Equity Profile

CLX

The Clorox Company

Consumer StaplesHousehold Products$12.9B

Jul30Thu

Pre-Earnings Brief

UpcomingQ4-2026After Close5:00 PM EDT

Company Snapshot

The Clorox Company (CLX) is a leading manufacturer of household products, including cleaning supplies and personal care items. As a part of the consumer staples sector, Clorox plays a crucial role in everyday consumer spending, especially in times of heightened health awareness and hygiene concerns.

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well Clorox is managing costs and generating profit.

$1.65

Revenue

Revenue figures will provide insight into overall sales performance and consumer demand for Clorox products.

$1.9B

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

CLX Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In Q3-2026, Clorox reported an EPS of $1.64, surpassing expectations by 10.81%. The stock reacted positively, increasing by 1.76% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Clorox to report solid earnings this quarter, with a consensus EPS of $1.65. The market is closely watching for any signs of sustained demand and cost management.

Bull Case

If Clorox beats EPS expectations and shows strong revenue growth, it could signal effective cost control and increased consumer demand, leading to a positive stock reaction.

Bear Case

Conversely, if Clorox misses EPS estimates or shows signs of declining sales, it could raise concerns about market share and profitability, negatively impacting the stock.

Key Metrics to Watch

EPS

$1.65

Earnings per share (EPS) is a key indicator of profitability and will show how well Clorox is managing costs and generating profit.

Revenue

$1.9B

Revenue figures will provide insight into overall sales performance and consumer demand for Clorox products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Clorox's EPS exceed $1.65?

A beat on EPS would indicate strong profitability and effective cost management, which could boost investor confidence.

What are the revenue trends compared to last quarter?

Understanding revenue trends will provide insights into consumer demand and market position, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Clorox's ability to adapt to changing consumer preferences, especially in health-focused products.

Supporting Evidence

Clorox has consistently beaten EPS estimates in the past, suggesting strong operational performance.

The options market is pricing a significant move, indicating that investors expect more volatility than the consensus suggests.

Key Risk

If Clorox reports an EPS below $1.59, it could challenge the current positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Clorox's ability to maintain profitability amid changing consumer preferences and cost pressures.

Bull Confirmed If

An EPS of $1.70 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.59 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±15.8% while CLX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

46.0%

Calls (216K)P/C Ratio: 0.88Puts (74K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations, history suggests the stock could rise by around 0.08%, confirming strong demand and cost management.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline of approximately 0.50%, indicating concerns about future growth and profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into consumer demand trends for cleaning and household products.
3Management's outlook on market competition and pricing strategies.
4Comments on supply chain stability and its effect on product availability.
5Any new product launches or innovations that could drive future growth.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well Clorox is managing costs and generating profit.

$1.65

Revenue

Revenue figures will provide insight into overall sales performance and consumer demand for Clorox products.

$1.9B

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

CLX Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+12.98%

Avg Stock Reaction

+0.18%

Last Quarter Recap

In Q3-2026, Clorox reported an EPS of $1.64, surpassing expectations by 10.81%. The stock reacted positively, increasing by 1.76% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Clorox to report solid earnings this quarter, with a consensus EPS of $1.65. The market is closely watching for any signs of sustained demand and cost management.

Bull Case

If Clorox beats EPS expectations and shows strong revenue growth, it could signal effective cost control and increased consumer demand, leading to a positive stock reaction.

Bear Case

Conversely, if Clorox misses EPS estimates or shows signs of declining sales, it could raise concerns about market share and profitability, negatively impacting the stock.

Key Metrics to Watch

EPS

$1.65

Earnings per share (EPS) is a key indicator of profitability and will show how well Clorox is managing costs and generating profit.

Revenue

$1.9B

Revenue figures will provide insight into overall sales performance and consumer demand for Clorox products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Clorox's EPS exceed $1.65?

A beat on EPS would indicate strong profitability and effective cost management, which could boost investor confidence.

What are the revenue trends compared to last quarter?

Understanding revenue trends will provide insights into consumer demand and market position, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Clorox's ability to adapt to changing consumer preferences, especially in health-focused products.

Supporting Evidence

Clorox has consistently beaten EPS estimates in the past, suggesting strong operational performance.

The options market is pricing a significant move, indicating that investors expect more volatility than the consensus suggests.

Key Risk

If Clorox reports an EPS below $1.59, it could challenge the current positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Clorox's ability to maintain profitability amid changing consumer preferences and cost pressures.

Bull Confirmed If

An EPS of $1.70 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.59 would support the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±15.8% while CLX has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

46.0%

Calls (216K)P/C Ratio: 0.88Puts (74K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Clorox beats expectations, history suggests the stock could rise by around 0.08%, confirming strong demand and cost management.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline of approximately 0.50%, indicating concerns about future growth and profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into consumer demand trends for cleaning and household products.
3Management's outlook on market competition and pricing strategies.
4Comments on supply chain stability and its effect on product availability.
5Any new product launches or innovations that could drive future growth.