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Sep 30, 2025
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%.
Revenue by Segment
Revenue by Geographic Location
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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