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Jun 30, 2025
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
Revenue by Segment
Revenue by Geographic Location
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
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
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