Church & Dwight Company, Inc.
CHD
Jodie read · what matters now
The company eked revenue to $6.2B with operating margin at 17.4%, but the stock sits on a 32.4x P/E and filings keep flagging tariffs, SG&A and impairments.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CHD, and whether its market group begins moving.
Earlier comparable assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-01 against the comparable filing from 2025-05-01.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 0.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in gross margin was primarily due to the impact of productivity programs of 150 bps, benefits of the Touchland Acquisition combined with the impact of business exits of 110 bps, favorable volume/price/mix of 50 bps and favorable foreign exchange of 10 bps, partially offset by the impact of higher manufacturing costs of 180 bps (including labor, inflation in commodities and transportation and higher tariffs, net of tariff mitigation actions).”
“The components of the net sales change were as follows: Three Months Ended March 31, Net Sales - SPD 2026 Product volumes sold 2.0 % Pricing/Product mix 1.1 % Net Sales increase 3.1 % Net sales increased in the three months ended March 31, 2026 primarily due to growth in our sodium bicarbonate and animal nutrition businesses.”
“These benefits were partially offset by higher SG&A expenses of $7.3 primarily due to the Touchland Acquisition, higher marketing expenses of $6.5 to support growth, and unfavorable price/mix of $3.3.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CHD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CHD is currently a Leader in the organic co-movement group Consumer Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CHD; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.