Revenue Expansion Driven by Product Demand
Net sales for Q2 FY2026 grew 4.9% year-over-year to $5.36B from $5.11B in the prior-year period, reflecting stable core sales growth.
Source: 10-Q Income Statement (XBRL)
A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
In Q2 FY2026, Colgate-Palmolive delivered top-line revenue growth of 4.9% YoY to $5.36B and expanded gross margin to 61.48%, though higher SG&A expenses reduced net income by 6.7% to $693M.
Revenue
$5.36B
+4.91% YoY
EPS (Diluted)
$0.86
-5.49% YoY
Gross Margin
61.5%
+1.4 pts YoY
Operating Income
$1.02B
-5.93% YoY
Colgate Palmolive (CL) reported Q2 FY2026 revenue of $5.36B, up 4.9% year over year. The company posted net income of $693M, down 6.7% from a year earlier, with diluted EPS of $0.86. Gross margin was 61.5%. Operating income was $1.02B, down 5.9% year over year. CL's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Colgate-Palmolive (CL) posted Q2 FY2026 revenue of $5.36B (+4.9% YoY) and gross margin expansion to 61.5%, though higher SG&A lowered net income to $693M.
Last 4 quarters: 1 beat, 3 misses
Net sales for Q2 FY2026 grew 4.9% year-over-year to $5.36B from $5.11B in the prior-year period, reflecting stable core sales growth.
Source: 10-Q Income Statement (XBRL)
Gross profit expanded 7.4% year-over-year to $3.30B, lifting gross margin by 1.4 percentage points to 61.48% as cost of revenue grew only 1.2% to $2.07B.
Source: 10-Q Income Statement (XBRL)
SG&A expenses grew 8.5% YoY to $2.13B, reducing operating income by 5.9% to $1.02B and contracting operating margin by 2.2 percentage points to 18.95%.
Source: 10-Q Income Statement (XBRL)
Year-to-date operating cash flow rose 17.4% YoY to $1.74B, enabling the company to fund $597M in cumulative share buybacks.
Source: 10-Q Cash Flow Statement (XBRL)
Stockholders' equity declined 66.4% YoY to $236M while long-term debt rose 9.5% to $7.82B, resulting in a high debt-to-equity ratio of 68.75 that increases sensitivity to interest rate fluctuations.
Source: 10-Q Balance Sheet (XBRL)
SG&A costs outpaced revenue growth at +8.5% YoY, leading to a 6.7% decline in net income to $693M despite solid gross margin expansion.
Source: 10-Q Income Statement (XBRL)
The current ratio stands at 1.03 ($6.31B current assets vs $6.15B current liabilities), requiring disciplined working capital management to cover short-term obligations.
Source: 10-Q Balance Sheet (XBRL)
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-Q itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
Colgate Palmolive (CL) is next expected to report on , when the following quarter's results and any updated outlook will be available.
See the CL earnings preview — expected date, analyst estimates and what to watch →
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $5.36B | $5.11B | +4.91% |
Cost of Revenue | $2.06B | $2.04B | +1.18% |
Gross Profit | $3.3B | $3.07B | +7.40% |
Operating Income | $1.02B | $1.08B | -5.93% |
Net Income | $693M | $743M | -6.73% |
EPS (Basic) | $0.87 | $0.92 | -5.43% |
EPS (Diluted) | $0.86 | $0.91 | -5.49% |
SG&A Expense | $2.13B | $1.96B | +8.51% |
Colgate-Palmolive reported Q2 FY2026 revenue of $5.36B (+4.9% YoY) and gross profit of $3.30B (+7.4% YoY). Net income decreased 6.7% YoY to $693M, translating to diluted EPS of $0.86.
Gross margin expanded 1.4 percentage points year-over-year to 61.48% in Q2 FY2026. Operating margin compressed by 2.2 percentage points to 18.95% due to an 8.5% increase in SG&A expenses.
For the year-to-date period through Q2 FY2026, Colgate-Palmolive generated $1.74B in operating cash flow (+17.4% YoY) and allocated $597M to share buybacks.
Colgate Palmolive (CL) is next expected to report earnings on Oct 29, 2026. The date comes from the analyst earnings calendar and can shift until the company confirms it.
Expected release date, analyst estimates & what to watch
Colgate-Palmolive (CL) delivered 8.4% revenue growth in Q1 FY2026 to $5.32B, but operating income fell 10.4% to $964M as surging SG&A expenses (+9.4%) compressed operating margin by 380 basis points to 18.1%.
Colgate-Palmolive (CL) delivered modest revenue growth of 1.4% to $20.4B in FY2025, but profitability fell sharply with net income declining 26.2% to $2.1B and operating income dropping 22.5%, driven by elevated SG&A costs and restructuring-related charges.
Other companies in Household Products