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CLCLX

The Clorox Company

$CLX·$13B·Household & Personal Products·Consumer Defensive
$105.60-0.2%YTD+3.5%1Y-15.6%
Mentions · last 7 days
2026-07-30: 25 posts2026-07-31: 36 posts2026-08-01: 33 posts2026-08-02: 29 posts2026-08-03: 87 posts2026-08-04: 36 posts2026-08-05: 15 posts262
Price updated just now·X counts updated 21h ago
CLCLX
$CLXThe Clorox Company
$105.60-0.23%262 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CLX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-06

The move has stalled — likely just drifts unless something new shows up.

Clorox beat Q4 with GOJO (Purell) doing the heavy lifting — but the underlying home-cleaning brands are still stuck.

The Clorox Company is a diversified consumer-staples name — Clorox bleach, Kingsford charcoal, Burt's Bees, Brita, Glad, plus the GOJO/Purell franchise it acquired. The tape has been dead (down 16% T12M) as the market debated whether the post-COVID normalization and cyber-attack aftermath were done; Q4 showed the answer is 'mostly yes, with caveats.'

The setup:

  • Q4 was a beat driven by GOJO: revenue $1.95B (-2% YoY) with EPS $1.34 topping estimates, with GOJO/Purell supporting the top line while core home-cleaning brands remained soft.
  • Full-year growth was better than the headline: Q4 revenue was down 2% YoY but the FY finish was flat-to-up, with margin expansion doing the earnings work.
  • Valuation is not cheap: ~22x trailing earnings with a ~3.5% dividend yield puts CLX in a defensive-utility zone — you're paying for the durability, not for growth.
  • Positioning is genuinely neutral: 48% of the 52-week range and only +1.7% versus the 200-day — the tape has fully digested the T12M decline and is now sitting at fair value.
  • Insider signal is trivial: two small F-InKind tax-withholding sales through mid-July — nothing to build a directional thesis on.

Nov 3 Q1 FY27 earnings decides whether the reacceleration extends — a return to positive organic growth AND GOJO integration commentary keeps the tape working back toward $115; another flat-to-down quarter with soft home-cleaning trends and analyst-downgrade momentum, and this cools back to $95.

What to watch: Nov 3 Q1 FY27 earnings — a return to positive organic growth AND GOJO integration commentary keeps the tape working back toward $115; another flat-to-down quarter with soft home-cleaning trends and analyst-downgrade momentum cools this back to $95.

On the calendar: 2026-11-03 — Q1 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer products manufacturer selling household cleaning, personal care, and lifestyle brands including Clorox, Brita, Burt's Bees, and Hidden Valley.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $CLX.

Household & Personal Products · Consumer Defensive

No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

Industry benchmark

13-name peer basket
-3.4%YTD
-20.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
61.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$1.66$1.64+1.2%
Q1 2026Apr 30, 2026$1.64$1.55+5.8%
Q4 2025Feb 3, 2026$1.39$1.43-2.8%
Q3 2025Nov 3, 2025$0.85$0.82+3.9%
Next earningsTue, Nov 3·consensus EPS $1.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.9B-2.0%41.3%52.5%$1.34—
Q3 FY26$1.7B+0.1%43.2%17.0%$1.54$-165.0M
Q2 FY26$1.7B-0.8%43.2%14.1%$1.29$269.0M
Q1 FY26$1.4B-18.9%41.7%8.4%$0.65$57.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.7B – $6.7B$5.52$5.48 – $5.5910
FY27$7.6B$7.2B – $7.8B$5.93$5.35 – $6.2611
FY28$7.8B$7.6B – $7.9B$6.29$5.52 – $7.399
FY29$8.0B$7.9B – $8.0B$6.55$6.32 – $6.673
FY30$8.2B$7.9B – $8.3B$6.89$6.64 – $7.012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.48%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 120.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 5Pierre R BreberDirector5.0K sh$429K
+ 29 other (24 awards · 5 inkinds) in window

See when $CLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CLX reported financial results for fourth. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from CLX management.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CLX announced a leadership Departure involving Certain Officers, who serves as Director. salary, effective as of June 17, 2026. Item 5.02 mandates timely disclosure of executive and director transitions, which can affect CLX's strategic direction and investor confidence.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
S-3ASRAuto-shelf registrationMay 1S-3ASR
8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KMaterial agreementMar 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 7 other (2 11-Ks · 2 13Gs · 1 SD · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Clorox Q4 Earnings & Sales Top Estimates as GOJO Supports Saleszacks.com·2d agoCLX Q4 Earnings Call Flags Inflation as Share Recovery Buildszacks.com·2d agoThese Analysts Boost Their Forecasts On Clorox Following Better-Than-Expected Q4 Resultsbenzinga.com·2d agoClorox: Follow Consumers Trends By Seeking Value Elsewhere (Rating Downgrade)seekingalpha.com·3d agoThe Clorox Company (CLX) Q4 2026 Earnings Call Transcriptseekingalpha.com·3d ago

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