CL

The Clorox Company stock research

Sep 30, 2025

FY2026 Q1

The Clorox (CLX) Gross Margin — Quarter Ended Sep 30, 2025

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin weakened versus both periods, reflecting a larger proportional decline in gross profit relative to revenue.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2026 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin weakened versus both periods, reflecting a larger proportional decline in gross profit relative to revenue.

  • The decline in gross profit outpaced the decline in revenue, leading to a lower gross margin. This indicates that cost of revenue did not decrease proportionally with revenue.
  • Compared to the immediately preceding quarter, gross margin weakened as revenue and gross profit fell while cost of revenue decreased at a slower rate. Versus the same quarter one year earlier, gross margin also weakened, with revenue and gross profit lower and cost of revenue declining less sharply.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

41.7%

Gross profit

$596.0M

Revenue

$1.4B

Cost of revenue

$833.0M

Quarter-over-quarter change

-4.8 pts

Year-over-year change

-4.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2024$1.7B$738.0M$948.0M43.8%
Mar 31, 2025$1.7B$744.0M$924.0M44.6%
Jun 30, 2025$2.0B$924.0M$1.1B46.5%
Sep 30, 2025$1.4B$596.0M$833.0M41.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

-4.8 pts

Year-over-year change

Sep 30, 2024

-4.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The decline in gross profit outpaced the decline in revenue, leading to a lower gross margin. This indicates that cost of revenue did not decrease proportionally with revenue.

Compared to the immediately preceding quarter, gross margin weakened as revenue and gross profit fell while cost of revenue decreased at a slower rate. Versus the same quarter one year earlier, gross margin also weakened, with revenue and gross profit lower and cost of revenue declining less sharply.

Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters to assess margin stability.