COLGATE PALMOLIVE COCL
COLGATE PALMOLIVE CO Financial Overview 2021–2025
Updated Jul 10, 2026Colgate-Palmolive absorbed severe supply chain shocks by leaning on aggressive pricing power, executing a massive 10.0% net selling price increase in FY2023 without permanently breaking consumer demand. This underlying elasticity forms the core investment thesis: the company can successfully leverage price hikes and a high-growth pet nutrition segment to defend overall profitability against relentless global cost pressures. Demonstrating this steady expansion, top-line revenue grew from $17.42 billion in FY2021 to $20.38 billion in FY2025.
While consumer volume growth has been sluggish, strategic price actions and a shift toward higher-margin categories sparked a structural recovery in profitability. After plummeting to a 57.0% gross margin in FY2022 due to raw material inflation, internal productivity programs helped restore the company to a 60.1% non-GAAP gross margin by the end of FY2025. The Hill's Pet Nutrition division remains a crucial growth engine, delivering a 6.7% net sales jump in Q1 2026 following the $301 million acquisition of the Prime100 brand. Although heavy impairment charges weighed on recent net income, underlying cash generation sustained aggressive shareholder returns. At the close of FY2025, the market valued the consumer staples business at a $63.3 billion market cap, with shares priced at $79.02 and trading at 30.0x earnings.
Recent Developments (Q4 2025 and Q1 2026)
Colgate-Palmolive accelerated top-line momentum, posting an 8.4% net sales increase to $5.324 billion in Q1 2026. Adjusted earnings per share rose to $0.97 during the quarter. To streamline operations, management expanded the Strategic Growth and Productivity Program, raising estimated pre-tax charges to a range of $350 million to $550 million to target up to $300 million in annualized savings. The company also realigned its reporting structure in Q1 2026, creating a consolidated Europe, Middle East and Africa segment.
Bulls argue the 2.9% organic sales growth in Q1 2026 proves recent strategies are driving balanced expansion. Conversely, bears point to the 10% operating profit drop to $964 million as evidence that elevated restructuring costs are suppressing near-term earnings. Trading at 33.2x earnings as of May 1, 2026, the stock's $69.9 billion market cap leaves little room for execution missteps.
What to watch: progress on the targeted $300 million in annualized cost savings; the executive transition as Betsy Fishbone becomes Chief Legal Officer on June 1, 2026.
Rev
$20.38B
FY2025
NI
$2.13B
FY2025
EPS
$2.64
FY2025
OCF
$4.20B
FY2025
Year-over-year comparison from 10-K annual reports
Data from SEC Company Facts
Recent SEC Filings
COLGATE PALMOLIVE CO 8-K Report, Shareholder Vote Results (May 13, 2026)
Colgate-Palmolive Co. (CL) filed an 8-K on May 13, 2026, detailing the results of its Annual Meeting of Stockholders held on May 8, 2026. The meeting primarily focused on routine governance matters. All incumbent directors standing for re-election were approved by a significant margin, indicating strong shareholder confidence in the current board's leadership and strategy. Furthermore, the company's choice of PricewaterhouseCoopers LLP as its independent auditor for the upcoming fiscal year was overwhelmingly ratified. Shareholders also provided a non-binding advisory approval for the company's executive compensation. Importantly, two significant shareholder proposals, one concerning the removal of Diversity, Equity, and Inclusion (DEI) from board candidate considerations and another advocating for an independent board chairman, failed to gain majority support, suggesting that the current board's approach to these matters aligns with the majority of the company's voting shareholders.
COLGATE PALMOLIVE CO 8-K Report, Financial Results (May 1, 2026)
Colgate-Palmolive Company (CL) has filed an 8-K report detailing its financial results for the quarter ended March 31, 2026, alongside an expanded productivity program. The press release, incorporated by reference, provides the earnings information investors will be focused on. A key development is the significant expansion of the "Strategic Growth and Productivity Program," originally approved in July 2025. The estimated cumulative pre-tax charges for this program have increased from a range of $200 million-$300 million to $350 million-$550 million. This expansion reflects a commitment to further operational alignment, supply chain optimization, and overhead cost reduction to support the company's 2030 strategy. The charges are primarily related to employee severance and termination benefits, with a smaller portion allocated to asset write-offs and other exit costs. While the majority of these charges are expected to be cash expenditures, the company emphasizes that substantially all will be incurred by the end of 2028. Investors should monitor the company's execution of this expanded program and its impact on future financial performance and cost efficiencies.
COLGATE PALMOLIVE CO 8-K Report, Executive Changes (Apr 9, 2026)
Colgate-Palmolive Company (CL) announced a significant leadership transition within its legal department. Jennifer M. Daniels, the long-serving Chief Legal Officer and Secretary since 2014, has informed the company of her intention to retire in 2026. This departure marks the end of an era for a key executive who has guided the company's legal affairs for over a decade. In response to Ms. Daniels' upcoming retirement, the Board of Directors has elected Betsy Fishbone, currently the Executive Vice President and Deputy Chief Legal Officer, to succeed her as Chief Legal Officer and Secretary, effective June 1, 2026. To ensure a seamless handover and leverage Ms. Daniels' extensive experience, she will transition to the role of Vice Chair of the Company, also effective June 1, 2026. This move is designed to facilitate an orderly transition of responsibilities and maintain continuity in the company's legal leadership.
COLGATE PALMOLIVE CO 8-K Report, Corporate Update (Mar 17, 2026)
Colgate-Palmolive Company (CL) has announced a realignment of its reportable operating segments, effective for the first quarter of fiscal year 2026. This strategic move, part of its previously announced Strategic Growth and Productivity Program, aims to optimize operating scale and drive growth within its global markets. The primary change involves combining the Europe and Africa/Eurasia segments (with specific exclusions) and the Skin Health business into a new, consolidated 'Europe, Middle East and Africa' reportable operating segment. Furthermore, Russia and Belarus operations, previously under Africa/Eurasia, will now be reported within the Asia Pacific segment. Investors should note that this realignment is purely a reporting change and does not affect the Company's historical consolidated financial results, including operations, financial position, or cash flows. Colgate-Palmolive has provided recast historical segment data to facilitate comparison with the new structure.
COLGATE PALMOLIVE CO 8-K Report, Executive Changes (Mar 12, 2026)
Colgate-Palmolive Company (CL) has announced a significant change in its Board of Directors. Effective March 15, 2026, Dr. Christopher S. Boerner, currently the Board Chair and CEO of Bristol-Myers Squibb, will join the Colgate-Palmolive Board. Dr. Boerner's extensive experience in global business leadership, particularly within the biopharmaceutical and healthcare sectors, is expected to bring valuable expertise to the company's strategic direction. In conjunction with this appointment, Steven A. Cahillane has informed the Board that he will not seek reelection at the upcoming Annual Meeting of Stockholders on May 8, 2026. This decision is attributed to the increased demands of his new role as CEO of The Kraft Heinz Company. These board-level transitions signal a refresh in leadership perspective and potentially a strengthened focus on areas complementary to Colgate-Palmolive's existing business.
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