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Sep 30
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.
Church & Dwight
Church & Dwight
Church & Dwight Revenue by Segment
Church & Dwight Revenue by Geographic Location
Revenue by Segment
Household Products Revenue
CapyFin.comPersonal Care Products Revenue
CapyFin.comConsumer International Revenue
CapyFin.comSpecialty Products Division Revenue
CapyFin.comRevenue by Geographic Location
Consumer Domestic Revenue
CapyFin.com 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
- Adjusted gross margin still expected to contract YoY by 40 bps
Revenue & Expenses
Visualization of income flow from segment revenue to net income