Q2 25 EPS
$0.92
BEAT +2.80%
Est. $0.89
Q2 25 Revenue
$5.11B
BEAT +1.55%
Est. $5.03B
vs S&P Since Q2 25
-9.3%
TRAILING MARKET
CL +6.6% vs S&P +15.9%
Market Reaction
Did CL Beat Earnings? Q2 2025 Results
Colgate-Palmolive posted a solid if measured second quarter, beating Wall Street expectations on both the top and bottom lines as the consumer staples giant navigated a challenging cost environment. The company reported non-GAAP EPS of $0.92, edging … Read more Colgate-Palmolive posted a solid if measured second quarter, beating Wall Street expectations on both the top and bottom lines as the consumer staples giant navigated a challenging cost environment. The company reported non-GAAP EPS of $0.92, edging past the $0.89 consensus estimate by 2.80%, while revenue of $5.11 billion topped forecasts by 1.55% and grew 1.0% year over year. The headline beat was underpinned by organic sales growth of 1.8%, with strength in Africa/Eurasia, up 7.7% organically, and Hill's Pet Nutrition helping offset a 0.9% organic decline in North America, the company's weakest division. Gross profit margin compressed 50 basis points to 60.1%, pressured by higher raw material costs and tariff-related headwinds, a challenge Colgate is actively addressing through a new three-year productivity program targeting $200 million to $300 million in cumulative pre-tax savings through 2028. Looking ahead, management trimmed its organic sales growth outlook to the low end of its 2% to 4% range, while maintaining a low-single-digit EPS growth forecast for the full year.
Key Takeaways
- • Organic sales growth of 1.8% driven by 2.0% pricing gains
- • Africa/Eurasia led divisions with 7.7% organic sales growth
- • Latin America organic sales grew 3.4% despite severe FX headwinds
- • Hill's Pet Nutrition grew organic sales 2.0% with 2.9% pricing
- • Planned exit from private label pet sales created 0.6% organic sales drag
- • Gross profit margin declined 50 basis points to 60.1% due to higher input costs and tariffs
- • Lower effective tax rate of 23.2% versus 24.1% year ago
CL YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
CL Revenue by Segment
With YoY comparisons, source: SEC Filings
CL Revenue by Geography
With YoY comparisons, source: SEC Filings
“I am pleased that Colgate-Palmolive people achieved another quarter of net sales, organic sales and earnings per share growth in the face of continued difficult market conditions worldwide, with organic sales growth improving sequentially versus the first quarter despite an even greater negative impact from lower private label pet sales.”
— Noel Wallace, Q2 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% |