Church & Dwight (CHD) FY 2025 Conference September 03, 2025 01:30 PM ET Company ParticipantsLauren Lieberman - Managing DirectorRick Dierker - President, CEO & Board MemberCharles Raup - EVP - US Domestic PresidentLee Mcchesney - EVP & CFOLauren LiebermanIs to have CFO Lee McChaseney, who's joined us joined Church and Dwight in March and also Chuck Rout, who runs the consumer domestic business. So the team is going give a presentation. If there's some time for Q and A, we will do that. But generally speakin ...

Church & Dwight (CHD) FY 2025 Conference September 03, 2025 01:30 PM ET Speaker0Is to have CFO Lee McChaseney, who's joined us joined Church and Dwight in March and also Chuck Rout, who runs the consumer domestic business. So the team is going give a presentation. If there's some time for Q and A, we will do that. But generally speaking, the floor is yours.Speaker1All right. Thanks, Lauren. It's always good to be back in Boston. So here's our safe harbor statement. Please, if you have any questions, read th ...

Group 1: Investment Strategy - Investing in growth stocks is a proven method to enhance investment portfolios over the long term, with a suggested initial investment of $5,000 in strong, growing companies [1][2] Group 2: Steris - Steris focuses on manufacturing and selling products for patient care, particularly in infection prevention, with 71% of its revenue coming from the healthcare segment [4] - The company has experienced consistent growth in revenue and net income, with free cash flow increasing alongside net income, allowing for rising dividends, which increased from $0.52 to $0.57 per share, a 9.6% year-over-year increase [5] - Projected revenue for 2023, 2024, and 2025 is $4.54 billion, $5.14 billion, and $5.46 billion respectively, with operating income and net income also showing significant growth [6] - Steris aims for annual revenue growth in the mid-to-high single digits, driven by rising demand for medical procedures and potential mergers and acquisitions [8][9] Group 3: Mastercard - Mastercard operates a payment network facilitating secure transactions, with a strong brand presence and 3.5 billion debit and credit cards globally [10] - Revenue for 2022, 2023, and 2024 is projected at $22.2 billion, $25.1 billion, and $28.2 billion respectively, with net income increasing from $9.9 billion in 2022 to $12.8 billion in 2024 [11] - Free cash flow surged by 56.3% year over year to $2 billion, demonstrating the company's ability to generate excess cash for dividends, which increased by 15% year over year [12] - Mastercard continues to innovate, launching new payment technologies and forming partnerships to enhance its competitive edge [13][14] Group 4: Church & Dwight - Church & Dwight is a consumer products company managing key brands, with revenue growth driven by organic growth and acquisitions [15] - Revenue for 2022, 2023, and 2024 is projected at $5.38 billion, $5.87 billion, and $6.12 billion respectively, despite a slight dip in revenue and net income in the first quarter of 2025 [16] - The company has a history of consistent dividend payments, with a recent increase from $0.28375 to $0.295 per share [17] - Management believes there is significant growth potential, particularly from power brands and international expansion, with recent acquisitions supporting this growth strategy [18][19][20]