Jun 2026 (Q2 FY26) — Jul 31, 2026
Colgate-Palmolive Q2 FY26 — Strong Top and Bottom Line Growth with Gross Margin Expansion
Read the full callColgate Palmolive (CL) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Colgate Palmolive earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5,361 | +4.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.9 | −2.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 693 | −6.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
2 of 4 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gross Margin | down | Mar 2026 | We've increased our gross margin guidance to roughly flat for the year, but we do have to keep in mind that we do expect the higher raw materials and tariffs will be higher in the second half of the year than they were in the second quarter. | Revised Up |
| Advertising spending in North America | step up | Jun 2026 | we're going to step up our spending in the back half of this year. | New |
2 of COLGATE PALMOLIVE CO's 24 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 22 more targets are in the full ledger.
Claimed
- Achieved broad-based organic sales growth in 4 of 5 divisions and 3 of 4 categories.
- Delivered solid gross margin expansion of 100 basis points, or 90 basis points excluding a modest tariff benefit.
- Free cash flow increased by 18% in the quarter.
- Returned $1.4 billion to shareholders during the quarter.
- Hill's business delivered 4% organic growth (ex-private label) in a largely flat category.
Qualified
- US business performance was not satisfactory, impacted by heightened competition and retailer inventory reductions.
- Private label discontinuations had a 200 basis point negative impact on Hill's volume.
- North America categories experienced significant volatility, with softness in May attributed to high gasoline prices.
- FX tailwind is not expected in Latin America in the second half, requiring careful management of pricing and inflation.
Price
$93.39 −0.77% · −$0.72
Performance +18.0% 1Y
1Y: $79.12 on 17 Oct 2025 → $93.39. High $99.14 (27 Feb 2026), low $74.98 (3 Nov 2025).
- Previous close
- $94.11
- 52-week range
- $74.98 – $99.14
- One year
- +18.59%
Overview
- Symbol
- CL
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
2 of 4 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gross Margin | down | Mar 2026 | We've increased our gross margin guidance to roughly flat for the year, but we do have to keep in mind that we do expect the higher raw materials and tariffs will be higher in the second half of the year than they were in the second quarter. | Revised Up |
| Advertising spending in North America | step up | Jun 2026 | we're going to step up our spending in the back half of this year. | New |
Claimed
- Achieved broad-based organic sales growth in 4 of 5 divisions and 3 of 4 categories.
- Delivered solid gross margin expansion of 100 basis points, or 90 basis points excluding a modest tariff benefit.
- Free cash flow increased by 18% in the quarter.
- Returned $1.4 billion to shareholders during the quarter.
- Hill's business delivered 4% organic growth (ex-private label) in a largely flat category.
Qualified
- US business performance was not satisfactory, impacted by heightened competition and retailer inventory reductions.
- Private label discontinuations had a 200 basis point negative impact on Hill's volume.
- North America categories experienced significant volatility, with softness in May attributed to high gasoline prices.
- FX tailwind is not expected in Latin America in the second half, requiring careful management of pricing and inflation.
The full ledger
Open COLGATE PALMOLIVE CO’s full ledger
A free account opens 5 company ledgers a month. All 24 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 1, 2026
Colgate-Palmolive Q1 FY26 — Volume-led organic acceleration meets a step-up in input-cost inflation
Read the full callDec 2025 (Q4 FY25) — Jan 30, 2026
Colgate-Palmolive Q4 FY25 — Strong Q4 momentum and 2030 strategy launch
Read the full callEvery analysed call
Colgate Palmolive earnings calls (CL)
Financials
What the filings say
Net profit, year on year: −7% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5,033 | 4,945 | 4,911 | 5,110 | 5,131 | 5,230 | 5,324 | 5,361 |
| Operating profit | 1,065 | 1,064 | 1,076 | 1,080 | 1,059 | 91 | 964 | 1,016 |
| Operating margin | 21.2% | 21.5% | 21.9% | 21.1% | 20.6% | 1.7% | 18.1% | 18.9% |
| Interest | 74 | 67 | 66 | 71 | 67 | 63 | 62 | 62 |
| Profit before tax | 986 | 993 | 953 | 1,007 | 992 | 107 | 892 | 950 |
| Tax rate | 21.3% | 21.8% | 23.8% | 23.2% | 22.8% | 103.7% | 23.6% | 24.3% |
| Net profit | 737 | 738 | 690 | 743 | 735 | -36 | 646 | 693 |
| EPS ($ per share) | 0.90 | — | 0.85 | 0.92 | 0.91 | — | 0.81 | 0.87 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1,466 | 1,466 | 1,466 | 1,466 | 1,466 | 1,466 | 1,466 | 1,466 |
| Reserves | 21,615 | 22,501 | 23,699 | 24,350 | 24,573 | 25,289 | 26,145 | 26,595 |
| Total liabilities | 11,964 | 14,476 | 14,819 | 14,069 | 14,925 | 15,436 | 15,502 | 15,965 |
| Fixed assets | 3,881 | 3,750 | 3,716 | 3,730 | 4,307 | 4,582 | 4,422 | 4,660 |
| Investments | — | — | — | — | — | 179 | 160 | 107 |
| Total assets | 12,161 | 15,034 | 15,920 | 15,040 | 15,731 | 16,393 | 16,046 | 16,330 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 3,056 | 3,133 | 3,719 | 3,325 | 2,556 | 3,745 | 4,107 | 4,198 |
| Cash from investing | -1,170 | -2,099 | -779 | -592 | -1,601 | -742 | -534 | -817 |
| Cash from financing | -2,679 | -870 | -2,919 | -2,774 | -952 | -2,793 | -3,389 | -3,256 |
| Net cash flow | -809 | 157 | 5 | -56 | -57 | 191 | 130 | 192 |
| Capital expenditure | -436 | -335 | -409 | -567 | -696 | -705 | -561 | -564 |
| Free cash flow | 2,620 | 2,798 | 3,310 | 2,758 | 1,860 | 3,040 | 3,546 | 3,634 |
CL revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Oral Personal and Home Care | 78% | 77% | 77% | 77% | 78% | 77% | 78% | 78% | +5.4% |
| Hills Pet Nutrition | — | — | — | — | — | — | 22% | 22% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
CL operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Employees | 34KWe are seizing this moment as the 34,000 Colgate-Palmolive people around the world work to deliver on the change needed to reaccelerate growth and outperform.Source: earnings call transcript | 34KI want to make sure -- I think the 34,000 Colgate people around the world that do just extraordinary work in a very difficult environment to deliver strong results and their tireless effort needs to be recognized and thanks.Source: earnings call transcript | 34KBut more importantly, I want to thank the 34,000 Colgate people around the world who make us who we are.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- Latin America 26% ↑ 3 pt
- EMEA 21%
- North America 17% ↓ 3 pt
- Asia Pacific 15%
As CL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
97 filings between Nov 21, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$57.11M
15 sales by 8 insiders
Compensation
not trading decisions- 36
- Award — granted as compensation
- 10
- Option exercise — converted options into shares
- 36
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wallace Noel R. | — | $33.98M | Aug 5, 2026 |
| SUTULA STANLEY J III | — | $9.22M | Feb 4, 2026 |
| Tsourapas Panagiotis | — | $5.70M | Aug 24, 2026 |
| Massey Sally | — | $2.36M | May 7, 2026 |
| Daniels Jennifer | — | $2.08M | Feb 4, 2026 |
| Hazlin John | — | $1.98M | Feb 10, 2026 |
| Malcolm Gregory | — | $1.41M | May 15, 2026 |
| CAHILL JOHN T | — | $389.4K | Aug 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | NORRINGTON LORRIE M Director | Award | 300 | $26.2K |
| Oct 1, 2026 | Newman Brian Director | Award | 214 | $18.7K |
| Oct 1, 2026 | BILBREY JOHN P Director | Award | 271 | $23.7K |
| Sep 16, 2026 | Tsourapas Panagiotis COO, CD, EMEA, APac, Skin | Award | 4,597 | $0 |
| Sep 16, 2026 | Massey Sally Chief People Officer | Award | 3,333 | $0 |
| Sep 16, 2026 | GRANT SHANE COO, Americas | Award | 7,355 | $0 |
| Sep 16, 2026 | Wallace Noel R. Chairman, President & CEO | Award | 29,649 | $0 |
| Sep 16, 2026 | Hazlin John Chief Growth Officer | Award | 3,908 | $0 |
| Sep 16, 2026 | Fishbone Betsy CLO and Secretary | Award | 2,207 | $0 |
| Sep 16, 2026 | Malcolm Gregory EVP and Controller | Award | 1,081 | $0 |
| Sep 16, 2026 | SUTULA STANLEY J III Chief Financial Officer | Award | 8,045 | $0 |
| Sep 13, 2026 | SUTULA STANLEY J III Chief Financial Officer | Tax withheld | 1,385 | $120.2K |
| Sep 13, 2026 | Hazlin John Chief Growth Officer | Tax withheld | 499 | $43.3K |
| Sep 13, 2026 | Malcolm Gregory EVP and Controller | Tax withheld | 225 | $19.5K |
| Sep 13, 2026 | Massey Sally Chief People Officer | Tax withheld | 686 | $59.5K |
| Sep 13, 2026 | Fishbone Betsy CLO and Secretary | Tax withheld | 472 | $41.0K |
| Sep 13, 2026 | Wallace Noel R. Chairman, President & CEO | Tax withheld | 4,892 | $424.6K |
| Sep 13, 2026 | Tsourapas Panagiotis COO, CD, EMEA, APac, Skin | Tax withheld | 922 | $80.0K |
| Sep 12, 2026 | Massey Sally Chief People Officer | Tax withheld | 459 | $39.8K |
| Sep 12, 2026 | SUTULA STANLEY J III Chief Financial Officer | Tax withheld | 927 | $80.5K |
| Sep 12, 2026 | Hazlin John Chief Growth Officer | Tax withheld | 439 | $38.1K |
| Sep 12, 2026 | Tsourapas Panagiotis COO, CD, EMEA, APac, Skin | Tax withheld | 618 | $53.6K |
| Sep 12, 2026 | Malcolm Gregory EVP and Controller | Tax withheld | 151 | $13.1K |
| Sep 12, 2026 | Wallace Noel R. Chairman, President & CEO | Tax withheld | 3,516 | $305.2K |
| Sep 12, 2026 | Fishbone Betsy CLO and Secretary | Tax withheld | 331 | $28.7K |
| Sep 11, 2026 | SUTULA STANLEY J III Chief Financial Officer | Tax withheld | 1,197 | $103.9K |
| Sep 11, 2026 | Hazlin John Chief Growth Officer | Tax withheld | 649 | $56.3K |
| Sep 11, 2026 | Tsourapas Panagiotis COO, CD, EMEA, APac, Skin | Tax withheld | 684 | $59.4K |
| Sep 11, 2026 | Fishbone Betsy CLO and Secretary | Tax withheld | 404 | $35.1K |
| Sep 11, 2026 | Wallace Noel R. Chairman, President & CEO | Tax withheld | 4,071 | $353.4K |
| Sep 11, 2026 | GRANT SHANE COO, Americas | Tax withheld | 622 | $54.0K |
| Sep 11, 2026 | Malcolm Gregory EVP and Controller | Tax withheld | 167 | $14.5K |
| Sep 11, 2026 | Massey Sally Chief People Officer | Tax withheld | 651 | $56.5K |
| Aug 24, 2026 | Tsourapas Panagiotis COO, CD, EMEA, APac, Skin | Sale | 10,000 | $920.5K |
| Aug 6, 2026 | CAHILL JOHN T Director | Sale | 4,170 | $389.4K |
| Aug 6, 2026 | CAHILL JOHN T Director | Option exercise | 4,170 | $298.4K |
| Aug 5, 2026 | Wallace Noel R. Chairman, President & CEO | Sale | 161,021 | $14.90M |
| Aug 5, 2026 | Wallace Noel R. Chairman, President & CEO | Option exercise | 161,021 | $11.64M |
| Aug 4, 2026 | Wallace Noel R. Chairman, President & CEO | Sale | 161,021 | $14.80M |
| Aug 4, 2026 | Wallace Noel R. Chairman, President & CEO | Option exercise | 161,021 | $11.64M |
| Jul 1, 2026 | NORRINGTON LORRIE M Director | Award | 293 | $26.2K |
| Jul 1, 2026 | Newman Brian Director | Award | 209 | $18.7K |
| Jul 1, 2026 | BILBREY JOHN P Director | Award | 265 | $23.7K |
| Jun 16, 2026 | GRANT SHANE COO, Americas | Tax withheld | 23,347 | $2.12M |
| May 15, 2026 | Malcolm Gregory EVP and Controller | Sale | 2,300 | $203.4K |
| May 11, 2026 | CAHILL JOHN T Director | Award | 2,075 | $0 |
| May 11, 2026 | BOERNER CHRISTOPHER S. Director | Award | 1,383 | $0 |
| May 11, 2026 | Newman Brian Director | Award | 2,075 | $0 |
| May 11, 2026 | Edwards Lisa Director | Award | 2,075 | $0 |
| May 11, 2026 | NORRINGTON LORRIE M Director | Award | 2,075 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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