Church & Dwight (NYSE:CHD) Reports Q4 CY2025 In Line With Expectations

Household products company Church & Dwight (NYSE:CHD) met Wall Streets revenue expectations in Q4 CY2025, with sales up 3.9% year on year to $1.64 billion. The company expects next quarter’s revenue to be around $1.51 billion, close to analysts’ estimates. Its non-GAAP profit of $0.86 per share was 3% above analysts’ consensus estimates.

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“In a mixed consumer and macroeconomic environment, we are pleased to deliver another year of industry-leading results,” said Rick Dierker, Chief Executive Officer.

Company Overview

Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE:CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams.

Revenue Growth

Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years.

With $6.20 billion in revenue over the past 12 months, Church & Dwight carries some recognizable products but is a mid-sized consumer staples company. Its size could bring disadvantages compared to larger competitors benefiting from better brand awareness and economies of scale.

As you can see below, Church & Dwight’s 4.9% annualized revenue growth over the last three years was tepid, but to its credit, consumers bought more of its products.

This quarter, Church & Dwight grew its revenue by 3.9% year on year, and its $1.64 billion of revenue was in line with Wall Street’s estimates. Company management is currently guiding for a 3% year-on-year increase in sales next quarter.

Looking further ahead, sell-side analysts expect revenue to grow 2% over the next 12 months, a slight deceleration versus the last three years. This projection doesn't excite us and suggests its products will face some demand challenges.

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Organic Revenue Growth

When analyzing revenue growth, we care most about organic revenue growth. This metric captures a business’s performance excluding one-time events such as mergers, acquisitions, and divestitures as well as foreign currency fluctuations.

The demand for Church & Dwight’s products has generally risen over the last two years but lagged behind the broader sector. On average, the company’s organic sales have grown by 2.7% year on year.

In the latest quarter, Church & Dwight’s year on year organic sales were flat. This was a meaningful deceleration from its historical levels. We’ll be watching closely to see if Church & Dwight can reaccelerate growth.

Key Takeaways from Church & Dwight’s Q4 Results

It was encouraging to see Church & Dwight beat analysts’ gross margin expectations this quarter. We were also happy its EBITDA narrowly outperformed Wall Street’s estimates. On the other hand, its organic revenue slightly missed and its EPS guidance for next quarter fell short of Wall Street’s estimates. Overall, this was a mixed quarter. The stock traded up 3.2% to $94.89 immediately after reporting.

Is Church & Dwight an attractive investment opportunity at the current price? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).