Equity Profile

CLX

The Clorox Company

Consumer StaplesHousehold Products$11.5B

Apr30Thu

Post-Earnings Recap

ReportedQ3-2026After Close4:10 PM EDT

Clorox Beats on EPS, Stock Up 1.76%

Metric	Actual	Expected	Surprise
EPS	$1.64	$1.54	+10.81%
Revenue	N/A	$1.7B	N/A

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

Clorox Beats on EPS, Stock Up 1.76%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.64	$1.54	+10.81%
Revenue	N/A	$1.7B	N/A

Management Commentary

Tone: Unknown

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

What It Means

Clorox's earnings report showed a positive surprise on EPS, which likely contributed to the stock's 1.76% increase. However, the lack of revenue data and management commentary leaves some uncertainty about the company's overall performance and future outlook.

Company Snapshot

The Clorox Company (CLX) is a leading manufacturer of household products, known for its cleaning and disinfecting solutions. As a part of the consumer staples sector, Clorox plays a crucial role in everyday consumer spending, particularly in health and hygiene, which has gained importance in recent years.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$1.54

Revenue

Revenue growth reflects the company's ability to sell its products and capture market share.

$1.7B

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

75%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In Q2 2026, Clorox reported an EPS of $1.39, falling short of the expected $1.43. The stock reacted positively, gaining 1.49% the following day despite the miss.

Management Promises & Guidance

Focus on improving product innovation.
Commitment to enhancing supply chain efficiency.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Analysts expect Clorox to report an EPS of $1.54 and revenue of $1.7B, reflecting steady demand for household products. The market is closely watching how the company navigates inflationary pressures.

Bull Case

If Clorox exceeds EPS estimates and demonstrates strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.

Bear Case

Conversely, if the company misses on EPS and revenue, it may indicate ongoing challenges in the market, leading to a negative sentiment among investors.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.54

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$1.7B

Revenue growth reflects the company's ability to sell its products and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Clorox achieve an EPS of at least $1.54?

This figure is critical as it reflects the company's profitability and can significantly impact stock performance.

How does Clorox plan to address supply chain challenges?

Supply chain efficiency is vital for maintaining product availability and cost control, which are crucial in the current economic environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Clorox's ability to innovate and capture market share, especially given recent trends in health and hygiene.

Supporting Evidence

Clorox has a strong brand loyalty that may buffer against competitive pressures.

Recent product launches have shown promising early sales, indicating potential upside.

Options pricing suggests higher volatility, which may reflect investor uncertainty not captured in consensus estimates.

Key Risk

If Clorox's new product lines show strong early sales, it could challenge current revenue expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Clorox can maintain profitability amid rising costs and competition in the household products sector.

Bull Confirmed If

An EPS of $1.60 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.50 would signal ongoing challenges and could lead to negative market sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±5.38%

Historical Avg

±1.09%

Pricing rich

The options market is pricing in a significant move following the earnings report, suggesting that investors expect volatility.

Options price a 5.4% move but the stock has averaged only 1.1% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

26.2%

Calls (189K)P/C Ratio: 1.59Puts (391K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations and raises guidance, history suggests a potential stock increase of around 0.5% on the following day.

In-Line / Cautious

If results are in line with expectations but management expresses caution, the stock may see little movement or slight declines.

Miss

Should Clorox miss expectations, history suggests a potential decline of about 0.5% on the following day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their initial sales performance.
2Insights into supply chain improvements and cost management strategies.
3Management's outlook on consumer demand trends in household products.
4Details on market share changes relative to competitors.
5Any commentary on pricing strategies in response to inflation.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Apr27

AREReported

Alexandria Real Estate Equities, Inc.

RecapView

Apr27

VTRReported

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$1.54

Revenue

Revenue growth reflects the company's ability to sell its products and capture market share.

$1.7B

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

75%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In Q2 2026, Clorox reported an EPS of $1.39, falling short of the expected $1.43. The stock reacted positively, gaining 1.49% the following day despite the miss.

Management Promises & Guidance

Focus on improving product innovation.
Commitment to enhancing supply chain efficiency.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Bull Case

If Clorox exceeds EPS estimates and demonstrates strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.

Bear Case

Conversely, if the company misses on EPS and revenue, it may indicate ongoing challenges in the market, leading to a negative sentiment among investors.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.54

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$1.7B

Revenue growth reflects the company's ability to sell its products and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Clorox achieve an EPS of at least $1.54?

This figure is critical as it reflects the company's profitability and can significantly impact stock performance.

How does Clorox plan to address supply chain challenges?

Supply chain efficiency is vital for maintaining product availability and cost control, which are crucial in the current economic environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Clorox's ability to innovate and capture market share, especially given recent trends in health and hygiene.

Supporting Evidence

Clorox has a strong brand loyalty that may buffer against competitive pressures.

Recent product launches have shown promising early sales, indicating potential upside.

Options pricing suggests higher volatility, which may reflect investor uncertainty not captured in consensus estimates.

Key Risk

If Clorox's new product lines show strong early sales, it could challenge current revenue expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Clorox can maintain profitability amid rising costs and competition in the household products sector.

Bull Confirmed If

An EPS of $1.60 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.50 would signal ongoing challenges and could lead to negative market sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±5.38%

Historical Avg

±1.09%

Pricing rich

The options market is pricing in a significant move following the earnings report, suggesting that investors expect volatility.

Options price a 5.4% move but the stock has averaged only 1.1% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

26.2%

Calls (189K)P/C Ratio: 1.59Puts (391K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations and raises guidance, history suggests a potential stock increase of around 0.5% on the following day.

In-Line / Cautious

If results are in line with expectations but management expresses caution, the stock may see little movement or slight declines.

Miss

Should Clorox miss expectations, history suggests a potential decline of about 0.5% on the following day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their initial sales performance.
2Insights into supply chain improvements and cost management strategies.
3Management's outlook on consumer demand trends in household products.
4Details on market share changes relative to competitors.
5Any commentary on pricing strategies in response to inflation.