CHD at a glance
Church & Dwight (CHD, SEC CIK 313927) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Church & Dwight (CHD) reported revenue of $6.2 billion (up 1.6% from FY2024) and net income of $736.8 million. Diluted EPS was $3.02.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Church & Dwight (CHD) shares worth $10.1 billion in 13F-HR filings.
- In the last 90 days, CHD insiders reported 0 open-market purchases ($0) and 5 open-market sales ($5.5M) on Form 4, a net sale of $5.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.2B
- +1.6% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$5.5M
- 13F holders
- 47 funds
- $10.1B · +1 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Consumer products company focused on affordable, quality everyday household and personal care items
- Emphasis on sustainability governance with senior executives and Board oversight, integrating six sustainability pillars and leveraging ISSB and GRI reporting standards
- Workforce shrank by ~200 employees to 5,550 in 2025, 85% in Americas, turnover rate 17%, revenue per employee ~$1.12M
- Employee Resource Groups (ERGs) for veterans, Black employees, and women launched in 2023 to enhance diversity and inclusion efforts
- Largest customer Walmart ~23% of net sales; top 4 customers ~44%, highlighting customer concentration risk in highly competitive, inflation-pressured markets
Risk Factors
- Regulatory/legal risk: Potential impairment of WATERPIK trade name valued at $644.7M due to declining sales from inflation and consumer shift to value brands
- Geopolitical/macroeconomic exposure: 23% of net sales in 2025 from Walmart Inc. and affiliates, concentration risk if disruption impacts this customer
- Operational/supply chain risk: Inventory days outstanding reduced from 67 to 62 days in 2025 due to focus on inventory management amidst volatile environment
- Competitive/market disruption: Touchland acquisition for $656.0M exposes company to emerging hand sanitizer competition and integration risks affecting future cashflows
- Financial risk: $2.205B debt at 4.1% fixed interest rate with $900M in treasury stock repurchases in 2025 reducing liquidity and increasing leverage risk
Management Discussion & Analysis
- Revenue $6,203.2M, up 1.6% YoY ($96.1M increase) driven by acquisitions and volume gains
- Operating margin 17.4% vs 13.3%, income from operations $1,077.6M up 33.5% YoY ($270.5M increase)
- Best segment: Consumer Domestic $4,774.8M (+0.9% YoY), income from operations $920.8M (+$235.9M)
- Worst segment: SPD $299.0M (-1.4% YoY), income from operations $40.6M (+$1.5M)
- Cash $409.0M, $1,993.0M available credit; new $2,000M revolving credit facility with 2030 maturity; no dividend or buyback specifics disclosed
- Management highlights risks from economic environment; no formal guidance given in text provided
AI summary of the CHD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $1,530.0, up $23.7 or 1.6% YoY
- Gross margin 45.4% vs 43.0%; operating margin 18.1% vs 17.5% YoY
- Best segment Consumer International revenue $297.5, up 7.2%; worst SPD operating income $11.4, down $0.5
- Six-month operating cash flow $461.6 vs $416.5; investing outflow $361.9, including $300.0 Miss Mouth’s acquisition
- Tariffs and Middle East logistics inflation headwinds; approximately $15.0 tariff refunds expected in second-half 2026
Risk Factors
- No material changes disclosed from Form 10-K risk factors
- Regulatory and compliance exposure limited to Exchange Act certification requirements
- Share repurchase availability $228.9 million under the 2021 Share Repurchase Program
- Equity concentration risk from restricted-stock tax withholding, including 6,646 shares withheld at $95.73 per share
AI summary of the CHD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains Church & Dwight’s July 31, 2026 press release
- Filing covers fiscal-year 2026 results; financial details reside in the referenced press release
Item EX-99.1: Item EX-99.1
- Q2 net sales $1,530.0M, up 1.6%; organic sales growth 5.8% exceeded the 3% outlook
- Adjusted EPS $0.89 beat $0.88 outlook; reported diluted EPS $0.85 versus $0.78 prior year
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected to one-year terms, preserving board continuity
- Executive compensation approved advisory-style, with 170.0M votes for versus 23.0M against
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains Church & Dwight’s May 1, 2026 earnings press release
- Filing covers fiscal-year 2026 results, with financial details requiring review of the incorporated press release
Item EX-99.1: Item EX-99.1
- Q1 net sales $1.469B, up 0.2%; organic sales growth 5.0% exceeded 3% outlook, led by 5.3% volume growth
- Adjusted EPS $0.95, up 4.4%, exceeding $0.92 outlook despite higher Touchland-related SG&A and amortization
AI summaries of CHD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CHD
Don't miss the next CHD filing
- Alerts as it files. A push when CHD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CHD, by share count.
- Ask anything. An AI agent that reads every CHD filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pokhriyal Surabhi | F | Oct 1, 2026 | 31 | $94.11 |
| Dierker Richard A | A | Sep 30, 2026 | 45.903 | $94.22 |
| Linares Carlos G. | A | Sep 30, 2026 | 27.717 | $94.22 |
| Buchert Brian D | A | Sep 30, 2026 | 5.804 | $94.22 |
| Dierker Richard A | A | Sep 15, 2026 | 45.728 | $94.58 |
| Buchert Brian D | A | Sep 15, 2026 | 5.782 | $94.58 |
| Linares Carlos G. | A | Sep 15, 2026 | 27.612 | $94.58 |
| Magazine Mark J | F | Sep 1, 2026 | 76 | $99.43 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.1B | $6.2B |
| Gross Profit | - | $2.8B | $2.8B |
| Operating Income | - | $807.1M | $1.1B |
| Net Income | - | $585.3M | $736.8M |
| Gross Margin | - | 45.7% | 44.7% |
| Op. Margin | - | 13.2% | 17.4% |
| Net Margin | - | 9.6% | 11.9% |
| Balance Sheet | |||
| Total Assets | $8.6B | $8.9B | $8.9B |
| Equity | $3.9B | $4.4B | $4.0B |
| ROE | - | 13.4% | 18.4% |
| Per Share | |||
| EPS | - | $2.37 | $3.02 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $1.2B |
| CapEx | - | $179.8M | $122.4M |
Source: XBRL data in Church & Dwight (CHD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CHD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $10.10B |
| Q1 2026 | 46 | $9.74B |
| Q4 2025 | 43 | $8.67B |
| Q3 2025 | 42 | $9.54B |
| Q2 2025 | 41 | $10.03B |
| Q1 2025 | 39 | $8.42B |
| Q4 2024 | 34 | $6.68B |
| Q3 2024 | 29 | $3.18B |
- Goldman Sachs Group+799.1K (+33%)
- Citadel Advisors LLC+712.8K (+314%)
- AQR Capital Management+613.6K (+56%)
- Millennium Management+520.0K (+181%)
- Ameriprise Financial+433.2K (+238%)
- JPMorgan Chase & Co−1.33M (-13%)
- Morgan Stanley−800.0K (-16%)
- D.E. Shaw & Co−611.9K (-80%)
- Two Sigma Investments−497.3K (-85%)
- Invesco Ltd−260.4K (-7%)
- Renaissance Technologies LLC−190.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 321 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CHD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
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CHD SEC filings: frequently asked questions
Are CHD insiders buying or selling?
In the last 90 days, Church & Dwight (CHD) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $5.5 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CHD stock?
As of June 30, 2026, the largest Church & Dwight (CHD) holders among the 13F filers tracked by SignalX were BlackRock ($2.2 billion), Vanguard Capital Management LLC ($1.5 billion), State Street Corp ($1.4 billion), Vanguard Portfolio Management LLC ($1.3 billion), JPMorgan Chase & Co ($894.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CHD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Church & Dwight (CHD) reported revenue of $6.2 billion (up 1.6% from FY2024) and net income of $736.8 million. Diluted EPS was $3.02. The figures come from the XBRL data in the 10-K.
What are the main risks in CHD's latest 10-K?
In the 10-K filed February 12, 2026, Church & Dwight (CHD) flagged: Regulatory/legal risk: Potential impairment of WATERPIK trade name valued at $644.7M due to declining sales from inflation and consumer shift to value brands. Geopolitical/macroeconomic exposure: 23% of net sales in 2025 from Walmart Inc. and affiliates, concentration risk if disruption impacts this customer. (AI summary of the Risk Factors section.)
What did CHD report in its latest 8-K?
Church & Dwight (CHD) filed an 8-K on July 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Exhibit 99.1 contains Church & Dwight’s July 31, 2026 press release.
What are the latest CHD SEC filings?
Church & Dwight (CHD) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and a Form 4 insider filing on October 2, 2026.
What is CHD's SEC CIK number?
Church & Dwight (CHD)'s SEC Central Index Key (CIK) is 313927. EDGAR lists every CHD filing under that number.
Ask anything about CHD
The research agent reads CHD's filings, financials, insider trades and 13F holders, then answers with sources.