Church & Dwight Co., Inc. reported third‑quarter 2025 results with net sales of $1.5856 billion, a 5.0% year‑over‑year increase. Organic sales grew 3.4% and volume rose 4.0%, while a 0.6% negative impact from pricing and mix changes partially offset the growth. Adjusted earnings per share were $0.81, beating the consensus estimate of $0.73 and representing a 10.1% beat.
The company’s domestic division grew 2.3% organically, the international division expanded 7.7% organically, and the specialty products division grew 4.2% organically. Power brands ARM & HAMMER and THERABREATH drove the volume gain, and e‑commerce sales accounted for 23% of total consumer sales, up from 21% in the prior year.
Adjusted gross margin increased 10 basis points to 45.1%, and cash flow from operations rose 19.6% to $435.5 million. The company repurchased $300 million of shares during the quarter, bringing total share repurchases to $600 million year‑to‑date.
For the fourth quarter, the company forecast revenue of approximately $1.64 billion and maintained its full‑year adjusted earnings per share guidance of $3.49. Management emphasized continued investment in high‑growth brands, portfolio optimization, and marketing spend exceeding 11% of sales.
Strategically, the company completed the acquisition of TOUCHLAND, a fast‑growing hand sanitizer brand, and is winding down the FLAWLESS, SPINBRUSH, and WATERPIK businesses by early 2026 while reviewing its vitamin portfolio. The company faces headwinds from elevated promotional intensity, inflation, and tariffs, but it remains confident in its ability to sustain profitability in a softening market.
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