What Church & Dwight's latest 10-Q says: 10 signals
Church & Dwight filed its latest 10-Q with the SEC on Jul 31, 2026. It discusses acquisition completed, capacity constraint and capex increase.
Public (CHD)Manufacturing10,000+ employeeschurchdwight.comLinkedIn
- Filed
- Jul 31, 2026
- Filings
- 2
- Signals
- 22
10-Q · latest 10
What Church & Dwight's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
Completed new ERP implementation in North America in Q2 2026 as part of $130M CapEx plan.
The company recently completed a major enterprise resource planning (ERP) system implementation in North America.
$130M
Total 2026 capital expenditure program, which includes the ERP project.
ERP
Company budgets $130M for 2026 CapEx, including a new ERP project and manufacturing expansion.
Church & Dwight has allocated approximately $130 million for its 2026 capital expenditure program.
$130M
Total expected capital expenditure for 2026
enterprise resource planning (ERP)
Investing $130M in 2026 for CapEx, including manufacturing capacity expansion for key brands.
Church & Dwight is investing heavily to expand manufacturing capacity for its high-growth THERABREATH and Sterimar brands, indicating they are facing or anticipating demand that exceeds current production capabilities.
$130M
Total 2026 capital expenditure program costs.
Absorbing $300M Miss Mouth's acquisition and incurring integration costs from Touchland purchase.
The company is actively integrating recent acquisitions, including a $300M deal for Miss Mouth's and the Touchland brand, leading to higher SG&A and acquisition-related costs.
$300M
Cost of the Miss Mouth's acquisition.
The international division's operating income surged by $9.2M (from $32.4M to $41.6M) in Q2, fueled by strong organic sales and the Touchland acquisition.
$9.2M
Q2 Y-o-Y increase in Consumer International income from operations
Operating income for Specialty Products Division (SPD) hit by unfavorable manufacturing costs.
The Specialty Products Division's operating income decreased due to $2.3 million in unfavorable manufacturing costs in Q2 and $3.4 million year-to-date.
$3.4M
Unfavorable manufacturing costs in the first six months of 2026 for the SPD segment
Profitability hit by unfavorable manufacturing and distribution costs across divisions.
The company's operating income is being squeezed by rising costs, with the Specialty Products Division reporting a $2.3M negative impact from unfavorable manufacturing costs in Q2.
$2.3M
Unfavorable manufacturing costs for the Specialty Products Division in Q2 2026.
- SEC EDGAR
10-Q
Filed · 12 signals
Church & Dwight launching major ERP project as part of $130M 2026 CapEx plan.
The company has budgeted for a new enterprise resource planning (ERP) project in 2026.
$130M
Total 2026 capital expenditure program, which includes the ERP project
enterprise resource planning (ERP)
Investing in manufacturing capacity for THERABREATH and Sterimar with $130M 2026 CapEx.
As part of its $130 million capital expenditure plan for 2026, the company is expanding manufacturing capacity for its high-growth THERABREATH and Sterimar brands.
$130M
Total 2026 capital expenditure program, which includes manufacturing capacity investments
Church & Dwight has completed the divestiture of its Flawless, Spinbrush, and Waterpik showerheads businesses as part of a strategic portfolio realignment.
Showing 10 of 22 filing signals. The Signal API returns all of them.
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Church & Dwight earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year EPS guidance on strong sales and margin performance.The company exceeded its Q3 outlook and raised its full-year adjusted EPS forecast, indicating strong business performance and financial health. This profitability provides flexibility for new investments and strategic spending. | |
| Increasing marketing spend to over 11% of sales to fuel 2026 momentum.Due to stronger-than-expected performance, the company is reinvesting profits into marketing to support brand growth and new product launches. This creates significant opportunities for marketing, advertising, and analytics vendors. | |
| M&A is the number one priority for cash; actively evaluating opportunities.Following the successful acquisition of TOUCHLAND, leadership has explicitly stated that M&A is their top focus for capital allocation. This signals ongoing opportunities for due diligence, system integration, and consulting services. | |
| Actively mitigating tariff costs through supply chain actions and negotiations.The company is battling significant cost pressure from tariffs, successfully reducing a potential $190M impact to $25M through supply chain 'negotiations' and 'movements'. This focus on procurement and logistics optimization indicates an openness to supply chain visibility, sourcing, and risk management solutions. | |
| Launching new products, including THERABREATH toothpaste and a new TROJAN condom.The company is actively innovating and launching new products, which is a key driver of its success. These launches create needs for supply chain logistics, digital marketing campaigns, and retail channel support. | |
| Facing heightened competitive promotions in laundry and litter categories.Executives acknowledged significant promotional pressure, with competitors increasing deal activity by 300-600 basis points in laundry and one rival heavily discounting in litter. This intense environment makes them receptive to solutions that provide competitive intelligence, pricing optimization, or marketing efficiency. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .