| CHD |
Report |
Adjusted EPS (Q2) |
BEAT |
pred ~$0.92 vs. cons $0.89 |
MEDIUM |
| CHD |
Report |
Organic sales growth (Q2) |
BEAT |
pred ~+3.7% vs. cons +3.0% |
MEDIUM |
| CHD |
Report |
Adjusted gross margin (Q2) |
IN-LINE |
pred ~+60bps (~45.6%) vs. cons +50bps (~45.5%) |
LOW |
| CHD |
Guide |
FY2026 adjusted EPS guide |
UNCHANGED |
guide ~$3.71-3.81 (mid $3.76) vs. cons $3.77 (FY2026) |
MEDIUM |
| CHD |
Guide |
FY2026 organic sales guide |
UNCHANGED |
guide ~+3-4% (mid +3.5%) vs. cons +3.5% (FY2026) |
MEDIUM |
| CHD |
Guide |
FY2026 gross margin / oil-derivative & transport inflation offset |
UNKNOWN |
guide GM ~+100bps vs. cons ~+100bps; inflation $25-30M offset by productivity (FY2026) |
LOW |
| CHD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| CHD |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Likely EPS+organic beat, but a beat-and-reiterate (no raise) after an ~18% YTD run and a back-half-loaded guide leaves the out-period math implying deceleration once the Q1 inventory tailwind fully rolls off. Reported sales still declining on divestitures and unchanged FY framework cap upside; estimates hold-to-trim rather than move higher, so an initial pop (if any) fades and residual drifts modestly negative. |
LOW |