Q4 25 EPS
$2.87
BEAT +29.86%
Est. $2.21
Q4 25 Revenue
$1.99B
BEAT +3.05%
Est. $1.93B
vs S&P Since Q4 25
-46.0%
TRAILING MARKET
CLX -30.0% vs S&P +15.9%
Full Year 2025 Results
FY 25 EPS
$7.72
BEAT +9.38%
Est. $7.06
FY 25 Revenue
$7.10B
BEAT +0.83%
Est. $7.05B
Market Reaction
Did CLX Beat Earnings? Q4 2025 Results
Clorox closed out fiscal 2025 with a quarter that handily beat Wall Street's expectations, though much of the strength came with an asterisk attached. The consumer products company posted Q4 revenue of $1.99 billion, up 4.5% year-over-year and ahead … Read more Clorox closed out fiscal 2025 with a quarter that handily beat Wall Street's expectations, though much of the strength came with an asterisk attached. The consumer products company posted Q4 revenue of $1.99 billion, up 4.5% year-over-year and ahead of the $1.93 billion consensus, while adjusted EPS of $2.87 cleared the $2.21 estimate by 29.86%, a gap that looks impressive on the surface but was heavily shaped by a single operational catalyst. Ahead of its U.S. ERP system transition, retailers loaded up on inventory, contributing roughly 13 to 14 points of benefit to organic sales growth and an estimated $0.85 to $0.95 per share lift to earnings. That same dynamic now frames a challenging year ahead: Clorox guided fiscal 2026 adjusted EPS to $5.95 to $6.30, a decline of 18% to 23%, as the inventory drawdown reverses course and weighs on both revenue and margins. Net sales are expected to fall 6% to 10%, leaving investors to weigh a strong finish against a deliberately cautious reset year.
Key Takeaways
- • Incremental ERP transition shipments contributed approximately 13 to 14 points of benefit to Q4 net sales
- • Strong cost savings initiatives
- • Higher volume across all segments
- • Divestiture of Better Health VMS business and Argentina business reducing portfolio volatility
- • Insurance recoveries of $100 million related to August 2023 cyberattack
CLX YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
CLX Revenue by Segment
With YoY comparisons, source: SEC Filings
“While we delivered strong margin expansion and adjusted EPS growth for the year, we did not meet our topline expectations in the back half. We continued to see rapidly shifting consumer behaviors and broader market volatility which we expect to continue.”
— Linda Rendle, Q4 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% |