AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Church & Dwight Q2 revenue rose 1.6% to $1.53B, with gross margin expanding 240bps to 45.4% despite tariff headwinds, while Miss Mouth's acquisition and organic growth in TheraBreath and Hero products offset divestitures.
Biggest Revenue Drivers
Consumer Domestic$1,155.8M+0.1% YoY
Organic growth in TheraBreath, Hero, ARM & HAMMER Cat Litter and Zicam, partially offset by divestitures and tariff impacts.
Consumer International$297.5M+7.2% YoY
Growth in TheraBreath, Hero, Batiste and Sterimar; Touchland contribution; favorable FX of 2.1%; partly offset by business exits.
Biggest Revenue Drivers
Total revenue: $1,530.0M+1.6% YoY
Consumer Domestic$1,155.8M+0.1% YoY
Organic growth in TheraBreath, Hero, ARM & HAMMER Cat Litter and Zicam, partially offset by divestitures and tariff impacts.
Consumer International$297.5M+7.2% YoY
Growth in TheraBreath, Hero, Batiste and Sterimar; Touchland contribution; favorable FX of 2.1%; partly offset by business exits.
Specialty Products Division$76.7M+2.8% YoY
Growth in sodium bicarbonate and animal nutrition businesses.
Largest Expense Items
Cost of sales$836.1M-2.7% YoY
Higher manufacturing, labor, commodity, tariff and transportation costs of 400bps offset by productivity programs of 150bps and favorable volume/mix of 180bps.
Selling, general and administrative expenses$252.2M+10.5% YoY
160bps acquisition-related expenses from Touchland and Miss Mouth's, plus investments in growth initiatives, e-commerce and international business.
Marketing expenses$165.3M+5.2% YoY
Increased investment in brands, new products and innovation initiatives to support organic growth.
Margins: Gross margin expanded 240bps to 45.4%, with one-time prior-year exit costs of 200bps accounting for most improvement; underlying margin improved 40bps from productivity programs and favorable volume/mix, offset by 400bps of inflation including tariffs and transportation. Operating margin increased 60bps to 18.1%, driven by gross margin expansion and operating leverage, partially offset by higher SG&A from acquisition integration.
Watch Items from the Filing
Tariff exposure: Company paid ~$23M in IEEPA tariffs; expects ~$15M recovery in H2 2026 but full impact unpredictable; states tariffs remain 'fluid' and mitigation measures uncertain.
Waterpik trade name impairment risk: Carrying value $644.7M with fair value at only 117% of carrying value (down from 135% in 2024) due to declining sales, competition and margin pressure; further performance declines could trigger impairment.
Acquisition integration costs: Touchland and Miss Mouth's acquisitions contributed 160bps of SG&A expense pressure; ongoing integration complexity noted.
Strategic divestitures completed: VMS, Flawless, Spinbrush and Waterpik showerheads exited by end of 2025; represented 5% or less of 2025 sales but required $45.6M post-tax charge.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Officers, directors and 10% owners with a Form 4 filed in the last 24 months, most recent first. From SEC EDGAR.
Buchert Brian DEVP of Strategy, M&A, and BPGrant or award · Oct 15, 2026
Dierker Richard APresident and CEOGrant or award · Oct 15, 2026
Linares Carlos G.EVP Chief Tech&Global New ProdGrant or award · Oct 15, 2026
Pokhriyal SurabhiEVP Chief Digital Growth OfficShares withheld for tax or exercise price · Oct 1, 2026
Magazine Mark JEVP Chief Commercial OfficerShares withheld for tax or exercise price · Sep 1, 2026
Hemsey ReneEVP, Chief HR OfficerOption exercise · Aug 25, 2026
Irwin Bradley CDirectorOption exercise · Aug 11, 2026
Winkleblack Arthur BDirectorOption exercise · Aug 5, 2026
Price Penry WDirectorGrant or award · Jul 1, 2026
Vergis Janet S.DirectorGrant or award · Jul 1, 2026
Congress trading in CHD
19 transactions in CHD reported by 7 members of Congress under the STOCK Act, most recent trade Oct 10, 2025. Reported transactions, not recommendations.
About CHURCH & DWIGHT CO INC /DE/ (CHD): stock profile, AI score and financials
CHURCH & DWIGHT CO INC /DE/ (CHD) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores CHD at 57.7/100 on a composite quality score built from its SEC filings, placing it at rank #1,072 of 2,925 stocks — the top half of the AI-ranked universe. CHD scores in the top quartile across balance sheet strength (81.2), revenue scale (80.8). Areas of concern include revenue growth (30.9) and earnings quality (33.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CHURCH & DWIGHT CO INC /DE/ reports quarterly revenue of $1.5B, net income of $202.8M, an operating margin of 18.1%. Top institutional holders of CHD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CHD trades on the NYSE exchange and files with the SEC under CIK 313927. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CHURCH & DWIGHT CO INC /DE/ directly from SEC EDGAR.