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Jun 30
Clorox Q4 2025 Earnings Report
Clorox reported higher EPS and net income in Q4 2025, boosted by incremental ERP-related shipments and cost savings.
Key Takeaways
In Q4 2025, Clorox posted strong adjusted EPS growth and higher net income, driven by ERP-related inventory builds and margin expansion despite a challenging pricing environment.
Q4 revenue rose 4% to $1.99 billion, aided by ERP-related shipments
EPS increased 55% to $2.68, with adjusted EPS up 58% to $2.87
Organic sales growth reached 8%, driven by higher volume
Gross margin remained flat at 46.5%, despite higher trade promotion spending
Clorox
Clorox
Clorox Revenue by Segment
Clorox Revenue by Geographic Location
Revenue by Segment
Health and Wellness Revenue
CapyFin.comHousehold Revenue
CapyFin.comLifestyle Revenue
CapyFin.comInternational Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Clorox expects FY26 sales and earnings to decline due to the reversal of ERP-related shipment benefits and continued macroeconomic pressures.
Positive Outlook
- ERP transformation expected to drive long-term efficiencies
- FY26 adjusted EPS guidance excludes strategic investments
- Continued investment in brand strength and digital upgrades
- Gross margin remains resilient amid pricing pressures
- Strategic initiatives focused on market share recovery
Challenges Ahead
- ERP transition expected to lower FY26 EPS by $0.85–$0.95
- Organic sales expected to decline 5–9% in FY26
- Gross margin projected to decline by 50–100 basis points
- Higher trade promotion and unfavorable mix pressures margins
- Adjusted EPS projected to fall 18–23% in FY26
Revenue & Expenses
Visualization of income flow from segment revenue to net income