NYSE$CHD

Church & Dwight Co Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Church & Dwight exceeded its outlook with stronger than expected sales growth, driven by strong consumer demand across its portfolio and geographies.

Church & Dwight reported Q4 2024 results with net sales increasing by 3.5% to $1,582.0 million and organic sales growing by 4.2%. Reported EPS was $0.76, and adjusted EPS increased to $0.77. The company's performance exceeded its initial outlook, driven by higher volume and positive price and product mix.

  • Net sales increased by 3.5%, with domestic growth of 2.7%, international growth of 10.2%, and a decrease in specialty products of 6.6%.
  • Organic sales grew by 4.2%, driven by higher volume and positive price/mix.
  • Adjusted EPS increased by 18.5% to $0.77 compared to Q4 2023.
  • The company expects 3% to 4% organic sales growth and 7% to 8% adjusted EPS growth in 2025.

Headline financials

Total Revenue

$1.58B

Previous: $1.53B+3.5%
EPS (adj)

$0.77

Previous: $0.65+18.5%
Capital Expenditures

-$54.6M

Previous: -$102M+46.5%
Net Income

$189M

Previous: $154M+23.1%
Operating Income

$257M

Previous: $216M+18.8%
Gross Profit

$708M

Previous: $681M+3.9%

Revenue & EPS history

Church & Dwight · Revenue · Quarterly

$1.58B

Q4 2024+3.5%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Church & Dwight · $1.46B total across 4 segments · Q3 2023

  • Household Products
    $636M+7.4%
  • Personal Care
    $497M+18.8%
  • Consumer International
    $244M+11.2%
  • Specialty Products
    $78.4M-10.1%

Forward guidance

In 2025, the company expects reported sales growth of approximately 2.5% to 3.5% and volume driven organic sales growth of approximately 3-4%. Adjusted EPS expectation for 2025 is 7% to 8% growth.

Tailwinds

  • Strong operating fundamentals including organic sales growth
  • Volume growth
  • Margin expansion
  • Operating income growth
  • Cash flow from operations is expected to be approximately $1.15 billion

Headwinds

  • Continued cautious view of the US consumer as inflationary pressures are unchanged and interest rates remain high.
  • Full year gross margin is expected to expand approximately 25 basis points versus 2024 as we expect persistently elevated input costs to be offset by favorable mix, higher volume and productivity.
  • Marketing as a percentage of sales is expected to exceed 11% of sales.
  • We expect SG&A as a percentage of sales to be lower versus 2024 while making investments for our future, especially ecommerce and International.
  • EPS growth to be weighted towards the second half of 2025 as marketing spend is weighted to the first half in support of our innovation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.4%

Avg return

30 days after

58%

40 / 69 earnings

Positive

+11.3%

Q3 2018

Best reaction

-8.8%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-2.2%-1.3%
Q4 2025+5.7%+9.4%+14.0%
Q3 2025+5.5%+6.0%+4.1%
Q1 2025-7.0%-7.3%-1.0%
Q4 2024-1.5%+0.1%+3.8%
Q3 2024+3.1%+3.3%+10.2%
Q2 2024-0.1%+1.6%+1.9%
Q1 2024-0.1%+0.6%+0.7%
Q4 2023-1.6%-1.0%-1.5%
Q3 2023-5.5%-3.6%+3.7%
Q2 2023-0.3%+0.9%-2.8%
Q1 2023+5.6%+5.5%+2.1%
Q4 2022+4.4%+4.3%+5.5%
Q3 2022-3.1%-5.3%+3.1%
Q2 2022-7.9%-9.0%-11.3%
Q1 2022-6.3%-8.2%-13.3%
Q4 2021+4.0%+4.6%+0.0%
Q3 2021+2.8%+4.2%+9.4%
Q2 2021-1.5%-3.6%-4.8%
Q1 2021+1.6%+5.9%+1.6%
Q4 2020-3.4%-4.5%-9.4%
Q3 2020+0.2%+0.9%-2.2%
Q2 2020+3.7%+6.4%+5.4%
Q1 2020+4.2%+7.4%+9.8%
Q4 2019+3.2%+2.0%-4.5%
Q3 2019-8.8%-10.8%-6.9%
Q2 2019-3.0%-3.2%+4.1%
Q1 2019+1.0%-1.0%+1.0%
Q4 2018-4.0%-3.1%+0.4%
Q3 2018+11.3%+14.3%+11.5%
Q2 2018+3.7%+2.4%+2.6%
Q1 2018+3.2%+4.1%+3.2%
Q4 2017+3.3%+4.8%+7.8%
Q3 2017-4.9%-5.2%+1.4%
Q2 2017-4.4%-5.7%-4.8%
Q1 2017+4.2%+3.2%+7.8%
Q4 2016+5.2%+6.1%+9.2%
Q3 2016-7.3%-3.0%-8.1%
Q2 2016+3.0%+3.4%+2.4%
Q1 2016+3.1%
Q4 2015+2.4%
Q3 2015-2.3%
Q2 2015+2.4%
Q1 2015+1.8%
Q4 2014+1.9%
Q3 2014+1.6%
Q2 2014+2.2%
Q1 2014-0.7%
Q4 2013+1.6%
Q3 2013+0.1%
Q2 2013-3.3%
Q1 2013+1.5%
Q4 2012+2.3%
Q3 2012+1.4%
Q2 2012-4.4%
Q1 2012+0.6%
Q4 2008-0.4%
Q1 2009-0.4%
Q4 2011-0.4%
Q3 2011+0.0%
Q2 2011-1.4%
Q1 2010-3.5%
Q1 2011+0.8%
Q4 2010+1.1%
Q3 2010-0.4%
Q3 2009-0.4%
Q2 2009+0.4%
Q4 2009+0.4%
Q2 2010+0.4%

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