Equity Profile

CHD

Church & Dwight Co., Inc.

Consumer StaplesHousehold Products$22.9B

May1Fri

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:55 AM EDT

Church & Dwight Beats on EPS, Stock Down 1.07%

Metric	Actual	Expected	Surprise
EPS	$0.95	$0.93	+1.71%
Revenue	N/A	$1.5B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Church & Dwight Beats on EPS, Stock Down 1.07%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.95	$0.93	+1.71%
Revenue	N/A	$1.5B	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Church & Dwight's earnings report showed a slight beat on EPS, which may indicate better-than-expected profitability. However, the stock reacted negatively, declining by 1.07%. The lack of revenue data and guidance updates may have contributed to investor uncertainty.

Company Snapshot

Church & Dwight Co., Inc. is a leading consumer staples company known for its household products, including well-known brands like Arm & Hammer....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$0.93

Revenue

Total revenue provides insight into the company's sales performance and market demand for its products.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Church & Dwight Co., Inc. is a leading consumer staples company known for its household products, including well-known brands like Arm & Hammer. With a market cap of $23 billion, it plays a significant role in the consumer goods sector, which is influenced by trends in consumer spending and brand loyalty.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In the last quarter, Church & Dwight reported an EPS of $0.86, beating expectations by 2.75%. The stock reacted positively, gaining 4.67% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Church & Dwight to continue its trend of beating earnings estimates, with a consensus EPS of $0.93 for Q1-2026. Investors are looking for signs of strong revenue growth amid a competitive market.

Bull Case

If the company can exceed the EPS estimate and show strong revenue growth, it may indicate robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could signal underlying issues in sales or market share, resulting in a negative stock response.

Key Metrics to Watch

EPS

$0.93

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$1.5B

Total revenue provides insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Church & Dwight's revenue meet or exceed the consensus estimate of $1.5 billion?

Revenue performance is crucial for understanding market demand and the company's growth trajectory, especially in a competitive landscape.

Can the company maintain or improve its EPS above the consensus of $0.93?

A strong EPS not only reflects profitability but also impacts investor sentiment and stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Church & Dwight to exceed its EPS and revenue targets due to strong brand loyalty and market demand.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with a 100% beat rate over the last eight quarters.

Options pricing suggests a larger than average move, indicating that traders expect significant volatility and potential upside.

Key Risk

If revenue comes in below $1.4 billion, it could undermine the bullish sentiment and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether the company can sustain its growth momentum amidst market challenges.

Bull Confirmed If

Exceeding $1.5 billion in revenue and achieving an EPS of $0.95 or higher would confirm the bull case.

Bear Confirmed If

Falling short of the $0.93 EPS estimate or reporting revenue below $1.4 billion would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.4%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a potential move of about 4.4% following the earnings report, suggesting that traders expect significant volatility.

Options are pricing a larger move than the stock has historically averaged, indicating heightened expectations.

Detail

ATM IV

0.3%

30d HV

18.7%

Calls (6K)P/C Ratio: 2.00Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 10 of 28 (36%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 28 (64%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.3%, with a raw directional average of +1.0% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Church & Dwight beats expectations, history suggests a potential stock increase of around 0.83%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline in stock price, with historical data indicating an average drop of around 0.0% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or marketing strategies that could drive sales.
2Management's commentary on consumer trends and how they are impacting demand for household products.
3Insights into cost management and pricing strategies in response to inflationary pressures.
4Any guidance on future quarters that could indicate sustained growth or potential challenges.
5Details on market share changes and competitive positioning within the household products sector.

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Company Snapshot

Church & Dwight Co., Inc. is a leading consumer staples company known for its household products, including well-known brands like Arm & Hammer....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$0.93

Revenue

Total revenue provides insight into the company's sales performance and market demand for its products.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In the last quarter, Church & Dwight reported an EPS of $0.86, beating expectations by 2.75%. The stock reacted positively, gaining 4.67% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company can exceed the EPS estimate and show strong revenue growth, it may indicate robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could signal underlying issues in sales or market share, resulting in a negative stock response.

Key Metrics to Watch

EPS

$0.93

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$1.5B

Total revenue provides insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Church & Dwight's revenue meet or exceed the consensus estimate of $1.5 billion?

Revenue performance is crucial for understanding market demand and the company's growth trajectory, especially in a competitive landscape.

Can the company maintain or improve its EPS above the consensus of $0.93?

A strong EPS not only reflects profitability but also impacts investor sentiment and stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Church & Dwight to exceed its EPS and revenue targets due to strong brand loyalty and market demand.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with a 100% beat rate over the last eight quarters.

Options pricing suggests a larger than average move, indicating that traders expect significant volatility and potential upside.

Key Risk

If revenue comes in below $1.4 billion, it could undermine the bullish sentiment and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether the company can sustain its growth momentum amidst market challenges.

Bull Confirmed If

Exceeding $1.5 billion in revenue and achieving an EPS of $0.95 or higher would confirm the bull case.

Bear Confirmed If

Falling short of the $0.93 EPS estimate or reporting revenue below $1.4 billion would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.4%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a potential move of about 4.4% following the earnings report, suggesting that traders expect significant volatility.

Options are pricing a larger move than the stock has historically averaged, indicating heightened expectations.

Detail

ATM IV

0.3%

30d HV

18.7%

Calls (6K)P/C Ratio: 2.00Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 10 of 28 (36%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Church & Dwight beats expectations, history suggests a potential stock increase of around 0.83%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline in stock price, with historical data indicating an average drop of around 0.0% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or marketing strategies that could drive sales.
2Management's commentary on consumer trends and how they are impacting demand for household products.
3Insights into cost management and pricing strategies in response to inflationary pressures.
4Any guidance on future quarters that could indicate sustained growth or potential challenges.
5Details on market share changes and competitive positioning within the household products sector.