🐦 推特Wall St EngineCodex · 实盘不做把握 7/10
北京时间·🕒 发布 04:14:43时区推断·⟳ 抓取 04:15:03·⚡ 决策 08-04 12:50:48 +8h35m·84.3 天前
高乐氏公布2026财年四季度业绩及2027财年指引，增长质量偏弱但该催化已重复处理
Q4收入略高于预期、EPS基本符合预期，但有机销售同比下降13%、毛利率同比下滑520个基点。
📄 原文Wall St Engine@wallstengine↗ 原文
CLOROX $CLX Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.95B (Est. $1.9B) 🟢; -2% YoY 🔹 Adj. EPS: $1.66 (Est. $1.65) 🟡; -42%…
不做 高乐氏（CLX.US）
同一FY26 Q4财报及FY27指引催化已在2026-08-03 20:16 UTC由IR来源处理，并在后续news_center/Reuters记录中多次覆盖；本条为重复社媒转述，不再交易。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 medium ↗
关键理由
- Q4收入略高于预期、EPS基本符合预期，但有机销售同比下降13%、毛利率同比下滑520个基点。
- FY27销售增长主要受GOJO并表拉动，调整后EPS指引中点低于市场预期且公司提示成本波动和消费者趋于求值。
主要风险
- 同一财报催化已在内部系统多次处理，重复推送会造成同一事件重复决策。
- 美股当前处于盘前不可成交阶段，旧收盘价只能作参考。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
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原文全文
展开原文 · 837 字
CLOROX $CLX Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.95B (Est. $1.9B) 🟢; -2% YoY
🔹 Adj. EPS: $1.66 (Est. $1.65) 🟡; -42% YoY
🔹 Gross Margin: 41.3%; -520 bps YoY
FY27 Guide:
🔹 Net Sales: +13%-+14%
🔹 Organic Sales: +3.5%-+4.5%
🔹 Gross Margin: ~42%
🔹 EPS: $5.41-$5.71; +12%-+19% YoY
🔹 Adj. EPS: $5.70-$6.00 (Est. $5.97) 🔴
🔹 Adj. EPS Growth: +3%-+8% YoY
Segment Net Revenue:
🔹 Health and Wellness: $860M; +16% YoY
🔹 Household: $524M; -18% YoY
🔹 Lifestyle: $280M; -17% YoY
🔹 International: $281M; +4% YoY
Other Q4 Metrics:
🔹 Organic Sales: -13% YoY
Comments:
🔸 “Our fourth-quarter results were in line with our expectations and reflect disciplined execution in a dynamic environment.”
🔸 “As we begin fiscal year 2027, we expect the operating environment to remain challenging, with continued cost volatility and a value-seeking consumer.”
🔹 Revenue: $1.95B (Est. $1.9B) 🟢; -2% YoY
🔹 Adj. EPS: $1.66 (Est. $1.65) 🟡; -42% YoY
🔹 Gross Margin: 41.3%; -520 bps YoY
FY27 Guide:
🔹 Net Sales: +13%-+14%
🔹 Organic Sales: +3.5%-+4.5%
🔹 Gross Margin: ~42%
🔹 EPS: $5.41-$5.71; +12%-+19% YoY
🔹 Adj. EPS: $5.70-$6.00 (Est. $5.97) 🔴
🔹 Adj. EPS Growth: +3%-+8% YoY
Segment Net Revenue:
🔹 Health and Wellness: $860M; +16% YoY
🔹 Household: $524M; -18% YoY
🔹 Lifestyle: $280M; -17% YoY
🔹 International: $281M; +4% YoY
Other Q4 Metrics:
🔹 Organic Sales: -13% YoY
Comments:
🔸 “Our fourth-quarter results were in line with our expectations and reflect disciplined execution in a dynamic environment.”
🔸 “As we begin fiscal year 2027, we expect the operating environment to remain challenging, with continued cost volatility and a value-seeking consumer.”
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