The Clorox Company CLX
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Full analysis: 31 Jul 2026
Latest news check: 4 Aug 2026
General analysis — not personal advice.
HOLD
6/10
Confidence
Existing position can be maintained pending clearer margin trends.
Stable results with a modest beat and defensive profile support the HOLD stance despite the flat outlook and operational challenges.
Market sentiment
5/10
→
Trend: Stable
Investors are cautiously optimistic about margin recovery but concerned about operational challenges and leadership change.
Price context
The stock closed at 98.26 USD after the report, up nearly 3 percent, yet remains about 23 percent below its 52-week high despite the earnings relief.
Risk assessment
7/10
Dilution:
Low
No share issuances reported, strong cash flows.
Jurisdiction:
Low
Primary operations in the US and developed markets.
Execution:
High
ERP disruptions and GOJO integration require continued focus.
About the company
The Clorox Company manufactures and sells consumer products in cleaning, disinfection and personal care. The company has a broad portfolio including Clorox, Glad, Brita, Burt's Bees and the recently acquired Purell. Operations are in a mature phase with focus on margin stability and operational efficiency.
Sector:
Household and hygiene products
Type:
Producer
Next report
5 Nov 2026
Q1
Catalysts
Oct 2026
New CEO appointment
High
Q4 2026
GOJO integration update
Medium
Horizon:
Bull case
Stable net income and defensive brands provide support even with flat organic growth.
Bear case
Flat FY2027 outlook and persistent cost pressures limit upside over the medium term.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| ERP implementation success | Continued order fulfillment issues → lower volumes and weaker inventory management in coming quarters. | Rapid supply chain normalization → higher sales and improved gross margin in H2 FY2026. |
| GOJO/Purell integration | Higher than expected integration costs → pressure on net income and cash flow. | Faster synergy realization → increased revenue growth in health and hygiene. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Stable results with a modest beat and defensive profile support the HOLD stance despite the flat outlook and operational challenges.
Recent news
- Q4 and full-year FY2026 results were released after market close on 3 August. Revenue reached 1.95 billion USD and adjusted EPS 1.66 USD, both slightly above expectations. The company guides for flat organic sales growth in FY2027 amid ongoing supply-chain inflation.
Key figures
Revenue
Q3 2026
USD 1.7B
Revenue TTM
TTM
USD 6.9B
EBITDA
TTM
USD 1.1B
Net income
Q3 2026
USD 187M
Cash
Q1 2026
USD 1.2B
Total debt
Q1 2026
USD 4.5B
Gross margin
Q3 2026
43.2%
Shares outstanding
2026-01-20
121M
EPS
Q3 2026
USD 1.55
Price & valuation
Last close
USD 107
Market Cap
USD 12.9B
1 week
+2.3 %
3 months
+16.3 %
12 months
-12.9 %
From 52w high
-15.9 %
From 52w low
+24.2 %
Exchange
NYSE
Type
Producer
Sector
Household and hygiene products
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.