Loading...
•
Sep 30, 2025
Church & Dwight Q3 2025 Earnings Report
Church & Dwight delivered strong third-quarter results driven by volume-led organic growth and strong performance from the TOUCHLAND acquisition.
Key Takeaways
The company posted solid Q3 2025 results, with organic sales growth across all segments, net income of $182.2M, and adjusted EPS exceeding expectations. Strong marketing and innovation investments supported brand performance.
Organic sales grew across all three business units, led by international markets.
Adjusted EPS of $0.81 beat expectations due to higher volume and gross margin.
Cash from operations rose nearly 20% YoY to $435.5M in Q3.
TOUCHLAND acquisition outperformed initial expectations.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company raised its full-year revenue and EPS guidance due to strong Q3 performance, increased marketing investment, and better-than-expected contribution from the TOUCHLAND acquisition.
Positive Outlook
- Raised FY25 cash from operations outlook to ~$1.2B from ~$1.1B
- Adjusted EPS guidance increased to approximately $3.49
- TOUCHLAND brand momentum offsetting sales decline from business exits
- Q4 expected reported sales growth of ~3.5%
- Marketing as a % of sales expected to exceed 11% to support future growth
Challenges Ahead
- Tariffs remain a headwind with $25M estimated impact in 2025
- Strategic exits of FLAWLESS, SPINBRUSH, and WATERPIK reducing sales base
- VMS segment continues to experience negative consumption trends
- Free cash flow not explicitly reported for Q3
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...