CL
FY2026 Q1 · Calendar Q2 2026
Colgate-Palmolive Company
Colgate-Palmolive beat Q1 2026 estimates with EPS of $0.97 (vs. $0.943 est.) and revenue of $5.32B (vs. $5.22B est.), powered by volume-led organic sales growth in emerging markets, particularly Asia Pacific. Despite lowering gross margin guidance on $300M of assumed raw material and packaging cost inflation (oil at $110/barrel), management maintained overall sales and EPS guidance, pointing to an expanded SGPP savings program ($350-500M, potentially $550M) expected to yield $200-300M in annualized savings beginning largely in 2027-28. North America remained soft but is targeted with brand interventions and new product launches. Hill's pet care posted double-digit premium growth. The stock rose 2.23% on 1.70x baseline volume, with a subsequent drift of +1.34%. Analyst consensus target stands at $96.30 versus a current price of $92.73.
EPS surprise+2.9%
Market move+2.2%
