Church & Dwight (CHD)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
$111.33-0.62%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-05
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 2026-11-05.
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); 3 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 neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
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.
2026 New Products “Innovation has always been a key driver of our organic growth and it continues to be a major driver of our results in 2026,” said Mr. Dierker.
Stated in 8 of 8 supplied quarters. Management reported: “The Company is also raising its full year organic sales growth to approximately 5%, the high end of its prior expectation of 4% to 5%, reflecting the Company’s strong year to date growth and its confidence in continued momentum during the fourth quarter.” “These initiatives are focused on expanding ARM & HAMMER, increasing THERABREATH in Oral Care, and scaling our International business.”
“2026 New Products “Innovation has always been a key driver of our organic growth and it continues to be a major driver of our results in 2026,” said Mr. Dierker.”
“2026 New Products “Innovation has always been a key driver of our organic growth, and the first half of this year was no exception,” said Mr. Dierker.”
“2026 New Products “Innovation has always been a key driver of our organic growth, and the first quarter of this year was no exception,” said Mr. Dierker.”
““Our commitment to innovation fuels our industry-leading performance and market share expansion.”
“Our commitment to and execution of industry leading innovation continues to fuel our market share expansion.”
“We are encouraged by the sequential improvements in category growth and we believe the consumption of our brands will outpace category growth over time fueled by investments in our brands and innovat…”
“Full-year adjusted gross margin expansion is now expected to be approximately 100 basis points, inclusive of the incrementally higher transportation costs.
Stated in 6 of 8 supplied quarters. Management reported: ““Full-year adjusted gross margin expansion is now expected to be approximately 100 basis points, inclusive of the incrementally higher transportation costs.” “Volume growth, productivity, and favorable mix from our acquisitions and portfolio actions are expected to fully offset inflation, transportation and tariff-related costs.”
“Our Cash flow from operations outlook remains approximately at $1.175 billion.
Stated in 6 of 8 supplied quarters. Management reported: ““Our Cash flow from operations outlook remains approximately at $1.175 billion.” ““Cash flow from operations is now expected to be approximately $1.175 billion (previously $1.150 billion) reflecting our improved earnings outlook.”
““Our Cash flow from operations outlook remains approximately at $1.175 billion.”
We will continue to pursue acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the successful THERABREATH, HERO, TOUCHLAND and MISS MOUTH’S acq…
Stated in 7 of 8 supplied quarters. Management reported: “We will continue to pursue acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the successful THERABREATH, HERO, TOUCHLAND and MISS MOUTH’S acquisitions.” “During the quarter, the company also acquired the fast-growing MISS MOUTH’S MESSY EATER™ brand, the #1 stain remover brand on Amazon.”
These initiatives are focused on expanding ARM & HAMMER, increasing THERABREATH in Oral Care, and scaling our International business.
Stated in 2 of 8 supplied quarters. Management reported: “These initiatives are focused on expanding ARM & HAMMER, increasing THERABREATH in Oral Care, and scaling our International business.” “1) expansion of the ARM & HAMMER brand 2) Growing the Oral care portfolio behind THERABREATH, and 3) international expansion with an acquisition focus.”
“These initiatives are focused on expanding ARM & HAMMER, increasing THERABREATH in Oral Care, and scaling our International business.”
Over the trailing year it converted 1.24x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 58% for the rest of the cohort, n=2069).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the US dollar, 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 54% of the time over the next year (vs 57% for the rest of the cohort, n=1938).
Not investment advice. As of 2026-11-05.
“2025 New Products Mr. Dierker commented, “We are excited about our product innovation as it continues to be a big driver of our success.”
“2025 New Products Mr. Farrell commented, “Product innovation continues to be a big driver of our success and we are excited about our new product launches.”
““Full-year adjusted gross margin expansion is now expected to be approximately 100 basis points, inclusive of the incrementally higher transportation costs.”
““Full-year adjusted gross margin is now expected to expand approximately 100 to 120 basis points.”
““Full-year reported gross margin is expected to expand approximately 100 basis points.”
““Adjusted gross margin is expected to expand approximately 100 basis points from 2025.”
“We continue to expect adjusted gross margin to contract 60 basis points versus 2024 as we expect tariffs, elevated input costs, and unfavorable price and mix to outpace incremental productivity and h…”
“Full year gross margin is expected to expand approximately 25 basis points versus 2024 as we expect persistently elevated input costs to be offset by favorable mix, higher volume and productivity.”
““Cash flow from operations is now expected to be approximately $1.175 billion (previously $1.150 billion) reflecting our improved earnings outlook.”
““Cash flow from operations is expected to be approximately $1.15 billion this year, with higher working capital to support growth in our recent acquisitions.”
“Church & Dwight Co., Inc. News Release Contact: Lee McChesney Chief Financial Officer 609-806-1200 CHURCH & DWIGHT REPORTS Q4 2025 AND 2025 RESULTS AND PROVIDES 2026 OUTLOOK Q4 2025 NET SALES, ADJUST…”
“2 “Cash flow from operations outlook remains approximately $1.05 billion and reflects a stronger performance in the second half of 2025.”
““Cash flow from operations is expected to be approximately $1.15 billion in line with our strong cash generation in 2024.”
“We will continue to pursue acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the successful THERABREATH, HERO, TOUCHLAND and MISS MOUTH’S acq…”
“We will continue to pursue acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the successful THERABREATH, HERO, TOUCHLAND and MISS MOUTH’S acq…”
“We will continue to pursue acquisitions across the globe that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the THERABREATH, HERO, and TOUCHLAND acquisitio…”
“We will continue to pursue acquisitions across the globe that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the THERABREATH, HERO, and TOUCHLAND acquisitio…”
“Accordingly, we continue to pursue additional accretive acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to our recent acquisitions (THERABREAT…”
“We continue to pursue accretive acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to our last 3 acquisitions (ZICAM, THERABREATH, and HERO).”
“We will pursue accretive acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to our last 3 acquisitions (ZICAM, THERABREATH, and HERO).”
“1) expansion of the ARM & HAMMER brand 2) Growing the Oral care portfolio behind THERABREATH, and 3) international expansion with an acquisition focus.”