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Dec 31, 2025
Colgate Q4 2025 Earnings Report
Colgate reported a Q4 net loss due to impairment charges despite revenue growth.
Key Takeaways
Colgate-Palmolive posted a Q4 net loss of $37M as goodwill and intangible asset impairments impacted GAAP earnings. Revenue rose 5.8% to $5.23B, and non-GAAP EPS increased modestly to $0.95.
Q4 revenue increased 5.8% year-over-year to $5.23B.
GAAP EPS declined to $(0.05) due to $919M in impairment charges.
Base Business (non-GAAP) EPS rose 4% to $0.95.
Organic sales growth was 2.2%, with strong contributions from Latin America and Africa/Eurasia.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Colgate expects moderate growth in sales and EPS in 2026, despite ongoing category challenges.
Positive Outlook
- Net sales expected to grow 2% to 6%
- Organic sales growth forecasted at 1% to 4%
- Gross profit margin expected to expand
- Advertising spend to increase supporting brand strength
- EPS growth expected in the double digits (GAAP) and low to mid-single digits (non-GAAP)
Challenges Ahead
- Difficult operating environment continues
- Slower category growth expected in several markets
- Ongoing challenges in the skin health business, especially in China
- Impairment charges indicate weaker performance outlook in some segments
- Private label pet food business exit will impact organic growth by ~20 bps
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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