Church & Dwight (CHD) is expected to post an in-line Q4 result and provide balanced 2026 guidance, despite a softer consumer backdrop and portfolio-related moving parts, RBC Capital Markets said in a note emailed Thursday.

RBC estimates Q4 earnings of $0.83 per share and revenue of $1.64 billion, matching consensus estimates, according to the note.

For 2026, RBC expects guidance of 2% to 4% organic sales growth and 6% to 8% EPS growth. While initially cautious on the macro backdrop, RBC said the company should deliver toward the midpoint to upper end of those ranges over time.

The vitamin, minerals and supplement divestiture, which accounts for less than 5% of the company's sales and has not yet reflected in consensus estimates, may pressure revenue but should support organic growth and profitability, RBC said.

Church & Dwight will release its Q4 results on Friday.

RBC maintained its outperform rating on the stock with a price target of $114.

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