Q3 25 EPS
$1.45
MISS 6.90%
Est. $1.56
Q3 25 Revenue
$1.67B
MISS 2.86%
Est. $1.72B
vs S&P Since Q3 25
-62.2%
TRAILING MARKET
CLX -33.2% vs S&P +29.0%
Market Reaction
Did CLX Beat Earnings? Q3 2025 Results
Clorox posted a disappointing third quarter for fiscal year 2025, missing on both the top and bottom lines as macroeconomic headwinds and the lingering effects of recent divestitures weighed on results. Revenue fell 8.1% year-over-year to $1.67 billi… Read more Clorox posted a disappointing third quarter for fiscal year 2025, missing on both the top and bottom lines as macroeconomic headwinds and the lingering effects of recent divestitures weighed on results. Revenue fell 8.1% year-over-year to $1.67 billion, coming in 2.86% below the $1.72 billion consensus estimate, while adjusted EPS of $1.45 trailed the $1.56 Street forecast by 6.90%. The primary culprit was the divestiture of its Better Health VMS and Argentina businesses, which stripped meaningful scale from reported sales, though organic sales also slipped 2% as consumers pulled back spending amid broader economic uncertainty, a trend management warned will persist into the fourth quarter. On a brighter note, Clorox extended its streak of gross margin expansion to ten consecutive quarters, with margins climbing 240 basis points to 44.6%. Looking ahead, the company maintained its adjusted EPS guidance of $6.95 to $7.35 for the full year while navigating an anticipated $100 million tariff headwind, with management actively exploring sourcing and reformulation changes to offset the impact over time.
Key Takeaways
- • 10th consecutive quarter of gross margin expansion driven by cost savings and divestiture benefits
- • Health and Wellness segment grew 3% on 7 points of higher volume driven by Cleaning consumption
- • Household segment declined 11% due to lower consumption, Kingsford shipment timing, and retailer inventory adjustments in Litter
- • Cyberattack insurance recoveries of $35 million in Q3
- • Organic sales decreased 2% driven by unfavorable price mix with flat organic volume
- • Consumption slowdown across most businesses driven by macroeconomic uncertainties
CLX YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
CLX Revenue by Segment
With YoY comparisons, source: SEC Filings
“In the third quarter, heightened macroeconomic uncertainties drove changes in shopping behaviors, resulting in temporary category slowdowns and lower sales. We expect these slowdowns to persist in the fourth quarter, as reflected in our updated outlook.”
— Linda Rendle, Q3 2025 Earnings Press Release
CLX Earnings Trends
CLX vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CLX EPS Trend
Earnings per share: estimate vs actual
CLX Revenue Trend
Quarterly revenue: estimate vs actual
CLX Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 | — | $1.64 | — | $1.67B | +0.10% |
| Q2 26 MISS | $1.43 | $1.39 | -3.03% | $1.67B | +2.19% |
| Q1 26 BEAT | $0.78 | $0.85 | +9.23% | $1.43B | +2.21% |
| Q4 25 BEAT FY | $2.21 | $2.87 | +29.86% | $1.99B | +3.05% |
| FY Full Year | $7.06 | $7.72 | +9.38% | $7.10B | +0.83% |
| Q3 25 MISS | $1.56 | $1.45 | -6.90% | $1.67B | -2.86% |