Guidance
← Отчётные звонки
01
02
03
04 05 06
Тон
A1 A2
CHD
FY2025 Q4
В пределах ожиданий
Отчётный звонок Church & Dwight Company, Inc.
Вывод Buzzberg
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.
Вывод Buzzberg 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. Читать полный анализСвернуть анализ
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.
Выручка$1.6442BФакт
EPS$0.86Факт
Валовая маржа45.85%Факт
Операционная маржа16.18%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Tariffs
Tariff exposure reduced from $190M to $50M
M&A
Touchland targeted as eighth power brand
Показать ещё 3 тезиса
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
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $1.6442B | Факт |
| EPS | $0.86 | Факт |
| Валовая маржа | 45.85% | Факт |
| Операционная маржа | 16.18% | Факт |
| Свободный денежный поток | $0.3082B | Факт |
| Капзатраты | $0.0552B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2025 | 0%–2% | 1% | Подтверждён |
| Выручка | FY2025 | 0%–2% | 1% | Подтверждён |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management repeatedly expressed confidence in their Evergreen model, share gains, and ability to navigate macro volatility, while reaffirming guidance.
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
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.
Доказательства
“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.
Доказательства
“It is the first new material that's been introduced into this category in about 10 years. which is also significant.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 0. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.