push.

근거
“Hankel was up 1100 basis points and Proctor was up almost 200 basis points as well.”
Rick Dierker
외부 신호

공급망 알파 · 1발표 이후 수익률

A1

CHD gained 4.5 market share points in mouthwash and held share in laundry despite major competitors increasing promotion by 1100 bps and 200 bps respectively.

Rick Dierker
PG+2.0%
근거
“Hankel was up 1100 basis points and Proctor was up almost 200 basis points as well. And so despite that, the value segment grew and we maintained our share.”
방법론 및 범위

경영진 발언만 분석합니다. 검증된 기업 언급 2개를 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.