종목/CHD
Church & Dwight Co., Inc.
Full Year 2026: Net Sales -1.5% to -0.5% (보고 기준, 2025 전략적 포트폴리오 조치 반영); Organic Sales Growth 3% to 4%; Adjusted Gross Margin expansion ~100 bps; Reported EPS +18% to +22%; Adjusted EPS +5% to +8% (Adjusted EPS 범위는 ERP 관련 비용 1% 영향 제외). Cash from operations 약 $1.15 billion. CapEx ~ $130 million (~2% of sales). Q2 2026: Organic Sales 약 3%; Reported Sales 약 -1% (포트폴리오 영향); Gross margin expansion 약 50 bps; Adjusted EPS $0.88 for the quarter.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Church & Dwight Co., Inc. develops, manufactures, and markets household, personal care, and specialty products. It operates in three segments: Consumer Domestic, Consumer International, and Specialty Products Division. The company offers baking soda, cat litters, laundry detergents, carpet deodorizers, and other baking soda-based products under the ARM & HAMMER brand; stain removers, cleaning solutions, laundry detergents, and bleach alternatives under the OXICLEAN brand; dry shampoos under the BATISTE brand; water flossers under the WATERPIK brand; oral care products under the THERABREATH brand; acne treatment products under the HERO brand; hand sanitizers under the TOUCHLAND brand; and condoms, lubricants, and vibrators under the TROJAN brand. It also provides home pregnancy and ovulation test kits under the FIRST RESPONSE brand; depilatories under the NAIR; oral analgesics under the ORAJEL brand; laundry detergents under the XTRA brand; and cold shortening and relief products under the ZICAM brand. In addition, the company's specialty products include animal and food productivity products, such as ARM & HAMMER baking soda as a feed additive to help dairy cow; BIO-CHLOR and FERMENTEN used to reduce health issues associated with calving, as well as needed protein; CELMANAX refined functional carbohydrate, a yeast-based prebiotic; and CERTILLUS a probiotics products used in the poultry, dairy, beef, and swine industries. Additionally, it offers sodium bicarbonate; and cleaning and deodorizing products. The company sells its consumer products through supermarkets, mass merchandisers, wholesale clubs, drugstores, convenience stores, home stores, dollar and other discount stores, pet and other specialty stores, websites and other e-commerce channels; and specialty products to industrial customers and livestock producers through distributors. Church & Dwight Co., Inc. was founded in 1846 and is headquartered in Ewing, New Jersey.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 1일 (금) | 2026 Q1 | $0.94 | $0.95 | +1.0% | $1.47B | ▼ −1.1% |
| PG |
| P&G |
| 334B |
| −0.8% |
| 75% (3/4) |
| PM | 필립 모리스 인터내셔널 | 295B | +4.1% | 100% (4/4) |
결과는 전반적으로 컨센서스·회사 가이던스 대비 상향(조금의 비중 있는 beat)으로 받아들여질 가능성이 크다. 유기적 볼륨과 마진확대는 긍정적 신호이나 Touchland 인수 관련 SG&A·감가상각 및 중동 지역의 지정학적·운송비용 리스크가 단기적 불확실성으로 작용할 수 있다.