Post-earnings recap
Reported
Mon, Aug 3, 2026
EPS actual
$1.66
EPS est.
$1.64
EPS surprise
+1.34%
1-day move
+2.86%
Clorox's earnings report shows a slight beat on EPS, which likely contributed to the positive stock reaction of 2.86%. However, the lack of revenue data and management commentary leaves some uncertainty about the company's overall performance and future outlook. Investors will need to wait for further details to fully understand the implications of this quarter's results.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.66 | $1.65 | +1.34% |
| Revenue | N/A | $1.9B | N/A |
No transcript is on record, and the analysis is based on numerical results only.
The Clorox Company (CLX) is a leading manufacturer of household products, known for its cleaning and disinfecting solutions. As a part of the consumer staples sector, Clorox plays a crucial role in everyday consumer spending, especially in health and hygiene products.
Last quarter
In the last quarter, Clorox reported an EPS of $1.64, exceeding estimates by 10.81%. However, revenue figures were not disclosed, leaving some uncertainty about overall sales performance.
Management promises and guidance
EPS beat streak
2Q
EPS beat rate
75%
Avg EPS surprise
+10.86%
Avg 1-day reaction
+0.33%
Analysts expect Clorox to report a solid quarter, with a consensus EPS of $1.65 and revenue of $1.9 billion. The market is looking for signs of resilience in consumer demand amidst economic challenges.
Bull case
If Clorox beats EPS expectations and shows strong revenue growth, it could indicate effective cost management and robust consumer demand, leading to a positive market reaction.
Bear case
Conversely, if Clorox misses on EPS or shows stagnant revenue, it may raise concerns about market share loss or rising costs, potentially leading to a negative reaction.
Key metrics to watch
Earnings Per Share (EPS)
$1.65EPS is a key indicator of profitability and will show how well Clorox has managed costs and revenues in a competitive market.
Revenue
$1.9BRevenue figures will provide insight into overall sales performance and demand for Clorox products, especially in the current economic climate.
The print will turn on these.
Q1
Will Clorox achieve an EPS of $1.65 or better?
This figure is crucial for assessing profitability and will heavily influence market sentiment.
Q2
What does management say about revenue growth in the current economic environment?
Understanding revenue trends will provide insight into consumer demand and the company's market position.
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Est. EPS
—
Est. Rev
—
Impl. Move
±12.7%
Why consensus could be wrong
The Street may underestimate Clorox's ability to innovate and adapt to changing consumer preferences, which could lead to stronger-than-expected revenue growth.
Supporting evidence
Recent product launches have shown positive consumer feedback, suggesting potential sales boosts.
The company has a strong brand loyalty that may buffer against economic downturns.
Options pricing indicates high volatility, which could reflect uncertainty not captured in consensus estimates.
Key risk
If Clorox's revenue growth exceeds $1.9 billion, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating whether Clorox can maintain its profitability amidst rising costs and competition.
Bull confirmed if
An EPS of $1.70 or higher would confirm strong cost management and consumer demand.
Bear confirmed if
An EPS below $1.59 could indicate deeper issues with profitability or market share.
What the market is pricing for the move.
Implied Move
±15.79%
Historical Avg
±1.4%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.
Options are pricing ±15.8% while CLX has averaged ±1.4% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
46.0%
Smart-money positioning from the most recent 13F filings.
Institutional
88.28%
of float
Insider
0.81%
of float
Holders
1,404
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
10,044,423 sh · $825.8M
8.31%
-1.3%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Clorox beats expectations, history suggests the stock could rise by about 0.08% on the first day, confirming strong demand and management effectiveness.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.
Miss
Should Clorox miss estimates, history indicates a potential decline of around 0.50%, reflecting concerns over profitability.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
State Street Corporation
8,432,523 sh · $693.2M
6.97%
2.2%
Vanguard Capital Management LLC
7,896,390 sh · $649.2M
6.53%
0.6%
Invesco Ltd.
6,010,072 sh · $494.1M
4.97%
23.7%
Vanguard Portfolio Management LLC
5,799,952 sh · $476.8M
4.80%
0.3%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded May 15, 2026 · disclosed Jun 8, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.