The Clorox Company
The Clorox Company Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Top 5 Household Products companies on management guidance
See the sector's top 10 — free with your mobile number.
What the Q2 FY26 call signalled
1 of 3 strong
The short version
- Growth momentum is seen in several portfolio areas, including cleaning, Glad, and International businesses. - The acquired GOJO business (approx. - The company expects to continue making progress in innovation, which is a significant driver for top-line growth and market share gains through fiscal year ’27 and beyond.
From The Clorox Company's Q2 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Growth momentum is seen in several portfolio areas, including cleaning, Glad, and International businesses.
- The acquired GOJO business (approx. $800 million) is growing mid-single digits and contributing roughly 3% growth for the full year with further additions expected in fiscal 2027.
- Total Distribution Points (TDPs) are up over 5%, indicating increased shelf space and distribution.
- Innovation and on-shelf presence improvements are focused on driving growth, particularly in categories like Litter (multi-year reinvention underway) and Food (returning to share growth).
- Challenges remain in some categories like Litter and Food, which showed slower improvements than expected but are targeted for recovery through price pack architecture and innovation.
2 more points from The Clorox Company's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what The Clorox Company said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- A significant supply chain project is being accelerated as a strategic investment to deliver substantial cost savings starting fiscal year 2027. This acceleration required upfront investment in the current quarter, including possible asset write-offs and engineering costs (Page 15).
- The company is investing in innovation across the portfolio and strengthening plans to accelerate share gains heading into fiscal 2027, which may include increased advertising and promotional spending (Pages 15, 10).
- There is an emphasis on making advertising and sales promotion spending more efficient by leveraging data, technology, and AI to improve return on investment, primarily to drive value superiority in brands including Glad (Page 10).
- Some structural cost-saving initiatives planned for later years are being accelerated into fiscal 2027, supported by one-time investments recognized in the current fiscal quarter (Page 4, 15).
Top-ranked in Household Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what The Clorox Company said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
See what The Clorox Company said on order book & pipeline — free account, 30 seconds.
Continue your research
Others in Household Products this season
- Church & Dwight Co., Inc. (Q2 FY26)
Church & Dwight Co., Inc. Q2 FY26 quarterly results analysis. Full year 2026 organic sales growth expected at approximately 3% to 4%. Market Cap $23,133, P/E 31
- Kimberly-Clark Corporation (Q2 FY26)
Kimberly-Clark Corporation Q2 FY26 quarterly results analysis. Strong start to 2026 with 2.5% organic growth in Q1; volume plus mix growth up 3%, marking ninth
Potential multibaggers · Q2 FY27
Potential multibaggers in Household Products
on management's own guidance
- DOMS IndustriesModerate growth2
- Jyothy Labs LtdModerate growth1
- Flair Writing Industries LtdModerate growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
The Clorox Company and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were The Clorox Company Q2 FY26 results?
- Growth momentum is seen in several portfolio areas, including cleaning, Glad, and International businesses. - The acquired GOJO business (approx. - The company expects to continue making progress in innovation, which is a significant driver for top-line growth and market share gains through fiscal year ’27 and beyond.
What is The Clorox Company share price analysis?
The Clorox Company currently shows a neutral. The stock trades at a P/E of 15.6 with a market cap of $11,633. Investors should review the full earnings analysis for detailed insights.
Is The Clorox Company planning capital expenditure?
- A significant supply chain project is being accelerated as a strategic investment to deliver substantial cost savings starting fiscal year 2027.
Keep The Clorox Company on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.