Church & Dwight Q3 adjusted EPS rises 13.6% to $0.92

Church & Dwight’s updated outlook sets 2026 organic sales growth at approximately 5% and adjusted EPS growth at 7%.

Rhea-AI Filing Summary

Church & Dwight reported third-quarter 2026 net sales of $1,602.1 million, up 1.0%, and organic sales growth of 5.1%, driven primarily by 4.6% volume growth. Organic sales grew 4.4% in Consumer Domestic, 7.8% in Consumer International and 5.0% in Specialty Products. Gross margin was 46.8%, up 170 basis points. Reported diluted EPS was $0.89 versus $0.75 a year earlier; adjusted diluted EPS was $0.92, up 13.6%. Net income was $212.2 million versus $182.2 million.

The company revised its 2026 net sales growth outlook to approximately 0.5% from a prior range of flat to 1%, and raised its organic sales growth outlook to approximately 5% from 4% to 5%. It expects reported EPS growth of approximately 20% and adjusted EPS growth of 7%, narrowing the prior adjusted range of 6% to 8%; cash from operations outlook remains approximately $1.175 billion. Nine-month operating cash flow was $841.2 million, down 1.3% year over year. The board authorized repurchases of up to $1 billion of common stock, replacing the existing program; the authorization has no expiration date.

2 points · 0 major

PositiveiHow this balance works

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance worksHow Sentiment works

0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointAdjusted EPS increased 13.6% to $0.92 per diluted share in Q3 2026.
• Moderate point. Forward-looking: it has not happened yet and may not happen.2026 organic sales outlook rose to approximately 5%, from 4% to 5%.

Negative

• None.

Filing Explained

The filing reports treasury-stock purchases through September 30, 2026; the new authorization to repurchase up to $1 billion, disclosed on October 30, 2026, is capacity, not reported spending.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Net sales: $1,602.1 million Organic sales growth: 5.1% Reported diluted EPS: $0.89 per diluted share +5 more

8 metrics

Net sales $1,602.1 million Third quarter 2026; up 1.0% year over year

Organic sales growth 5.1% Third quarter 2026

Reported diluted EPS $0.89 per diluted share Third quarter 2026; compared with $0.75 a year earlier

Adjusted diluted EPS $0.92 per diluted share Third quarter 2026; up 13.6% year over year

Gross margin 46.8% Third quarter 2026; up 170 basis points

Net cash from operating activities $841.2 million Nine months ended September 30, 2026; down 1.3% versus the prior year

Share repurchase authorization Up to $1 billion Common stock; replaces the existing program and has no expiration date

Adjusted EPS growth outlook 7% Full-year 2026

Key Terms

Organic Sales Growth, Adjusted Gross Margin, Adjusted Selling, General, and Administrative Expense (SG&A), Adjusted EPS

4 terms

Organic Sales Growth financial

"Organic Sales Growth, namely net sales growth excluding the effect of acquisitions"

Organic sales growth measures how much a company’s revenue rises from its regular business activity — like selling more products, charging higher prices, or selling to more customers — without counting money from buying other businesses or one-time currency effects. Investors watch it because it shows whether demand and the company’s core operations are genuinely getting stronger, similar to judging a garden by how much the plants you planted yourself are growing rather than by adding bought potted plants.

Adjusted Gross Margin financial

"Adjusted Gross Margin, namely gross margin calculated in accordance with GAAP"

Adjusted gross margin is a measure of how much profit a company makes from its sales after accounting for certain expenses or one-time costs, but before deducting other operating expenses. It helps investors see the company's core profitability more clearly by removing factors that might distort the usual profit picture, similar to a runner measuring their speed without considering obstacles or weather. This metric provides a clearer view of the company's ongoing financial health.

Adjusted Selling, General, and Administrative Expense (SG&A) financial

"Adjusted Selling, General, and Administrative Expense (SG&A), namely SG&A calculated"

Adjusted EPS financial

"Adjusted EPS, namely EPS calculated in accordance with GAAP"

Adjusted earnings per share (adjusted eps) is a measure of a company's profit per share that has been modified to exclude certain one-time or unusual items, such as costs from restructuring or asset sales. It provides a clearer picture of the company’s core performance by removing events that may distort the usual earnings. Investors use adjusted eps to better understand a company's ongoing profitability and compare it more accurately over time.

Earnings Snapshot

Net sales: $1,602.1 million · Guidance included

Third quarter 2026

Net sales $1,602.1 million +1.0% year over year

Organic sales growth 5.1%

Reported diluted EPS $0.89 per diluted share Compared with $0.75 per diluted share a year earlier

Adjusted diluted EPS $0.92 per diluted share +13.6% year over year

Gross margin 46.8% +170 basis points

Guidance

For full-year 2026, net sales growth is expected to be approximately 0.5%, organic sales growth approximately 5%, reported EPS growth approximately 20%, adjusted EPS growth 7%, and cash from operations approximately $1.175 billion.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were CHD’s third-quarter 2026 sales and earnings?

Church & Dwight reported third-quarter 2026 net sales of $1,602.1 million, up 1.0%, with reported diluted EPS of $0.89 and adjusted diluted EPS of $0.92, up 13.6%. Reported diluted EPS was $0.75 in the year-earlier quarter.

What is Church & Dwight’s updated 2026 outlook?

The company expects 2026 net sales growth of approximately 0.5% and organic sales growth of approximately 5%. It expects reported EPS growth of approximately 20%, adjusted EPS growth of 7%, and cash from operations of approximately $1.175 billion.

How did CHD’s divisions perform organically in Q3 2026?

Organic sales grew 4.4% in Consumer Domestic, 7.8% in Consumer International and 5.0% in Specialty Products.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/30/2026 - 07:04 AM EDT Accepted by SEC EDGAR 10/30/2026 - 07:04 AM EDT Learn about SEC filing dates

false0000313927CHURCH & DWIGHT CO INC /DE/00003139272026-10-302026-10-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF

THE SECURITIES EXCHANGE ACT OF 1934

Date of the report (Date of earliest event reported): October 30, 2026

CHURCH & DWIGHT CO., INC.

(Exact Name of Registrant as Specified in its Charter)

Delaware		1-10585		13-4996950
(State or Other Jurisdiction of Incorporation)		(Commission File Number)		(I.R.S. Employer Identification No.)

500 Charles Ewing Boulevard, Ewing, New Jersey		08628
(Address of Principal Executive Offices)		(Zip Code)

Registrant’s telephone number, including area code: (609) 806-1200

n/a

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240. 14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol	Name of each exchange on which registered
Common Stock, $1 par value	CHD	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

ITEM 2.02. Results of Operations and Financial Condition.

On October 30, 2026, Church & Dwight Co., Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2026, and providing additional information. This press release is furnished herewith as Exhibit 99.1 pursuant to this Item 2.02.

ITEM 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit		Description
99.1		Church & Dwight Co., Inc. press release, dated October 30, 2026
104		Cover Page Interactive Data File (embedded within the inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						CHURCH & DWIGHT CO., INC.
Date:		October 30, 2026				By:			/s/ Lee B. McChesney
						Name:			Lee B. McChesney
						Title:			Executive Vice President and Chief Financial Officer

Church & Dwight Co., Inc.

News Release

Contact:

Lee McChesney

Chief Financial Officer

609-806-1200

CHURCH & DWIGHT DELIVERS STRONG THIRD QUARTER RESULTS

Q3 NET SALES, ORGANIC SALES AND ADJUSTED EPS EXCEED OUTLOOK

RAISES FULL YEAR 2026 SALES OUTLOOK AND TIGHTENS EPS OUTLOOK RANGE

2026 Third Quarter Results		2026 Full Year Outlook
• Net Sales +1.0% reflecting strategic Portfolio actions • Organic Sales +5.1%: Domestic +4.4% | Int’l +7.8% | SPD +5.0%¹ • Gross Margin 46.8% (+170 bps) • Reported EPS $0.89, Adjusted EPS $0.92¹ (+13.6%) • Cash from Operations $380 Million		• Net Sales approximately +0.5% (Prior Range Flat to +1%) • Organic Sales Growth approximately +5%1 (Prior +4% to +5%) • Adjusted Gross Margin expansion of approximately 100 bps • EPS +20%; Adjusted EPS approximately +7%¹ (Prior 6% to 8%) • Cash From Operations ~$1.175 Billion

EWING, NJ, October 30, 2026 – Church & Dwight Co., Inc. (NYSE: CHD) today announced that the Company exceeded its third quarter outlook with stronger than forecasted sales and earnings growth. Net sales increased 1.0% to $1,602 million in the third quarter, exceeding the Company’s outlook of a 1% decline and reflecting the benefits of the 2025 strategic portfolio actions. Organic sales grew 5.1%, well above the Company’s 3% outlook, with growth across all three divisions, driven primarily by volume growth of 4.6%, as well as positive price and mix of 0.5%.

Rick Dierker, Chief Executive Officer, commented, “Our power brands continue to perform exceptionally well despite a challenging macroeconomic environment, driving our third consecutive quarter of industry-leading organic sales growth. In the third quarter, our leading brands once again increased share driven by innovation, distribution wins, and our targeted marketing investments. The strength of our brand portfolio, combined with our targeted 2025 strategic portfolio actions, has enhanced the focus on our growth initiatives and reinforces our confidence as we enter the fourth quarter of 2026 and into 2027. We are raising our 2026 outlook for sales and tightening our outlook for earnings per share.

“Thank you to our Church & Dwight team members across the globe for executing well in a volatile environment and delivering strong organic growth and gross margin expansion every quarter this year. In the third quarter, the domestic division grew 4.4% organically reflecting sustained strength across both our household and personal care portfolios. The International division grew a robust 7.8% organically, driven by broad-based growth across the Global Markets Group and our subsidiaries. The Specialty Products division also delivered a strong organic sales growth of 5.0% as the business delivered balanced results across the globe. Global e-commerce revenues grew 20% in the third quarter with global online sales now representing 25.9% of the Company’s total consumer sales, reflecting the continued strength of its digital capabilities and brands.

“Third quarter reported EPS was $0.89, compared to $0.75 last year. Third quarter Adjusted EPS of $0.92 increased 13.6% versus last year and exceeded the Company’s outlook of $0.89. Stronger-than-expected sales drove earnings growth versus our outlook and supported incremental SG&A investments and incentive compensation. The Company continues to expect approximately $1.175 billion of cash from operations for full-year 2026.”

Third Quarter Review

Consumer Domestic net sales were $1,225 million, a $5 million or 0.4% increase. Organic sales increased 4.4%driven by volume growth (+3.6%) and favorable price and product mix (+0.8%). Organic sales growth was driven by ARM & HAMMER™ Liquid Laundry Detergent, THERABREATH™ mouthwash and toothpaste, ARM & HAMMER™ cat litter, and WATERPIK™ water flossers. Reported Consumer Domestic sales also included growth from the MISS MOUTH’S acquisition which partially offset the sales impact from last year’s strategic portfolio actions.

Consumer International net sales were $297 million, a $7 million or 2.5% increase. Organic sales increased 7.8% driven by higher volume (+9.1%) and partially offset by lower price and product mix (-1.3%). Growth was driven by the THERABREATH, BATISTE™, TOUCHLAND™ and OXICLEAN™ brands.

Specialty Products net sales were $80 million, a $4 million or 5.0%increase. Organic sales also increased 5.0% as a result of higher volume (+2.9%) and higher price and product mix (+2.1%).

Gross margin increased 170 basis points to 46.8%. Adjusted gross margin was also 46.8%, an increase of 170 basis points driven by higher volume, productivity, tariff refunds, and favorable mix from our acquisitions and portfolio actions, which offset the higher inflation and transportation cost increases.

Marketing expense was $191 million or 11.9% of net sales, down 90 basis points compared to last year. The Company continues to invest in its brands and new products, supporting our strategic innovation and growth initiatives.

Selling, general, and administrative expense (SG&A) was $267 million, including $6 million of charges for restricted stock issued for the TOUCHLAND acquisition. Adjusted SG&A was $261 million1 or 16.3% of net sales, a 110-basis point increase over the prior year primarily from the amortization and SG&A expenses related to our acquisitions, SG&A investments and higher incentive compensation costs.

Income from Operations was $291 million. Adjusted income from operations was $298 million, an increase of $27 million and 10.1% compared to prior year.1

The adjusted effective tax rate decreased to 21.5% in the third quarter from 21.6% last year.

Cash Flow

Strong cash flow generation and the strength of the Company’s balance sheet remain a hallmark of its business and provides substantial flexibility to invest in growth and pursue strategic acquisition opportunities. Cash from operations for the first nine months of 2026 was $841 million, a decrease of 1.3%versus prior year.

Capital expenditures totaled $92 million through the third quarter, an increase of $24 million versus the prior year. The Company expects full-year capital expenditures to be approximately $125 million or 2% of sales. As of September 30, 2026, the Company’s total debt was $2.2 billion and cash-on-hand was $447 million.

The Company’s Board of Directors has approved a new share repurchase program authorizing the Company to repurchase up to $1 billion of its common stock. The new share repurchase program has no expiration date and replaces the Company’s existing share repurchase program. This program is supported by the Company’s strong

cash generation and balance sheet flexibility, and the authorization is consistent with its disciplined approach to capital allocation and provides additional flexibility to return capital to shareholders while continuing to invest in the business and pursue strategic opportunities.

2026 New Products

“Innovation has always been a key driver of our organic growth and it continues to be a major driver of our results in 2026,” said Mr. Dierker. “We are confident that our relentless focus on innovation will continue to drive industry-leading growth, distribution gains at shelf, and market share expansion. Our innovations launched throughout 2026 across our power brands are performing very well.”

The Company’s 2026 innovation portfolio is focused on the following:

THERABREATH™ continued the momentum behind its new toothpaste launch with a robust marketing campaign that drove trial and built every-day regimen for our new toothpaste product line. The new line includes four variants addressing top consumer oral care needs with its effective cleaning and distinctively fresh flavor profile. Consumer reviews across multiple platforms have led to strong average ratings of 4.5 stars.

In rinse, THERABREATH™ launched new Complete Revitalizing Mint with 6-in-1 benefits and its signature alcohol-free, no burn, dye-free experience. THERABREATH™ Complete is now the top-selling new rinse sold nationally. THERABREATH™ also just launched new portable rinse sachets in both Invigorating Icy Mint and Anti-cavity Sparkle Mint for freshness on the go. Available in 10ct packs, they are designed for travel, purse or pocket – whenever and wherever the need for fresh breath arises.

ARM & HAMMER™ Cat Litter launched DUAL DEFENSE™ with Microban® Clumping Litter. This innovative formula delivers two layers of powerful protection: ARM & HAMMER™ odor-eliminating technology that seals and destroys odors, plus active Microban® antimicrobial product protection. Designed for germ-conscious pet parents, DUAL DEFENSE™ provides elevated confidence and a fresher experience. The launch is off to a strong start, supported by marketing investments and earning a 4.6-star consumer rating.

OXICLEAN continues to innovate behind the OXICLEAN MAX FORCE line of products. This sub-brand continues to gain momentum behind strong distribution gains, dedicated advertising, and growing consumer acceptance. OXICLEAN MAX FORCE is now the second fastest growing sub-brand in Stain Fighter Category up +40%, only behind Miss Mouth's.

HERO™ is bringing its acne expertise to the cleanser category with a lineup of cleansers that address distinct needs for the acne-prone consumer. Mighty Cleanser™, Pore Cleanser and Gentle Cleansers includes powerhouse ingredients that deliver the perfect balance of efficacy and gentleness and are designed to tackle acne without the dryness and irritation of traditional acne products.

Outlook for 2026

“We continue to execute with excellence in a challenging environment,” said Mr. Dierker. “Our focus remains on providing consumers with high-quality, solution-oriented products at the right value. Our improved sales outlook reflects the strength of our operating fundamentals, which underpin our volume growth, market share gains and gross margin expansion.

“We have revised our reported sales to approximately 0.5%growth, versus our prior view of flat to 1%. The Company is also raising its full year organic sales growth to approximately 5%, the high end of its prior expectation of 4% to

5%, reflecting the Company’s strong year to date growth and its confidence in continued momentum during the fourth quarter. ¹

“While there are growing inflationary pressures related to the Middle East conflict and transportation rates are increasing globally, the Company is confident it can continue to mitigate this cost pressure.

“Full-year adjusted gross margin expansion is now expected to be approximately 100 basis points, inclusive of the incrementally higher transportation costs. Volume growth, productivity, tariff refunds and favorable mix from our acquisitions and portfolio actions are expected to more than offset higher inflation, transportation and tariff-related costs.

“Marketing as a percentage of sales is expected to be approximately 11% of sales reflecting the Company’s continued commitment to brand investment.

“We continue to expect SG&A as a percentage of sales to remain above 2025 levels, reflecting the impact of the TOUCHLAND and MISS MOUTH’S acquisitions and our targeted investments in growth initiatives, AI, ecommerce and our international business.

“Our adjusted tax rate is expected to be approximately 21%.

“We now expect full-year reported EPS to increase approximately 20%. We also expect Adjusted EPS growth for 2026 of 7%, tightening the range from our prior expectation of 6% to 8%. This update reflects our strong growth across all three divisions, continued gross margin expansion and our disciplined investments in our business to support growth.

“Our Cash flow from operations outlook remains approximately at $1.175 billion. We will continue to pursue acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to the successful THERABREATH, HERO, TOUCHLAND and MISS MOUTH’S acquisitions.

“For the fourth quarter, we expect reported sales decline of approximately 0.5%, driven entirely by the strategic portfolio actions taken in 2025. We expect organic sales growth of approximately 4.0%¹ and continued gross margin expansion. Overall adjusted EPS is expected to increase 17% to 19% versus last year.¹ Similar to past years, when we have strong business performance, we prioritize investing for the future. Our fourth quarter investments will focus on driving future growth and targeted AI capabilities.

“Finally, as we look ahead to 2027, we continue to remain very optimistic about the Company’s performance. With our 2025 portfolio actions complete, our teams have focused throughout 2026 on advancing our 2030 growth initiatives. These initiatives are focused on expanding ARM & HAMMER, increasing THERABREATH in Oral Care, and scaling our International business. We look forward to sharing our first formal update on these initiatives at our January investor meeting.”

¹ Organic Sales, Adjusted Gross Margin, Adjusted SG&A, Adjusted Income from Operations, Adjusted Tax Rate, and Adjusted EPS are non-GAAP measures. See non-GAAP reconciliations included at the end of this release.

Church & Dwight Co., Inc. (NYSE: CHD) will host a webcast to discuss third quarter 2026 results on October 30, 2026, at 10:00 a.m. (ET). The webcast will be broadcast online and available for replay until October 30, 2027.

About Church & Dwight Co., Inc.

Church & Dwight Co., Inc. (NYSE: CHD) founded in 1846, is the leading U.S. producer of sodium bicarbonate, popularly known as baking soda. The Company manufactures and markets a wide range of personal care,

household, and specialty products under recognized brand names such as ARM & HAMMER®, TROJAN®, OXICLEAN®, FIRST RESPONSE®, NAIR®, ORAJEL®, XTRA®, BATISTE®, WATERPIK®, ZICAM®, THERABREATH®, HERO®, TOUCHLAND® and MISS MOUTH’S®. For more information, visit the Company’s website.

Church & Dwight has a longstanding heritage of commitment to people and the planet. In the early 1900’s, we began using recycled paperboard for all packaging of household products. Today, virtually all our paperboard packaging is from certified, sustainable sources. In 1970, the ARM & HAMMER™ brand introduced the first nationally distributed, phosphate-free detergent. That same year, Church & Dwight was honored to be one of a few corporate sponsors of the first annual Earth Day. Most recently in 2025 and 2026, our ongoing progress

earned continued public recognition, including Time Magazine’s Ranking of the World’s Most Sustainable

Companies and America’s Best Companies, Newsweek Magazine’s-- Americas Most Responsible Companies, USA Today’s Ranking of America’s Climate Leaders, Forbes Magazine’s-- America’s Best Midsize, FTSE4Good Index Series, amongst others. For more information, see the Church & Dwight 2025 Sustainability Report on the Company’s website.

This press release contains forward-looking statements, including, among others, statements relating to net sales and earnings growth; the impact of tariffs; gross margin changes; trade and marketing spending; marketing expense as a percentage of net sales; sufficiency of cash flows from operations; earnings per share; the impact of new accounting pronouncements; cost savings programs; recessionary conditions; interest rates; inflation; consumer demand and spending; the effects of competition; the effect of product mix; volume growth, including the effects of new product launches into new and existing categories; the impact of acquisitions; and capital expenditures. Other forward-looking statements in this release may be identified by the use of such terms as “may,” “could,” “expect,” “intend,” “believe,” “plan,” “estimate,” “outlook,” “forecast,” “project,” “anticipate,” “to be,” “to make” or other comparable terms. These statements represent the intentions, plans, expectations and beliefs of the Company, and are based on assumptions that the Company believes are reasonable but may prove to be incorrect. In addition, these statements are subject to risks, uncertainties and other factors, many of which are outside the Company’s control and could cause actual results to differ materially from such forward-looking statements. Factors that could cause such differences include a decline in market growth, retailer distribution and consumer demand (as a result of, among other things, political, economic and marketplace conditions and events), including those relating to the outbreak of contagious diseases; the impact of new regulations and legislation and change in regulatory priorities; shifting economic policies in the United States; potential changes in export/import and trade laws, regulations and policies of the United States and other countries, including any increased trade restrictions or tariffs; increased or changing regulation regarding the Company’s products and its suppliers in the United States and other countries where it or its suppliers operate; the impact on the global economy of the Russia/Ukraine war and conflict in the Middle East, including the impact of export controls and other economic sanctions; potential recessionary conditions or economic uncertainty; the impact of continued shifts in consumer behavior, including accelerating shifts to on-line shopping; unanticipated increases in raw material and energy prices, including as a result of the Russia/Ukraine war, conflict in the Middle East or other inflationary pressures; delays and increased costs in manufacturing and distribution; increases in transportation costs; labor shortages; the impact of price increases for our products; the impact of inflationary conditions; the impact of supply chain and labor disruptions; the impact of severe or inclement weather on raw material and transportation costs; adverse developments affecting the financial condition of major customers and suppliers; competition; changes in marketing and promotional spending; growth or declines in various product categories and the impact of customer actions in response to changes in consumer demand and the economy, including increasing shelf space or on-line share of private label and retailer-branded products or other changes in the retail environment; impairment charges or other negative impacts to the value of the Company’s assets; consumer and competitor reaction to, and customer acceptance of, new product introductions and features; our ability to complete the announced strategic alternatives for certain of our businesses and realize the intended benefits; the risk that the announcement of strategic alternatives could have an adverse effect on the Company; the Company’s ability to maintain product quality and characteristics at a level acceptable to our customers and consumers; disruptions in the banking system and financial markets; the Company’s borrowing capacity and ability to finance its operations and potential acquisitions; higher interest rates;

foreign currency exchange rate fluctuations; market volatility; issues relating to the Company’s information technology and controls; the impact of natural disasters, including those related to climate change, on the Company and its customers and suppliers, including third party information technology service providers; integrations of acquisitions or divestiture of assets; the outcome of contingencies, including litigation, pending regulatory proceedings and environmental matters; and changes in the regulatory environment in the countries where we do business.

For a description of additional factors that could cause actual results to differ materially from the forward-looking statements, please see Item 1A, “Risk Factors” in the Company’s annual report on Form 10-K and quarterly reports on Form 10-Q. The Company undertakes no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by the U.S. federal securities laws. You are advised, however, to consult any further disclosures the Company makes on related subjects in its filings with the United States Securities and Exchange Commission.

This press release also contains non-GAAP financial information. Management uses this information in its internal analysis of results and believes that this information may be informative to investors in gauging the quality of the Company’s financial performance, identifying trends in its results and providing meaningful period-to-period comparisons. The Company has included reconciliations of these non-GAAP financial measures to the most directly comparable financial measure calculated in accordance with GAAP. See the end of this press release for these reconciliations. These non-GAAP financial measures should not be considered in isolation or as a substitute for the comparable GAAP measures. In addition, these non-GAAP financial measures may not be the same as similar measures provided by other companies due to potential differences in methods of calculation and items being excluded. They should be read in connection with the Company’s financial statements presented in accordance with GAAP.

CHURCH & DWIGHT CO., INC. AND SUBSIDIARIES

Condensed Consolidated Statements of Income (Unaudited)

	Three Months Ended						Nine Months Ended
(In millions, except per share data)	September 30, 2026			September 30, 2025			September 30, 2026			September 30, 2025
Net Sales	$	1,602.1		$	1,585.6		$	4,601.4		$	4,559.0
Cost of sales		852.7			871.2			2,476.7			2,538.0
Gross Profit		749.4			714.4			2,124.7			2,021.0
Marketing expenses		190.7			202.9			495.4			496.6
Selling, general and administrative expenses		267.3			256.9			770.5			712.8
Income from Operations		291.4			254.6			858.8			811.6
Equity in earnings of affiliates		2.7			2.2			7.7			6.6
Other income (expense), net		(22.2	)		(20.6	)		(66.1	)		(49.4	)
Income before Income Taxes		271.9			236.2			800.4			768.8
Income taxes		59.7			54.0			169.1			175.5
Net Income	$	212.2		$	182.2		$	631.3		$	593.3
Net Income per share - Basic	$	0.89		$	0.75		$	2.67		$	2.43
Net Income per share - Diluted	$	0.89		$	0.75		$	2.65		$	2.41
Dividends per share	$	0.31		$	0.30		$	0.93		$	0.89
Weighted average shares outstanding - Basic		237.1			241.8			236.8			244.1
Weighted average shares outstanding - Diluted		238.7			243.2			238.4			245.9

CHURCH & DWIGHT CO., INC. AND SUBSIDIARIES

Condensed Consolidated Balance Sheets (Unaudited)

(Dollars in millions)		September 30, 2026				December 31, 2025
Assets
Current Assets
Cash and Cash Equivalents		$	446.9			$	409.0
Accounts Receivable			635.2				593.4
Inventories			632.3				534.8
Other Current Assets			58.0				59.8
Total Current Assets			1,772.4				1,597.0
Property, Plant and Equipment (Net)			834.8				822.8
Equity Investment in Affiliates			11.9				10.3
Trade Names and Other Intangibles			3,705.9				3,511.5
Goodwill			2,665.8				2,627.5
Other Long-Term Assets			348.1				343.3
Total Assets		$	9,338.9			$	8,912.4
Liabilities and Stockholders’ Equity
Current portion of Long-Term debt		$	424.7			$	0.0
Other Current Liabilities			1,427.2				1,497.7
Total Current Liabilities			1,851.9				1,497.7
Long-Term Debt			1,782.2				2,205.1
Other Long-Term Liabilities			1,220.8				1,207.4
Stockholders’ Equity			4,484.0				4,002.2
Total Liabilities and Stockholders’ Equity		$	9,338.9			$	8,912.4

CHURCH & DWIGHT CO., INC. AND SUBSIDIARIES

Condensed Consolidated Statements of Cash Flow (Unaudited)

		Nine Months Ended
(Dollars in millions)		September 30, 2026				September 30, 2025
Net Income		$	631.3			$	593.3
Depreciation and amortization			192.8				181.6
Deferred income taxes			4.4				31.7
Business exit related impairments		0.0					51.0
Non-cash compensation			60.5				44.2
Other			4.1				14.2
Subtotal			893.1				916.0
Changes in assets and liabilities:
Accounts receivable			(45.9	)			17.5
Inventories			(98.2	)			(3.3	)
Other current assets			(4.1	)			1.7
Accounts payable			83.2				39.8
Accrued expenses			(26.4	)			(83.3	)
Income taxes payable			58.7				(13.4	)
Other			(19.2	)			(23.0	)
Net cash from operating activities			841.2				852.0
Capital expenditures			(91.6	)			(67.2	)
Acquisition			(300.0	)			(656.4	)
Payment of business acquisition liabilities			(10.0	)		0.0
Other			(1.1	)			(1.7	)
Net cash (used in) investing activities			(402.7	)			(725.3	)
Payment of cash dividends			(219.6	)			(216.4	)
Purchase of treasury stock			(37.1	)			(600.0	)
Payment of business acquisition liabilities			(180.5	)			(5.9	)
Proceeds from stock option exercises			46.9				33.1
Other stock award activity			(5.8	)		0.0
Other			(1.8	)			(4.7	)
Net cash (used in) financing activities			(397.9	)			(793.9	)
F/X impact on cash			(2.7	)			8.4
Net change in cash and cash equivalents		$	37.9			$	(658.8	)

2026 and 2025 Product Line Net Sales

	Three Months Ended								Percent
	9/30/2026				9/30/2025				Change
Household Products	$	711.6			$	646.7				10.0	%
Personal Care Products		513.5				573.0				-10.4	%
Consumer Domestic	$	1,225.1			$	1,219.7				0.4	%
Consumer International		297.4				290.1				2.5	%
Total Consumer Net Sales	$	1,522.5			$	1,509.8				0.8	%
Specialty Products Division		79.6				75.8				5.0	%
Total Net Sales	$	1,602.1			$	1,585.6				1.0	%
	Nine Months Ended								Percent
	9/30/2026				9/30/2025				Change
Household Products	$	2,015.2			$	1,911.6				5.4	%
Personal Care Products		1,483.4				1,592.0				-6.8	%
Consumer Domestic	$	3,498.6			$	3,503.6				-0.1	%
Consumer International		868.8				829.6				4.7	%
Total Consumer Net Sales	$	4,367.4			$	4,333.2				0.8	%
Specialty Products Division		234.0				225.8				3.6	%
Total Net Sales	$	4,601.4			$	4,559.0				0.9	%

Non-GAAP Measures:

The following discussion addresses the non-GAAP measures used in this press release and reconciliations of these non-GAAP measures to the most directly comparable GAAP measures. These non-GAAP financial measures should not be considered in isolation from or as a substitute for the comparable GAAP measures. The following non-GAAP measures may not be the same as similar measures provided by other companies due to differences in methods of calculation and items and events being excluded.

Organic Sales Growth:

This press release provides information regarding organic sales growth, namely net sales growth excluding the effect of acquisitions, divestitures and foreign exchange rate changes. Management believes that the presentation of organic sales growth is useful to investors because it enables them to assess, on a consistent basis, sales trends related to products that were marketed by the Company during the entirety of relevant periods, excluding the impact of acquisitions, divestitures, and foreign exchange rate changes that are out of the control of, and do not reflect the performance of the Company and management.

Adjusted Gross Margin:

This press release provides information regarding adjusted gross margin, namely gross margin calculated in accordance with GAAP, as adjusted to exclude significant one-time items that are not indicative of the Company’s period-to-period performance. We believe that this metric provides investors a useful perspective of underlying business trends and results and provides useful supplemental information regarding our year over year gross margin.

Adjusted Selling, General, and Administrative Expense (SG&A):

This press release also presents adjusted SG&A, namely, SG&A calculated in accordance with GAAP, as adjusted to exclude significant one-time items that are not indicative of the Company’s period-to-period performance. We believe that this metric provides investors a useful perspective of underlying business trends and results and provides useful supplemental information regarding our year over year SG&A expense.

Adjusted Income from Operations:

This press release also presents adjusted income from operations, namely income from operations calculated in accordance with GAAP, as adjusted to exclude significant one-time items that are not indicative of the Company’s

period-to-period performance. We believe that this metric provides investors a useful perspective of underlying business trends and results and provides useful supplemental information regarding our year over year income from operations.

Adjusted EPS:

This press release also presents adjusted earnings per share, namely, EPS calculated in accordance with GAAP, as adjusted to exclude significant one-time items that are not indicative of the Company’s period-to-period performance. We believe that this metric provides investors a useful perspective of underlying business trends and results and provides useful supplemental information regarding our year over year EPS growth.

CHURCH & DWIGHT CO., INC.

Organic Sales

	Three Months Ended 9/30/2026
	Total		Worldwide		Consumer		Consumer		Specialty
	Company		Consumer		Domestic		International		Products
Reported Sales Growth	1.0%		0.8%		0.4%		2.5%		5.0%
Less:
Acquisitions	1.9%		2.0%		2.4%		0.0%		0.0%
Add:
FX / Other	-0.1%		-0.1%		0.0%		-0.5%		0.0%
Divestitures	6.1%		6.4%		6.4%		5.8%		0.0%
Organic Sales Growth	5.1%		5.1%		4.4%		7.8%		5.0%
	Nine Months Ended 9/30/2026
	Total		Worldwide		Consumer		Consumer		Specialty
	Company		Consumer		Domestic		International		Products
Reported Sales Growth	0.9%		0.8%		-0.1%		4.7%		3.6%
Less:
Acquisitions	2.3%		2.4%		2.7%		0.7%		0.0%
Add:
FX / Other	-0.5%		-0.5%		0.0%		-2.6%		0.0%
Divestitures	7.2%		7.5%		7.8%		5.5%		0.0%
Organic Sales Growth	5.3%		5.4%		5.0%		6.9%		3.6%

CHURCH & DWIGHT CO., INC.

Reconciliation of GAAP Measures to Non-GAAP Measures (Unaudited)

(Dollars in millions, except per share data)
	Three Months Ended September 30, 2026
	As Reported (US GAAP)			Year-over-year GAAP Change			ERP Project Costs			Touchland Restricted Stock			Adjusted (non-GAAP)			Year-over-year Non GAAP Change
Net Sales	$	1,602.1		$	16.5		$	0.0		$	0.0		$	1,602.1		$	16.5
Cost of sales		852.7			(18.5	)		0.0			0.0			852.7			(18.5	)
Gross Profit		749.4			35.0			0.0			0.0			749.4			35.0
Gross Margin		46.8	%		1.7	%								46.8	%		1.7	%
Marketing expenses		190.7			(12.2	)		0.0			0.0			190.7			(12.2	)
Percent of Net Sales		11.9	%		-0.9	%								11.9	%		-0.9	%
SG&A		267.3			10.4			(0.2	)		(6.3	)		260.9			20.0
Percent of Net Sales		16.7	%		0.5	%								16.3	%		1.1	%
Income from Operations		291.4			36.8			0.2			6.3			297.8			27.2
Operating Margin		18.2	%		2.1	%								18.6	%		1.5	%
Equity in earnings of affiliates		2.7			0.5			0.0			0.0			2.7			0.5
Other income (expense), net		(22.2	)		(1.6	)		0.0			0.0			(22.2	)		(1.6	)
Income before Income Taxes		271.9			35.7			0.2			6.3			278.3			26.1
Income taxes		59.7			5.7			0.1			0.0			59.7			5.1
Net Income	$	212.2		$	30.0		$	0.1		$	6.3		$	218.6		$	21.0
Net Income per share - Diluted	$	0.89		18.7%			$	0.0		$	0.03		$	0.92			13.6	%
Amounts may not add due to rounding

(Dollars in millions, except per share data)
	Nine Months Ended September 30, 2026
	As Reported (US GAAP)			Year-over-year GAAP Change			ERP Project Costs			Touchland Restricted Stock			Adjusted (non-GAAP)			Year-over-year Non GAAP Change
Net Sales	$	4,601.4		$	42.4		$	0.0		$	0.0		$	4,601.4		$	42.4
Cost of sales		2,476.7			(61.3	)		0.0			0.0			2,476.7			(29.0	)
Gross Profit		2,124.7			103.7			0.0			0.0			2,124.7			71.4
Gross Margin		46.2	%		1.9	%								46.2	%		1.2	%
Marketing expenses		495.4			(1.2	)		0.0			0.0			495.4			(1.2	)
Percent of Net Sales		10.8	%		-0.1	%								10.8	%		-0.1	%
SG&A		770.5			57.7			(10.1	)		(18.9	)		741.7			74.0
Percent of Net Sales		16.7	%		1.1	%								16.1	%		1.5	%
Income from Operations		858.8			47.2			10.1			18.9			887.6			(1.4	)
Operating Margin		18.7	%		0.9	%								19.3	%		-0.2	%
Equity in earnings of affiliates		7.7			1.1			0.0			0.0			7.7			1.1
Other income (expense), net		(66.1	)		(16.7	)		0.0			0.0			(66.1	)		(16.7	)
Income before Income Taxes		800.4			31.6			10.1			18.9			829.2			(17.0	)
Income taxes		169.1			(6.4	)		2.5			0.0			171.5			(18.5	)
Net Income	$	631.3		$	38.0		$	7.6		$	18.9		$	657.7		$	66.1
Net Income per share - Diluted	$	2.65		10.0%			$	0.02		$	0.09		$	2.76			3.4	%
Amounts may not add due to rounding

(Dollars in millions, except per share data)
	Three Months Ended September 30, 2025
	As Reported (US GAAP)			Year-over-year GAAP Change			Business exit related impairments			ERP Project Costs			Waterpik Restructuring			Hero Restricted Stock			Touchland Restricted Stock			Touchland Earnout			Adjusted (non-GAAP)			Year-over-year Non GAAP Change
Net Sales	$	1,585.6		$	75.0		$	0.0		$	0.0		$	0.0		$	0.0		$	0.0		$	0.0		$	1,585.6		$	75.0
Cost of sales		871.2			43.7			0.0			0.0			0.0			0.0			0.0			0.0			871.2			40.5
Gross Profit		714.4			31.3			0.0			0.0			0.0			0.0			0.0			0.0			714.4			34.5
Gross Margin		45.1	%		-0.1	%																				45.1	%		0.1	%
Marketing expenses		202.9			17.1			0.0			0.0			0.0			0.0			0.0			0.0			202.9			17.1
Percent of Net Sales		12.8	%		0.5	%																				12.8	%		0.5	%
SG&A		256.9			25.2			0.0			(2.4	)		0.0			(1.4	)		(5.2	)		(7.0	)		240.9			14.0
Percent of Net Sales		16.2	%		0.9	%																				15.2	%		0.2	%
VMS Tradename and other asset impairments		0.0			(357.1	)		0.0			0.0			0.0			0.0			0.0			0.0			0.0			0.0
Percent of Net Sales		0.0	%		-23.7	%																				0.0	%		0.0	%
Income from Operations		254.6			346.1			0.0			2.4			0.0			1.4			5.2			7.0			270.6			3.4
Operating Margin		16.1	%		22.2	%																				17.1	%		-0.6	%
Equity in earnings of affiliates		2.2			(0.8	)		0.0			0.0			0.0			0.0			0.0			0.0			2.2			(0.8	)
Other income (expense), net		(20.6	)		(7.7	)		0.0			0.0			0.0			0.0			0.0			0.0			(20.6	)		(3.1	)
Income before Income Taxes		236.2			337.6			0.0			2.4			0.0			1.4			5.2			7.0			252.2			(0.5	)
Income taxes		54.0			80.3			0.0			0.6			0.0			0.0			0.0			0.0			54.6			(4.2	)
Net Income	$	182.2		$	257.3		$	0.0		$	1.7		$	0.0		$	1.4		$	5.2		$	7.0		$	197.5		$	3.6
Net Income per share - Diluted	$	0.75			-341.9	%	$	0.0		$	0.0		$	0.0		$	0.01		$	0.02		$	0.03		$	0.81			2.5	%
Amounts may not add due to rounding

(Dollars in millions, except per share data)
	Nine Months Ended September 30, 2025
	As Reported (US GAAP)			Year-over-year GAAP Change			Business exit related impairments			ERP Project Costs			Waterpik Restructuring			Hero Restricted Stock			Touchland Restricted Stock			Touchland Earnout			Adjusted (non-GAAP)			Year-over-year Non GAAP Change
Net Sales	$	4,559.0		$	33.9		$	0.0		$	0.0		$	0.0		$	0.0		$	0.0		$	0.0		$	4,559.0		$	33.9
Cost of sales		2,538.0			95.1			(30.4	)		0.0			(1.9	)		0.0			0.0			0.0			2,505.7			33.5
Gross Profit		2,021.0			(61.2	)		30.4			0.0			1.9			0.0			0.0			0.0			2,053.3			0.4
Gross Margin		44.3	%		-1.7	%																				45.0	%		-0.4	%
Marketing expenses		496.6			6.4			0.0			0.0			0.0			0.0			0.0			0.0			496.6			6.4
Percent of Net Sales		10.9	%		0.1	%																				10.9	%		0.1	%
SG&A		712.8			28.3			(20.6	)		(5.0	)		(1.5	)		(5.8	)		(5.2	)		(7.0	)		667.7			0.5
Percent of Net Sales		15.6	%		0.5	%																				14.6	%		-0.1	%
VMS Tradename and other asset impairments		0.0			(357.1	)		0.0			0.0			0.0			0.0			0.0			0.0			0.0			0.0
Percent of Net Sales		0.0	%		-7.9	%																				0.0	%		0.0	%
Income from Operations		811.6			261.2			51.0			5.0			3.4			5.8			5.2			7.0			889.0			(6.5	)
Operating Margin		17.8	%		5.6	%																				19.5	%		-0.4	%
Equity in earnings of affiliates		6.6			(0.6	)		0.0			0.0			0.0			0.0			0.0			0.0			6.6			(0.6	)
Other income (expense), net		(49.4	)		5.0			0.0			0.0			0.0			0.0			0.0			0.0			(49.4	)		9.6
Income before Income Taxes		768.8			265.6			51.0			5.0			3.4			5.8			5.2			7.0			846.2			2.5
Income taxes		175.5			68.4			12.4			1.3			0.8			0.0			0.0			0.0			190.0			4.2
Net Income	$	593.3		$	197.2		$	38.6		$	3.7		$	2.6		$	5.8		$	5.2		$	7.0		$	656.2		$	(1.7	)
Net Income per share - Diluted	$	2.41			49.7	%	$	0.16		$	0.01		$	0.01		$	0.03		$	0.02		$	0.03		$	2.67			0.0	%
Amounts may not add due to rounding

Reported and Organic Forecasted Sales Reconciliation
	For the Quarter		For the Year
	Ended		Ended
	December 31, 2026		December 31, 2026
Reported Sales Growth	-0.5%		0.5%
Acquisition/Divestiture/FX/Other	4.5%		4.5%
Organic Sales Growth	4.0%		5.0%

	For the year ended December 31, 2026				For the year ended December 31, 2025
Adjusted Diluted Earnings Per Share Reconciliation (Forecasted)
Diluted Earnings Per Share - Reported	$	3.63			$	3.02
ERP Project Costs		0.03				0.02
Touchland Restricted Stock		0.10				0.05
Business Exit Related Impairments	0.00					0.14
Hero Restricted Stock	0.00					0.03
Waterpik Restructuring	0.00					0.01
Touchland Earnout	0.00					0.08
VMS Divestiture	0.00					0.18
Diluted Earnings Per Share - Adjusted (non-GAAP)	$	3.76			$	3.53

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