Church & Dwight Co., Inc. (CHD)

Church & Dwight's Q2 2025 earnings showed stronger-than-expected results, with adjusted EPS of $0.94 and revenues of $1.51 billion. Q3 2025 results exceeded expectations with a 3.8% increase in reported sales and 4.3% organic sales growth. The company increased its quarterly dividend by 4.2% to $0.3075 per share in February 2026. Q4 and full-year 2025 results exceeded outlook, with net sales increasing 1.6% for the full year. Analyst ratings saw changes, including an upgrade from J.P. Morgan and adjustments from Citigroup, Jefferies, UBS, TD Cowen, Raymond James, and Wells Fargo. In 2025, Church & Dwight repositioned its portfolio by exiting its VMS, FLAWLESS™, SPINBRUSH™, and WATERPIK™ showerhead businesses and sold its VitaFusion and L'il Critters brands.

As a consumer staples company, Church & Dwight's products generally experience relatively stable demand throughout the year. Demand for consumer staples tends to be less seasonal compared to discretionary goods. The company's balanced portfolio of personal care and household products further contributes to this stability.

Church & Dwight Co., Inc. operates in the Consumer Defensive sector, focusing on consumer packaged goods. The company develops, manufactures, and markets household, personal care, and specialty products. Key segments include Consumer Domestic, Consumer International, and Specialty Products Division. Major household products and brands include ARM & HAMMER, OXICLEAN and XTRA. Personal care products include TROJAN, FIRST RESPONSE, NAIR, ORAJEL, SPINBRUSH, L'IL CRITTERS, VITAFUSION, BATISTE, WATERPIK, ZICAM, THERABREATH, HERO, and TOUCHLAND. Specialty products include animal and food productivity products, sodium bicarbonate, and cleaning and deodorizing products for industrial and commercial use.

Church & Dwight Co., Inc. serves consumers across North America and international markets. Approximately 80% of its sales are derived from the US market. The Consumer International segment markets products in various international subsidiary markets, including Australia, Canada, France, Germany, Japan, Mexico, China, and the United Kingdom.

Church & Dwight maintains a strong brand reputation, particularly with ARM & HAMMER. The company consistently demonstrates innovation, launching new products and expanding into adjacent categories. ARM & HAMMER Liquid Laundry Detergent, BATISTE, THERABREATH, HERO, and TROJAN G.O.A.T. condoms have shown strong performance and market share gains. The divestiture of some brands in 2025 was a strategic move to reposition the portfolio towards faster-growing product lines.

Church & Dwight's shareholder base is primarily composed of major institutional investors. Top institutional owners include The Vanguard Group (12.92%), BlackRock Institutional Trust Company (6.13%), State Street Investment Management (US) (5.74%), Capital International Investors (3.98%), Fundsmith LLP (2.83%), Geode Capital Management (2.64%), and JPMorgan Asset Management (1.88%).