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Procter & Gamble tops estimates as Beauty segment offsets softness in core staples
Proactiveinvestors NA· 2025-10-24 12:40
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
P&G(PG) - 2026 Q1 - Earnings Call Presentation
2025-10-24 12:30
Q1 FY 2026 Performance - Organic sales grew by 2% driven by pricing and mix[13] - Organic volume growth was flat at 0%[15] - Core earnings per share (EPS) increased by 3% to $1.99[14] - Currency-neutral core EPS also grew by 3%[14] - Adjusted free cash flow productivity was 102%[15] Segment Results - Beauty segment organic sales increased by 6% with volume up 4%[34] - Grooming segment organic sales grew by 3% with volume up 1%[37] - Health Care segment organic sales increased by 1% with volume down 2%[40] - Fabric & Home Care segment organic sales was flat at 0% with volume down 2%[43] - Baby, Feminine and Family Care segment organic sales and volume were flat at 0%[46] FY 2026 Guidance - Organic sales growth is projected to be between 0% and +4%[51] - Net sales growth is expected to be between +1% and +5%, including a 1% positive impact from foreign exchange and acquisitions/divestitures[51] - Core EPS growth is guided to be between +0% and +4%[53] - All-in EPS growth is projected to be between +3% and +9%[54] - The company anticipates ~$10 billion in dividends and ~$5 billion in direct share repurchases[57]
Procter & Gamble's stock jumps as easing of tariff effects leads to earnings beat
MarketWatch· 2025-10-24 12:14
Core Insights - Procter & Gamble has reduced its forecast for tariff costs in fiscal 2026 while maintaining its profit outlook [1] Summary by Category Financial Outlook - The company has kept its profit outlook unchanged despite the adjustment in tariff cost estimates [1] Tariff Costs - Procter & Gamble has lowered its estimate for tariff costs specifically for fiscal 2026 [1]
Procter & Gamble stock pops after surprise earnings beat
Yahoo Finance· 2025-10-24 12:11
Core Insights - Procter & Gamble (PG) exceeded Wall Street profit forecasts and reaffirmed its outlook, driven by strong performance in beauty and grooming segments, despite weaker results in healthcare, fabric, and home care [1][6] - The company reported net sales of $22.4 billion, a 3% increase from the prior year, surpassing the $22.2 billion estimate [6] - Adjusted EPS was $1.99, reflecting a 3% increase from the prior year and exceeding the $1.88 estimate [6] Sales Performance - Organic sales growth was 2%, outperforming the 1.42% estimate [6] - Beauty segment organic revenue growth was 6%, significantly higher than the 2.57% estimate [6] - Grooming segment organic revenue growth was 3%, above the 2.18% estimate [6] - Healthcare segment organic revenue growth was 1%, slightly below the 1.97% estimate [6] - Fabric and home care segment organic revenue growth was flat, matching the 0% estimate [6] - Baby, feminine, and family care segment organic revenue growth was 0%, below the 1.17% estimate [6] Future Outlook - Full-year total sales growth and organic sales growth were reiterated, with previous guidance of +1% to +5% and +0% to +4% respectively [6] - Full-year earnings per share guidance was reiterated at $6.83 to $7.09, with an estimate of $6.97 [6] Market Context - Outgoing CEO Jon Moeller noted that consumers are spending cautiously and looking for savings on everyday products [2] - JPMorgan analyst Andrea Teixeira highlighted ongoing market challenges, particularly in the U.S. and Europe, without a near-term catalyst for consumption recovery [3]
P&G Stock Rises on Earnings. Why Tariffs Are Still a Factor to Watch.
Barrons· 2025-10-24 11:26
Core Insights - The consumer products giant exceeded earnings and sales expectations for its fiscal first quarter [1] Financial Performance - The company reported strong financial results, indicating robust demand for its products [1] - Earnings and sales figures surpassed analyst forecasts, showcasing effective management and strategic positioning [1] Market Implications - The positive performance may signal a favorable outlook for the consumer products sector, potentially attracting investor interest [1] - The results could lead to increased confidence among stakeholders regarding the company's growth trajectory [1]
宝洁:第一季度销售净额223.9亿美元,高于市场预期
Xin Lang Cai Jing· 2025-10-24 11:22
Core Insights - Procter & Gamble reported first-quarter net sales of $22.39 billion, exceeding the estimate of $22.19 billion [1] - The company's gross margin for the first quarter was 51.4%, slightly below the estimated 51.5% [1] - Core earnings per share for the first quarter were $1.99, surpassing the estimate of $1.88 [1] Segment Performance - The Baby, Feminine & Family Care segment reported zero percent organic sales growth, below the estimate of +1.17% [1] - The Health Care segment achieved organic sales growth of +1%, which was lower than the estimated +1.97% [1]
X @Bloomberg
Bloomberg· 2025-10-24 11:20
Procter & Gamble reports better-than-expected sales for its latest quarter as consumers brushed off price increases https://t.co/WDLKz49NJj ...
Procter & Gamble Sales Rise; Sees Tariff Risk Lower for FY26
WSJ· 2025-10-24 11:13
Core Insights - Procter & Gamble reported sales growth in the first quarter and anticipates a milder impact from tariffs in the current fiscal year [1] Group 1 - The company experienced an increase in sales during the first quarter [1] - Procter & Gamble expects the effect of tariffs to be less severe compared to previous years [1]
Procter & Gamble beats earnings estimates but warns of higher costs from tariffs
CNBC· 2025-10-24 11:08
Core Insights - Procter & Gamble reported fiscal first-quarter earnings and revenue that exceeded analysts' expectations, driven by increased demand for beauty and grooming products [1][2] - The company anticipates higher costs due to tariffs in fiscal 2026, which began this month, but maintains its sales and earnings forecast for the fiscal year [2] - P&G's net income for the quarter ended September 30 was $4.75 billion, or $1.95 per share, compared to $3.96 billion, or $1.61 per share, a year earlier [2][3] Financial Performance - Adjusted earnings per share were $1.99, surpassing the expected $1.90 [4] - Net sales increased by 3% to $22.39 billion, exceeding the expected $22.18 billion [4] - Organic sales, excluding acquisitions, divestitures, and foreign currency impacts, rose by 2% during the quarter [3]
Procter & Gamble tops estimates on resilient demand for beauty, hair-care products
Yahoo Finance· 2025-10-24 11:04
Core Insights - Procter & Gamble (PG) exceeded Wall Street expectations for first-quarter revenue and profit, driven by strong demand for beauty and hair-care products despite economic uncertainties [1][5] - The company reduced its annual tariff cost estimate to approximately $400 million after tax, down from $800 million, following Canada lifting retaliatory tariffs on U.S. goods [1] Financial Performance - PG's quarterly revenue increased by 3% to $22.39 billion, surpassing estimates of 2% growth to $22.17 billion [5] - Core earnings per share reached $1.99, beating estimates by 9 cents, as higher prices helped mitigate tariff pressures [5] Market Trends - Sales volumes in the beauty segment rose by 4% in the three months ending September, compared to a 1% increase in the previous quarter [3] - Overall volumes across PG remained flat, although there was an increase in China [2][3] Competitive Landscape - PG's results are consistent with those of competitors like Unilever, which reported double-digit sales growth from beauty brands in the U.S. [2]