Core Insights - Colgate-Palmolive reported fourth-quarter earnings and revenue that exceeded expectations, with shares rising over 4% intraday [1] - The company faced a significant impairment charge of $794 million related to its skin health business, impacting GAAP earnings [2] - For full-year 2025, Colgate's net sales increased to $20.38 billion, with adjusted earnings per share rising to $3.69 [3] Financial Performance - Adjusted earnings per share for the fourth quarter were $0.95, surpassing analyst estimates of $0.91 [1] - Revenue for the quarter reached $5.23 billion, exceeding consensus forecasts of $5.12 billion, marking a year-over-year increase of 5.8% [1] - Organic sales growth for the quarter was 2.2%, excluding currency impacts and acquisitions [1] Regional Performance - Latin America showed strong performance with reported sales rising 12.8% and organic growth of 6.5% [2] - The Africa/Eurasia region also experienced robust gains, with reported sales up 15% and organic growth of 10.3% [2] Future Projections - For 2026, Colgate projected net sales growth of 2% to 6%, including a low-single-digit benefit from foreign exchange [3] - Organic sales are expected to rise by 1% to 4% [3] - The company anticipates gross margin expansion, increased advertising investment, and low- to mid-single-digit EPS growth on a non-GAAP basis [3]

Core Insights - Colgate-Palmolive Company reported strong fourth-quarter 2025 results, with both revenue and earnings exceeding expectations, driven by solid pricing and brand strength in oral care and pet nutrition [1][2] Financial Performance - Earnings per share (EPS) on a non-GAAP basis were 95 cents, a 4% increase year-over-year, surpassing the Zacks Consensus Estimate of 91 cents [2] - Net sales reached $5.230 billion, up 5.8% from the previous year, also exceeding the Zacks Consensus Estimate of $5.088 billion [2] - Organic sales grew by 2.2%, despite a 0.9% negative impact from reduced private-label pet volume, with a positive currency effect of 3.1% [2] Segment Analysis - North America: Net sales decreased by 1.5% year-over-year, with a 2.3% drop in volume offset by a 0.5% rise in pricing [11] - Latin America: Net sales increased by 12.8% year-over-year, driven by a 4.2% rise in pricing and a 2.3% increase in volume [12] - Europe: Net sales rose by 9.8% year-over-year, supported by a 1% increase in pricing and a positive currency effect of 8.1% [12] - Asia Pacific: Net sales declined by 0.3% year-over-year, with a 2.2% drop in volume, but a 2.3% rise in pricing helped offset losses [13] - Africa/Eurasia: Net sales improved by 15% year-over-year, driven by 9.1% growth in pricing and a 4.7% favorable currency effect [13] - Hill's Pet Nutrition: Net sales increased by 4.9% year-over-year, benefiting from a 3% rise in pricing [14] Profitability Metrics - Base business gross profit was $3.15 billion, a 5.5% increase from the prior year, with a gross profit margin of 60.2%, down 10 basis points [8] - Adjusted SG&A expenses totaled $1.98 billion, up 4.5% year-over-year, maintaining a percentage of sales at 38.3% [9] - Adjusted operating profit was $1.11 billion, a 3% increase year-over-year, with an operating profit margin of 21.2%, down 50 basis points [10] Cash Flow and Shareholder Returns - Colgate ended Q4 2025 with cash and cash equivalents of $1.28 billion and total debt of $7.9 billion [15] - The company returned $2.9 billion to shareholders through dividends and share repurchases over the past 12 months [15] 2026 Outlook - Colgate anticipates net sales growth of 2-6% for 2026, with organic sales projected to increase by 1-4% [16] - Management expects gross margin expansion and double-digit growth in EPS for 2026 [17]

Second, we are accelerating our investment in new innovation models with additional resources focused on delivering more impactful science-based innovation across all price tiers with greater investment in key strategic growth markets. Next, we're harnessing the power of best-in-class omnichannel demand generation by adapting how the right products with content and messages are delivered to the right people at the moments that matter in order to drive purchase behavior. The goal is to deliver consistency of ...

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]

高露洁(CL.US)盘初涨超6%报90.71美元。消息面上，高露洁报告称，截至12月31日的季度净销售额为 52.3亿美元，高于一年前的49.4亿美元。 本文源自：金融界AI电报 ...

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 ...