Church & Dwight (NYSE:CHD), the maker of Arm & Hammer and Trojan, reported fourth-quarter earnings that beat analyst expectations, bolstered by strong demand for its value-oriented household staples.
The Ewing, New Jersey-based company also provided a constructive outlook for 2026, banking on a reshaped portfolio after exiting several slower-growing businesses.
For the quarter ended Dec. 31, 2025, Church & Dwight reported net income of $143.5 million, or 60 cents per share.
Excluding one-time items, including charges related to the divestiture of its vitamin business, adjusted earnings were 86 cents per share.
That figure surpassed the 84-cent average estimate from 10 analysts surveyed by Zacks Investment Research.
Quarterly revenue hit $1.64 billion, up 3.9% from the prior year and squarely in line with Wall Street projections.
The top-line growth was supported by "industry-leading" results in core categories like laundry detergent and cat litter, which offset a decline in the specialty products segment.
For the full year 2025, the company reported a profit of $736.8 million on $6.2 billion in revenue.
Looking ahead, Church & Dwight is pivoting toward high-growth "power brands."
Following the sale of its Vitafusion and L’il Critters brands in late 2025, the company expects 2026 organic sales growth of 3% to 4%.
Full-year adjusted earnings are forecast to reach between $3.71 and $3.81 per share, representing a 5% to 8% increase over 2025 levels.
To reward shareholders, the board approved a 4.2% increase in the quarterly dividend to $0.3075 per share, marking 30 consecutive years of dividend hikes.