NYSE$CLX

Clorox Co · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Reported better-than-expected results, fully restored overall market share, and updated outlook.

Clorox reported a 27% increase in net sales to $1.76 billion, driven by higher volume due to lapping the cyberattack. Diluted EPS increased by 371% to $0.80, and adjusted EPS increased by 280% to $1.86. The company has raised its gross margin and EPS outlook for the year.

  • Net sales increased by 27% to $1.76 billion, driven by higher volume reflecting the lapping of the cyberattack.
  • Gross margin increased by 740 basis points to 45.8%, primarily due to higher volume and cost savings.
  • Diluted EPS increased by 371% to $0.80, driven by strong operational performance and lapping of the cyberattack.
  • Adjusted EPS increased by 280% to $1.86, primarily due to higher net sales and cost savings.

Headline financials

Total Revenue

$1.76B

Previous: $1.39B+27.1%
EPS

$0.80

Previous: $0.49+63.3%
Gross Margin

45.8%

No prior period
Adjusted EBIT

$332M

No prior period
Capital Expenditures

-$39M

Previous: -$24M-62.5%
Free Cash Flow

$60M

Previous: -$2M+3100.0%
Net Income

$99M

Previous: $22M+350.0%
Operating Income

$485M

Previous: $203M+138.9%
Gross Profit

$807M

Previous: $532M+51.7%
Cash & Equivalents

$278M

Previous: $518M-46.3%
Total Assets

$5.5B

Previous: $5.99B-8.2%
R&D Expense

$31M

No prior period
Stock-Based Comp

$13M

Previous: $13M+0.0%

Revenue & EPS history

Clorox · Revenue · Quarterly

$1.76B

Q1 2025+27.1%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Clorox · $824M total across 3 segments · Q1 2024

  • Household
    $325M-23.2%
  • International
    $270M-5.3%
  • Lifestyle
    $229M-28.4%

Forward guidance

The company is updating its fiscal year 2025 outlook. Gross margin is now expected to be up about 100 to 150 basis points. Fiscal year diluted EPS is now expected to be between $5.17 and $5.42. Adjusted EPS is now expected to be between $6.65 and $6.90.

Tailwinds

  • Gross margin is now expected to be up about 100 to 150 basis points, primarily due to the benefits of holistic margin management efforts.
  • Fiscal year diluted EPS is now expected to be between $5.17 and $5.42, a year-over-year increase of 130% to 141%, respectively.
  • Adjusted EPS is now expected to be between $6.65 and $6.90, a year-over-year increase of 8% to 12%, respectively.
  • Net sales are still expected to be flat to down 2%.
  • Organic sales are still expected to be up 3% to up 5%.

Headwinds

  • Gross margin increase is partially offset by cost inflation and higher trade promotion spending.
  • Net sales are expected to be flat to down 2%.
  • Organic sales exclude about 2 points of negative impact from the divestiture of the company's business in Argentina.
  • Organic sales exclude about 3 points of negative impact from the divestiture of the Better Health VMS business.
  • Selling and administrative expenses continue to be expected to be between 15% to 16% of net sales.

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 Q1 2025

Historical avgQ1 2025

+0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.0%

Avg return

30 days after

55%

39 / 71 earnings

Positive

+9.5%

Q4 2023

Best reaction

-15.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+0.5%-6.7%-6.6%
Q2 2026+4.6%+4.0%-0.3%
Q1 2026+1.1%-1.6%-3.7%
Q3 2025-2.4%-2.6%-8.0%
Q2 2025-7.2%-7.1%-7.1%
Q1 2025+1.1%+3.6%+6.6%
Q4 2024+9.2%+8.6%+20.0%
Q3 2024-6.2%-7.2%-13.4%
Q2 2024+7.6%+6.6%+4.7%
Q1 2024+4.5%+9.6%+22.2%
Q4 2023+9.5%+7.9%+2.3%
Q3 2023+5.1%+1.5%-5.1%
Q2 2023+7.2%+5.0%+7.9%
Q1 2023-5.7%-3.7%+2.6%
Q4 2022-4.2%+0.5%-0.7%
Q3 2022+2.9%+7.3%-1.9%
Q2 2022-15.3%-14.2%-13.3%
Q1 2022+1.5%+0.2%+1.7%
Q4 2021-8.6%-10.3%-6.2%
Q3 2021-2.9%-1.0%-5.0%
Q2 2021-6.5%-8.4%-9.9%
Q1 2021+2.4%+5.2%-2.7%
Q4 2020+0.5%+0.4%-5.4%
Q3 2020+6.9%+7.2%+10.6%
Q2 2020+6.1%+6.7%+12.8%
Q1 2020-2.5%-2.0%-1.7%
Q4 2019-3.5%-5.1%-2.7%
Q3 2019-6.9%-7.2%-6.8%
Q2 2019+1.9%+3.9%+4.7%
Q1 2019+0.6%+2.7%+8.4%
Q4 2018+6.6%+5.5%+8.1%
Q3 2018+1.4%+3.4%+3.1%
Q2 2018-9.5%-8.9%-6.7%
Q1 2018+2.2%+0.9%+10.4%
Q4 2017+1.9%+2.0%+4.6%
Q3 2017+1.7%+1.4%+5.0%
Q2 2017+2.9%+5.7%+13.9%
Q1 2017-4.0%-4.4%-4.6%
Q4 2016+2.8%+1.4%+1.3%
Q3 2016+1.8%
Q2 2016-5.1%
Q1 2016+2.2%
Q4 2015+4.4%
Q3 2015+0.4%
Q2 2015+0.3%
Q1 2015+1.2%
Q4 2014-0.6%
Q3 2014-1.2%
Q2 2014-2.1%
Q1 2014-0.6%
Q4 2013-0.7%
Q3 2013-0.5%
Q2 2013+1.0%
Q1 2013+1.0%
Q4 2012-0.6%
Q3 2012-4.3%
Q2 2012+1.0%
Q1 2012-2.9%
Q4 2011+4.1%
Q3 2011+1.4%
Q2 2011+1.3%
Q1 2011-2.2%
Q4 2010+0.4%
Q4 2008+0.4%
Q3 2010-1.5%
Q3 2009-1.5%
Q2 2010-0.1%
Q2 2009-0.1%
Q1 2009-0.9%
Q4 2009-0.9%
Q1 2010-0.9%

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