CLOROX CO /DE/ — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 62/100
What the filing says
Clorox reported Q1 FY2027 (ended Sept 30, 2026) net sales of $1.905B (+33% YoY), with organic sales up 18% after adjusting for the GOJO acquisition (15 points of growth) and ERP inventory lapping effects. Diluted EPS increased 114% to $1.39, adjusted EPS rose 82% to $1.55. Gross margin declined 130 bps to 40.4% due to higher commodity and manufacturing costs. For FY2027, company maintained 13-14% sales guidance (including 9.5 points from GOJO) but revised downward gross margin to 41.5% and shifted adjusted EPS guidance toward the low end ($5.70-$6.00 range, +3% to +8%), citing intensified input cost pressures offsetting cost-savings and pricing gains.
Why this rating
GOJO acquisition (completed April 2026, $19.9B company) is material—$353M of Q1 sales and ~$39 pts growth in Health & Wellness segment. Strong organic growth (18%) is offset by guidance downgrade due to commodity inflation. Margin pressure and integration costs are real but manageable; no going-concern risk.
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