Church & Dwight Co Inc Earnings
Church & Dwight Co., Inc. (NYSE: CHD), a prominent player in the consumer goods industry, reported its financial performance for the fourth quarter and full year of 2025, surpassing its sales and earnings growth expectations. Despite facing challenges such as weaker category growth and a sluggish macroeconomic environment, the company managed to deliver notable financial metrics.
Church & Dwight Co Inc Results
The following table highlights key financial metrics for Church & Dwight's year-over-year and quarter-over-quarter performance:
| Metric | Q4 2025 | Q4 2024 | YoY Change (%) | FY 2025 | FY 2024 | YoY Change (%) |
|---|---|---|---|---|---|---|
| Net Sales ($ million) | 1,644.2 | 1,582.4¹ | +3.9 | 6,203.2 | 6,107.5¹ | +1.6 |
| Reported EPS ($) | 0.60 | 0.76¹ | -21.1 | 3.02 | 2.37¹ | +27.4 |
| Adjusted EPS ($) | 0.86 | 0.77¹ | +11.7 | 3.53 | 3.44¹ | +2.6 |
| Cash from Operations ($ billion) | 0.3634 | 0.2923¹ | +24.3 | 1.215 | 1.156¹ | +5.1 |
¹Previous year's adjusted figures provide context for YoY analysis.
Revenue Breakdown
Revenue performance across Church & Dwight's major segments, including comparisons to previous guidance, is summarized in the table below:
| Segment | Q4 Net Sales ($ million) | YoY Change (%) | Organic Sales Growth (%) |
|---|---|---|---|
| Consumer Domestic | 1,271.2 | +3.7 | -0.1 |
| Consumer International | 299.8 | +5.2 | +3.6 |
| Specialty Products | 73.2 | +2.8 | +2.8 |
Segment Performance Analysis
Consumer Domestic: Sales growth in this segment was primarily driven by the strong performance of the TOUCHLAND™ brand, which reported double-digit growth. However, organic sales saw a slight decline, largely due to the discontinuation of the vitamin business and lower OXICLEAN™ sales. Gains from brands like THERABREATH™ and ARM & HAMMER™ were notable but did not fully offset these declines.
Consumer International: The international segment demonstrated solid growth across the board, with HERO, THERABREATH™, and ARM & HAMMER™ products leading the charge. The combination of higher volume and favorable price and product mix contributed to the segment's resilience against economic headwinds.
Specialty Products: Although smaller in scale, this segment showed stable performance with a balanced contribution from volume and product mix.
Key Developments
During 2025, significant strategic decisions reshaped Church & Dwight's portfolio. The company completed its exit from the VMS, FLAWLESS™, SPINBRUSH™, and WATERPIK™ showerhead businesses to prioritize growth in faster-growing value and premium product lines. This repositioning aims to streamline operations and focus resources on high-potential areas.
The divestiture of the VITAFUSION™ and L'IL CRITTERS™ brands concluded by year-end, reflecting a strategic retreat from the vitamin business. This move is expected to enhance Church & Dwight's ability to concentrate efforts on brand expansion and acquisitions in high-growth categories.
Comments from Company Officers
Rick Dierker, Chief Executive Officer, expressed satisfaction with the year's performance, highlighting the company's focus on execution and product innovation. He stated, "Our balanced portfolio of value and premium products and our relentless focus on execution delivered strong results for our shareholders, customers, and employees. We continue to drive both dollar and volume share gains in many of our brands, which we expect to continue in 2026."
Dividends and Share Repurchases
In 2025, Church & Dwight repurchased a total of $900 million in shares, showcasing its robust cash flow and commitment to returning value to shareholders. Additionally, the company announced a 4.2% dividend increase, marking the 30th consecutive year of dividend growth. The quarterly dividend is set at $0.3075 per share, equivalent to an annual payout of $1.23 per share.
Church & Dwight Co Inc Stock Forecast
Looking ahead, Church & Dwight's strategic initiatives and operational efficiencies position it favorably for 2026. Projected organic sales growth is anticipated to range from 3% to 4%, supported by new product launches and market share expansion. Analysts forecast a potential stock price range of $85 to $95, reflecting confidence in the company's growth trajectory, enhanced by a well-rounded brand portfolio and innovative pipeline.
In summary, Church & Dwight's 2025 performance underscores a year of strategic transformation and resilience amidst mixed economic conditions. The company's proactive portfolio adjustments and focus on innovation lay a solid foundation for sustainable growth in 2026 and beyond.
