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Church & Dwight Co., Inc. Reports Strong Q4 and Full-Year 2025 Results

Church & Dwight Co., Inc. has released its Q4 2025 and full-year 2025 results, along with its outlook for 2026. The company's net sales in Q4 2025 were $1,644.2 million, representing a 3.9% increase compared to the same period in 2024. The adjusted gross margin for the quarter was 45.5%, a 90 basis point increase. Reported EPS for Q4 was $0.60, while adjusted EPS was $0.86, marking an 11.7% increase from Q4 2024.

For the full year 2025, Church & Dwight reported a 1.6% increase in net sales, reaching $6,203.2 million. Organic sales grew by 0.7%, with adjusted gross margin remaining flat. The reported EPS for the full year was $3.02, while adjusted EPS was $3.53, representing a 2.6% increase from 2024.

The company's cash from operations in 2025 amounted to $1.215 billion, marking a 5.1% increase from the previous year. Additionally, the company repurchased a total of $900 million of shares in 2025.

In terms of dividends, Church & Dwight announced a 4.2% increase in the quarterly dividend, from $0.295 to $0.3075 per share. This marks the 30th consecutive year of dividend increases for the company.

Regarding its outlook for 2026, the company expects volume-driven organic sales growth of approximately 3% to 4%, and an adjusted EPS growth of 5% to 8%. Adjusted gross margin is anticipated to expand by approximately 100 basis points from 2025, driven by higher volume and favorable mix from acquisitions and portfolio actions.

Furthermore, the company completed the sale of its vitafusion™ and l’il critters™ brands, relevant trademarks, and licenses, resulting in a one-time, after-tax charge of $45.6 million in Q4 2025. This divestiture is expected to impact the company's organic sales reporting in 2026.

Church & Dwight also highlighted its growth initiatives for 2026-2030, including the expansion of the Arm & Hammer brand, growing the oral care portfolio behind Therabreath, and international expansion with a focus on acquisitions.

The market has reacted to these announcements by moving the company's shares 0.2% to a price of $90.61. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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