Colgate-Palmolive Company (CL) Earnings Call Transcripts
Colgate-Palmolive Company's Latest Earnings Call - Q2 FY2026
In the second quarter of 2026, Colgate-Palmolive (CL:US) reported strong financial results, with revenue reaching $4.2 billion, representing a 6% increase year-over-year. Earnings per share (EPS) came in at $0.75, exceeding expectations by $0.05. Management raised their gross margin guidance to flat for the year, indicating confidence in their operational strategies despite ongoing inflationary pressures. The company continues to focus on innovation and market share growth, particularly in emerging markets, while addressing challenges in the U.S. market.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $4.2B (beat) |
| EPS | $0.75 (beat) |
| Gross Margin | 40.5% (positive) |
| Free Cash Flow | $1.4B (positive) |
| Organic Sales Growth | 2.6% (inline) |
| Advertising Spend | 14% of sales (neutral) |
Guidance from management
Management raised their gross margin guidance to flat for the year, indicating confidence in their operational strategies despite ongoing inflationary pressures. They maintained a cautious outlook for organic sales growth in the second half, reflecting uncertainties in consumer behavior.
What analysts pressed on
Analysts expressed concerns about the disparity between retail sales tracking data and reported results, questioning whether unmeasured channels are affecting visibility. There were also inquiries regarding the sustainability of growth in emerging markets and the effectiveness of advertising spend in the current environment.
Main topics on the call
- Strong Revenue Growth — Colgate-Palmolive achieved revenue of $4.2 billion, up 6% year-over-year, driven by strong performance in emerging markets. CEO Noel Wallace stated, "Our sales growth was led by emerging markets, which were up mid-single...
- Gross Margin Improvement — The company reported a gross margin increase of 100 basis points, attributed to effective pricing strategies and revenue growth management. CFO Stan Sutula noted, "We expect the good to peak in the back half of this year...
- U.S. Market Challenges — Management expressed dissatisfaction with U.S. performance, indicating a need for strategic changes. Wallace mentioned, "We will work to maintain this global momentum while driving improvement in the U.S. where we were n...
- Emerging Market Strength — Emerging markets showed resilience, with organic sales growth driven by premium products. Wallace highlighted, "We're seeing a lot of our focus on premiumization in that market," particularly in India and Brazil.
Read the full Colgate-Palmolive Company transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Colgate-Palmolive Company
Colgate-Palmolive Company (CL) is a publicly listed company in the Household Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 97 calls on record spanning January 31, 2020 to July 31, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 97 Colgate-Palmolive Company earnings call transcripts on record, spanning January 31, 2020 to July 31, 2026. Based on this history, Colgate-Palmolive Company reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CL
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Household Products
- Calls on record
- 97
- First call
- January 31, 2020
- Most recent
- July 31, 2026
- Reporting cadence
- quarterly