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)
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
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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
Source: SEC XBRL
Colgate Palmolive (CL) reported Q2 FY2026 revenue of $5.36B, up 4.9% year over year. Operating margin was 19.0%, down 2.1 points from 21.1% a year earlier. CL's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 2 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 0.99 | 0.98 | Beat +1.5% |
| Mar 2026 | 0.97 | 0.97 | Miss -0.3% |
| Dec 2025 | 0.95 | 0.94 | Beat +1.1% |
| Sep 2025 | 0.91 | 0.92 | Miss -0.5% |
Adjusted (non-GAAP) EPS of $0.99 versus the $0.98 analyst consensus — a +1.5% beat for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $0.86.
Compiled by AI from this SEC filing
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)
Compiled by AI from this SEC filing · 0 high, 2 medium, 1 low
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)
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 5.36 $B | 5.11 $B | +4.91% |
Cost of Revenue $B | 2.07 $B | 2.04 $B | +1.18% |
Gross Profit $B | 3.30 $B | 3.07 $B | +7.40% |
Operating Income $B | 1.02 $B | 1.08 $B | -5.93% |
Net Income $M | 693.00 $M | 743.00 $M | -6.73% |
EPS (Basic) $ | 0.87 $ | 0.92 $ | -5.43% |
EPS (Diluted) $ | 0.86 $ | 0.91 $ | -5.49% |
SG&A Expense $B | 2.13 $B | 1.96 $B | +8.51% |
Answers draw on this SEC filing and the data on this page
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.
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