The Clorox Company CLX
Revenue Intelligence Report • 47 quarters of SEC filing data • Updated 2026-03-15
The Clorox Company has a forecasted full-year revenue of $5.5B, a -14.9% year-over-year change, based on 47 quarters of SEC filing data. Key revenue drivers include R&D ($50.66 per $1) and SG&A ($4.21 per $1). The ARDL model achieves strong accuracy at 3.9% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (3.9% MAPE), suggesting The Clorox Company's revenue trajectory is well-characterized by its spending patterns. Every $1 of R&D investment is associated with $50.66 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $4.21 in revenue, reflecting strong commercial efficiency.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $1.5B | $1.7B | $1.4B – $1.7B | -12.8% | ✓ In range |
| Q2 2026 | $1.5B | $1.3B – $1.7B | -12.1% | ||
| Q3 2026 | $1.4B | $1.1B – $1.7B | -18.0% | ||
| Q4 2026 | $1.3B | $1.0B – $1.7B | -5.6% | ||
| Q1 2027 | $1.3B | $0.9B – $1.7B | -22.7% |
Seasonal Factors
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Sep–Nov) | 1.0074 | +0.7% | In line with trend | 14 |
| FQ2 (Dec–Feb) | 0.9955 | -0.4% | In line with trend | 15 |
| FQ3 (Mar–May) | 1.0255 | +2.6% | In line with trend | 14 |
| FQ4 (Jun–Aug) | 1.0 | +0.0% | In line with trend | 0 |
How Spending Drives Revenue
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