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Colgate Q2 Revenue Rises 4.9% to $5.36B, Stock Falls 2% Despite EPS Beat

Colgate's Q2 revenue rose 4.9% year-over-year to $5.361 billion. Adjusted EPS came in at 99 cents, beating estimates by 4 cents, but GAAP EPS fell 5% to 86 cents, and shares dropped over 2%.

Justin Jeon·July 31, 2026 at 21:11·4 min read

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AIKey Summary

Colgate's Q2 revenue grew 4.9% YoY to $5.36B, beating adjusted EPS estimates
GAAP EPS fell 5% and shares dropped over 2% after the report

Colgate-Palmolive reported Q2 revenue of $5.361 billion, up 4.9% year-over-year, according to an SEC Form 8-K filing.

📊 Price at time of writing (July 31, 2026, 21:08 KST)
$91.60 ▼ -2.02%

This Quarter at a Glance

Both revenue and adjusted earnings rose, but GAAP earnings per share — which includes one-time charges — actually declined. Gross margin (the share of revenue left after costs) improved, even as the company boosted advertising spend by 15% to fuel growth.

Revenue: $5.361 billion, +4.9% year-over-year
Adjusted EPS (Base Business): 99 cents, 4 cents above consensus estimates
GAAP EPS: 86 cents, -5% year-over-year
Operating income (GAAP): $1.016 billion, -6% year-over-year
Gross margin: 61.5%, up 1.4 percentage points year-over-year
First-half operating cash flow: $1.742 billion

Outlook

Colgate maintained its fiscal 2026 revenue growth outlook at 2-6%, unchanged from before. Organic revenue growth guidance (which reflects only pricing and volume gains) also remains at 1-4%. The company raised its gross margin outlook from 'declining' to 'flat,' and lifted its adjusted EPS growth forecast from low-single-digit to mid-single-digit. Noel Wallace, Colgate's Chairman and CEO, said, 'Volume growth has improved for three consecutive quarters despite a challenging operating environment.'

Market Reaction

Colgate's adjusted EPS beat consensus estimates by 4 cents. However, following the earnings release, Colgate shares fell 2.02% from the previous close to $91.60 as of 21:08 KST on July 31, 2026. International media noted that despite the earnings beat, the stock still declined.

Segment Breakdown

North America: 17% of revenue, -3.0% YoY, operating income $192 million, +3%
Latin America: 26% of revenue, +13.7% YoY, operating income $418 million, +14%
Europe, Middle East & Africa: 21% of revenue, +3.5% YoY, operating income $263 million, +9%
Asia Pacific: 14% of revenue, +4.9% YoY, operating income $209 million, +3%
Hill's Pet Nutrition: 22% of revenue, +3.4% YoY, operating income $269 million, +2%

This article was automatically generated based on the original SEC Form 8-K filing and international media reports, with the goal of delivering key data promptly after the announcement. Readers are advised to review the company's official filing before making trading decisions. Stock prices reflect the time of writing and may differ from current levels.

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Frequently Asked Questions

What was Colgate's Q2 revenue?

Revenue was $5.361 billion, up 4.9% year-over-year, according to its SEC Form 8-K filing.

What's the difference between GAAP EPS and adjusted (Base Business) EPS?

GAAP EPS reflects all costs, including one-time charges, under standard accounting rules, while adjusted EPS (Base Business) excludes one-time items such as restructuring costs. This quarter, GAAP EPS fell to 86 cents while adjusted EPS rose to 99 cents.

How did the stock react after the earnings release?

Shares fell 2.02% from the previous close to $91.60 as of 21:08 KST on July 31, 2026.

How did Colgate's full-year outlook change?

The company kept its revenue growth (2-6%) and organic revenue growth (1-4%) guidance unchanged. It raised its gross margin outlook from 'declining' to 'flat' and lifted its adjusted EPS growth forecast from low-single-digit to mid-single-digit.