Church Dwight 2025 Q3 Earnings Net Income Surges 342.6% as Company Returns to Profitability

Church & Dwight (CHD) reported fiscal 2025 Q3 earnings on Oct 31, 2025, beating revenue expectations by 3.3% and delivering a stunning turnaround in profitability. The company raised full-year guidance, citing organic sales growth of 3.4% and adjusted EPS of $0.81, which exceeded forecasts by 10.1%.

Revenue

Church & Dwight’s total revenue rose 5.0% year-over-year to $1.59 billion in Q3 2025. Consumer Domestic led the growth with $1.22 billion in net sales, driven by Household Products ($646.70 million) and Personal Care Products ($573 million). International operations contributed $290.10 million, reflecting 8.4% year-over-year growth. The Specialty Products Division added $75.80 million, with Touchland’s acquisition bolstering momentum.

Earnings/Net Income

The company returned to profitability with EPS of $0.75, reversing a $0.31 loss in the prior-year period—a 341.9% positive swing. Net income surged to $182.20 million, a 342.6% increase from a $75.10 million loss in 2024 Q3. This marks over two decades of consecutive quarterly profitability, underscoring operational resilience.

Price Action

Post-earnings, CHD’s stock edged up 0.83% in the latest trading day and 2.10% in the prior week. However, it declined 0.26% month-to-date, reflecting mixed market sentiment.

Post-Earnings Price Action Review

A backtested strategy of buying CHD stock on revenue beats and holding for 30 days outperformed a buy-and-hold approach from 2020–2025. The strategy achieved a 22.4% cumulative return versus 0.5% for the benchmark, though it faced volatility risks, including an 18.7% drawdown in 2021.

CEO Commentary

CEO Richard Dierker highlighted organic sales growth of 3.4% and adjusted EPS of $0.81, exceeding guidance. He emphasized strength in brands like Touchland, Arm & Hammer, and TheraBreat, as well as strategic investments in marketing and international expansion.

Guidance

Church & Dwight raised full-year 2025 guidance to $3.49 adjusted EPS and 1% organic sales growth. Q4 2025 expectations include 1.5% organic sales growth and $0.83 adjusted EPS, with $1.2 billion in projected operating cash flow.

Additional News

1. M&A Activity: Church & Dwight’s acquisition of Touchland, a fast-growing hand sanitizer brand, exceeded initial expectations, contributing double-digit consumption growth.

2. C-Level Changes: CEO Richard Dierker purchased 5,470 shares for $500,887.90, increasing his ownership by 25.16%.

3. Dividend/Buyback News: The company announced a quarterly dividend of $0.295 per share and repurchased $300 million in Q3, totaling $600 million year-to-date.

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