Colgate-Palmolive expects full-year gross profit margin expansion; free cash flow increased 7% and it returned $2.2 billion to shareholders year-to-date. Commodity inflation remains roughly $300 million plus or minus, with costs expected to peak in the fourth quarter.
CL · Colgate Palmolive Co
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Colgate-Palmolive Company reported third-quarter 2026 Net sales of $5,369, up 4.6%, and diluted EPS of $0.94, or $0.97 excluding Strategic Growth and Productivity Program charges. Organic sales grew 3.6%, and category softness is expected through the balance of 2026.
Colgate-Palmolive Company reported third-quarter 2026 net sales of $5,369 million, up 4.6%, and diluted EPS of $0.94, up 3%. It raised full-year 2026 Base Business EPS growth guidance to 5% to 7% and expects net sales to increase 4% to 5%.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Colgate delivered Q2 organic sales growth of 2.4%, Base Business EPS up 8% to $0.99, and 140 bps gross margin expansion, while raising full-year gross margin and Base Business EPS guidance; however, GAAP EPS fell 5% to $0.86 on Strategic Growth and Productivity Program charges, North America sales declined 3.0% with the CEO stating he was 'not satisfied' with U.S. performance, and the top-line sales and GAAP EPS guidance ranges were maintained rather than raised.
- + Raised full-year Base Business EPS outlook to mid-single-digit growth (from low- to mid-single-digit) and gross margin to roughly flat (from down).
- + Free cash flow before dividends rose to $1,476M from $1,252M, with CEO citing free cash flow up 18% YTD.
- + Broad-based international growth led by Latin America organic sales +5.3%, Asia Pacific organic +5.2%, and emerging markets organic +4.8%, with India up double-digits and Brazil up high single digits.
- − North America net sales declined 3.0% with organic volume down 3.9%, and the CEO said he was 'not satisfied' with U.S. performance.
- − Company expects higher raw materials and tariffs in the second half than in Q2, with COGS and tariffs expected to peak in the back half of the year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Effective Income Tax Rate, non-GAAP non-GAAP | 23.3% | Three Months Ended September 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Effective Income Tax Rate - As Reported GAAP 23.6%
-0.3% Strategic Growth and Productivity Program
= Effective Income Tax Rate - Non-GAAP 23.3%
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| Free cash flow before dividends non-GAAP | $2.51B | Nine Months Ended September 30, 2026 | — |
| global market share in manual toothbrushes | 33.1% | year to date | — |
| global market share in toothpaste | 41.4% | year to date | — |
| Net cash provided by operations | $2.91B | first nine months of 2026 | — |
| Operating profit margin, non-GAAP non-GAAP | 21.2% | Nine Months Ended September 30, 2026 | — |
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| Advertising investment as a percentage of Net sales | 14.5% | the second quarter of 2026 filing | — |
| Organic sales growth non-GAAP | 2.4% | Q2 2026 | — |
| Organic sales growth (Asia Pacific) non-GAAP | 5.2% | the second quarter of 2026 filing | — |
| Organic sales growth (Hill's Pet Nutrition segment) non-GAAP | 2.1% | the second quarter of 2026 filing | — |
| Organic sales growth (Latin America) non-GAAP | 5.3% | the second quarter of 2026 filing | — |
| Organic sales growth (non-GAAP) non-GAAP | 2% | the three months ended June 30, 2026 filing | — |
| Organic sales growth (Oral, Personal and Home Care segment) non-GAAP | 2.4% | the second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Household & Personal Products — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CL
this stock
Colgate Palmolive Co
|
$79.23B | +26.1% | +1.7% | 38.9 | 2.3% |
|
PG
PROCTER & GAMBLE Co
|
$393.56B | +18.5% | +3.3% | 25.6 | 1.0% |
|
UL
Unilever PLC
|
$142.57B | +1.2% | — | — | 0.3% |
|
RBGLY
Reckitt Benckiser Group PLC
|
$47.99B | — | — | — | 0.0% |
|
EL
Estee Lauder Companies Inc
|
$40.49B | +6.7% | +5.0% | 110.6 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 30, 2026
- This year
- 22
Colgate-Palmolive Company reported third-quarter 2026 Net sales of $5,369, up 4.6%, and diluted EPS of $0.94, or $0.97 excluding Strategic Growth and Productivity Program charges. Organic sales grew 3.6%, and category softness is expected through the balance of 2026.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CL | +3.2% | +5.9% | +10.9% | +4.6% | +26.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.6% | +7.1% | +10.4% | +4.8% | +15.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.