Colgate-Palmolive (CL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Colgate-Palmolive reported revenue of $5.23 billion for the quarter ended December 2025, reflecting a year-over-year increase of 5.8% and a surprise of +2.79% over the Zacks Consensus Estimate of $5.09 billion [1] - The company's EPS for the quarter was $0.95, up from $0.91 in the same quarter last year, resulting in an EPS surprise of +4.02% compared to the consensus estimate of $0.91 [1] Revenue Performance by Region - North America: Net sales of $1.02 billion, matching the average estimate, but down 1.5% year-over-year [4] - Latin America: Net sales reached $1.25 billion, exceeding the average estimate of $1.18 billion, with a year-over-year increase of 12.8% [4] - Africa/Eurasia: Net sales of $309 million, surpassing the average estimate of $293.22 million, reflecting a year-over-year growth of 14.9% [4] - Europe: Net sales of $734 million, above the average estimate of $707.71 million, showing a year-over-year increase of 9.9% [4] - Asia Pacific: Net sales of $722 million, slightly below the average estimate of $724.66 million, with a year-over-year change of -0.3% [4] - Pet Nutrition: Net sales of $1.2 billion, exceeding the average estimate of $1.16 billion, with a year-over-year increase of 4.9% [4] - Total Oral, Personal and Home Care: Net sales of $4.03 billion, above the average estimate of $3.92 billion, reflecting a year-over-year increase of 6.1% [4] Operating Profit - Pet Nutrition: Operating profit of $286 million, exceeding the average estimate of $278.19 million [4] - Total Oral, Personal and Home Care: Operating profit of $999 million, slightly above the average estimate of $993.46 million [4] Stock Performance - Colgate-Palmolive shares have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]