Clorox Q4 Misses, FY27 Guidance Trails Consensus as ERP and GOJO Headwinds Persist

summarizeSummary

Clorox's Q4 earnings missed sharply, with organic sales down 13% and adjusted EPS off 42%. FY27 guidance came in below consensus, reflecting ongoing cost pressures and a slow recovery from ERP and acquisition disruptions.

check_boxKey Events · Earnings and Guidance · CLX

• Q4 Earnings Miss

  Q4 diluted EPS of $1.34 missed expectations, down 50% year over year, as organic sales fell 13% due to lapping ERP transition shipments and GOJO integration costs.

• Full-Year FY26 Decline

  FY26 adjusted EPS of $5.53 was down 28% year over year, with net sales down 5% to $6.72B, driven by an ERP-related inventory drawdown and higher costs.

• FY27 Guidance Below Consensus

  FY27 adjusted EPS guidance of $5.70–$6.00 (midpoint $5.85) came in below the pre-release consensus of ~$6.10, reflecting persistent inflationary and mix headwinds.

• GOJO Integration Costs

  The GOJO acquisition added $0.36 to FY26 adjusted EPS headwinds, with another $0.29 expected in FY27, weighing on near-term profitability.

auto_awesomeAnalysis · CLX · Industrial Applications And Services

A steep 50% decline in Q4 diluted EPS to $1.34 fell short of expectations, as organic sales dropped 13%—a result of lapping prior ERP transition shipments and absorbing GOJO integration costs. For the full year, adjusted EPS of $5.53 was down 28%. The FY27 outlook points to a recovery with adjusted EPS of $5.70–$6.00, yet the midpoint of $5.85 sits below the pre-release consensus of roughly $6.10, signaling that margin pressure from inflation and mix headwinds will persist. Together, the results and guidance highlight the near-term drag from the GOJO acquisition and ERP transition, even as management emphasizes a stronger foundation for long-term growth.