Church & Dwight Q4 net income tops estimates as value brands drive momentum

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.