The Clorox Company

NYSE:CLX 株式レポート

時価総額:US$13.0b

Clorox 過去の業績

過去 基準チェック /26

Cloroxは、平均年間15.2%の収益成長を遂げていますが、 Household Products業界の収益は、年間 成長しています。収益は、平均年間2.5% 1.1%収益成長率で 減少しています。 Cloroxの自己資本利益率は238.5%であり、純利益率は8.7%です。

主要情報

15.21%

収益成長率

15.58%

EPS成長率

Household Products 業界の成長1.51%
収益成長率-1.07%
株主資本利益率238.49%
ネット・マージン8.74%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

Seeking Alpha 2h

Clorox: A Better Business, But Too Much Growth Is Priced In

Summary I reiterate a Hold rating on The Clorox Company, as the current valuation requires unsustainably high free cash flow growth. Recent positives include the GOJO acquisition and ERP rollout, but organic revenue growth remains limited after adjusting for these factors. CLX's balance sheet is heavily leveraged post-acquisition, constraining reinvestment and raising dividend sustainability concerns. Despite optimism around wellness trends, I see an insufficient margin of safety at current prices and recommend monitoring for a significant price drop. Read the full article on Seeking Alpha
ナラティブ更新 Aug 06

CLX: GOJO Deal And Leadership Transition Will Shape Healthcare Portfolio Outlook

Clorox's updated analyst price target has shifted slightly lower to about $101.71, reflecting analysts' mixed revisions around FY27 earnings visibility, new leadership, and a wider range of potential outcomes highlighted in recent research. Analyst Commentary Recent research on Clorox shows a tight cluster of price targets around the high US$90s to low US$100s.
ナラティブ更新 Jul 23

CLX: GOJO Integration And Execution Improvements Will Support Long Term Earnings

For Clorox, the analyst price target has been trimmed by about $3 to reflect slightly lower modeled revenue growth and profit margins, even as recent Street research shows a mix of modest target hikes and cuts related to upcoming earnings and category trends. Analyst Commentary Recent Street research on Clorox shows a mix of trims and increases to price targets, with several bullish analysts highlighting potential for steadier execution and a more balanced risk and reward profile around upcoming earnings.
ナラティブ更新 Jul 08

CLX: Mounting Execution Risks Around GOJO Integration Will Pressure Future Earnings Power

Clorox's analyst price target has been reduced by $6 to $77, as analysts factor in slightly more cautious revenue growth assumptions, a modestly higher profit margin outlook, and a lower future P/E multiple. Analyst Commentary Recent research on Clorox reflects a clear tilt toward caution, with multiple bearish analysts trimming their price targets and one downgrade from JPMorgan adding to the negative tone.
分析記事 Jun 16

Clorox (CLX) Stock Could Be 44% Below Fair Value Despite Recent Bounce

Clorox (CLX) stock has been drawing attention after recent performance figures showed mixed returns across different timeframes, prompting investors to reassess how the company’s current valuation lines up with its fundamentals and longer term track record. See our latest analysis for Clorox. At a share price of US$95.98, Clorox has seen its 30 day share price return rise 6.11%, while the 90 day share price return fell 13.84% and the 1 year total shareholder return declined 19.06%. This...
ナラティブ更新 Jun 13

CLX: GOJO Integration And Healthcare Expansion Will Shape Future Portfolio Multiple

Narrative Update The analyst price target for Clorox is updated lower from $115.47 to $105.29, reflecting a series of Street revisions as analysts factor in a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a lower future P/E multiple. Analyst Commentary Recent research on Clorox reflects a broad reset in expectations, with multiple firms trimming price targets and at least one downgrade from JPMorgan.
ナラティブ更新 May 30

CLX: Execution Risks And Leadership Transition Will Constrain Future Earnings Power

Clorox's analyst fair value estimate has been revised down from $94.00 to $83.00 as analysts factor in updated assumptions around discount rates, margins, and future P/E, in light of a broad wave of recent price target cuts across the Street. Analyst Commentary Recent Street research has tilted clearly cautious on Clorox, with a series of price target cuts and at least one downgrade from JPMorgan.
ナラティブ更新 May 14

CLX: GOJO Integration And Need Based Focus Will Support Long Term Earnings

Analysts have trimmed the blended fair value estimate for Clorox to about $144 from roughly $155, as a series of firms cut price targets, citing refreshed views on growth, margins, and future P/E multiples following recent research updates. Analyst Commentary Recent research has been dominated by cuts to fair value estimates and price targets, yet there are still some constructive signals in the commentary that matter if you are focused on Clorox's long term setup rather than just near term P/E compression.
ナラティブ更新 Apr 29

CLX: GOJO Integration And Need Based Portfolio Focus Will Shape Future Multiple

Analysts have trimmed their average price target on Clorox by about $4 to reflect revised assumptions around long term revenue growth, profit margins, and future P/E multiples after a recent wave of target cuts and a downgrade from several major firms. Analyst Commentary The recent research flow on Clorox shows a clear shift toward more cautious price targets, even as some firms earlier in the year had raised their estimates following company updates and sector moves.
ナラティブ更新 Apr 15

CLX: Execution Risks On Growth Plans Will Restrain Future Earnings Power

Clorox's updated analyst price target holds at $94.00, with recent Street research showing a series of both increases and cuts as analysts factor in revised assumptions for revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research around Clorox has shifted toward more cautious pricing, with several bearish analysts trimming their targets after reassessing revenue, margin, and P/E assumptions.
ナラティブ更新 Mar 31

CLX: Mixed Organic Trends And GOJO Integration Will Shape Balanced Future Earnings Power

Analysts have trimmed Clorox's average price target by low double digit dollar amounts to around $94. This reflects mixed revisions across firms as they weigh softer volume expectations in consumer staples against company specific initiatives such as the GOJO acquisition and an increased focus on need based product innovation.
ナラティブ更新 Mar 17

CLX: Need Based Product Innovation And GOJO Integration Will Support Earnings Outlook

Analysts have inched their average price targets on Clorox higher, with multiple firms lifting targets into the $120s as they factor in Clorox's plans for need based product innovation and expected benefits from the GOJO acquisition, even as some caution remains around mixed organic sales trends and broader staples sector headwinds. Analyst Commentary Recent research on Clorox reflects a split view, with several bullish analysts lifting price targets into the low to mid US$120s while a few high profile firms remain cautious with targets closer to US$90 to US$110.
ナラティブ更新 Mar 03

CLX: Mixed Organic Trends And GOJO Integration Will Restrain Future Earnings Power

Analysts have nudged their average price target on Clorox higher by low single digits into the $120 range, citing refreshed sector targets, mixed but stable organic sales trends, and potential B2B upside from the GOJO acquisition. Analyst Commentary Recent research on Clorox has been mixed, with several firms lifting price targets into the low to mid $120s while keeping neutral or equal weight ratings.
ナラティブ更新 Feb 17

CLX: Lingering Distribution Issues Will Cap Earnings Power And Future P/E

The analyst price target for Clorox has shifted around recent revisions, with multiple firms raising or lowering their dollar price objectives as analysts weigh updated views on long term revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on Clorox shows a split tape, with several firms lifting their price targets while others are trimming expectations or keeping a more cautious stance.
ナラティブ更新 Feb 03

CLX: Slower Distribution Recovery Will Restrain Earnings Power And Future Multiple

Analysts have reset their fair value estimate for Clorox to $94 from $115. This reflects updated assumptions for discount rates, modest revenue growth, slightly lower profit margins, and a reduced future P/E multiple, in line with recent mixed price target moves across the Street.
ナラティブ更新 Jan 20

CLX: ERP Normalization And Volume Recovery Concerns Will Shape Multiple Re Rating

Narrative Update The updated analyst price target for Clorox has shifted slightly lower to reflect a fair value move from about $122.41 to $119.76. Analysts are factoring in recent target cuts tied to softer guidance, slower expected volume recovery, and modestly lower revenue growth, profit margin, and future P/E assumptions, partially offset by at least one small upward revision.
ナラティブ更新 Jan 05

CLX: ERP Normalization And EPS Recovery Will Support Multiple Re Rating

Analysts have trimmed their price targets on Clorox, nudging our fair value estimate down by about $2 to $122.41 as they factor in softer Q1 results, a lower-end full-year EPS guide, and slightly more conservative assumptions for growth, margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q1 results and the full year EPS guide, while soft, were described as not as bad as feared, which they view as supportive of current valuation levels after the recent P/E reset.
ナラティブ更新 Dec 20

CLX: Margin Recovery And ERP Progress Will Support Earnings Outlook

Clorox's analyst price target has been reduced by about $5 to reflect softer near term results and guidance, with analysts citing muted growth expectations, operating deleverage from recent disruptions, and a more cautious outlook on topline and earnings across consumer staples. Analyst Commentary Bullish analysts acknowledge that Clorox's recent results and guidance were soft, but stress that the outcome was not as negative as many investors had anticipated.
ナラティブ更新 Dec 05

CLX: ERP Normalization And Cost Controls Will Drive Earnings Recovery

Analysts have trimmed their price targets on Clorox, collectively nudging our fair value view slightly lower, toward the Street’s new mid range around $117 to $125 per share, as they factor in softer near term results, muted growth expectations, and operating deleverage tied to service disruptions and cautious FY26 and FY27 outlooks. Analyst Commentary Analysts broadly view the latest quarter as soft but not thesis breaking, with valuation resets clustering around the low to mid $120s and embedding more modest growth and profitability assumptions.
ナラティブ更新 Nov 21

CLX: Share Buybacks And Cost Controls Will Support Recovery Into Fiscal 2026

Analysts have reduced their average price target for Clorox by a modest amount, from approximately $124.76 to $124.59. This adjustment is due to softer recent results and tempered growth expectations reflected in the latest earnings guidance and sector trends.
分析記事 Nov 12

Here's Why Shareholders May Want To Be Cautious With Increasing The Clorox Company's (NYSE:CLX) CEO Pay Packet

Key Insights Clorox will host its Annual General Meeting on 19th of November Total pay for CEO Linda Rendle includes...
分析記事 Nov 10

Clorox (NYSE:CLX) Strong Profits May Be Masking Some Underlying Issues

The market shrugged off The Clorox Company's ( NYSE:CLX ) solid earnings report. We did some digging and believe...
ナラティブ更新 Nov 06

CLX: Share Buybacks And Cost Controls Will Drive Resilience Into Fiscal 2026

Clorox's fair value price target has been lowered by analysts from $129.88 to $124.76, a change that reflects softer recent financial results and modest growth expectations, which are tempered by ongoing operational challenges. Analyst Commentary Recent analyst updates for Clorox reflect a mixed outlook, with both optimistic and cautious perspectives emerging in response to the company's latest financial results and ongoing challenges.
ナラティブ更新 Oct 23

Analysts Lower Clorox Price Target Amid Service Disruptions and Muted Profit Outlook

Clorox's analyst price target was reduced from approximately $131.24 to $129.88, as analysts cite ongoing service disruptions, slowing sales growth, and a muted profit outlook as key factors for the adjustment. Analyst Commentary Recent research updates indicate that analysts remain cautious on Clorox shares, reflecting ongoing challenges and a muted growth outlook.
ナラティブ更新 Oct 09

Modern ERP And Digital Marketing Will Unlock Lasting Opportunities

Clorox’s analyst price target has been lowered by approximately $2.35 per share. Analysts cite weaker revenue growth projections and ongoing operational challenges for the company.
ナラティブ更新 Aug 27

Modern ERP And Digital Marketing Will Unlock Lasting Opportunities

Clorox’s consensus price target was revised down to $135.06 as soft consumption data, ERP-related volatility, and weak guidance have undermined near-term sales and earnings visibility. Analyst Commentary Recent soft consumption data signals weakened demand, prompting concern over short-term sales trends.
Seeking Alpha Mar 29

Clorox: Reviving From Cyberattack; Initiate With 'Buy'

Summary I am initiating a 'Buy' rating for Clorox with a fair value of $153 per share, driven by strong brand equity and IT modernization efforts. Clorox's ERP upgrade and IT investments are expected to drive future growth, despite near-term costs and recent cyberattack impacts. Clorox anticipates 3%-5% organic revenue growth and 13%-19% adjusted EPS growth in FY25, supported by new ERP system rollout and cost management. Key risks include Walmart's pricing power, potential consumer shift to private labels, and tariff exposure, though mitigated by supply chain adjustments. Read the full article on Seeking Alpha
Seeking Alpha Feb 27

Clorox: A Wonderful Business I Would Like To Own At A Lower Price

Summary Clorox is a wonderful business that sells everyday products across the world. It has many well-loved brands that customers love. The company has bounced back from the cyberattack it suffered in 2023, and has regained lost market share and improved margins. Wallstreet analysts across the board have upgraded their earnings expectations for CLX. However, there are real concerns facing it, and I do not think that investing in CLX at the current price offers me a favorable risk-reward scenario. Read the full article on Seeking Alpha

収支内訳

Clorox の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:CLX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 266,7205871,819116
31 Mar 266,7607561,772116
31 Dec 256,7587551,842116
30 Sep 256,7717911,857118
30 Jun 257,1048101,896121
31 Mar 257,0196941,980122
31 Dec 247,1654572,008127
30 Sep 247,4693572,035128
30 Jun 247,0932801,985126
31 Mar 247,2092401,975132
31 Dec 237,310802,014135
30 Sep 237,035861,929136
30 Jun 237,3891491,921139
31 Mar 237,171741,837134
31 Dec 227,0654351,682130
30 Sep 227,0414051,684131
30 Jun 227,1074621,679132
31 Mar 227,1084581,711143
31 Dec 217,0802471,762144
30 Sep 217,2314371,809150
30 Jun 217,3417101,809149
31 Mar 217,5229231,813146
31 Dec 207,5241,2251,829153
30 Sep 207,1311,1511,723147
30 Jun 206,7219391,654145
31 Mar 206,3658701,557141
31 Dec 196,1338161,470136
30 Sep 196,1578131,478134
30 Jun 196,2148201,482136
31 Mar 196,2787961,458135
31 Dec 186,2447901,447133
30 Sep 186,1878411,420132
30 Jun 186,1248231,407132
31 Mar 186,0808081,427132
31 Dec 176,0407991,431135
30 Sep 176,0307161,423136
30 Jun 175,9737031,409135
31 Mar 175,9266661,432140
31 Dec 165,8756531,420140
30 Sep 165,8146541,412142
30 Jun 165,7616481,393141
31 Mar 165,7186721,348138
31 Dec 155,6936571,328137
30 Sep 155,6936341,329136

質の高い収益: CLXは 高品質の収益 を持っています。

利益率の向上: CLXの現在の純利益率 (8.7%)は、昨年(11.4%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CLXの収益は過去 5 年間で年間15.2%増加しました。

成長の加速: CLXは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: CLXは過去 1 年間で収益成長率がマイナス ( -27.5% ) となったため、 Household Products業界平均 ( 11.6% ) と比較することが困難です。


株主資本利益率

高いROE: CLXの 自己資本利益率 ( 238.49% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/20 07:11
終値2026/08/20 00:00
収益2026/06/30
年間収益2026/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Clorox Company 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
John StaszakArgus Research Company
Lauren LiebermanBarclays
Constance ManeatyBMO Capital Markets Equity Research