Q4 25 EPS
$0.95
BEAT +4.40%
Est. $0.91
Q4 25 Revenue
$5.23B
BEAT +2.04%
Est. $5.13B
vs S&P Since Q4 25
-5.6%
TRAILING MARKET
CL -1.4% vs S&P +4.1%
Full Year 2025 Results
FY 25 EPS
$3.69
BEAT +1.00%
Est. $3.65
FY 25 Revenue
$20.38B
BEAT +0.52%
Est. $20.28B
Market Reaction
Did CL Beat Earnings? Q4 2025 Results
Colgate-Palmolive delivered a stronger-than-expected fourth quarter, posting non-GAAP Base Business EPS of $0.95 against a consensus estimate of $0.91, a beat of 4.40%, while revenue of $5.23 billion topped the $5.13 billion estimate and rose 5.8% ye… Read more Colgate-Palmolive delivered a stronger-than-expected fourth quarter, posting non-GAAP Base Business EPS of $0.95 against a consensus estimate of $0.91, a beat of 4.40%, while revenue of $5.23 billion topped the $5.13 billion estimate and rose 5.8% year over year. The headline results masked significant noise beneath the surface, as a $919 million pre-tax goodwill impairment charge tied to its Filorga skin health business, hurt by sluggish category growth and weakness in China, swung GAAP EPS to a loss of $0.05 per share. Operational resilience carried the non-GAAP story, with organic sales growth of 2.2% and a meaningful 3.1% tailwind from foreign exchange lifting reported sales. Africa/Eurasia led divisional performance at 10.3% organic growth, while North America slipped 1.8%. Looking ahead, management guided 2026 net sales growth of 2% to 6% and low-to-mid-single-digit Base Business EPS growth, while unveiling a new 2030 strategy centered on AI-driven analytics and science-based innovation. The company also extended its streak of consecutive annual dividend increases to 63 years, reinforcing its Dividend Aristocrat credentials.
Key Takeaways
- • Strength in oral care and pet nutrition categories drove organic sales growth
- • Pricing contributed 2.7% to Q4 sales growth while organic volume declined 0.5%
- • Foreign exchange provided a 3.1% positive impact on Q4 reported sales
- • Africa/Eurasia led regional organic sales growth at 10.3%, Latin America at 6.5%
- • North America organic sales declined 1.8%, the weakest performing region
- • Lower private label pet volume negatively impacted organic sales by 0.9% in Q4
CL YoY Financials
Q4 2025 vs Q4 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 exited 2025 with accelerated growth momentum on both the top and bottom lines, even in the face of sluggish category growth in many markets. Net sales and organic sales grew in every category during the quarter, led by strength in oral care and pet nutrition, excluding private label.”
— Noel Wallace, Q4 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% |