Clorox Company (The)NYSE: CLX
Consumer Staples · Household Products
$87.26
-9.52%
Vol: 12.3M
Research Digest
Friday, May 1, 2026
Clorox cuts FY2026 earnings guidance despite Q3 beat, lowered by UBS
Clorox reported Q3 EPS of $1.64, beating estimates of $1.55, but disappointed with full-year guidance: lowered earnings by $0.40 and gross margin by 250-300 basis points. Revenue declined 5.7% over the last twelve months. UBS cut price target citing weaker guidance. Key concerns include organic sales taking longer than expected and acquisition headwinds.
Previous Market Intelligence
13 daysApr 30Clorox completes GOJO acquisition for Purell brand; Q3 earnings release scheduled todayMixed▶
Clorox completed its acquisition of GOJO Industries (Purell maker) on April 1, expanding health and hygiene product portfolio. Q3 fiscal 2026 results announced for April 30 after market close. Analysts project adjusted EPS of $1.48. Recent analyst price target cuts from Jefferies and JPMorgan cited geopolitical tensions, inflation, and competitive pressures. Stock down 2.46% in past 24 hours, reflecting cost inflation and softer consumer demand headwinds.
Apr 16Clorox completed GOJO acquisition April 1, adding Purell brand; fiscal 2026 EPS guidance declines 23.5% YoYMixed▶
The Clorox Company completed its acquisition of GOJO Industries on April 1, 2026, expanding its health and hygiene portfolio with the Purell brand. Clorox declared a quarterly cash dividend of $1.24 with ex-date April 22, 2026. The company announced webcast of Q3 FY2026 results scheduled for April 30, 2026. However, analysts project adjusted EPS of $5.91 for fiscal 2026, a 23.5% decline from $7.72 in fiscal 2025 due to inflationary pressures and margin challenges. Analyst consensus is Hold with average price target of $118.69.
Apr 15Clorox Q3 fiscal 2026 earnings scheduled for April 30 webcast; GOJO acquisition completed on April 2.Neutral▶
No significant overnight updates. Clorox will report Q3 fiscal 2026 earnings on April 30 with a webcast at 2 p.m. PT/5 p.m. ET. The company completed its acquisition of GOJO Industries (Purell) on April 2, 2026, enhancing hygiene solutions offerings. Analysts project adjusted EPS of $1.48. The company declared a $1.24 dividend with an ex-date of April 22.
Apr 14Clorox scheduled Q3 fiscal 2026 earnings for April 30; GOJO acquisition (Purell) completed.Mixed▶
Clorox will report Q3 FY2026 results on April 30. The company completed its acquisition of GOJO Industries, expanding portfolio to include Purell brand. Analysts project adjusted EPS of $1.48. Board declared $1.24 quarterly dividend. UBS maintains Neutral rating but lowers price target from $121 to $110.
Apr 13Wells Fargo and Bank of America cut Clorox price targets on April 10-11 citing inflationary pressures ahead of Q3 earnings.Negative▶
Bank of America lowered CLX to $112 from $124 with Hold rating, while Wells Fargo cut to $110 from $125. Clorox completed its acquisition of GOJO Industries (Purell) on April 1. CLX has average Hold rating with $118.69 target implying 15.19% upside. Q3 fiscal 2026 earnings on April 30.
Apr 10Clorox Q3 fiscal 2026 earnings set for April 30; Wells Fargo cuts price target to $110 amid 19% 30-day decline.Negative▶
Clorox will issue Q3 fiscal 2026 results on April 30. Wells Fargo cut price target from $125 to $110; UBS lowered to $110 from $121; RBC Capital reduced to $127 from $132. Stock fell 19% in 30 days amid revenue and competition concerns. Analyst consensus from 13 analysts is Hold with $118.69 target (15.19% upside). Declared $1.24 quarterly dividend payable May 8.
Apr 9Clorox completes GOJO acquisition; stock faces headwinds from analyst downgrades.Negative▶
Clorox completed GOJO Industries acquisition April 1, 2026, adding Purell brand and health/hygiene solutions. Combination brings complementary consumer branding and B2B capabilities. Stock dropped 19% in 30 days signaling revenue trend concerns and competition. Clorox declared $1.24 quarterly dividend February 24. Wells Fargo and UBS both lowered price targets; average target $122.89 with 16.54% upside. Based on 20 analysts, average recommendation is Hold (3.0 rating). Company manufactures consumer and professional products through four segments.
Apr 8Clorox completed acquisition of GOJO Industries on April 1, 2026, expanding portfolio to include Purell brand and health/hygiene solutions.Mixed▶
Clorox completed GOJO Industries acquisition on April 1, 2026, adding Purell brand to its portfolio. Company declared quarterly dividend of $1.24 per share on February 24. Stock faces headwinds with 19% share price drop in 30 days amid revenue trend concerns and competition. UBS lowered price target to $110 from $121 while maintaining Neutral rating. Despite challenges, 16 analysts maintain average target of $122.89, suggesting 19.40% upside from current price. Company highlighted potential fair value of $119.76 indicating undervaluation.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Clorox missed Q2 profit; FY2026 guides -6% to -10% net sales decline.Negative▶
Clorox missed Q2 profit on shoppers choosing cheaper alternatives and higher costs. FY2026 guidance shows net sales decline 6-10% with $0.90/share ERP headwind. Completed GOJO Industries (Purell) acquisition.
Apr 3Clorox completes $9.5 billion acquisition of GOJO Industries (Purell maker) on April 1, expanding hygiene portfolio.Negative▶
The Clorox Company completed its acquisition of GOJO Industries on April 1, 2026, adding the Purell brand. The combined business operates as Clorox Purell. Clorox faces near-term headwinds with 19% share price drop in 30 days. Deutsche Bank cut price target from $112 to $101 with Hold rating.
Apr 2Clorox completes acquisition of GOJO Industries/Purell on April 1, 2026; stock down 19% over past month amid inflation headwinds.Negative▶
Clorox completed acquisition of GOJO Industries on April 1, 2026, gaining the Purell brand and expanding into health and hygiene solutions. However, Clorox stock is navigating significant headwinds: down 19% over the past month due to inflation and demand challenges, and down 29.14% over the past year. The company missed Q2 profit expectations as consumers opted for cheaper alternatives. Clorox declared a quarterly dividend of $1.24 per share and targets 0-1% category growth in H2 2026. Analyst consensus at Hold with price target of $121.08.
Apr 1Clorox secured financing for $2.25B GOJO Industries acquisition; stock down 19% over 30 days.Mixed▶
Clorox declared quarterly dividend of $1.24 per share. Secured new credit facilities for $2.25B GOJO Industries acquisition (Purell maker). Deal expected neutral to adjusted EPS year one, accretive year two. Stock down 19% over 30 days.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $87.13 | +2.07% | +1.0% | 20.9x | 0.33 | $68.5B |
| KMBKIMBERLY | $97.82 | -0.62% | +1.5% | 13.0x | 0.30 | $32.7B |
| CHDCHURCH | $96.19 | -0.90% | +4.2% | 24.3x | 0.47 | $23.0B |
| CLXCLOROX | $87.26 | -9.52% | -8.1% | 14.4x | 0.65 | $11.7B |
| WMTWALMART | $131.84 | -0.07% | +4.0% | 40.2x | 0.66 | $1.05T |
| COSTCOSTCO | $1,012.70 | -0.18% | -0.4% | 45.1x | 0.98 | $450.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.