Church & Dwight Co., Inc.

- Full year 2026 adjusted EPS expected to grow 5% to 8%, consistent with the evergreen model. - Q1 2026 adjusted EPS was $0.95, up 4.4% year-over-year, beating the $0.92 outlook. - Second quarter 2026 adjusted EPS expected at $0.88 per share, with flattish EPS growth projected for the first half of 2026. - Full year 2026 organic sales growth forecasted at approximately 3% to 4%. - Gross margin expansion of about 100 basis points expected for 2026 versus 2025; Q2 gross margin to expand about 50 basis points. - Reported sales expected to decline roughly 1.5% to 0.5% in 2026 due to strategic portfolio actions in 2025. - SG&A to be higher as a percentage of sales because of TOUCHLAND acquisition and growth investments. - Productivity initiatives planned to offset commodity cost inflation.

The provided transcript does not explicitly mention current or expected orderbook or pending orders. However, key relevant points related to demand and sales outlook include: - Organic sales growth was strong at 5% in Q1, driven by volume growth of 5.3%. - Distribution gains are significant, with a 7%-11% total distribution points (TDP) lift recently. - Category growth averaged around 3% in Q1, with some improvement in March. - TOUCHLAND saw double-digit consumption growth despite some slowing in sales due to strong Q4 holiday sell-through. - Solid demand across major categories and geographies with 3%-4% expected organic growth for full year 2026. - Ongoing strong consumer acceptance of new innovation and brand activations indicates healthy order flow. No specific orderbook or pending order backlog figures were given.

- The transcript does not mention any current or planned new fundraising through debt or equity. - Richard Dierker explicitly states he will not comment on M&A but mentions the leadership team continually looks for acquisition opportunities. - The focus is on organic growth, innovation, productivity improvements, and managing inflationary and commodity cost pressures. - No discussion of issuing new debt or equity financing in the context of the Q1 2026 earnings call. - The company's capital expenditures are expected to be about 2% of sales for the full year, funded from operations, with strong cash flow generation reported.

- Capital expenditures for Q1 were $31.9 million. - Full-year capital expenditures are expected to be approximately 2% of sales. - SG&A expenses are expected to be higher than last year, reflecting the impact of the TOUCHLAND acquisition and focused growth investments. - The company continues to invest in marketing at approximately 11% of net sales, maintaining its evergreen model. - There is no specific new strategic investment mentioned beyond ongoing growth initiatives and portfolio actions. - The leadership team remains actively focused on M&A opportunities both in the U.S. and internationally as a high priority. - Innovation pipeline remains strong, with a 3-year pipeline of product innovation and productivity projects that can be accelerated as needed.

- Full year 2026 organic sales growth expected at approximately 3% to 4%. - U.S. segment growth around 3%. - International segment growth approximately 7%, though slightly softened due to Middle East impacts. - SPD segment growth around 5%. - Reported sales growth expected to decline about 1.5% to 0.5% due to strategic portfolio actions. - Volume-driven beat in Q1, indicating strong underlying demand. - Continued category growth at about 3%, with some months (e.g., March) showing up to 3.5%. - Market share gains and distribution gains contributing to growth. - TOUCHLAND brand expected to maintain double-digit growth for the full year. - No immediate plans for pricing increases; focus on productivity to offset cost inflation. - Full year gross margin expansion of approximately 100 basis points anticipated.