Q3 25 EPS
$0.91
BEAT +2.36%
Est. $0.89
Q3 25 Revenue
$5.13B
BEAT +0.04%
Est. $5.13B
vs S&P Since Q3 25
+9.7%
BEATING MARKET
CL +15.3% vs S&P +5.7%
Market Reaction
Did CL Beat Earnings? Q3 2025 Results
Colgate-Palmolive posted a modest but broadly in-line third quarter for fiscal 2025, nudging past Wall Street expectations as earnings per share of $0.91 edged ahead of the $0.89 consensus by 2.36%, while revenue of $5.13 billion matched estimates al… Read more Colgate-Palmolive posted a modest but broadly in-line third quarter for fiscal 2025, nudging past Wall Street expectations as earnings per share of $0.91 edged ahead of the $0.89 consensus by 2.36%, while revenue of $5.13 billion matched estimates almost precisely and rose 1.9% year over year. The headline numbers, however, masked an underlying deceleration, with organic sales expanding just 0.4% as slowing category demand across key markets and the company's deliberate exit from private label pet food manufacturing, which shaved roughly 70 basis points from organic growth, weighed on momentum. Gross profit margin contracted 170 basis points on a GAAP basis to 59.4%, underscoring the cost pressures that prompted management to launch its Strategic Growth and Productivity Program alongside the results. Regional performance was uneven, with Europe leading on a 7.6% net sales gain while North America contracted 0.4% and Asia Pacific slipped 1.5%. Looking ahead, Colgate lowered its full-year organic sales growth outlook to 1%-2% from the prior 2%-4% range, though it maintained guidance for low-single-digit EPS growth, signaling cautious confidence in its broader 2030 strategic repositioning.
Key Takeaways
- • Pricing contributed 2.3% to total company sales growth while organic volume declined 1.9%
- • Europe led regional performance with 7.6% net sales growth driven by 6.4% favorable FX
- • Africa/Eurasia posted 6.8% net sales growth with 7.3% pricing
- • Gross profit margin decline of 170 basis points to 59.4% pressured profitability
- • Exit from private label pet sales created approximately 0.8% drag on organic sales growth
- • Global toothpaste market share of 41.2% and manual toothbrush market share of 32.4% year to date
CL YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
CL Revenue by Segment
With YoY comparisons, source: SEC Filings
CL Revenue by Geography
With YoY comparisons, source: SEC Filings
“We are pleased to have delivered another quarter of net sales and organic sales growth, even in the face of slowing category growth in many markets and the negative impact from lower private label pet sales as we have exited that non-strategic business.”
— Noel Wallace, Q3 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% |