Every material Form 8-K Clorox filed with the SEC in 2025, 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.
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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Clorox filing is on SEC EDGAR ↗. 8-K briefs of other companies →