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Company

CHURCH & DWIGHT CO INC /DE/

Ticker
CHD
Sector
Industry
Report date
October 30, 2026
Valye AI Score

70

High visibility
Recent developments
Recent developments summary

Recent developments include Q3 2026 earnings and revenues surpassing estimates driven by organic growth and margin gains, maintenance of FY26 outlook with a $1 billion share buyback authorization, profit advances in Q3, and a new board member election.

Recent developments:
  • Church & Dwight's Q3 2026 earnings and revenues surpassed estimates, with organic growth fueling margin gains [N2][N6].
  • The company maintained its FY26 outlook within the prior range and authorized a $1 billion share buyback program [N5].
  • Profit advanced in Q3 2026, reflecting operational improvements [N7].
  • Jonathon J. Nudi was elected to the Board of Directors effective January 1, 2027 [N8].
  • Multiple earnings conference calls and detailed analyses of Q3 2026 key metrics were held recently [N3][N4].
Overview

Church & Dwight Co Inc is a consumer products company with a focus on organic growth and margin improvement. The company reported solid financial results for Q3 2026, including net income of $212.2 million and EPS of $0.89. Liquidity ratios as of September 30, 2026, indicate a current ratio slightly below 1.0 and a cash ratio of 0.25, reflecting working capital management. The company maintains a share buyback program and continues to manage operational performance amid competitive market conditions.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Church & Dwight Co Inc reported net income of $212.2 million and EPS of $0.89 for Q3 2026. The company maintained its FY26 outlook and authorized a $1 billion share buyback. Recent news highlights organic growth driving margin gains and profit advances in Q3 2026 [S2][N2][N5][N7].

Scenarios for CHD

Bull case model:

The company demonstrates operational execution through organic sales growth and margin expansion, supported by a strong brand portfolio. Maintaining FY26 outlook and authorizing a $1 billion share buyback reflects confidence in cash flow generation and capital allocation discipline. Continued profit advances and strategic board appointments may support sustained business momentum.

Bear case model:

Liquidity ratios below 1.0 suggest potential short-term working capital constraints. Competitive pressures in the consumer products sector could impact growth and margins. Risks disclosed in SEC filings may affect financial condition or results. Market dynamics and cost inflation could challenge margin maintenance and operational performance.

Moat:

Church & Dwight's moat is supported by its portfolio of well-known consumer brands and consistent organic growth that fuels margin gains. The company's ability to maintain profitability and authorize significant share repurchases indicates financial strength and shareholder return focus. Brand recognition and product innovation contribute to competitive positioning in the consumer products industry.

Risks overview
Risks summary
Short-term liquidity constraints combined with competitive pressures represent key risks to operational and financial performance.
Risks details:

• Liquidity Risk: Current ratio of 0.96 and cash ratio of 0.25 as of 2026-09-30 indicate tight short-term liquidity which may constrain operational flexibility.
• Competitive Market Risk: The consumer products industry is highly competitive, which may pressure pricing, margins, and market share.
• Operational Risks: Risks disclosed in the 10-K and 10-Q filings could materially affect business and financial results.

FINAL FORECAST FOR CHD

Final take one line
Church & Dwight exhibits very high visibility with detailed financial disclosures, recent organic growth-driven earnings gains, and active capital management.
Final take 12 to 24 month view

Business trends: Continued organic growth and margin improvement underpin recent earnings advances.
Execution milestones: Maintaining FY26 outlook, executing $1 billion share buyback, and board refreshment.
Key risks: Tight liquidity ratios, competitive pressures, and operational risks disclosed in SEC filings.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

70
LLM visibility overview
LLM Visibility known facts
  • Church & Dwight Co Inc is a publicly reporting company with recent SEC filings including a 10-Q filed on 2026-10-30 covering Q3 2026 [S2].
  • The company reported net income of $212.2 million and basic and diluted EPS of $0.89 for Q3 ending 2026-09-30 [S2].
  • As of 2026-09-30, Church & Dwight had cash and cash equivalents of $446.9 million and current assets of $1.772 billion, with current liabilities of $1.852 billion, resulting in a current ratio of 0.96 and a cash ratio of 0.25 [S2].
  • Church & Dwight's Q3 2026 earnings and revenues surpassed estimates, with organic growth contributing to margin gains [N2][N6].
  • The company maintained its full-year 2026 outlook within the prior range and authorized a $1 billion share buyback program [N5].
  • Profit advanced in Q3 2026, reflecting operational performance improvements [N7].
  • A new board member, Jonathon J. Nudi, was elected effective January 1, 2027 [N8].
  • Recent news coverage includes multiple earnings conference calls and detailed analysis of key metrics for Q3 2026 [N3][N4].
  • The company operates in a competitive consumer products sector with ongoing focus on organic growth and margin management [N2][N6].
  • Risk factors are disclosed in the 10-K filing dated 2026-02-12 and referenced in the latest 10-Q [S1][S2].
Sources
Sources - Context summary

Generated 2026-10-30

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-12 | 10-K
  • S2 | 2026-10-30 | 10-Q
Sources - News headlines
  • N1 | 2026-10-30 | www.nasdaq.com | Clorox's Q1 Earnings Coming Up: Key Insights for Investors | https://www.nasdaq.com/articles/cloroxs-q1-earnings-coming-key-insights-investors
  • N2 | 2026-10-30 | www.nasdaq.com | CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains | https://www.nasdaq.com/articles/chd-q3-earnings-top-estimates-organic-growth-fuels-margin-gains
  • N3 | 2026-10-30 | www.nasdaq.com | Church & Dwight Q3 26 Earnings Conference Call At 10:00 AM ET | https://www.nasdaq.com/articles/church-dwight-q3-26-earnings-conference-call-10-00-am-et
  • N4 | 2026-10-30 | www.nasdaq.com | Compared to Estimates, Church & Dwight (CHD) Q3 Earnings: A Look at Key Metrics | https://www.nasdaq.com/articles/compared-estimates-church-dwight-chd-q3-earnings-look-key-metrics
  • N5 | 2026-10-30 | www.nasdaq.com | Church & Dwight Maintains FY26 Outlook Within Prior Range; Authorizes $1 Bln Share Buyback- Update | https://www.nasdaq.com/articles/church-dwight-maintains-fy26-outlook-within-prior-range-authorizes-1-bln-share-buyback
  • N6 | 2026-10-30 | www.nasdaq.com | Church & Dwight (CHD) Q3 Earnings and Revenues Beat Estimates | https://www.nasdaq.com/articles/church-dwight-chd-q3-earnings-and-revenues-beat-estimates
  • N7 | 2026-10-30 | www.nasdaq.com | Church & Dwight Co Inc. Profit Advances In Q3 | https://www.nasdaq.com/articles/church-dwight-co-inc-profit-advances-q3
  • N8 | 2026-10-30 | www.nasdaq.com | Church & Dwight Co., Inc. Elects Jonathon J. Nudi to Board of Directors, Effective January 1, 2027 | https://www.nasdaq.com/articles/church-dwight-co-inc-elects-jonathon-j-nudi-board-directors-effective-january-1-2027
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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