CHD
Church & Dwight Co., Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( +0.2 of a possible +2; was +0.2 before debate) with high confidence. Revenue for Q2 2026 (fiscal quarter ended 2026-07-29) was $ 1,530,000,000, up from $ 1,469,300,000 in Q1 2026 (fiscal quarter ended 2026-04-29) and down from $ 1,585,600,000 in Q3 2025 (fiscal quarter ended 2025-10-29). Gross profit moved from $ 681,400,000 (gross margin ~ 46.4% in Q1 2026) to $ 693,900,000 (gross margin ~ 45.4% in Q2 2026), and operating income fell from $ 291,000,000 (operating margin ~ 19.8%) to $ 276,400,000 (operating margin ~ 18.1%) over the same pair of quarters.
Net income declined from $ 216,300,000 (diluted EPS $ 0.91) in Q1 2026 to $ 202,800,000 (diluted EPS $ 0.85) in Q2 2026. Shares outstanding show a material decline from mid‑2025 into early 2026 (from 243,608,695 as of 2025-07-30 to 236,694,241 as of 2026-02-09) then a modest rise to 237,203,907 as of 2026-07-29. Long‑term noncurrent debt is essentially stable near $ 2.206 billion while cash fell from $ 503,400,000 as of 2026-03-31 to $ 254,800,000 as of 2026-06-30. Trailing twelve‑month free cash flow is $ 776,900,000 (FCF per share $ 3.2615), TTM EPS is $ 3.29, TTM EBITDA is $ 1,328,200,000 and TTM operating income is $ 1,083,700,000.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in the fiscal quarter Q2 2026 (2026-04-01 to 2026-06-30) was $1,530,000,000, up from $1,469,300,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31) and down from $1,585,600,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30).
XBRL companyfacts · 0001193125-26-327567Gross profit and gross margin: Q1 2026 gross profit was $681,400,000 on revenue $1,469,300,000 (gross margin ~46.4%), and Q2 2026 gross profit was $693,900,000 on revenue $1,530,000,000 (gross margin ~45.4%), indicating a modest gross-margin compression between those two fiscal quarters.
XBRL companyfacts · 0001193125-26-200630Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Church & Dwight Co., Inc. is a holding in the iShares Core S&P 500 ETF (IVV).
ETF constituents · market dataweakened in debateThe reported weight of the holding in IVV is 0.04% of the fund.
ETF constituents · market dataweakened in debateReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
An article published 1 September 2026 highlights the company’s dividend announcement and its diversified household, personal care, and specialty product portfolio.
News · kalkinemedia.com · 2026-09-01An article published 27 August 2026 reports that Executive Vice President Carlos G. Linares exercised options and sold 15,375 shares in a transaction disclosed that week.
News · simplywall.st · 2026-08-27Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months is $776,900,000.
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow per share, based on the provided share count, is $3.2615.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The most robust evidence (SEC filings and valuation table) shows solid trailing-12-month cash generation (FCF $776.9M; FCF/share $3.26) and reported TTM operating and EBITDA figures, together with a multi-quarter reduction in shares outstanding that materially improved per-share economics through early 2026. Quarterly filings document only modest sequential margin and EPS compression from Q1 to Q2 2026 rather than large deteriorations, while revenue stayed within a relatively narrow range across recent comparable quarters. Recent news items include a dividend announcement and a new institutional stake (OMERS), which bolster the factual case for persistent cash returns and institutional interest. The insider sale is a single disclosed option exercise and the long-term debt balance remained essentially stable, both of which are weaker, less decisive data points compared with the stronger FCF/EBITDA and share-count evidence.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
19 surviving claims rest on 10 distinct sources; the heaviest analyst carries 32% of them, and 92% of what the desk raised survived the debate.
The evidence set rests on a moderate spread of sources but a relatively small number of distinct documents; one analyst’s work supplies nearly a third of surviving claims and the desk’s challenges largely upheld the items (92% survival). This pattern means the read is informative for short-window factual items (reported revenue, margins, filings) but relatively fragile for broader inference because source concentration and high survival bias give extra weight to a few contributors.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
10 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
Net institutional flow, Q/Q
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Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.