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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Colgate-Palmolive (CL) is 7/10.
Colgate-Palmolive delivered strong net and organic sales growth in Q1, with emerging market-led acceleration and Asia Pacific volume showing China recovery signs. However, an additional $300 million in raw material and logistics cost inflation forced a gross margin guidance reduction from up year-over-year to down, while EPS and organic sales guidance were maintained. The SGPP restructuring program was expanded with a $200-300 million savings target, and Hill's continued its strong performance excluding private label.
Scored from Colgate-Palmolive’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.94B | -0.1% | $0.90 | +3.4% | 60.3% | 22.0% | 14.9% | $1.08B |
| FY2025 Q1 | $4.91B | -3.0% | $0.85 | +2.4% | 60.8% | 21.9% | 14.1% | $476M |
| FY2025 Q2 | $5.11B | +1.0% | $0.91 | +2.2% | 60.1% | 21.1% | 14.5% | $776M |
| FY2025 Q3 | $5.13B | +1.9% | $0.91 | +1.1% | 59.4% | 21.4% | 14.3% | $1.11B |
| FY2025 Q4 | $5.23B | +5.8% | $-0.05 | -105.1% | 60.2% | 20.6% | -0.7% | $1.28B |
| FY2026 Q1 | $5.32B | +8.4% | $0.80 | -5.9% | 60.6% | 21.7% | 12.1% | $609M |
| FY2026 Q2 | $5.36B | +4.9% | $0.86 | -5.5% | 61.5% | 19.0% | 12.9% | $867M |