Church & Dwight Co., Inc. CHD

Revenue Intelligence Report • 38 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Church & Dwight Co., Inc.'s latest quarterly revenue is $1.5B for the period ending 2026-06-30. The model projects $6.3B across the next four quarters (+1.2% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 0.3%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The GAM forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$6.30B
+1.2% YoY
R&D Elasticity
0.77x
SG&A Elasticity
0.35x
Training Fit
1.5% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $1.52B vs the actual $1.53B — an error of 0.3%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

CHD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30
$1.52B $1.53B $1.45B–$1.60B +1.2% ✓ In range
Q3 FY2026
Period end 2026-09-30
$1.58B $1.50B–$1.67B -0.3%
Q4 FY2026
Period end 2026-12-31
$1.65B $1.55B–$1.76B +0.4%
Q1 FY2027
Period end 2027-03-31
$1.52B $1.42B–$1.63B +3.4%
Q2 FY2027
Period end 2027-06-30
$1.55B $1.44B–$1.67B +1.5%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Church & Dwight Co., Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 1.0007 +0.1% In line with trend 10
FQ2 (Apr–Jun) 1.003 +0.3% In line with trend 9
FQ3 (Jul–Sep) 0.9912 -0.9% In line with trend 9
FQ4 (Oct–Dec) 1.0156 +1.6% In line with trend 9

Spending and Revenue

CHD Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 38 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.3069x • R&D elasticity: 0.197x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.
Enhanced forecast: The time-varying model (GAM) was selected using training fit, before evaluating the withheld quarter. Its holdout error is -0.3%.

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