CLX
The Clorox CompanyEvidence as of 2026-09-29The desk's Snapshot
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Overview · The Clorox Company
The Clorox Company manufactures and markets consumer and professional products worldwide. It operates through four segments: Health and Wellness, Household, Lifestyle, and International. The Health and Wellness segment offers cleaning products, such as laundry additives and home care products primarily under the Clorox, Clorox2, Scentiva, Pine-Sol, Liquid-Plumr, Tilex, and Formula 409 brands; professional cleaning an…
Management team
- Ms. Linda Rendle · CEO & ChairmanFind on LinkedIn
- Ms. Chau Banks · Senior VP and Chief Information & Enterprise Data OfficerFind on LinkedIn
- Ms. Stacey Grier · Executive VP and Executive Chief of StaffFind on LinkedIn
- Mr. Eric H. Reynolds · Executive VP & Chief Operating and Strategy OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
+0.3 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 (+0.3 of a possible +2; was +0.3 before debate) · confidence high. Sequentially, revenue rose from $ 1,429,000,000 in fiscal Q1 2026 (fiscal quarter ended 2025-10-20) to $ 1,673,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-01-20) and was essentially flat at $ 1,670,000,000 in fiscal Q3 2026 (fiscal quarter ended 2026-04-16). Gross profit rose from $ 596,000,000 in fiscal Q1 2026 to $ 722,000,000 in both fiscal Q2 2026 and fiscal Q3 2026, implying gross margin moved from about 41.7% to about 43.2% and then held near that level.
Net income and diluted EPS show a clear sequential improvement: net income of $ 80,000,000 (EPS $ 0.65) in fiscal Q1 2026, $ 157,000,000 (EPS $ 1.29) in fiscal Q2 2026, and $ 187,000,000 (EPS $ 1.54) in fiscal Q3 2026, alongside a modest decline in weighted average diluted shares from 123,018,000 to 121,787,000 and reported share repurchases of $ 129,000,000 in fiscal Q1 2026. Cash and cash equivalents rose from $ 166,000,000 as of 2025-09-30 to $ 1,187,000,000 as of 2026-03-31, even while stockholders’ equity remained negative (reported as -$ 22,000,000, -$ 125,000,000, and -$ 67,000,000 on the successive balance dates shown).
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 for fiscal Q1 2026 (2025-07-01 to 2025-09-30, 3mo) was $1,429,000,000, for fiscal Q2 2026 (2025-10-01 to 2025-12-31, 3mo) was $1,673,000,000, and for fiscal Q3 2026 (2026-01-01 to 2026-03-31, 3mo) was $1,670,000,000 — showing revenue increased from Q1 to Q2 and then was essentially flat Q2 to Q3 on a sequential basis.
XBRL companyfacts · 0000021076-25-000053Gross profit for fiscal Q1 2026 (2025-07-01 to 2025-09-30, 3mo) was $596,000,000, for fiscal Q2 2026 (2025-10-01 to 2025-12-31, 3mo) was $722,000,000, and for fiscal Q3 2026 (2026-01-01 to 2026-03-31, 3mo) was $722,000,000 — implying gross margin rose from about 41.7% in Q1 (596/1,429) to about 43.2% in Q2 (722/1,673) and remained near 43.2% in Q3 (722/1,670).
XBRL companyfacts · 0000021076-26-000019Reads 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.
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.
A Form 10‑K for the fiscal year ended 30 June 2026 was filed on 2026-08-07 and is available at the primary document URL in the evidence.
10-K filed 2026-08-07A Form 10‑K for the fiscal year ended 30 June 2025 was filed on 2025-08-08 and is included in the evidence.
10-K filed 2025-08-08Reads 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.
As of the 13F reporting period ended 2026-06-30, reported institutional holdings in CLX totaled $10.37B and were held by 1,057 reporting institutions (13F data carry a 45-day reporting lag).
13F holdings · 1057 filers · as of 2026-06-30The largest reported institutional holders in that 13F were BlackRock, Inc. ($958.6M), STATE STREET CORP ($804.8M), and VANGUARD CAPITAL MANAGEMENT LLC ($753.6M) as shown in the 2026-06-30 holdings snapshot.
13F holdings · 1057 filers · as of 2026-06-30Reads 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.
finance.yahoo.com published a piece on 28 Sep 2026 reporting that Clorox launched the Clorox Purell ProCare platform, combining CloroxPro with GOJO for professional and healthcare customers.
News · finance.yahoo.com · 2026-09-28simplywall.st published an article on 27 Sep 2026 that framed coverage around whether Clorox's share price (noted at US$83.80 in the article) is aligned with its earnings power.
News · simplywall.st · 2026-09-27Reads 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.
The market price of $81.42 on 2026-09-28 implies an FCF growth rate of 16.47% under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow was $367,000,000, giving FCF per share of $3.0135 and a price-to-FCF multiple of 27.02.
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.
Several contemporaneous data points in the evidence jointly support a favorable read. Sequential revenue growth from Q1 to Q2 and stable sequential sales into Q3 occurred alongside gross margin expansion and gross profit stability, while net income and diluted EPS increased materially across the three quarters; concurrently weighted average diluted shares declined via repurchases, concentrating reported EPS gains. Cash and cash equivalents rose sharply by the Q3 balance date, institutional ownership is sizable and concentrated among large managers, and recent headlines show a product/platform launch plus a board‑reaffirmed dividend — together these items provide multiple orthogonal signals of improving operating profitability, stronger reported cash balances, and shareholder-aligned capital allocation. The valuation metrics in the evidence (trailing FCF, FCF per share, and trailing P/E) offer context that the market price embeds higher growth expectations but also sits alongside positive free‑cash‑flow and earnings measures.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
24 surviving claims rest on 12 distinct sources; the heaviest analyst carries 25% of them, and 98% of what the desk raised survived the debate.
The surviving read is relatively robust in count and persistence (most claims survived debate) but rests on a modest set of distinct sources and a single analyst who carries a quarter of the claim weight — that concentration raises susceptibility to single-source or single-analyst error. Also, several key documents in the evidence lack parsed substantive text (e.g., risk factors and MD&A), which limits depth and increases fragility around broader narrative claims beyond raw reported metrics.
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.
12 filings· 3 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+0.5 to the score
9 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
3 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
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
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