A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Church & Dwight reported net sales of $1.53B (+1.6% YoY) and diluted EPS of $0.85 (+9.0% YoY) for Q2 FY2026, driven by gross margin expansion and acquisition contributions that offset product line exits and commodity cost inflation.
Revenue
$1.53B
+1.57% YoY
EPS (Diluted)
$0.85
+8.97% YoY
Gross Margin
45.4%
+2.4 pts YoY
Operating Income
$276.4M
+5.62% YoY
Church & Dwight (CHD) reported Q2 FY2026 revenue of $1.53B, up 1.6% year over year. The company posted net income of $202.8M, up 6.2% from a year earlier, with diluted EPS of $0.85. Gross margin was 45.4%. Operating income was $276.4M, up 5.6% year over year. CHD's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Church & Dwight posted Q2 FY2026 net sales of $1.53B (+1.6% YoY) and diluted EPS of $0.85 (+9.0% YoY), supported by expanding gross margins and organic growth in core brands.
Last 4 quarters: 3 beats, 1 miss
Adjusted (non-GAAP) EPS of $0.89 versus the $0.91 analyst consensus — a -1.7% miss for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $0.85.
On May 28, 2026, Church & Dwight acquired the Miss Mouth's Messy Eater brand for $300.0M cash at closing plus $25.0M in deferred payments, integrating a business with approximately $80.0M in 2025 net sales into the Consumer Domestic segment.
Source: 10-Q Item 2 MD&A, p.24
Gross margin expanded 240 basis points YoY to 45.4% in Q2 FY2026 (or 40 bps excluding prior-year business exit costs), supported by 180 bps from volume/mix and 150 bps from productivity programs, which offset 400 bps in higher manufacturing and logistics costs.
Source: 10-Q Item 2 MD&A, p.26
Divestitures and product line exits completed in 2025 (including VMS, Flawless, Spinbrush, and Waterpik showerheads) reduced Q2 FY2026 consolidated net sales by 7.4%, which was counterbalanced by product volume growth (+4.3%), pricing/mix (+1.5%), and acquisitions (+2.8%).
Source: 10-Q Item 2 MD&A, p.26
Following the U.S. Supreme Court ruling on IEEPA tariffs, Church & Dwight expects to receive approximately $15.0M in phase II refunds in the second half of 2026 out of $23.0M total paid, intending to reinvest the proceeds into consumer-facing activities.
Source: 10-Q Item 2 MD&A, p.24
Higher commodity, labor, tariff, and transportation costs reduced Q2 FY2026 gross margin by 400 bps and created $56.4M in operational cost drag for the Consumer Domestic segment, driven in part by global logistics disruptions from the Middle East conflict.
Source: 10-Q Item 2 MD&A, p.26, 29
Cash and cash equivalents fell 72.4% YoY to $254.8M as of June 30, 2026, following acquisition payments and cash investments, increasing reliance on the $2.0B revolving credit facility and commercial paper program to fund operational needs.
Source: 10-Q Balance Sheet (XBRL) / Item 2 MD&A, p.31
Evolving U.S. trade policies and shipping route disruptions require continuous shifts in manufacturing locations, alternative sourcing, and pricing adjustments, such as ceasing Chinese imports for Waterpik flossers.
Source: 10-Q Item 2 MD&A, p.24
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-Q itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
Church & Dwight (CHD) is next expected to report on , when the following quarter's results and any updated outlook will be available.
See the CHD earnings preview — expected date, analyst estimates and what to watch →
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $1.53B | $1.51B | +1.57% |
Cost of Revenue | $836.1M | $859.3M | -2.70% |
Gross Profit | $693.9M | $647M | +7.25% |
Operating Income | $276.4M | $261.7M | +5.62% |
Net Income | $202.8M | $191M | +6.18% |
EPS (Basic) | $0.86 | $0.78 | +10.26% |
EPS (Diluted) | $0.85 | $0.78 | +8.97% |
R&D Expense | $33.9M | $35.8M | -5.31% |
SG&A Expense | $252.2M | $228.2M | +10.52% |
Church & Dwight reported Q2 FY2026 net sales of $1.53B (+1.6% YoY) and diluted EPS of $0.85 (+9.0% YoY). Revenue growth was powered by volume gains (+4.3%) and the Miss Mouth's acquisition, which outweighed product line divestitures. Gross margin expanded 240 basis points YoY to 45.35%.
CHD delivered $276.4M in operating income (+5.6% YoY) and $202.8M in net income (+6.2% YoY) for Q2 FY2026. Performance was aided by growth in core power brands like THERABREATH and HERO, along with productivity cost savings.
Church & Dwight completed the acquisition of Miss Mouth's on May 28, 2026, for $300M in cash at closing. Acquisitions contributed 2.8% to Q2 FY2026 net sales growth, while previous exits of VMS, Flawless, Spinbrush, and Waterpik showerheads reduced net sales by 7.4%.
Church & Dwight (CHD) is next expected to report earnings on Oct 29, 2026. The date comes from the analyst earnings calendar and can shift until the company confirms it.
Expected release date, analyst estimates & what to watch
Church & Dwight (CHD) delivered essentially flat Q1 2026 revenue of $1.47B with improved gross margins of 46.4% (+140bps YoY), but net income slipped 1.7% to $216.3M as a 10.2% surge in SG&A expenses and lower cash balances weighed on overall profitability.
CHD delivered strong FY2025 earnings growth with net income up 25.9% to $736.8M and EPS of $3.02 diluted, driven by a 33.5% surge in operating income, even as gross margin edged down slightly and the company deployed $900M in share buybacks.
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