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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for The Coca-Cola Company (KO) is 9/10.
Coca-Cola delivered a strong Q1 2026 with comparable EPS of $0.86, up 18% year-over-year, as organic revenue grew 10% with global volume momentum of 3% unit case growth across all segments. Comparable EPS guidance was raised from 7-8% to 8-9% growth on the $3.00 base, reflecting the strong start to the year. Innovation pipeline drove consumer recruitment, and balanced top-line growth came from both pricing and volume. Middle East conflict disrupted Eurasia volumes, and FIFA World Cup and digital activation were scaling. APAC margin compression from inventory phasing was a temporary headwind.
Scored from The Coca-Cola Company’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 | $11.54B | +6.4% | $0.51 | +10.9% | 60.0% | 23.5% | 19.0% | $3.15B |
| FY2025 Q1 | $11.13B | -1.5% | $0.77 | +4.1% | 62.6% | 32.9% | 29.9% | $-5.51B |
| FY2025 Q2 | $12.54B | +1.4% | $0.88 | +57.1% | 62.4% | 34.1% | 30.4% | $3.37B |
| FY2025 Q3 | $12.46B | +5.1% | $0.86 | +30.3% | 61.5% | 32.0% | 29.7% | $4.56B |
| FY2025 Q4 | $11.82B | +2.4% | $0.53 | +3.9% | 60.0% | 15.6% | 19.2% | $2.87B |
| FY2026 Q1 | $12.47B | +12.1% | $0.91 | +18.2% | 63.0% | 35.0% | 31.5% | $1.75B |
| FY2026 Q2 | $13.38B | +6.7% | $1.03 | +17.0% | 62.9% | 34.9% | 33.1% | $5.10B |