Equity Profile

CHD

Church & Dwight Co., Inc.

Consumer StaplesHousehold Products$24.0B

Jul31Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Church & Dwight Co., Inc. is a leading manufacturer of household products, known for brands like Arm & Hammer and Trojan....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.90

Revenue

Revenue figures will provide insight into overall sales performance and market demand for their products.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CHD Q2-2026 Earnings Preview

Context

Company Snapshot

Church & Dwight Co., Inc. is a leading manufacturer of household products, known for brands like Arm & Hammer and Trojan. As part of the consumer staples sector, the company is positioned to benefit from steady consumer demand, especially during economic fluctuations.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In Q1-2026, Church & Dwight reported an EPS of $0.95, exceeding expectations by 1.71%. However, the stock fell slightly the next day, indicating mixed market reactions.

Management Promises & Guidance

Continued focus on innovation in product offerings.
Commitment to maintaining strong brand presence and market share.
Efforts to manage costs effectively amidst inflationary pressures.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Church & Dwight's upcoming earnings, expecting them to meet or slightly exceed EPS and revenue estimates.

Bull Case

If the company can showcase strong sales growth and effective cost management, it may lead to a positive surprise that boosts investor confidence.

Bear Case

Conversely, if the company reports lower-than-expected sales or higher costs, it could raise concerns about its ability to navigate current economic challenges.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Revenue figures will provide insight into overall sales performance and market demand for their products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.90?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue figures compared to the expected $1.5B?

Revenue performance will indicate demand strength and overall market health for Church & Dwight's products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Church & Dwight's ability to manage costs effectively while driving sales growth, especially given recent consumer trends favoring household products.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational management.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent consumer spending trends show resilience in the household products sector.

Key Risk

If revenue comes in below $1.5B, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on how well Church & Dwight can manage costs and drive sales growth in a challenging economic environment.

Bull Confirmed If

An EPS of $0.92 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.88 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.57%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating volatility around the earnings report.

Options are pricing ±9.6% while CHD has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.6%

Calls (2K)P/C Ratio: 0.83Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 27 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Church & Dwight beats expectations, history suggests the stock could rise around 0.74% on the following day, confirming positive momentum.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 0.74% if EPS falls short.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in response to inflation.
2Insights into consumer demand trends for household products.
3Details on new product launches and their expected impact on sales.
4Management's outlook on market conditions for the remainder of the year.
5Any commentary on competitive pressures in the household products sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Church & Dwight Co., Inc. is a leading manufacturer of household products, known for brands like Arm & Hammer and Trojan....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.90

Revenue

Revenue figures will provide insight into overall sales performance and market demand for their products.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CHD Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In Q1-2026, Church & Dwight reported an EPS of $0.95, exceeding expectations by 1.71%. However, the stock fell slightly the next day, indicating mixed market reactions.

Management Promises & Guidance

Continued focus on innovation in product offerings.
Commitment to maintaining strong brand presence and market share.
Efforts to manage costs effectively amidst inflationary pressures.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Church & Dwight's upcoming earnings, expecting them to meet or slightly exceed EPS and revenue estimates.

Bull Case

If the company can showcase strong sales growth and effective cost management, it may lead to a positive surprise that boosts investor confidence.

Bear Case

Conversely, if the company reports lower-than-expected sales or higher costs, it could raise concerns about its ability to navigate current economic challenges.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Revenue figures will provide insight into overall sales performance and market demand for their products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.90?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue figures compared to the expected $1.5B?

Revenue performance will indicate demand strength and overall market health for Church & Dwight's products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Church & Dwight's ability to manage costs effectively while driving sales growth, especially given recent consumer trends favoring household products.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational management.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Recent consumer spending trends show resilience in the household products sector.

Key Risk

If revenue comes in below $1.5B, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on how well Church & Dwight can manage costs and drive sales growth in a challenging economic environment.

Bull Confirmed If

An EPS of $0.92 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.88 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.57%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating volatility around the earnings report.

Options are pricing ±9.6% while CHD has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.6%

Calls (2K)P/C Ratio: 0.83Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Church & Dwight beats expectations, history suggests the stock could rise around 0.74% on the following day, confirming positive momentum.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 0.74% if EPS falls short.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies in response to inflation.
2Insights into consumer demand trends for household products.
3Details on new product launches and their expected impact on sales.
4Management's outlook on market conditions for the remainder of the year.
5Any commentary on competitive pressures in the household products sector.