Guidance
← Отчётные звонки
01
02
03
04 05 06
Тон
AI
Капзатраты
A1
CHD
FY2026 Q2
Повышен
Отчётный звонок Church & Dwight Company, Inc.
Вывод Buzzberg
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.
Вывод Buzzberg 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. Читать полный анализСвернуть анализ
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.
Выручка$1.53B+4% к/к
EPS$0.89-6% к/к
Валовая маржа45.35%Факт
Операционная маржа18.07%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Brand Momentum
TheraBreath gains record mouthwash share
M&A
Miss Mouth acquisition off to strong start
Показать ещё 3 тезиса
International
International organic sales growth of 9.1%
Costs
Middle East conflict driving $30 million cost headwind
Demand
Category growth exceeds expectations, driven by value segment
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $1.53B | +4% к/к |
| EPS | $0.89 | -6% к/к |
| Валовая маржа | 45.35% | Факт |
| Операционная маржа | 18.07% | Факт |
| Свободный денежный поток | $0.2569B | Факт |
| Капзатраты | $0.0299B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2026 Q3 | $0.89 | $0.89 | Обозначен |
| Свободный денежный поток | FY2026 | $1.175B | $1.175B | Повышен |
| Выручка | FY2026 | 4%–5% | 4.5% | Повышен |
AI, капзатраты и спрос
Оценка менеджмента
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.'
Оценка AI от менеджмента
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.
Инвестиции и мощности
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.
все упомянутые компании ниже: 2
Компаниис момента звонка
Конкуренты
Конкуренты
Rick Dierker
Henkel significantly increased promotional spending on laundry detergent, which CHD chose not to match, but CHD maintained its share despite this aggressive push.
Доказательства
“Hankel was up 1100 basis points and Proctor was up almost 200 basis points as well.”
Внешние сигналы
Альфа цепочки поставок · 1с момента звонка
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.
Доказательства
“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.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 2. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.