NYSE$CLX

Clorox Co · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported sales growth and an increase in diluted net earnings per share for its second quarter of fiscal year 2021.

Clorox reported a 27% increase in sales and a 39% increase in diluted earnings per share for the second quarter of fiscal year 2021. Organic sales grew by 26%.

  • Sales increased 27%, driven by double-digit sales growth in three of four segments due to COVID-19 and related behavioral shifts.
  • Organic sales grew 26%.
  • Gross margin increased 130 basis points to 45.4%.
  • Diluted EPS of $2.03, representing a 39% increase.

Headline financials

Total Revenue

$1.84B

Previous: $1.45B+27.1%
EPS (adj)

$2.03

Previous: $1.46+39.0%
Organic Sales Growth

26.0%

Previous: 0.0%
Capital Expenditures

-$151M

Previous: -$111M-36.0%
Free Cash Flow

$108M

Previous: $74M+45.9%
Net Income

$259M

Previous: $185M+40.0%
Operating Income

$528M

Previous: $394M+34.0%
Gross Profit

$837M

Previous: $639M+31.0%
Cash & Equivalents

$732M

Previous: $168M+335.7%
Total Assets

$6.86B

Previous: $5.46B+25.6%
Stock-Based Comp

$22M

Previous: $13M+69.2%

Revenue & EPS history

Clorox · Revenue · Quarterly

$1.84B

Q2 2021+27.1%vs Q2 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Clorox · $881M total across 3 segments · Q2 2021

  • Household
    $385M
  • International
    $283M
  • Lifestyle
    $213M

Forward guidance

Clorox’s fiscal year sales are now expected to grow between 10% and 13%. Fiscal year organic sales are now expected to grow in the 10% to 13% range. Fiscal year 2021 diluted EPS to increase between 9% and 12%, or $8.05 to $8.25.

Tailwinds

  • Fiscal year sales are now expected to grow between 10% and 13%.
  • Fiscal year organic sales are now expected to grow in the 10% to 13% range.
  • Fiscal year diluted EPS to increase between 9% and 12%, or $8.05 to $8.25.
  • Gross margin is now expected to be down slightly.
  • Advertising and sales promotion spending is still anticipated to be about 11% of sales, based on an increase to 12% in the back half of the fiscal year.

Headwinds

  • Gross margin is now expected to be down slightly, reflecting higher manufacturing and logistics costs and increased commodity costs.

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 Q2 2021

Historical avgQ2 2021

+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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