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Sep 30
Colgate Q3 2025 Earnings Report
Colgate reported modest Q3 2025 results, with slight sales growth and stable earnings per share despite pressures in key categories.
Key Takeaways
Colgate-Palmolive delivered a 2% increase in net sales and maintained flat adjusted EPS, as lower private label pet sales and margin contraction weighed on performance. Organic growth was limited but the company reaffirmed its full-year guidance.
Net sales rose 2% to $5.13 billion, driven by strong pricing offset by volume declines.
Organic sales growth was 0.4%, reflecting pressure from exiting private label pet business.
Net income was $735 million with diluted EPS of $0.91.
Operating profit margin decreased 60 basis points to 20.6%.
Colgate
Colgate
Colgate Revenue by Segment
Colgate Revenue by Geographic Location
Revenue by Segment
Oral/Personal NA Revenue
CapyFin.comOral/Personal LATAM Revenue
CapyFin.comOral/Personal Europe Revenue
CapyFin.comOral/Personal APAC Revenue
CapyFin.comOral/Personal Africa/Eurasia Revenue
CapyFin.comPet Nutrition Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comLatin America Revenue
CapyFin.comEurope Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comAfrica/Eurasia Revenue
CapyFin.com Forward Guidance
Colgate reaffirmed its EPS guidance and updated its full-year 2025 organic sales growth target to 1–2% from 2–4% previously.
Positive Outlook
- Gross margin guidance maintained despite inflationary pressure.
- Base business EPS expected to grow low-single digits.
- Advertising spending to remain flat as percent of sales.
- Strategic exit from low-margin private label pet business.
- Confidence in long-term growth from 2030 strategy and productivity plan.
Challenges Ahead
- Full-year organic sales growth guidance lowered due to pet nutrition drag.
- Gross margin compressed 170 basis points YoY on GAAP basis.
- Volume declines in multiple regions including North America and Asia Pacific.
- Hill’s Pet Nutrition volume dropped 4.2% YoY.
- Global category growth slowing in several markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income