Equity Profile

CLX

The Clorox Company

Consumer StaplesHousehold Products$11.4B

Jul30Thu

Pre-Earnings Brief

UpcomingQ4-2026After Close5:00 PM EDT

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 vital role in everyday household needs, particularly in a time when health and hygiene are top priorities for consumers.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for maintaining market share in a competitive environment.

N/A

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

CLX Q4-2026 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 Q3-2026, Clorox reported an EPS of $1.64, exceeding expectations by 10.81%. The stock reacted positively, gaining 1.76% the following day.

Management Promises & Guidance

Focus on expanding product lines to meet consumer health needs.
Commitment to improving supply chain efficiency.
Plans to enhance marketing strategies to boost brand visibility.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Clorox has shown a strong EPS surprise history but faces challenges in maintaining revenue growth amidst competition.

Bull Case

The optimistic view is that Clorox will continue to outperform EPS estimates, driven by strong demand for cleaning products and effective cost management.

Bear Case

On the downside, if Clorox fails to meet revenue expectations or shows signs of market share loss, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for this quarter?

Given Clorox's history of beating EPS estimates, a strong EPS could reinforce investor confidence.

How is Clorox addressing competition in the cleaning product market?

Understanding their strategy against competitors will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Clorox's ability to leverage its strong brand in a recovering economy, leading to better-than-expected sales.

Supporting Evidence

Clorox has consistently surprised on EPS, indicating strong operational efficiency.

The cleaning product market remains robust, with ongoing consumer focus on hygiene.

Recent insider buying suggests confidence in the company's future performance.

Key Risk

If Clorox shows significant revenue growth, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Clorox's ability to maintain profitability and market share in a competitive landscape.

Bull Confirmed If

An EPS growth of over 10% compared to last quarter would confirm the bull case.

Bear Confirmed If

An EPS decline or revenue stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±1.2%

Pricing rich

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

Options are pricing ±15.8% while CLX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

46.0%

Calls (216K)P/C Ratio: 0.88Puts (74K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations, history suggests a positive stock reaction, potentially around a 0.08% increase.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may see limited movement as investors digest the information.

Miss

A miss on earnings could lead to a decline, with history indicating an average drop of 0.50%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on supply chain improvements and their impact on product availability.
2Details on marketing strategies aimed at boosting brand loyalty.
3Insights into consumer trends in household cleaning products.
4Any commentary on pricing strategies amidst inflationary pressures.
5Management's outlook on future market conditions and competitive landscape.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for maintaining market share in a competitive environment.

N/A

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

CLX Q4-2026 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 Q3-2026, Clorox reported an EPS of $1.64, exceeding expectations by 10.81%. The stock reacted positively, gaining 1.76% the following day.

Management Promises & Guidance

Focus on expanding product lines to meet consumer health needs.
Commitment to improving supply chain efficiency.
Plans to enhance marketing strategies to boost brand visibility.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Clorox has shown a strong EPS surprise history but faces challenges in maintaining revenue growth amidst competition.

Bull Case

The optimistic view is that Clorox will continue to outperform EPS estimates, driven by strong demand for cleaning products and effective cost management.

Bear Case

On the downside, if Clorox fails to meet revenue expectations or shows signs of market share loss, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for this quarter?

Given Clorox's history of beating EPS estimates, a strong EPS could reinforce investor confidence.

How is Clorox addressing competition in the cleaning product market?

Understanding their strategy against competitors will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Clorox's ability to leverage its strong brand in a recovering economy, leading to better-than-expected sales.

Supporting Evidence

Clorox has consistently surprised on EPS, indicating strong operational efficiency.

The cleaning product market remains robust, with ongoing consumer focus on hygiene.

Recent insider buying suggests confidence in the company's future performance.

Key Risk

If Clorox shows significant revenue growth, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Clorox's ability to maintain profitability and market share in a competitive landscape.

Bull Confirmed If

An EPS growth of over 10% compared to last quarter would confirm the bull case.

Bear Confirmed If

An EPS decline or revenue stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±1.2%

Pricing rich

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

Options are pricing ±15.8% while CLX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

46.0%

Calls (216K)P/C Ratio: 0.88Puts (74K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations, history suggests a positive stock reaction, potentially around a 0.08% increase.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may see limited movement as investors digest the information.

Miss

A miss on earnings could lead to a decline, with history indicating an average drop of 0.50%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on supply chain improvements and their impact on product availability.
2Details on marketing strategies aimed at boosting brand loyalty.
3Insights into consumer trends in household cleaning products.
4Any commentary on pricing strategies amidst inflationary pressures.
5Management's outlook on future market conditions and competitive landscape.