Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Clorox (CLX)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
$99.70+0.54%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.21 → 6.17 EPS · FY ending Jun 30, 2028 · 10 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 10 to 10; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CLX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Meet EPS guidance for fiscal 2026 | A supporting condition in Clorox's published investment case. The stated target is EPS >= $5.45. | Intact | EPS guidance cut below $5.45 or actual EPS falls below $5.45 | Diluted EPS: $1.39 per share FY2027-Q1; GAAP. Published target: EPS >= $5.45. Annual target cannot be compared with a quarterly or TTM observation. Nov 2, 20261.39 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a mature consumer staples business with a recovery and portfolio-expansion thesis, rather than a high-growth story. The thesis state is intact and recently shifted from mixed to mildly favorable, though recent financial performance is only neutral and management execution is mixed.
Valuation is tagged as stretched, despite the valuation model showing CLX as cheap versus peers; the model has medium confidence. The expectations gap is 0.25, but the evidence does not define its scale, so the degree of optimism already reflected in valuation is unclear.
Near term, management’s fiscal 2027 outlook calls for organic sales growth of 3.5% to 4.5%, following a 13% decrease in 2026-Q4, so recovery remains to be demonstrated. GOJO has helped expand Health and Wellness, while adjusted EPS fell in 2026-Q4 and the benefit from the completed U.S. ERP work is not yet clear; a CEO transition is also recent.
The multi-year thesis depends on returning to organic sales growth, improving market share, and turning the larger health and hygiene platform into durable results. Near term, a guidance cut or further weakening in jobs data would add risk, while continued strong results and guidance from sector peers could support the sector backdrop.
Over the next 1 to 3 years, CLX has a credible recovery and portfolio-expansion case, but execution must confirm that recent sales gains can become sustained organic growth. Expectations are stretched in the snapshot, and the thesis remains sensitive to guidance and sector conditions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Clorox integrates the Gojo acquisition to expand its product range and boost growth. |
| Intact |
| Integration progress score falls below 50% |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 8 supplied quarters. Management reported: “Strategic and Operational Highlights The following are highlights of business achievements for fiscal year 2026: • Completed the acquisition of GOJO, unlocking new growth synergies across the combined portfolio of Clorox Purell and Clorox Professional by bringing together complementary brands and capabilities to strengthen the company's health and hygiene platform.” “• Officially launched Clorox Purell ProCare, bringing together CloroxPro and GOJO with a unified sales and service organization and network of leading distributors that provide professional and healthcare customers convenient access to a broad portfolio of innovative solutions from trusted brands.” Delivery assessment Nov 4, 2026 |
Manage gross margin decline | The company aims to manage gross margin decline despite higher costs, targeting about 43.2% gross margin next quarter. | Intact | Gross margin falls below 42% | Gross margin: 40.42% FY2027-Q1; GAAP. Published target: Gross margin >= 43.2%. Target period is not explicitly aligned with this observation. Nov 2, 202640.419948 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 5 of 8 supplied quarters. Management reported: “Strategic and Operational Highlights The following are recent strategic and operational highlights: • Delivered one of the strongest quarters of cost savings on record, while continuing to advance productivity initiatives and capabilities that provide fuel to invest in growth and innovation.” “• Gross margin is expected to be about 42%, reflecting higher-than-normal inflationary headwinds and negative mix more than offsetting the benefits from cost savings.” Delivery assessment Nov 4, 2026 |
Reverse sales decline and grow net sales | A primary condition in Clorox's published investment case. The stated target is Net sales >= $1.67 billion. | Intact | Net sales fall below $1.6 billion | Revenue: $1.905B FY2027-Q1; GAAP. Published target: Net sales >= $1.67 billion. Target period is not explicitly aligned with this observation. Nov 2, 20261,905,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.43 → $6.17 · observed estimates
$7.79B → $7.81B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.43 | $7,786,384,235 | 4 / 10 |
| 2026-07-25 | $6.43 | $7,786,384,235 | 4 / 10 |
| 2026-07-26 | $6.36 | $7,783,611,507 | 3 / 9 |
| 2026-07-27 | $6.36 | $7,783,611,507 | 3 / 9 |
| 2026-07-28 | $6.36 | $7,783,611,507 | 3 / 9 |
| 2026-07-29 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-07-30 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-07-31 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-08-01 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-08-02 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-08-03 | $6.29 | $7,781,003,544 | 3 / 9 |
| 2026-08-04 | $6.45 | $7,767,663,400 | 9 / 9 |
| 2026-08-05 | $6.29 | $7,781,003,544 | 6 / 9 |
| 2026-08-06 | $6.44 | $7,762,317,060 | 9 / 10 |
| 2026-08-07 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-08 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-09 | $6.36 | $7,793,845,610 | 16 / 15 |
| 2026-08-10 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-11 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-12 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-13 | $6.36 | $7,793,818,940 | 16 / 15 |
| 2026-08-14 | $6.30 | $7,807,446,320 | 7 / 10 |
| 2026-08-15 | $6.30 | $7,807,446,320 | 10 / 12 |
| 2026-08-16 | $6.30 | $7,807,446,320 | 10 / 12 |
| 2026-08-17 | $6.30 | $7,807,446,320 | 10 / 12 |
| 2026-08-18 | $6.30 | $7,807,446,320 | 10 / 12 |
| 2026-08-19 | $6.30 | $7,807,446,320 | 10 / 12 |
| 2026-08-20 | $6.28 | $7,806,056,556 | 10 / 12 |
| 2026-08-21 | $6.27 | $7,814,475,068 | 10 / 12 |
| 2026-08-22 | $6.27 | $7,814,475,068 | 10 / 12 |
| 2026-08-23 | $6.27 | $7,814,475,068 | 10 / 12 |
| 2026-08-24 | $6.27 | $7,814,475,068 | 10 / 12 |
| 2026-08-25 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-26 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-27 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-28 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-29 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-30 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-08-31 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-09-01 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-09-02 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-09-03 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-09-04 | $6.27 | $7,814,475,068 | 11 / 13 |
| 2026-09-05 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-06 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-07 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-08 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-09 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-10 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-11 | $6.27 | $7,814,452,035 | 11 / 13 |
| 2026-09-12 | $6.25 | $7,812,158,701 | 10 / 13 |
| 2026-09-13 | $6.25 | $7,812,158,701 | 11 / 13 |
| 2026-09-14 | $6.25 | $7,812,158,701 | 11 / 13 |
| 2026-09-15 | $6.25 | $7,812,158,701 | 11 / 13 |
| 2026-09-16 | $6.25 | $7,812,158,701 | 11 / 13 |
| 2026-09-17 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-18 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-19 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-20 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-21 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-22 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-23 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-24 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-25 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-26 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-27 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-28 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-29 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-09-30 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-10-01 | $6.25 | $7,812,142,715 | 11 / 13 |
| 2026-10-02 | $6.21 | $7,811,876,048 | 10 / 13 |
| 2026-10-03 | $6.21 | $7,811,876,048 | 10 / 13 |
| 2026-10-04 | $6.21 | $7,811,876,048 | 10 / 13 |
| 2026-10-05 | $6.21 | $7,811,876,048 | 10 / 13 |
| 2026-10-06 | $6.20 | $7,811,349,515 | 10 / 13 |
| 2026-10-07 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-08 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-09 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-10 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-11 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-12 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-13 | $6.19 | $7,811,216,181 | 11 / 12 |
| 2026-10-14 | $6.19 | $7,811,213,935 | 11 / 12 |
| 2026-10-15 | $6.19 | $7,811,213,935 | 10 / 12 |
| 2026-10-16 | $6.15 | $7,810,878,013 | 10 / 12 |
| 2026-10-17 | $6.15 | $7,810,878,013 | 10 / 12 |
| 2026-10-18 | $6.14 | $7,810,893,999 | 10 / 12 |
| 2026-10-19 | $6.14 | $7,810,893,999 | 10 / 12 |
| 2026-10-20 | $6.14 | $7,810,893,999 | 10 / 12 |
| 2026-10-21 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-22 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-23 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-24 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-25 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-26 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-27 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-28 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-29 | $6.12 | $7,806,076,031 | 10 / 12 |
| 2026-10-30 | $6.12 | $7,806,234,831 | 10 / 12 |
| 2026-10-31 | $6.12 | $7,806,234,831 | 10 / 12 |
| 2026-11-01 | $6.12 | $7,806,234,831 | 11 / 12 |
| 2026-11-02 | $6.12 | $7,806,234,831 | 11 / 13 |
| 2026-11-03 | $6.12 | $7,808,299,018 | 11 / 13 |
| 2026-11-04 | $6.17 | $7,812,250,696 | 10 / 12 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 14 Hold · 4 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 9 recorded
0 raises · 4 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.