Clorox tops Q4 estimates, sees fiscal 2027 EPS above consensus on GOJO boost

Consumer-products maker forecasts fiscal 2027 sales growth of 13% to 14% and adjusted EPS of $5.70 to $6.00, as the April 2026 GOJO acquisition lifts results amid inflation and value-seeking consumers.

Summary

Clorox reported fiscal fourth-quarter results slightly ahead of Wall Street expectations and forecast fiscal 2027 adjusted earnings per share of $5.70 to $6.00 on sales growth of 13% to 14%, with most of the increase tied to its April 2026 acquisition of GOJO Industries, maker of Purell. The midpoint of its earnings outlook is above analyst consensus of $5.52. The company said inflation, stronger competition, macroeconomic uncertainty and consumers' focus on value are expected to weigh on the year, even as it plans to offset more than $200 million in expected supply-chain inflation through productivity measures and targeted pricing.

Terms & Concepts
  • ERP: Enterprise resource planning, a company-wide business software system used to manage core operations and processes.
  • Organic sales: Sales growth excluding the effects of acquisitions, divestitures and other non-comparable items.
  • Gross margin: The percentage of revenue remaining after cost of goods sold, a key measure of product profitability.