Colgate-Palmolive Company: Beat — EPS $0.97, Revenue $5.37B
Earnings BeatQ3 2026 · Pre-market
Did Colgate-Palmolive Company (CL) beat earnings today?
Yes, Colgate-Palmolive Company (CL) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+4.30% surprise
$0.97Actual
Expected: $0.93
vs. year ago +7.0%
Total Revenue+0.73% surprise
$5.37BActual
Expected: $5.33B
vs. year ago +4.6%
Released Oct 30 · 7:02 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Net Sales | $5.37B | $5.13B | +4.6 |
| Revenue detail — reported lines | |||
| └─North America | $905.00M | $922.00M | -1.7 |
| └─Latin America | $1.33B | $1.18B | +12.5 |
| └─Europe, Middle East & Africa | $1.13B | $1.11B | +1.4 |
| └─Asia Pacific | $802.00M | $775.00M | +3.5 |
| └─Total Oral, Personal and Home Care | $4.16B | $3.99B | +4.4 |
| └─Hill’s Pet Nutrition | $1.21B | $1.14B | +5.6 |
| GAAP Basic EPS | $0.94 | $0.91 | +3.0 |
| GAAP Diluted EPS | $0.94 | $0.91 | +3.0 |
| Base Business EPS | $0.97 | $0.91 | +7.0 |
| Net Income | $751.00M | $735.00M | +2.2 |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | FY26 Outlook | Expected |
|---|---|---|---|
| Net Sales | — | Up 4%-5% (prev. 2%-6%; low-single-digit positive FX impact) | $21.4B |
| Organic Sales Growth | — | Broadly in line with nine-month performance (prev. 1%-4%) | — |
| GAAP Gross Profit Margin | — | Up (prev. roughly flat) | — |
| Advertising | — | Up $ and % of net sales | — |
| GAAP EPS | — | Double-digit growth | — |
| Base Business Gross Profit Margin | — | Up (prev. roughly flat) | — |
| Base Business EPS | — | 5%-7% growth (prev. mid-single-digit growth) | $3.87 |
Business Highlights
- ➤Global toothpaste market share was 41.4% year to date.
- ➤Global manual toothbrush market share was 33.1% year to date.
- ➤The Company emphasized premium, science-based innovation under its 2030 strategy.
- ➤Advertising investment increased by double digits during the quarter.
- ➤Colgate-Palmolive sells products in more than 200 countries and territories.
- ➤The Bright Smiles, Bright Futures program has reached approximately two billion children and families since 1991.
- ➤The portfolio spans Oral Care, Personal Care, Home Care and Pet Nutrition.
- ➤The Company cited broad-based growth across all four categories and four of five divisions.
Management Commentary
Noel Wallace, Chairman, President and Chief Executive Officer
“Our growth momentum continued, delivering another strong quarter of broad-based top- and bottom-line growth with net sales and organic sales increasing in all four categories and in four of five divisions. We were particularly pleased to have delivered our fourth quarter of sequential improvement in worldwide volume growth, while delivering strong pricing growth in the third quarter. As was the case last quarter, gross profit, gross profit margin, operating profit, operating profit margin, net income, earnings per share and free cash flow all increased year over year.”
Noel Wallace, Chairman, President and Chief Executive Officer
“We remain focused on executing our 2030 strategy, with an emphasis on driving premium, science-based innovation, and we continue to invest behind our brands globally supported by another double-digit increase in advertising this quarter.”
Noel Wallace, Chairman, President and Chief Executive Officer
“Despite consumer uncertainty and ongoing macroeconomic volatility, our proactive focus on driving growth while building flexibility into our P&L gives us confidence we can navigate these challenges while continuing to deliver consistent, compounded earnings per share growth and drive long-term shareholder value.”