| CLX |
Report |
Q4 FY26 Net Sales |
MISS |
pred ~$1.87B vs. cons $1.91B |
MEDIUM |
| CLX |
Report |
Q4 FY26 Adjusted EPS |
MISS |
pred ~$1.58 vs. cons $1.64 |
MEDIUM |
| CLX |
Report |
Q4 FY26 Gross Margin % |
MISS |
pred ~40.5% vs. cons ~41.0% |
MEDIUM |
| CLX |
Guide |
FY27 Organic Sales Growth Guidance |
LOWER |
guide ~+1% vs. cons +2% (FY27) |
LOW |
| CLX |
Guide |
FY27 Adjusted EPS Guidance |
LOWER |
guide ~$5.75 vs. cons $5.95 (FY27) |
MEDIUM |
| CLX |
Guide |
FY27 Gross Margin Expansion (bps YoY) |
LOWER |
guide ~+100bps vs. cons +150bps (FY27) |
LOW |
| CLX |
Guide |
GOJO Run-Rate Cost Synergy Target |
UNCHANGED |
guide ~$50M vs. cons $50M (FY27/FY28 run-rate) |
MEDIUM |
| CLX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| CLX |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Q4 results already reflect management's own explicitly-quantified one-time headwinds (GOJO inventory step-up, Middle East oil cost, ERP-lap reversal), so the print itself may look roughly in-line to slightly worse, but the key swing factor is initial FY27 guidance. Given ongoing oil/commodity uncertainty, an unresolved CEO search, elevated leverage/interest expense post-GOJO, and litter/food share recovery still unproven, management is likely to frame FY27 conservatively rather than declare a clean inflection. That should trigger further sell-side FY27 EPS/margin estimate cuts in the days after the call (mirroring the post-Q3 slide from ~$96 to ~$86), producing follow-through weakness over the week rather than a snap-back, unless the CEO search is resolved or FY27 guidance materially beats the depressed bar. |
MEDIUM |