Church & Dwight (CHD)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$98.55-0.04%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · CHD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-09-04.
The screen ranks CHD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated strong grew net income 64% of the time over the next year (vs 53% for the rest of the cohort, n=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 13.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver full-year reported EPS growth of approximately 20% to 22% with adjusted EPS growth of 6% to 8%, driven by volume growth, margin expansion, and disciplined reinvestments.
Stated as a priority in 4 of last 4 quarters. Management raised full-year 2026 reported EPS growth guidance to approximately 20% to 22% and adjusted EPS growth to 6% to 8%. Prior 2025 adjusted EPS was $3.49. The trajectory shows delivering on EPS growth with raised guidance reflecting strong volume growth, margin expansion, and disciplined reinvestments.
“We now expect full-year reported EPS to increase approximately 20% to 22%. We are raising our Adjusted EPS expectation for 2026 to 6% to 8% growth.”
“We continue to expect full-year reported EPS to increase approximately 18% to 22%. Our Adjusted EPS expectation for 2026 remains at 5% to 8% growth.”
“We continue to expect full year Adjusted EPS growth for 2025 of approximately $3.49”
“We continue to expect full year Adjusted EPS growth for 2025 of 0 to 2%.”
Maintain strong cash flow generation with full-year cash from operations expected at approximately $1.175 billion, supporting investments and acquisitions.
Stated as a priority in 4 of last 4 quarters. Management expects full-year 2026 cash from operations of approximately $1.175 billion, slightly up from prior guidance of $1.15 billion. Prior year 2025 cash from operations was $1.215 billion. The trajectory shows strong cash flow generation supporting investments and acquisitions, consistent with management's stated priority.
“Cash From Operations ~$1.175 Billion (Prior $1.150 Billion)”
Continue disciplined capital spending with full-year capital expenditures expected at approximately $130 million or 2% of sales.
Stated as a priority in 4 of last 4 quarters. Management continues to expect full-year 2026 capital expenditures of approximately $130 million, consistent with prior guidance and slightly above 2025 expected spend of $120 million. This reflects disciplined capital allocation aligned with sales growth of approximately 1%.
“We continue to expect capital expenditures for the full year to be approximately $130 million or 2% of sales.”
Achieve organic sales growth of approximately 4% to 5% in 2026, reflecting strong brand performance and contributions from recent acquisitions.
Stated as a priority in 2 of last 2 quarters. Management raised 2026 organic sales growth guidance to approximately 4% to 5%, up from prior 3% to 4%. This follows strong first half organic sales growth of 5.8% in Q2 and 5.0% in Q1. The trajectory shows delivering and raising organic growth expectations.
“We are raising our organic sales growth to approximately 4% to 5%, from our prior expectations of 3% to 4%.”
Continue to invest in innovation with new product launches expected to account for approximately half of organic growth in 2026.
Stated as a priority in 2 of last 2 quarters. Management expects new product launches to drive approximately half of organic growth in 2026, consistent with prior quarter statements. This aligns with reported strong innovation launches and brand momentum, indicating delivery on innovation-driven growth.
“New product launches this year are expected to account for approximately half of our organic growth.”
Over the trailing year it converted 1.24x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=2083).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.
“We continue to expect approximately $1.15 billion of cash from operations this year.”
“Cash from operations $1.215 billion (+5.1%)”
“Cash from Operations of $435.5 million (+19.6%)”
“We continue to expect capital expenditures for the full year to be approximately $130 million or 2% of sales.”
“We now expect 2025 capital expenditures of approximately $120 million”
“We still expect 2025 capital expenditures of approximately $130 million.”
“We continue to expect volume driven organic sales growth of approximately 3% to 4%.”
“New product launches this year are expected to account for half of our organic growth as we innovate in key categories.”