Analysts Estimate Clorox (CLX) to Report a Decline in Earnings: What to Look Out for

Clorox (CLX) is projected to report a significant year-over-year decline for the quarter ending September 2025, with consensus estimates anticipating EPS of $0.79 (down 57.5%) on $1.39 billion in revenue (down 21.2%). Analyst sentiment has become more bearish, evidenced by a 1.3% downward revision in EPS estimates over the past 30 days, a negative Zacks Earnings ESP of -7.11%, and a Zacks Rank of #4. This combination suggests Clorox is not a strong candidate for an earnings beat, despite having surpassed estimates in three of the last four quarters, indicating potential stock volatility around its upcoming earnings release.

Analysis

Clorox (CLX) is projected to report a substantial year-over-year decline for the quarter ending September 2025, with consensus estimates forecasting earnings per share (EPS) of $0.79, a 57.5% decrease, on revenues of $1.39 billion, down 21.2%. This widely-known consensus outlook highlights significant operational headwinds for the consumer products manufacturer.

Analyst sentiment has recently deteriorated, reflected by a 1.3% downward revision in the consensus EPS estimate over the last 30 days. The company's Zacks Earnings ESP of -7.11%, indicating the Most Accurate Estimate is below consensus, combined with a Zacks Rank #4 (Sell), suggests a low probability of an earnings beat based on Zacks' predictive model.

While Clorox has historically beaten EPS estimates in three of the last four quarters, including a 28.13% surprise in the prior quarter, the current negative Earnings ESP and Zacks Rank #4 make it difficult to confidently predict a positive surprise for the upcoming report. This divergence between historical performance and current predictive signals warrants investor caution.

Key Decisions for Investors

• Closely monitor Clorox's upcoming earnings release on November 3rd, as a miss on already lowered expectations could lead to significant stock price volatility.
• Investors should evaluate management's commentary on business conditions and future guidance during the earnings call to assess the sustainability of current trends and potential recovery.
• Given the negative Zacks Earnings ESP and Zacks Rank #4, investors should exercise caution regarding expectations for an earnings beat, despite the company's historical outperformance.