Health and Wellness Revenue Stable
Health and Wellness revenue was flat year-over-year, indicating consistent demand in this category that represents 40.1% of total revenue.
Source: 10-K Segment Data (XBRL)
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Clorox’s fiscal 2026 consolidated revenue contracted approximately 4.9%, as Household and Lifestyle segments each posted double-digit declines, outweighing flat Health and Wellness and 4.5% International growth. The Health and Wellness segment, at 40% of revenue, remained flat, while International grew modestly, partially offsetting sharp drops in other areas. No profitability or cash flow data was available to assess the impact on margins or earnings. Without management commentary, the drivers behind the segment shifts—whether competitive, demand-driven, or structural—cannot be attributed.
Last 4 quarters: 2 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 1.66 | 1.67 | Miss -0.5% |
| Mar 2026 | 1.64 | 1.57 | Beat +4.7% |
| Dec 2025 | 1.39 | 1.45 | Miss -4.0% |
| Sep 2025 | 0.85 | 0.79 | Beat +7.0% |
Reported EPS of $1.66 versus the $1.67 analyst consensus — a -0.5% miss for Jun 2026.
4 reported segments · SEC XBRL
Segment revenue totals $6.72B, which is the $6.72B of consolidated revenue on the income statement.
Compiled by AI from this SEC filing
Health and Wellness revenue was flat year-over-year, indicating consistent demand in this category that represents 40.1% of total revenue.
Source: 10-K Segment Data (XBRL)
Household revenue dropped 10.7% YoY, the largest absolute dollar decline among segments, suggesting potential competitive pressures or changing consumer habits in cleaning products.
Source: 10-K Segment Data (XBRL)
Lifestyle revenue declined 13.8% YoY, the steepest percentage drop, driving concerns about discretionary product performance.
Source: 10-K Segment Data (XBRL)
International revenue grew 4.5% YoY, the only segment to post positive growth and now accounting for 16.6% of total sales.
Source: 10-K Segment Data (XBRL)
Total consolidated revenue fell approximately 4.9% YoY to $6.72 billion, driven primarily by the Household and Lifestyle segments.
Source: 10-K Segment Data (XBRL)
Compiled by AI from this SEC filing · 1 high, 3 medium, 1 low
Over 40% of revenue comes from Health and Wellness. Any disruption in this segment—such as raw material cost spikes, regulatory changes, or intense competition—could materially affect total results.
Source: 10-K Segment Data (XBRL)
The 10.7% YoY drop in Household revenue may indicate long-term demand erosion or market share losses, pressuring the top line if the trend continues without a strategic response.
Source: 10-K Segment Data (XBRL)
The 13.8% decline in Lifestyle exposes significant sensitivity to discretionary spending shifts, which could worsen in an economic downturn.
Source: 10-K Segment Data (XBRL)
International revenue grew 4.5%, but this segment now represents a critical offset to domestic declines. Foreign exchange volatility, geopolitical risks, and trade policy changes could hinder that growth.
Source: 10-K Segment Data (XBRL)
With revenue down 4.9% and no profitability data available, the impact on margins, earnings, and cash flows remains unclear, creating uncertainty about the company’s ability to maintain financial health.
Source: 10-K Segment Data (XBRL)
Answers draw on this SEC filing and the data on this page
CLX delivered essentially flat Q3 FY2026 results with revenue up just 0.1% to $1.67B and net income up 0.5% to $187M, while gross margin compressed 137 bps to 43.2% due to higher cost of revenue, and a large debt issuance dramatically reshaped the balance sheet, pushing stockholders' equity into negative territory.
CLX reported Q2 FY2026 revenue of $1.67B, down 0.8% YoY, with net income falling 18.7% to $157M amid rising liabilities and a deepening negative stockholders' equity position.
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