earnings
confidence high
sentiment neutral
materiality 0.70
Clorox Q4 adj EPS $2.87 (+58% YoY); organic sales +8% on ERP pull-forward; provides FY26 outlook
CLOROX CO /DE/
2025-FY EPS
reported $6.52
vs consensus $1.45
▲ beat
(+350.4%)
- Q4 net sales $2.0B (+4% GAAP, +8% organic); incremental ERP shipments contributed ~13-14 points to sales.
- Q4 adj EPS $2.87 vs $1.82 (+58%), including ~$0.85-0.95 benefit from ERP shipments.
- FY25 free cash flow $761M (10.7% of sales) vs $483M (6.8%) prior year; capex $220M.
- FY25 gross margin expanded 220 bps to 45.2% driven by cost savings of 190 bps.
- Management notes topline below expectations in H2; FY26 outlook provided but no specific numbers in release.
item 2.02item 7.01item 9.01