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Dec 31, 2025
Coca-Cola Q4 2025 Earnings Report
Coca-Cola delivered organic revenue growth and higher comparable earnings while reported operating income declined due to impairment charges.
Key Takeaways
In Q4 2025, Coca-Cola grew net revenues and organic revenues, supported by price/mix and volume growth. Comparable EPS increased, but reported operating income declined year over year due to significant one-time impairment charges and currency headwinds.
Organic revenues grew 5% in the quarter driven by price/mix and concentrate sales
Comparable EPS increased despite currency headwinds
Reported operating income declined due to a major impairment charge
Unit case volume showed modest global growth
Revenue by Geographic Location
Forward Guidance
For 2026, Coca-Cola expects continued organic revenue growth and EPS expansion, supported by pricing actions, marketing investment and operational discipline, with some impact from currency and portfolio changes.
Positive Outlook
- Expected organic revenue growth of 4% to 5%
- Projected comparable EPS growth of 7% to 8%
- Strong free cash flow generation outlook
- Continued dividend growth commitment
- Ongoing investment in brands and innovation
Challenges Ahead
- Foreign currency volatility remains a headwind
- Potential impact from acquisitions and divestitures
- Higher marketing and input costs
- Macroeconomic uncertainty in key markets
- Regulatory and tax-related risks
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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