Pulling SEC filings + quote and writing the call…

CHURCH & DWIGHT CO INC /DE/
Next earnings Jul 30, 2026 (before open) · consensus $0.90 EPS, $1.51B rev
Last earnings -1.1% on 2026-05-01
Quality staple compounder, but ~32x earnings on ~2% revenue growth leaves little margin of safety.
Revenue (FY2025) $6.20B · FY2025
Fundamentals and price both look middling — no strong edge either way.
Church & Dwight is a high-quality consumer-staples operator: FY2025 gross margin of 44.7%, operating margin of 17.4% and an 18.4% return on equity reflect durable brands and disciplined cost management. Net income rose 25.9% to $737M and diluted EPS jumped 27.4% to $3.02, though management's MD&A attributes part of the operating cash-flow gain to a tax benefit related to the OBBBA — so the earnings rebound off FY2024's $585M is partly non-operational and should not be straight-lined.
The problem is price versus growth. Revenue grew just 1.6% to $6.20B and the five-year history (FY2021 $5.19B → FY2025 $6.20B) shows a mature, low-single-digit top line. At $95.63 the stock trades at 31.7x trailing EPS and 3.6x sales — a premium multiple that already discounts steady execution, leaving limited upside unless organic growth or margins surprise.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:37 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.19B | $5.38B | $5.87B | $6.11B | $6.20B |
| Gross profit | $2.26B | $2.25B | $2.59B | $2.79B | $2.77B |
| Operating income | $1.08B | $598M | $1.06B | $807M | $1.08B |
| Net income | $828M | $414M | $756M | $585M | $737M |
| Diluted EPS | $3.32 | $1.68 | $3.05 | $2.37 | $3.02 |
| Net margin | 15.9% | 7.7% | 12.9% | 9.6% | 11.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000313927, latest 10-Q filed 2026-05-01) · EODHD · Proprietary analysis · as of 6/21/2026, 8:37:27 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-07-01 | Vergis Janet S. Director | Award | 736.00 @ $96.88 | $71.3K |
| 2026-07-01 | Price Penry W Director | Award | 1.47K @ $96.88 | $143K |
| 2026-06-25 | Raup Charles R President US Domestic | Tax | 853.00 @ $98.15 | $83.7K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.