CLOROX CO /DE/ — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Clorox completed the April 2026 acquisition of GOJO Industries (Purell brand) for an undisclosed price, adding ~$500M in annualized sales and creating a health-hygiene platform representing >50% of net sales. FY26 net sales declined 5% to $6.72B (organic decline 8% due to ERP transition inventory lap); diluted EPS fell 26% to $4.81 (adjusted EPS down 28% to $5.53) due to lower volumes, higher commodity/logistics costs, GOJO integration costs (~$58M pre-tax), and inventory step-up charges. FY27 guidance: net sales +13-14% ($6.72B base, ~$0.64B from GOJO), organic +3.5-4.5%, diluted EPS $5.41-$5.71, adjusted EPS $5.70-$6.00.
Why this rating
GOJO acquisition is material at ~2.5-3% of Clorox's $19.9B market cap, but near-term results obscured by ERP transition lap (7.5 pt sales headwind, 90¢ EPS), masking underlying recovery. FY27 guidance suggests modest organic growth recovery post-lap; integration risk remains.
See more from August 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.