Henkel AG & Co. KGaA (HEN3) Earnings Call Transcripts

Henkel AG & Co. KGaA's Latest Earnings Call - Q1 FY2026

In Q1 2026, Henkel AG reported organic sales growth of 1.7%, supported by both business units, with revenue reaching EUR 5 billion. The company maintained its full-year guidance, expecting organic sales growth of 1% to 3%, an adjusted EBIT margin of 14.5% to 16%, and adjusted EPS growth in the low to high single-digit percentage range. Notably, Henkel has successfully closed three out of five acquisitions, expected to add EUR 1.6 billion in annual sales, which management indicated will drive above-average growth in the future.

Reported metrics

Guidance from management

Henkel maintained its full-year guidance for 2026, expecting organic sales growth of 1% to 3%, an adjusted EBIT margin of 14.5% to 16%, and adjusted EPS growth in the low to high single-digit percentage range.

What management said

Yes. You know, Christian Faitz, we are used to that crisis situations, I would say now it's in 6.5 years. We take it always as a challenge, and I think we have shown that we have a resilient team and also resilient businesses that are able to, I would say, compete and develop also in these really challenging times in which we are in.

Good. Maybe first on clarifying that. My answer was only related on IMEA pricing, which was below prior year, not on the global setup of hair. Maybe that as a clarifying part before I come back now to your 2 questions, how is laundry doing? How is hair doing? Okay?

What analysts pressed on

Analysts expressed concerns regarding the impact of inflation on margins and the potential for consumers to downtrade to private label brands due to rising prices. There were questions about how Henkel plans to navigate the competitive landscape in the Laundry & Home Care segment amidst these pressures.

Main topics on the call

• Acquisition Strategy — Henkel has made significant strides in its M&A strategy, closing three out of five planned acquisitions, which will add annual sales of around EUR 1.6 billion. CEO Carsten Knobel stated, "We are making strong progress in...
• Organic Sales Growth — The company achieved organic sales growth of 1.7% in Q1 2026, with both price and volume contributing positively. Knobel noted that volumes have been in positive territory for three consecutive quarters, indicating a sta...
• Share Buyback Completion — Henkel completed its EUR 1 billion share buyback program by the end of March 2026, aligning with its commitment to return capital to shareholders. This move reflects management's confidence in the company's financial hea...
• Guidance Maintenance — Management maintained its full-year guidance for 2026, expecting organic sales growth of 1% to 3% and adjusted EPS growth in the low to high single-digit percentage range. This stability in guidance amidst market volatil...

Read the full Henkel AG & Co. KGaA transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Henkel AG & Co. KGaA earnings call transcripts on record, spanning March 5, 2020 to August 6, 2026. Based on this history, Henkel AG & Co. KGaA reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HEN3

Exchange

XTRA

Country

DE

Sector

Consumer Staples

Industry

Household Products

Calls on record

29

First call

March 5, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly