Q4 FY2026 EarningsFY26 results were roughly in-line with revenue expectations at $6.7B vs. $6.68B consensus, despite a 26% YoY decline in diluted EPS. The acquisition of GOJO (Purell) in April 2026 and the full buyout of the Glad joint venture provided strategic portfolio expansion but significantly increased the debt load to $5.1B. Higher manufacturing and logistics costs, combined with the transition to a new ERP system, pressured the bottom line, while the planned resignation of CEO Linda Rendle adds near-term leadership uncertainty.