Every material Form 8-K Clorox has filed with the SEC since October 30, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
The Clorox Company reported its first-quarter fiscal 2027 results, showing a 33% increase in net sales to $1.91 billion and a diluted net earnings per share of $1.39. While maintaining its fiscal year 2027 full-year net sales and adjusted EPS ranges, the company expects adjusted EPS results closer to the low end due to higher inflationary pressures and commodity costs.
Net sales increased 33% to $1.91 billion, with organic sales up 18%.
Diluted EPS increased 114% to $1.39 compared to $0.65 in the year-ago quarter.
Adjusted EPS increased 82% to $1.55 compared to $0.85 in the year-ago quarter.
Full-year fiscal 2027 diluted EPS is expected to be between $5.41 and $5.71, with adjusted EPS expected between $5.70 and $6.00.
The Clorox Company's board appointed Fabian Garcia, currently president of Unilever Personal Care, as chief executive officer effective January 5, 2027. Linda Rendle steps down as CEO and chair on that date and will serve as a senior advisor through April 2, 2027, while Matthew Shattock becomes independent chair. The filing lists Garcia's offer terms, including a $100,000 base salary and an $11,000,000 sign-on RSU award, and the company's first-quarter fiscal 2027 earnings are scheduled for November 2.
Fabian Garcia appointed CEO effective January 5, 2027; he will also join the board
Linda Rendle steps down as CEO and director on January 5, 2027, and advises through April 2, 2027
Matthew Shattock to become independent chair, with a $225,000 chair retainer
Garcia's offer letter includes a $100,000 base salary, $2,000,000 target annual bonus and $11,000,000 one-time sign-on RSU award
Clorox reported fourth-quarter and fiscal 2026 results on August 3, 2026, with net sales down 2% to $1.95 billion and diluted EPS down 50% to $1.34, as lapping ERP-related shipments and GOJO acquisition costs weighed on results. For fiscal 2027 the company expects net sales to rise 13% to 14%, including about 9.5 points from the GOJO acquisition, and diluted EPS of $5.41 to $5.71, while describing the operating environment as challenging.
Q4 net sales decreased 2% to $1.95 billion; GOJO added about 10 points, while organic sales decreased 13%.
Q4 diluted EPS was $1.34 versus $2.68 a year earlier; adjusted EPS was $1.66 versus $2.87.
Fiscal 2026 net sales fell 5% to $6.72 billion and diluted EPS fell 26% to $4.81; operating cash flow was $612 million versus $981 million.
Fiscal 2027 outlook: adjusted EPS of $5.70 to $6.00, and gross margin of about 42%.
Clorox appointed Chris Hyder as executive vice president and chief operating officer and Nina Barton as executive vice president and chief growth and strategy officer, both effective June 17, 2026, as part of a simplified operating structure. The company also said its board is running a search for a new CEO, which it first announced on May 28.
Chris Hyder named EVP and chief operating officer effective June 17, 2026, with base salary raised to $800,000 and short-term incentive target raised from 90% to 100%
Hyder to receive restricted stock units with an aggregate fair value of $4,000,000, vesting in three years
Nina Barton moves to EVP and chief growth and strategy officer; commercial functions will report to her role
Board is undertaking a comprehensive search with a leading firm for a new CEO, as announced May 28
Clorox said Chair and CEO Linda Rendle asked the Board to begin a CEO search, citing a decision to step down for health reasons. She will remain Chair and CEO until a successor is appointed and will then serve in an advisory role for a period. The filing does not include financial results or guidance changes, but the leadership transition is significant for shareholders.
Linda Rendle asked the Board on May 26, 2026 to start a CEO search process, citing health reasons.
Rendle remains Chair and CEO during the search and until a new CEO is appointed.
The search is led by an independent committee with a leading executive search firm.
Rendle and CFO Luc Bellet will join a fireside chat at the dbAccess Global Consumer Conference on June 3 in Paris.
Clorox reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026, with net sales flat at $1.67 billion and adjusted EPS up 13% to $1.64. The company lowered its full-year outlook, now expecting adjusted EPS of $5.45 to $5.65 versus a prior range of $5.95 to $6.30, and gross margin down 250 to 300 basis points, which weighs on shareholder value expectations for the year.
Q3 net sales were $1.67 billion, flat year over year; organic sales decreased 1%; gross margin fell 140 basis points to 43.2%.
Q3 adjusted EPS rose 13% to $1.64; diluted EPS rose 3% to $1.54.
Full-year fiscal 2026 adjusted EPS outlook is $5.45 to $5.65, a decline of 27% to 29%, versus a prior range of $5.95 to $6.30; net sales are now expected to fall about 6%.
The GOJO Industries acquisition closed April 1, 2026; an inventory draw-down tied to the ERP transition is expected to reduce fiscal 2026 EPS by about 90 cents.
Clorox entered two credit agreements on March 6, 2026, totaling $2.25 billion, in connection with its purchase of GOJO Industries, maker of PURELL. The $1.25 billion delayed draw term loan is designed to help finance part of the acquisition price, so the company will take on new senior unsecured debt if the deal closes.
364-day revolving credit agreement of $1 billion, with borrowings available until March 5, 2027
Delayed draw term credit agreement of $1.25 billion, to fund part of the GOJO acquisition consideration
Delayed draw commitments terminate on the earliest of December 31, 2026, termination of the acquisition agreement, or closing without using this financing
Clorox reported second-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales down 1% to $1.67 billion and diluted EPS down 16% to $1.29. The company kept its full-year outlook but said results are tracking toward the lower end of the range because of order fulfillment challenges, an inventory drawdown, and higher costs.
Net sales fell 1% to $1.67 billion; organic sales also fell 1%, driven by lower consumption.
Diluted EPS fell 16% to $1.29 from $1.54; adjusted EPS fell 10% to $1.39 from $1.55.
Full-year fiscal 2026 guidance was maintained: diluted EPS of $5.60 to $5.95 and adjusted EPS of $5.95 to $6.30, both at the lower end of the range.
Household segment adjusted EBIT fell 54%; International segment adjusted EBIT rose 48%.
Clorox reported first-quarter fiscal 2026 net sales of $1.43 billion, down 19%, and diluted EPS of $0.65, down 19% from $0.80. Adjusted EPS fell 54% to $0.85, which the company attributes mainly to lower sales tied to its ERP transition. The company maintained its full-year fiscal 2026 outlook but said current expectations are toward the lower end of the range.
Net sales fell 19% to $1.43 billion, driven mainly by lower shipments related to the ERP transition
Adjusted EPS of $0.85 compared with $1.86 a year earlier; GAAP diluted EPS was $0.65 versus $0.80
Full-year fiscal 2026 net sales still expected to fall 6% to 10%, and diluted EPS between $5.60 and $5.95
Retailer inventory drawdown is expected to reduce fiscal 2026 diluted EPS by about 90 cents
Clorox said Executive Vice President and Chief Operating and Strategy Officer Eric Reynolds gave notice on October 27, 2025, that he will resign after 27 years of service. He steps down effective December 2, 2025, and will serve in an advisory role as needed through February 2, 2026. The company does not expect to appoint a replacement, so the role's duties will not be filled by a named successor.
Eric Reynolds, EVP and Chief Operating and Strategy Officer, gave notice on October 27, 2025
Departure effective December 2, 2025, after 27 years of service
Advisory availability through February 2, 2026
The company does not expect to appoint a replacement
Clorox reported fourth-quarter fiscal 2025 net sales up 4% to $2.0 billion and adjusted EPS up 58% to $2.87, helped by incremental ERP-related retailer shipments. For fiscal 2026 it expects net sales down 6% to 10% and adjusted EPS of $5.95 to $6.30, a decline of 18% to 23%, as the ERP shipment benefit reverses.
Q4 net sales rose 4% to $2.0 billion; organic sales rose 8%, with incremental ERP shipments adding about 13 to 14 points
Q4 diluted EPS rose 55% to $2.68 and adjusted EPS rose 58% to $2.87 versus $1.82 a year earlier
FY2026 diluted EPS outlook is $5.60 to $5.95, versus $6.52 in fiscal 2025; adjusted EPS outlook is $5.95 to $6.30 versus $7.72
Net cash provided by operations was $981 million for fiscal 2025, up 41% from $695 million
Clorox's board elected Gina Boswell, chief executive officer of Bath & Body Works, as a director effective May 19, 2025, and appointed her to the Nominating, Governance and Corporate Responsibility Committee. The filing says the board will rise to 12 members with her appointment, and the filing does not discuss financial results.
Board elected Gina Boswell on May 11, 2025, effective May 19, 2025
Boswell, 62, is CEO of Bath & Body Works, Inc. and has prior senior roles at Unilever, Avon, Ford and Estée Lauder
Appointed to the Nominating, Governance and Corporate Responsibility Committee, effective May 19, 2025
Clorox reported third-quarter fiscal 2025 net sales of $1.67 billion, down 8%, mainly from the VMS and Argentina divestitures, and adjusted EPS of $1.45, down 15%. The company updated its fiscal 2025 outlook to forecast net sales down 1% to flat, while keeping its adjusted EPS range at $6.95 to $7.35, and raised its GAAP diluted EPS range to $5.73 to $6.13.
Net sales fell 8% to $1.67 billion; organic sales declined 2% and organic volume was flat.
Diluted EPS was $1.50 versus a loss of $0.41 a year earlier, including cyberattack insurance recoveries; adjusted EPS was $1.45 versus $1.71.
Fiscal 2025 net sales are now expected to be down 1% to flat; organic sales growth is now expected at 4% to 5%.
Fiscal 2025 adjusted EPS range of $6.95 to $7.35 is unchanged; GAAP diluted EPS range rose to $5.73 to $6.13 from $5.52 to $5.92.
On March 25, 2025, Clorox entered into a $1.2 billion five-year unsecured revolving credit agreement with a group of lenders led by JPMorgan Chase, Citibank and Wells Fargo, and terminated its existing $1.2 billion credit agreement dated March 25, 2022, which was due to mature March 25, 2027. The company said no material termination fees or penalties were incurred, and that amounts available under the new agreement are for general corporate purposes, so the filing shows a refinancing of the same size rather than a change in borrowing capacity.
Clorox reported fiscal second-quarter 2025 net sales down 15% to $1.69 billion and adjusted EPS down 28% to $1.55, with results reflecting the lapping of the August 2023 cyberattack recovery and prior divestitures. The company raised its fiscal 2025 adjusted EPS outlook and said it will acquire P&G's 20% interest in the Glad bags and wraps joint venture when the venture ends on January 31, 2026.
Q2 net sales fell 15% to $1.69 billion; organic sales fell 9%.
Q2 diluted EPS rose 105% to $1.54, while adjusted EPS fell 28% to $1.55 from $2.16.
Fiscal 2025 adjusted EPS outlook raised to $6.95-$7.35 from $6.65-$6.90; diluted EPS outlook raised to $5.52-$5.92 from $5.17-$5.42.
Glad joint venture with P&G ends January 31, 2026; Clorox intends to acquire P&G's 20% interest at fair market value.
Clorox said Chief Financial Officer Kevin Jacobsen will retire effective April 1, 2025, after nearly 30 years with the company, and will advise through June 2025. Treasurer Luc Bellet, a Clorox employee since 2006, was appointed to succeed him as Executive Vice President and Chief Financial Officer effective the same day. The filing discloses a planned leadership transition with no financial results or guidance changes.
Kevin Jacobsen retires as CFO effective April 1, 2025; advisory role until June 2025
Luc Bellet, age 46, appointed EVP and CFO effective April 1, 2025; currently Vice President and Treasurer since October 2023
Bellet's base salary set at $725,000, with short-term incentive target raised from 50% to 100% of salary
Bellet to receive restricted stock units with $400,000 aggregate fair value and performance shares with $600,000 target fair value
Clorox reported first-quarter fiscal 2025 results for the period ended September 30, 2024, with net sales up 27% to $1.76 billion and diluted EPS of $0.80, compared with $0.17 a year earlier. The company raised its fiscal 2025 gross margin and adjusted EPS outlook while keeping its net sales outlook of flat to down 2%, and the results include a one-time after-tax charge of $118 million from the sale of its Better Health VMS business.
Net sales rose 27% to $1.76 billion, driven largely by higher volume as the company lapped the August 2023 cyberattack; organic sales rose 31%.
Diluted EPS was $0.80 versus $0.17 a year earlier, including a 94 cent charge from the Better Health VMS sale; adjusted EPS was $1.86 versus $0.49.
Fiscal 2025 adjusted EPS outlook was raised to $6.65 to $6.90 from $6.55 to $6.80, and gross margin is now expected to rise about 100 to 150 basis points.
Year-to-date net cash provided by operations was $221 million, compared with $20 million a year earlier.
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