Clorox expects input cost inflation of about $240 million, $40 million above its beginning-of-year forecast, and plans productivity, RGM and targeted pricing to support second-half margin recovery. Fabian Garcia was appointed CEO.
CLX · Clorox Co
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The Clorox Company reported net sales of 1,905, up 33%, and diluted EPS of 1.39, up 114%, in the quarter ended September 30, 2026; gross margin declined to 40.4% as higher commodity, manufacturing and logistics costs offset volume and savings.
Clorox reported first-quarter fiscal year 2027 net sales up 33% to $1.91 billion and adjusted EPS up 82% to $1.55. It maintained adjusted EPS guidance of $5.70 to $6.00 but expects results closer to the low end amid higher input costs.
The Clorox Company appointed Fabian Garcia as CEO and board member effective January 5, 2027. Linda Rendle will step down and serve as senior advisor through April 2, 2027, while Matthew J. Shattock becomes Independent Chair.
Clorox appointed Fabian Garcia as CEO and Board member effective January 5, 2027; Linda Rendle will step down as CEO, chair and director, then advise through April 2, 2027, while Matthew J. Shattock becomes Independent Chair.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q4 FY26 earnings call · Aug 3, 2026TL;DR. Clorox delivered FY26 results in line with expectations, with full-year organic sales down 8% and adjusted EPS down 28%, as lapping of ERP-related shipments pressured comparisons. For FY27, the company guided to net sales up 13%-14% and adjusted EPS of $5.70-$6.00, including a benefit from lapping the prior-year ERP inventory drawdown, but expects ~$200M+ in inflation driving gross margin to only ~42%.
- + FY27 net sales guided up 13%-14% with organic sales up 3.5%-4.5%, including more than 3.5 points of benefit from lapping the ERP-related inventory drawdown
- + FY27 adjusted EPS guided to $5.70-$6.00, a 3%-8% increase
- + Completed the GOJO acquisition, expanding the health and hygiene platform to over half of net sales
- + Completed the U.S. ERP implementation, concluding the five-year digital transformation investment
- + Innovation as a percent of sales nearly doubled in FY26, with a strong innovation slate planned for FY27
- − FY26 gross margin contracted 290 bps to 42.3%, with Q4 down 520 bps to 41.3%
- − FY26 adjusted EPS fell 28% to $5.53 and diluted EPS fell 26% to $4.81
- − FY27 gross margin guided to only ~42% as more-than-doubled inflation above $200M outweighs cost savings and pricing
- − FY26 net cash provided by operations fell 38% to $612M, primarily driven by the Glad Venture Agreement termination payment
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted after tax profit attributable to Clorox non-GAAP | $775M | FY26 filing | — |
| Adjusted free cash flow as a percentage of net sales non-GAAP | 13.1% | fiscal year 2026 filing | — |
| Average capital employed non-GAAP | $4.2B | FY26 filing | — |
| Bags and wraps (as a percentage of consolidated net sales) | 15% | fiscal year ended June 30, 2026 filing | — |
| Capital charge non-GAAP | $378M | FY26 filing | — |
| Capital expenditures as a percentage of net sales | 3.1% | fiscal year 2026 filing | — |
| Cat litter products (as a percentage of consolidated net sales) | 10% | fiscal year ended June 30, 2026 filing | — |
| Cleaning products (as a percentage of consolidated net sales) | 44% | fiscal year ended June 30, 2026 filing | — |
| Dividends paid to shareholders | 602M | fiscal year 2026 filing | — |
| Economic profit non-GAAP | $397M | fiscal year 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Earnings before income taxes 791M
+117M Certain U.S. GAAP items
+130M Interest expense
-249M Income taxes on earnings before income taxes, certain U.S. GAAP items and interest expense
-14M After tax profit attributable to noncontrolling interests
-378M Capital charge
= Economic profit 397M
|
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| Employees worldwide | 9,200 | fiscal year 2026 filing | — |
| Food products (as a percentage of consolidated net sales) | 11% | fiscal year ended June 30, 2026 filing | — |
| Number of countries or territories of operations | 25 | fiscal year 2026 filing | — |
| Number of markets where products are sold | 95 | fiscal year 2026 filing | — |
| Organic sales growth (non-GAAP) non-GAAP | -8% | Year Ended June 30, 2026 filing | — |
| Organic sales growth / (decrease) non-GAAP | -8% | fiscal year 2026 filing | — |
| Percent of net sales attributable to U.S. markets | 84% | fiscal year 2026 filing | — |
| Recordable incident rate (RIR) | 0.63 | fiscal year 2026 filing | — |
| Share of sales from brands holding No. 1 or No. 2 market share positions | 80% | fiscal year 2026 filing | — |
| Total incremental transformational investment | 580M | fiscal year 2026 filing | — |
| U.S. retail advertising investments as a percentage of net sales | 12% | fiscal year 2026 filing | — |
| Adjusted EBIT margin non-GAAP | 15.3% | FY 2026 (twelve months ended 6/30/26) | — |
| Adjusted EBIT – non-GAAP non-GAAP | $1.03B | FY 2026 (twelve months ended 6/30/26) | — |
| Adjusted EPS non-GAAP | $5.53 | fiscal year 2026 | — |
| Adjusted free cash flow – non-GAAP non-GAAP | $881M | Fiscal year 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operations – GAAP $612M
-$207M Capital expenditures
+$476M Venture agreement termination payment
= Adjusted Free Cash Flow $881M
|
|||
| Free cash flow as a percentage of net sales – non-GAAP non-GAAP | 13.1% | Fiscal year 2026 | — |
| Organic sales non-GAAP | 8% | fiscal year 2026 | — |
| Organic sales growth / (decrease) (non-GAAP) non-GAAP | -13% | Three months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Household & Personal Products — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CLX
this stock
Clorox Co
|
$13.26B | +8.6% | +2.5% | 19.7 | 8.9% |
|
PG
PROCTER & GAMBLE Co
|
$393.56B | +18.5% | +3.3% | 25.6 | 1.0% |
|
UL
Unilever PLC
|
$142.57B | +1.2% | — | — | 0.3% |
|
CL
Colgate Palmolive Co
|
$79.23B | +26.1% | +1.7% | 38.9 | 2.3% |
|
RBGLY
Reckitt Benckiser Group PLC
|
$47.99B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 2, 2026
- This year
- 25
The Clorox Company reported net sales of 1,905, up 33%, and diluted EPS of 1.39, up 114%, in the quarter ended September 30, 2026; gross margin declined to 40.4% as higher commodity, manufacturing and logistics costs offset volume and savings.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CLX | +9.5% | +25.7% | +13.8% | +24.4% | +8.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.9% | +26.9% | +13.3% | +24.6% | -2.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.