Analyst Consensus ?
ConsensusHold45 ratings
Bullish1840.0%
Neutral2555.6%
Bearish24.4%
Colgate-Palmolive Company · CL · FY2026 Q1 · Calendar Q2 2026
Colgate-Palmolive Q1 2026: Emerging Markets Drive Beat as Margin Pressure Mounts
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.
Reported Before market openNYSEConsumer Defensive
$74.20B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.97
Consensus $0.94
EPS surprise
+2.9%
Reported versus consensus
Reported revenue
$5.32B
Consensus $5.22B
Revenue surprise
+2.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.2%
Event window
SPY move
+0.3%
Same window
Abnormal move
+1.9%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
+1.3%
Up to 20 sessions
CLSPY benchmark
Ask FN2 about CL FY2026 Q1
Transcript, numbers and history already loaded
Why did CL rise 2.2% after beating EPS estimates in FY2026 Q1?What changed in CL's guidance and outlook in FY2026 Q1?Give me the bull and bear case for CL after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
From Q4 2025 to Q1 2026, the growth narrative shifted from broad-based resilience to emerging-market-led acceleration. The prior quarter emphasized the launch of the 2030 strategy and a wide 1%-4% organic sales guidance range; this quarter delivered concrete evidence of that strategy working in Asia Pacific. However, the cost backdrop deteriorated: management now assumes $300M in raw material and logistics cost inflation (oil at $110/barrel, over 20% YoY increase in oil-by-product costs), prompting a lowered gross margin outlook. The SGPP savings program was expanded from its initial launch to $350-500M (potentially $550M). The Prime 100 acquisition, highlighted as exceeding expectations last quarter, was not mentioned this quarter. Bullish score improved from 70 to 75.
Guidance delta
Overall 2026 sales and EPS guidance was maintained. Gross margin guidance was lowered due to raw material and packaging cost inflation. Management introduced an expanded SGPP savings target of $350-500M (potentially $550M), with $200-300M in annualized savings expected, the bulk realized in 2027-28.
Key takeaways
- Emerging markets, led by Asia Pacific, are the primary engine of volume and sales growth this quarter.
- Gross margin guidance was lowered due to significant raw material and packaging cost inflation, with $300M assumed cost impact and oil at $110/barrel.
- SGPP savings program expanded to $350-500M (potentially $550M), with $200-300M annualized savings expected largely in 2027-28.
- North America remains underperforming but is receiving brand interventions, innovation launches, and RGM initiatives.
- Hill's pet care posted double-digit growth in premium segments, offsetting broader category softness.
Management priorities
- Accelerate advertising and omnichannel initiatives in high-growth emerging markets.
- Launch new innovations including dual-tube packaging technology and premium pet products.
- Deploy SGPP savings to fund the 2030 strategic plan and boost EPS.
- Simplify organizational structure to increase agility.
- Continue RGM and productivity programs to offset cost pressures.
Follow CL with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$92.17Current
$76Low
$93.66Average
$121High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Oct 19, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 21, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 8, 2026 |
| UBS | Buy | Buy | Maintain | Aug 3, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 3, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 21, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 14, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Apr 23, 2026 |
| Rothschild& Co | Buy | Neutral | Upgrade | Apr 21, 2026 |
| Rothschild & Co | Buy | Neutral | Upgrade | Apr 21, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 10, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Mar 30, 2026 |
| Jefferies | Hold | Hold | Maintain | Feb 2, 2026 |
| Argus Research | Hold | Buy | Downgrade | Dec 11, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Oct 20, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 2, 2025 |
| Stifel | Hold | Hold | Maintain | Feb 3, 2025 |
| Bernstein | Market Perform | Market Perform | Maintain | Jul 30, 2024 |
| HSBC | Hold | Buy | Downgrade | Jul 26, 2024 |
| Wolfe Research | Perform | Peer Perform | Maintain | Nov 22, 2022 |
| Credit Suisse | Outperform | Outperform | Maintain | Oct 18, 2022 |
| Atlantic Equities | Neutral | Overweight | Downgrade | May 3, 2022 |
| Redburn Partners | Neutral | Neutral | Maintain | Dec 16, 2021 |
| Berenberg | Hold | Sell | Upgrade | Jan 26, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 15, 2020 |
| Bank of America | Neutral | Buy | Downgrade | Dec 19, 2019 |
| Macquarie | Neutral | Neutral | Maintain | Apr 29, 2019 |
| Argus | Buy | Buy | Maintain | Oct 30, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 23, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| Societe Generale | Sell | Hold | Downgrade | Nov 29, 2017 |
| KeyBanc | Equal Weight | Sector Weight | Maintain | Sep 9, 2016 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Jul 29, 2016 |
| Sterne Agee CRT | Neutral | Buy | Downgrade | Feb 26, 2016 |
| Sterne Agee | Neutral | Buy | Downgrade | Feb 26, 2016 |
| B. Riley Securities | Neutral | Neutral | Maintain | Feb 1, 2016 |
| B. Riley | Neutral | Neutral | Maintain | Feb 1, 2016 |
| Canaccord Genuity | Hold | Sell | Upgrade | Jun 18, 2015 |
| BMO Capital | Outperform | Market Perform | Upgrade | Jun 10, 2014 |
| FirstEnergy Capital | Perform | Market Perform | Maintain | Nov 20, 2013 |
| Nomura | Reduce | Neutral | Downgrade | Jul 30, 2013 |
| Tigress Financial | Neutral | Neutral | Maintain | Feb 25, 2013 |
| Batlivala & Karani | Outperform | Underperform | Upgrade | Sep 21, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $92.17. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $106 | $94.14 | +15.0% | Oct 15, 2026 |
| Piper Sandler | Analyst unavailable | $95 | $87.47 | +3.1% | Sep 21, 2026 |
| RBC Capital | Nik Modi | $104 | $91.67 | +12.8% | Aug 3, 2026 |
| Deutsche Bank | Analyst unavailable | $101 | $91.31 | +9.6% | Aug 3, 2026 |
| Morgan Stanley | Analyst unavailable | $104 | $92.4 | +12.8% | Aug 3, 2026 |
| UBS | Analyst unavailable | $109 | $92.29 | +18.3% | Aug 3, 2026 |
| Wells Fargo | Chris Carey | $95 | $95.03 | +3.1% | Jul 8, 2026 |
| Bernstein | Cristian Rios | $96 | $89.39 | +4.2% | Jun 11, 2026 |
| UBS | Analyst unavailable | $100 | $85.5 | +8.5% | May 4, 2026 |
| Deutsche Bank | Steve Powers | $99 | $85.78 | +7.4% | May 4, 2026 |
| Redburn Partners | Analyst unavailable | $100 | $83.53 | +8.5% | Apr 21, 2026 |
| Barclays | Lauren Lieberman | $79 | $83.94 | -14.3% | Apr 14, 2026 |
| RBC Capital | Analyst unavailable | $102 | $86.04 | +10.7% | Apr 9, 2026 |
| Piper Sandler | Analyst unavailable | $92 | $85.55 | -0.2% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $92 | $85.55 | -0.2% | Apr 8, 2026 |
| Goldman Sachs | Bonnie Herzog | $100 | $95.09 | +8.5% | Feb 20, 2026 |
| Redburn Partners | Analyst unavailable | $93 | $96.17 | +0.9% | Feb 13, 2026 |
| Barclays | Lauren Lieberman | $88 | $91.89 | -4.5% | Feb 3, 2026 |
| Morgan Stanley | Dara Mohsenian | $100 | $90.29 | +8.5% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $94 | $90.29 | +2.0% | Feb 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $94 | $90.29 | +2.0% | Jan 31, 2026 |
| Piper Sandler | Analyst unavailable | $96 | $89.45 | +4.2% | Jan 30, 2026 |
| Barclays | Lauren Lieberman | $83 | $84.32 | -9.9% | Jan 16, 2026 |
| UBS | Peter Grom | $93 | $83.27 | +0.9% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $86 | $81.93 | -6.7% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $88 | $77.2 | -4.5% | Jan 6, 2026 |
| Jefferies | Analyst unavailable | $85 | $78.95 | -7.8% | Dec 16, 2025 |
| RBC Capital | Analyst unavailable | $88 | $76.11 | -4.5% | Dec 9, 2025 |
| Evercore ISI | Robert Ottenstein | $94 | $75.62 | +2.0% | Nov 3, 2025 |
| Morgan Stanley | Dara Mohsenian | $87 | $76.57 | -5.6% | Nov 3, 2025 |
| Deutsche Bank | Analyst unavailable | $86 | $77.81 | -6.7% | Oct 10, 2025 |
| UBS | Analyst unavailable | $92 | $78.64 | -0.2% | Oct 8, 2025 |
| Piper Sandler | Analyst unavailable | $84 | $78.31 | -8.9% | Oct 3, 2025 |
| Barclays | Lauren Lieberman | $82 | $79.94 | -11.0% | Oct 1, 2025 |
| Morgan Stanley | Analyst unavailable | $96 | $83.36 | +4.2% | Aug 4, 2025 |
| Barclays | Analyst unavailable | $89 | $93.19 | -3.4% | Mar 27, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $121 | $103.31 | +31.3% | Sep 23, 2024 |
| Wells Fargo | Chris Carey | $100 | $105.73 | +8.5% | Sep 16, 2024 |
| Stifel Nicolaus | Mark Astrachan | $105 | $98.08 | +13.9% | Jul 22, 2024 |
| Morgan Stanley | Dara Mohsenian | $103 | $93.3 | +11.8% | May 28, 2024 |
| Argus Research | Chris Graja | $107 | $94.57 | +16.1% | May 15, 2024 |
| Deutsche Bank | Steve Powers | $98 | $90.12 | +6.3% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $95 | $91.01 | +3.1% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $94 | $87.65 | +2.0% | Apr 10, 2024 |
| Evercore ISI | Robert Ottenstein | $96 | $87.88 | +4.2% | Apr 8, 2024 |
| Raymond James | Olivia Tong | $91 | $83.72 | -1.3% | Jan 29, 2024 |
| Wells Fargo | Chris Casey | $81 | $75.62 | -12.1% | Jul 28, 2023 |
| J.P. Morgan | Analyst unavailable | $86 | $77.61 | -6.7% | Jan 13, 2023 |
| Barclays | Analyst unavailable | $80 | $78.02 | -13.2% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $87 | $77.05 | -5.6% | Dec 6, 2022 |
| Credit Suisse | Kaumil Gajrawala | $85 | $72.82 | -7.8% | Oct 18, 2022 |
| Wells Fargo | Analyst unavailable | $75 | $70.25 | -18.6% | Oct 3, 2022 |
| Wells Fargo | Chris Carey | $80 | $80.43 | -13.2% | Aug 8, 2022 |
| Barclays | Analyst unavailable | $74 | $81.1 | -19.7% | Aug 2, 2022 |
| UBS | Analyst unavailable | $90 | $80.22 | -2.4% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $78 | $75.52 | -15.4% | Jul 21, 2022 |
| Barclays | Analyst unavailable | $71 | $75.13 | -23.0% | May 23, 2022 |
| Barclays | Analyst unavailable | $77 | $75.18 | -16.5% | May 3, 2022 |
| Atlantic Equities | Analyst unavailable | $80 | $75.18 | -13.2% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $88 | $75.37 | -4.5% | May 2, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $77.06 | -11.0% | May 2, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $79 | $77.05 | -14.3% | Apr 30, 2022 |
| Goldman Sachs | Jason English | $95 | $76.42 | +3.1% | Apr 3, 2022 |
| Citigroup | Wendy Nicholson | $86 | $82.45 | -6.7% | Jan 31, 2022 |
| Wells Fargo | Christopher Carey | $76 | $82.45 | -17.5% | Jan 31, 2022 |
| Credit Suisse | Kaumil Gajrawala | $90 | $82.45 | -2.4% | Jan 31, 2022 |
| Jefferies | Kevin Grundy | $89 | $84.76 | -3.4% | Jan 5, 2022 |
| Bank of America Securities | Bryan Spillane | $80 | $73.57 | -13.2% | Oct 5, 2021 |
| UBS | Peter Grom | $89 | $73.57 | -3.4% | Oct 5, 2021 |
| Stifel Nicolaus | Mark Astrachan | $88 | $78.63 | -4.5% | Aug 2, 2021 |
Track every rating change on CL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationOperating globally, Colgate-Palmolive Company and its affiliated entities are engaged in the production and distribution of a diverse range of consumer goods. Its operations are structured into two primary divisions: Oral, Personal and Home Care, and Pet Nutrition. The Oral, Personal and Home Care division encompasses a broad array of offerings, spanning oral hygiene (e.g., toothpastes, toothbrushes, mouthwashes), personal care (e.g., bar and liquid soaps, shower gels, shampoos, conditioners, deodorants, antiperspirants, skin health items), and home care solutions (e.g., dishwashing detergents, fabric conditioners, household cleaners).…
Historical context
All CL earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| KO The Coca-Cola Company | FY2026 Q3 · Calendar Q4 2026 | +3.3% | -1.6% | Coca-Cola raises 2026 outlook as volume and margins hold up |
Latest beats and misses
Who reports nextBeat on EPS
- INIOFY2026 Q3 · October 27, 2026+29.5% EPS+2.1% move
- KOFY2026 Q3 · October 27, 2026+3.3% EPS-1.6% move
- HIG-PGFY2026 Q3 · October 26, 2026+10.4% EPS— move
- HIGFY2026 Q3 · October 26, 2026+10.4% EPS-1.8% move
- CLSFY2026 Q3 · October 26, 2026+12.6% EPS+12.1% move
- CINFFY2026 Q3 · October 26, 2026+39.5% EPS+2.3% move
Missed on EPS
- HSBCFY2026 Q3 · October 27, 2026-4.5% EPS-5.7% move
- BROFY2026 Q3 · October 26, 2026-1.8% EPS-5.0% move
- PSA-PLFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PNFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-POFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PKFY2026 Q3 · October 26, 2026-32.1% EPS— move
Get the CL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-29T12:21:55.456163+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-29T12:21:55.453087+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-07-29. For educational purposes only; not investment advice.