Post-earnings recap
Reported
Fri, Jul 31, 2026
EPS actual
$0.89
EPS est.
$0.89
EPS surprise
-0.45%
1-day move
+1.16%
Church & Dwight's earnings report showed a slight miss on EPS, which may raise concerns among investors. However, the stock reacted positively, increasing by 1.16%. This could indicate that investors are optimistic about the company's overall performance despite the earnings miss.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.89 | $0.90 | -0.45% |
| Revenue | — | $1.5B | — |
No transcript is on record, and the analysis is based on numerical results only.
Church & Dwight Co., Inc. is a leading manufacturer of household products, known for brands like Arm & Hammer. Operating in the consumer staples sector, the company is influenced by trends in consumer spending and preferences for health and wellness products.
Last quarter
In Q1 2026, Church & Dwight reported an EPS of $0.95, surpassing estimates by 1.71%. The stock experienced a slight decline of 1.07% the following day.
Management promises and guidance
EPS beat streak
0Q
EPS beat rate
88%
Avg EPS surprise
+5.38%
Avg 1-day reaction
+1.07%
Analysts expect Church & Dwight to report solid earnings, with a consensus EPS of $0.90. The market is watching closely for any signs of growth in revenue and profitability.
Bull case
If the company exceeds EPS expectations, it could signal strong demand for its products and effective cost management, leading to a positive stock reaction.
Bear case
Conversely, if earnings fall short, it may raise concerns about market competition and consumer spending trends, potentially leading to a negative stock response.
Key metrics to watch
EPS
$0.90Earnings per share is a key indicator of profitability and financial health.
Revenue
$1.5BRevenue figures provide insight into overall sales performance and market demand.
The print will turn on these.
Q1
Will Church & Dwight's EPS exceed the consensus estimate of $0.90?
A beat on EPS could indicate strong operational performance and boost investor confidence.
Q2
What revenue figures will the company report, given the consensus of $1.5B?
Revenue performance is crucial for assessing growth and market demand, impacting stock sentiment.
Est. EPS
—
Est. Rev
—
Impl. Move
±7.6%
Why consensus could be wrong
The consensus may underestimate the impact of recent product innovations that could drive higher sales than anticipated.
Supporting evidence
The company has a strong track record of beating EPS estimates, suggesting potential for upside.
Recent consumer trends favor health and wellness products, which could benefit Church & Dwight's portfolio.
Options pricing indicates a significant expected move, suggesting that traders are anticipating a surprise.
Key risk
If revenue comes in below $1.5B, it could challenge the bullish outlook and raise concerns about market demand.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on whether the company can maintain its growth trajectory amidst market challenges.
Bull confirmed if
An EPS of $0.92 or higher would confirm the bull case, indicating strong earnings growth.
Bear confirmed if
An EPS below $0.88 would support the bear case, raising concerns about profitability.
What the market is pricing for the move.
Implied Move
±9.57%
Historical Avg
±3.5%
The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings announcement.
Options are pricing ±9.6% while CHD has averaged ±3.5% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
26.6%
Smart-money positioning from the most recent 13F filings.
Institutional
94.80%
of float
Insider
0.20%
of float
Holders
1,475
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
22,445,656 sh · $2.2B
9.46%
1.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Church & Dwight beats expectations, history suggests a potential stock increase of around 0.74%, confirming positive market sentiment.
In line / cautious
An in-line report may lead to a muted reaction, as investors await further commentary on future growth prospects.
Miss
Should the company miss expectations, history indicates a likely decline of around 0.74%, raising concerns about its market position.
The lines on the call that would change the story.
Vanguard Capital Management LLC
15,505,024 sh · $1.5B
6.54%
0.6%
State Street Corporation
14,048,326 sh · $1.4B
5.92%
0.3%
Vanguard Portfolio Management LLC
13,159,991 sh · $1.3B
5.55%
1.7%
JPMORGAN CHASE & CO
9,140,532 sh · $884.3M
3.85%
-12.7%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.