Colgate Stock Jumps After Earnings. Why the Shares Can Keep Investors Smiling. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Colgate Stock Jumps After Earnings. Why the Shares Can Keep Investors Smiling.By [Alex Kozul-Wright]ShareResize-- ...

周五，高露洁(CL.US)涨逾4%，报89.17美元。消息面上，高露洁报告称，去年四季度，净销售额为52.3 亿美元，高于一年前的49.4亿美元，FactSet调查分析师预计为51.2亿美元。基础业务收益(非GAAP指标) 为每股0.95美元，高于一年前的0.91美元，FactSet调查的分析师预计为0.91美元。对于2026年，该公司 预计，净销售额增长将在2%至6%之间。 ...

智通财经APP获悉，周五，高露洁(CL.US)涨逾4%，报89.17美元。消息面上，高露洁报告称，去年四季 度，净销售额为52.3亿美元，高于一年前的49.4亿美元，FactSet调查分析师预计为51.2亿美元。基础业 务收益(非GAAP指标)为每股0.95美元，高于一年前的0.91美元，FactSet调查的分析师预计为0.91美元。 对于2026年，该公司预计，净销售额增长将在2%至6%之间。 ...

Colgate-Palmolive Company (NYSE:CL) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsAndrea Teixeira - Executive DirectorBonnie Herzog - Managing DirectorDara Mohsenian - Managing Director in US Beverage and Household Products SectorsFilippo Falorni - Director in Equity ResearchJohn Faucher - Chief Investor Relations Officer and EVP in M&AKaumil Gajrawala - Managing Director in Beverage, Household Products, and HALO StrategyKevin Grundy - Managing DirectorLauren Lieberman - Managing Di ...

Colgate-Palmolive Company (NYSE:CL) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsAndrea Teixeira - Executive DirectorBonnie Herzog - Managing DirectorDara Mohsenian - Managing Director in US Beverage and Household Products SectorsFilippo Falorni - Director in Equity ResearchJohn Faucher - Chief Investor Relations Officer and EVP in M&AKaumil Gajrawala - Managing Director in Beverage, Household Products, and HALO StrategyKevin Grundy - Managing DirectorLauren Lieberman - Managing Di ...

Financial Data and Key Metrics Changes - The company reported stronger-than-expected Q4 results, with organic sales growth, net sales, gross profit, base business earnings per share, and free cash flow growth in 2025 despite challenges such as lower-than-expected category growth and higher raw material inflation [3][4] - The company achieved $5 billion in sales growth as part of its 2025 strategy, transitioning to a new 2030 strategy aimed at accelerating change and driving top-tier growth [4][8] Business Line Data and Key Metrics Changes - Organic sales growth was observed in all four categories in Q4, with modest volume growth excluding the impact of the Prime100 acquisition and planned exit from the private label business [4][8] - The Hill's brand showed strong growth, with volume growth exceeding 5% on an underlying basis, despite challenges in the overall category [21][32] Market Data and Key Metrics Changes - Emerging markets, particularly Latin America, performed well with high single-digit growth in Mexico and Brazil, contributing to an overall organic growth of about 4.5% in emerging markets [58][60] - North America faced challenges, with nine categories experiencing volume declines in October and ten in November, although December showed slight improvement [48][50] Company Strategy and Development Direction - The company is focusing on five key areas: leveraging strong global brands, accelerating investment in innovation, enhancing omni-channel demand generation, investing in digital and AI capabilities, and fostering a high-impact culture [5][7][8] - The Strategic Growth and Productivity Program aims to unlock organizational changes and funding necessary to support the new strategy, with a focus on building brand capabilities and driving productivity [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, citing improved momentum in Q4 and stabilization of category growth rates, but acknowledged significant uncertainty in the market [9][10] - The company is cautious about the U.S. market, expecting continued challenges in the near term but believes that innovation and premiumization strategies will drive future growth [50][95] Other Important Information - The company noted that foreign exchange has been favorable recently, but historically has only been a tailwind in two of the last ten years, and will be managed flexibly in the business model [23][70] - The company is adapting its organizational structure to focus on omni-channel demand generation, aiming to enhance decision-making and responsiveness to market changes [90][91] Q&A Session Summary Question: Insights on category growth and market share positioning - Management indicated that category growth has stabilized at lower rates than historical assumptions, with expectations of gradual improvement in 2026 [18][26] Question: Performance of the Hill's brand - Despite challenges in the category, the Hill's brand experienced strong volume growth, driven by science-based innovation and improved market shares [31][32] Question: North America market challenges - Management acknowledged the sluggishness in North America, particularly in personal care, and emphasized the need for a stronger innovation pipeline and effective revenue growth management strategies [46][50] Question: Emerging markets performance - Emerging markets showed strong growth, particularly in Latin America, with a focus on executing strategic growth initiatives to capitalize on favorable category growth rates [58][60] Question: Advertising and promotional strategies - Management discussed the need for a balanced approach to advertising spend, focusing on efficiency while also investing in areas that will drive market share and category growth [41][44]

Colgate-Palmolive (CL) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.02%. A quarter ago, it was expected that this consumer products maker would post earnings of $0.89 per share when it actually produced earnings of $0.91, delivering a surprise of +2.25%.Over the last four quarte ...

4Q & Full Year 2025 EARNINGS PRESENTATION January 30, 2026 January 2026 Notice for Investor Presentation Please review the following fourth quarter and full year 2025 earnings presentation in conjunction with our fourth quarter and full year 2025 earnings press release, our fourth quarter and full year 2025 prepared management remarks and additional information regarding our non-GAAP financial measures, including GAAP to non-GAAP reconciliations, which are available in the Investor Center section of our web ...

Financial Performance - Full year net sales increased by 1.4% to $20,382 million, compared to $20,101 million in 2024[2] - GAAP EPS for the full year declined by 25% to $2.63, primarily due to impairment charges related to the skin health business[4] - Base Business EPS increased by 3% to $3.69 for the full year[2] - Fourth quarter net sales rose by 5.8% to $5,230 million, with organic sales growth of 2.2%[6] - GAAP EPS for the fourth quarter was $(0.05), a decline of 106% due to impairment charges[5] - For the full year 2025, net sales totaled $20,382 million, a slight increase from $20,101 million in 2024[32] - The company reported a net income of $2,132 million for the full year 2025, down from $2,889 million in 2024[32] - Total operating profit for the twelve months ended December 31, 2025, was $3.306 billion, compared to $4.268 billion in 2024, reflecting ongoing challenges[38] Profitability Metrics - Gross profit for Q4 2025 was $3,146 million, with a gross profit margin of 60.2%, slightly down from 60.3% in Q4 2024[30] - Full year gross profit was $12,251 million, with a gross profit margin of 60.1%, down from 60.5% in 2024[32] - Operating profit for Q4 2025 significantly decreased to $92 million, down from $1,064 million in Q4 2024, resulting in an operating profit margin of 1.8% compared to 21.5% in the previous year[30] - The operating profit margin for the three months ended December 31, 2025, was 1.8%, down from 21.5% in 2024, indicating a substantial decline in profitability[52] - Operating profit under GAAP fell by 23% from $4,268 million in 2024 to $3,306 million in 2025[58] - Non-GAAP operating profit remained relatively stable at $4,347 million in 2025 compared to $4,353 million in 2024[58] Shareholder Returns - The company returned $2.9 billion to shareholders through dividends and share repurchases in 2025[4] Future Outlook - The company expects 2026 net sales growth of 2% to 6%, with organic sales growth projected at 1% to 4%[12] - Gross profit margin is expected to expand in 2026, with double-digit earnings per share growth anticipated on a GAAP basis[12] Market Position - Colgate's global market share in toothpaste remained strong at 41.3% year to date[9] Operational Efficiency - Selling, general and administrative expenses as a percentage of net sales increased to 39.6% in 2025 from 38.3% in 2024, indicating rising operational costs[52] - Selling, general and administrative expenses as a percentage of net sales increased from 38.5% in 2024 to 38.8% in 2025[58] Taxation - The effective tax rate for Q4 2025 was 104.7%, a substantial increase from 21.6% in Q4 2024[30] - The effective tax rate for GAAP net income increased from 22.9% in 2024 to 26.1% in 2025[60] Regional Performance - North America sales decreased by 1.5% in the three months ended December 31, 2025, while Latin America saw a significant increase of 12.8%[44] - Sales in Europe increased by 9.8% for the three months ended December 31, 2025, driven by strong pricing strategies[44] Acquisitions and Costs - The acquisition of the Prime100 pet food business contributed 0.5% to the total company volume for the three months ended December 31, 2025[45] - The company reported acquisition-related costs of $9 million in 2025, with no such costs reported in 2024[58] - The restructuring program charges for 2025 were related to the Strategic Growth and Productivity Program and the 2022 Global Productivity Initiative[61] Non-GAAP Metrics - The company reported a non-GAAP net income of $1.038 billion for the three months ended December 31, 2025, a 22.9% increase from $800 million in 2024[54] - Colgate-Palmolive's GAAP gross profit for 2025 was $12,251 million, compared to $12,161 million in 2024, reflecting a slight increase[58] - The gross profit margin under GAAP decreased from 60.5% in 2024 to 60.1% in 2025, a change of -40 basis points[58] - Non-service related postretirement costs under GAAP decreased from $87 million in 2024 to $55 million in 2025[58]

Core Insights - Colgate-Palmolive reported a loss in the fourth quarter due to a significant charge related to its underperforming skin-health business, although sales increased despite challenging market conditions [1] Financial Performance - The company experienced a loss in the fourth quarter, primarily attributed to a large charge associated with its skin-health segment [1] - Sales rose during the quarter, indicating resilience in the face of a difficult operating environment [1]