Q1 25 EPS
$0.91
BEAT +6.11%
Est. $0.86
Q1 25 Revenue
$4.91B
BEAT +0.98%
Est. $4.86B
vs S&P Since Q1 25
-35.8%
TRAILING MARKET
CL -4.9% vs S&P +30.9%
Market Reaction
Did CL Beat Earnings? Q1 2025 Results
Colgate-Palmolive delivered a stronger-than-expected first quarter, posting non-GAAP earnings of $0.91 per share against a consensus estimate of $0.86, a beat of 6.11%, even as reported revenue slipped 3.0% year over year to $4.91 billion amid punish… Read more Colgate-Palmolive delivered a stronger-than-expected first quarter, posting non-GAAP earnings of $0.91 per share against a consensus estimate of $0.86, a beat of 6.11%, even as reported revenue slipped 3.0% year over year to $4.91 billion amid punishing foreign exchange headwinds that alone carved out a 4.4% drag on net sales. The key driver behind the earnings resilience was gross profit margin expansion of 80 basis points to 60.8%, which the company achieved alongside a 30-basis-point increase in advertising investment to 13.6% of net sales, signaling that Colgate is leaning into brand building rather than pulling back. Revenue edged past the $4.86 billion consensus by 0.98%, supported by 1.4% organic sales growth fueled largely by pricing. Hill's Pet Nutrition was a notable bright spot, with operating profit surging 30% to $258.00 million and a 23.1% margin. Looking ahead, with rivals also navigating tariff-driven cost pressures, Colgate updated its full-year 2025 outlook to reflect tariff impacts, now guiding for organic sales growth of 2% to 4% and earnings per share growth of low single digits, a step down from prior mid-single-digit expectations.
Key Takeaways
- • Organic sales growth of 1.4% driven by 1.5% net selling price increases
- • Gross profit margin expanded 80 basis points to 60.8%
- • Advertising investment increased 30 basis points to 13.6% of net sales
- • P&L flexibility enabled operating profit, net income, and EPS growth despite volatile environment
- • Hill's Pet Nutrition operating profit surged 30% with 23.1% margin
- • Europe organic sales grew 5.4% driven by 3.0% volume growth and 2.4% pricing
- • Latin America organic sales grew 4.0% despite 12.7% FX headwind
- • Foreign exchange was a 4.4% headwind to total company net sales
CL YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
CL Revenue by Segment
With YoY comparisons, source: SEC Filings
CL Revenue by Geography
With YoY comparisons, source: SEC Filings
“Colgate-Palmolive people delivered another quarter of organic sales and earnings per share growth in the face of very difficult market conditions worldwide. The positive organic sales growth, in a period of slowing category growth in many markets, is a testament to the strength of our brands and our commitment to executing against our strategy.”
— Noel Wallace, Q1 2025 Earnings Press Release
CL Earnings Trends
CL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CL EPS Trend
Earnings per share: estimate vs actual
CL Revenue Trend
Quarterly revenue: estimate vs actual
CL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $0.97 | — | $5.32B | +2.08% |
| Q4 25 BEAT FY | $0.91 | $0.95 | +4.40% | $5.23B | +2.04% |
| FY Full Year | $3.65 | $3.69 | +1.00% | $20.38B | +0.52% |
| Q3 25 BEAT | $0.89 | $0.91 | +2.36% | $5.13B | +0.04% |
| Q2 25 BEAT | $0.89 | $0.92 | +2.80% | $5.11B | +1.55% |
| Q1 25 BEAT | $0.86 | $0.91 | +6.11% | $4.91B | +0.98% |