The Clorox Company
- Open
- 94.39
- Day high
- 94.77
- Day low
- 93.55
- Prev close
- 94.27
- Volume
- 370K
- Mkt cap
- $11.4B
- P/E (TTM)
- 19.5
- EPS (TTM)
- $4.82
- P/B
- 126.5
- P/S
- 1.7
- Yield
- 5.28%
- Per share
- $4.97
The Clorox Company (CLX) is a Consumer Defensive company listed on NYSE. The stock is down 22% over the past year. Drillr has 1 published research article covering CLX.
The Clorox Company (CLX) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 8 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CLX earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 3, 2026 | $1.64 | $1.66 | +1.2% | $1.9B | +1.7% |
| Apr 30, 2026 | $1.54 | $1.64 | +6.5% | $1.7B | +0.0% |
| Feb 3, 2026 | $1.43 | $1.39 | -2.8% | $1.7B | +0.0% |
| Jul 31, 2025 | $2.20 | $2.87 | +30.5% | $2.0B | +3.1% |
| Feb 3, 2025 | $1.39 | $1.55 | +11.5% | $1.7B | -4.3% |
| Aug 1, 2024 | $1.57 | $1.82 | +15.6% | $1.9B | -2.5% |
| Apr 30, 2024 | $1.38 | $1.71 | +24.4% | $1.8B | -3.3% |
| Feb 1, 2024 | $1.08 | $2.16 | +99.6% | $2.0B | +10.6% |
| Nov 1, 2023 | $-0.20 | $0.49 | +345.0% | $1.4B | +6.0% |
| Aug 2, 2023 | $1.18 | $1.67 | +41.5% | $2.0B | +7.6% |
| May 2, 2023 | $1.20 | $1.51 | +25.8% | $1.9B | +5.3% |
| Feb 2, 2023 | $0.65 | $0.98 | +50.8% | $1.7B | +3.4% |
CLX insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 24, 2026 | Barton Ninaofficer: EVP-Chief Growth & Strategy Of | Tax | 1,681 | $95.69 |
| Jul 17, 2026 | Hyder Chris Tofficer: EVP-Chief Operating Officer | Tax | 277 | $94.75 |
| Jul 2, 2026 | WEINER RUSSELL Jdirector | Grant | 354 | — |
| Jul 2, 2026 | Plaines Stephaniedirector | Grant | 104 | — |
| Jul 2, 2026 | WILLIAMS CHRISTOPHER Jdirector | Grant | 288 | — |
| Jul 2, 2026 | Shattock Matthew Jdirector | Grant | 550 | — |
| Jul 2, 2026 | Shattock Matthew Jdirector | Grant | 271 | — |
| Jul 2, 2026 | WEINER RUSSELL Jdirector | Grant | 242 | — |
| Jul 2, 2026 | WILLIAMS CHRISTOPHER Jdirector | Grant | 297 | — |
| Jul 2, 2026 | Breber Pierre Rdirector | Grant | 354 | — |
| Jul 2, 2026 | Breber Pierre Rdirector | Grant | 42 | — |
| Jul 2, 2026 | Plaines Stephaniedirector | Grant | 288 | — |
| Jun 22, 2026 | Hyder Chris Tofficer: EVP-Chief Operating Officer | Grant | 42,118 | $94.97 |
| Jun 22, 2026 | Bellet Lucofficer: EVP - Chief Financial Officer | Grant | 42,118 | $94.97 |
| Jun 22, 2026 | Hilt Angela Cofficer: EVP - Chief Legal Officer | Grant | 26,324 | $94.97 |
Source: CLX SEC Form 4 filings, latest Jul 24, 2026. For informational purposes only — not investment advice.
See the full CLX insider & 13F page →The Clorox Company company profile
Overview
The Clorox Company (NYSE:CLX) is a leading American consumer goods manufacturer founded in 1913 and headquartered in Oakland, California. The company has evolved from its origins as a bleach manufacturer into a diversified portfolio of household essentials, cleaning products, and personal care items. Clorox operates through four main business segments serving both consumer and professional markets globally, with brands that have become household names across categories ranging from disinfectants and laundry care to cat litter and natural personal care products.
Business
Clorox operates in the consumer packaged goods industry, specifically focusing on household and personal products that are considered essential items for daily living. The company's business is organized into four primary segments: Health and Wellness represents the largest segment, encompassing cleaning and disinfecting products under iconic brands like Clorox bleach, Pine-Sol all-purpose cleaner, Liquid-Plumr drain opener, and Formula 409 multi-surface cleaner. This segment also includes professional cleaning products sold under CloroxPro and Clorox Healthcare brands to businesses, healthcare facilities, and institutions. Additionally, it contains nutritional supplements through brands like RenewLife and Natural Vitality, though the company recently divested its vitamins, minerals, and supplements (VMS) business to focus on core cleaning categories. Household segment includes Fresh Step and Scoop Away cat litter products, Glad trash bags and food storage products, and Kingsford charcoal for grilling. These products address basic household maintenance needs and represent categories where consumers typically show strong brand loyalty. Lifestyle segment features Hidden Valley ranch dressing and other condiments, Burt's Bees natural personal care products, and Brita water filtration systems. This segment targets consumers seeking premium or natural alternatives in food and personal care. International segment markets similar product categories globally under both established Clorox brands and local brands like Ayudin, Clorinda, and Poett in various international markets. The Health and Wellness segment typically generates the largest portion of revenue, followed by Household, with Lifestyle and International representing smaller but strategically important segments for growth and diversification.
Revenue model
Clorox generates revenue primarily through product sales to retailers who then sell to end consumers. The company operates a traditional consumer packaged goods business model where it manufactures products and sells them to various retail channels including mass retailers like Walmart and Target, grocery chains, warehouse clubs like Costco, dollar stores, home improvement centers, drug stores, and increasingly through e-commerce platforms. The company's customers are primarily retail chains and distributors rather than individual consumers, though it also maintains direct-to-consumer sales through owned e-commerce channels and a direct sales force for professional products. Professional customers include healthcare facilities, schools, offices, and food service establishments that purchase cleaning and disinfecting products in bulk. Clorox's profitability is influenced by several key factors. Commodity costs for raw materials like chemicals, plastics, and packaging materials significantly impact margins, as evidenced by the company facing approximately $500 million in cost inflation during fiscal 2022. Pricing power becomes crucial during inflationary periods, and Clorox has demonstrated ability to implement pricing actions across its portfolio, though consumer price sensitivity can affect volume demand. Manufacturing efficiency and supply chain optimization drive margin expansion, with the company investing in automation and reducing reliance on third-party manufacturers. Category growth rates in essential household products tend to be modest but stable, typically growing 0-3% annually, which requires market share gains for meaningful growth. Competitive dynamics affect promotional spending and pricing strategies, particularly from private label alternatives and other branded competitors. Consumer behavior shifts toward value-seeking during economic uncertainty can pressure premium pricing, though Clorox's essential product categories generally show resilience during economic downturns.
Competitive moat
Clorox possesses a moderate but durable competitive moat built primarily on brand strength and distribution advantages. The company's brands like Clorox bleach, Pine-Sol, and Glad have achieved household name status with strong consumer recognition and loyalty built over decades. In cleaning and disinfecting categories, consumers often prioritize effectiveness and trust over price, providing some pricing power during normal market conditions. The company benefits from scale advantages in manufacturing, procurement, and distribution that smaller competitors struggle to match. Clorox's established relationships with major retailers provide preferential shelf space and promotional support. The essential nature of most products creates relatively stable demand patterns, and the low unit cost of many items reduces consumer price sensitivity compared to higher-ticket purchases. However, Clorox's moat faces several challenges. Private label competition has intensified as retailers develop their own cleaning and household products, often at significantly lower prices. The company's products are generally not technically complex, making them susceptible to commoditization. New entrants in natural and eco-friendly segments, particularly in personal care through brands challenging Burt's Bees, have gained market share. Large consumer goods conglomerates like Procter & Gamble and Unilever possess greater resources for innovation and marketing investment. Additionally, changing consumer preferences toward sustainable and natural products require continuous innovation and reformulation investments. The company's dependence on mature categories with modest growth rates limits expansion opportunities compared to technology or healthcare companies with stronger structural growth tailwinds.
Risks & safety
Clorox presents a moderate margin of safety with manageable financial risks but some valuation concerns. • Liquidity and Debt: Current ratio of 0.74 indicates potential short-term liquidity pressure, though this is partially offset by strong operating cash flow generation of $286 million in Q3 2025. Total debt levels appear manageable relative to EBITDA, with the company maintaining investment-grade credit characteristics. • Cash Generation: Free cash flow of $233 million in Q3 2025 demonstrates consistent cash generation ability, supporting dividend payments and capital allocation flexibility. Annual free cash flow targets of 12% of sales provide reasonable cash flow predictability. • Valuation Metrics: Trading at 24.4x P/E ratio and 11.6x EV/EBITDA, representing a premium valuation for a mature consumer goods company. Graham number analysis suggests potential overvaluation at current levels. • Operational Resilience: The company demonstrated ability to recover from significant disruptions, including the 2023 cyber attack that temporarily impacted operations. Essential product categories provide demand stability during economic uncertainty. • Other Considerations: Facing headwinds from tariff impacts (estimated $100 million annual impact) and ongoing category growth challenges, though margin expansion initiatives and cost management provide some offset.
Recent development
Over the past several years, Clorox has undergone significant strategic transformation while navigating major operational challenges. The company faced a major cyber attack in 2023 that disrupted supply chain and distribution, leading to temporary market share losses that required extensive recovery efforts. Management successfully restored supply and distribution capabilities while rebuilding market share across most categories. Portfolio optimization has been a key strategic focus, with Clorox divesting non-core businesses including its Argentina operations and vitamins, minerals, and supplements (VMS) business to concentrate resources on higher-margin, more strategic categories. The company is also preparing to assume full control of the Glad business, previously operated through a joint venture structure. Digital transformation represents a major multi-year investment initiative, with Clorox implementing enterprise resource planning (ERP) systems across its operations. The company has successfully deployed ERP in Canada and is preparing for U.S. implementation, representing a $560-580 million investment over five years designed to improve operational efficiency and data capabilities. Margin recovery has been a consistent strategic priority following significant cost inflation pressures. The company has achieved eight consecutive quarters of gross margin expansion through productivity initiatives, pricing actions, and cost management. Management targets returning to pre-pandemic gross margin levels in the mid-40% range while maintaining investment in brand building and innovation. Professional products expansion has shown strong growth, with the Professional Products Division growing at mid-single digit rates as Clorox leverages its cleaning expertise in institutional and commercial markets. The company has also focused on supply chain resilience, reducing reliance on third-party manufacturers and implementing near-shoring strategies to mitigate potential tariff and geopolitical risks.
CLX company profile · for informational purposes only — not investment advice.
Track CLX with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free