Skip to content
AnalystLens

Colgate-PalmoliveCL

Legal name
Colgate-Palmolive Company
Sector
Energy
Industry
Perfumes, Cosmetics & Other Toilet Preparations
Exchange
NYSE

Stock Price $CL

You are here#10 of 25 in Consumer Staples by market cap

Filing record · 2016–202610-K1210-Q338-K102

CL filed 12 annual reports (10-K), 33 quarterly reports (10-Q) and 102 current reports (8-K) between 2016 and 2026.

  1. Restructuring8-K · Oct ’17Oct ’17
  2. Leadership change8-K · Mar ’20Mar ’20
  3. Leadership change8-K · Jun ’22Jun ’22
  4. Restructuring8-K · Oct ’25Oct ’25
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  1. $20.38B
YoY changeLargest recent move+8.3%in FY23Latest +1.4%

1 older move runs past ±10% (largest +11.2%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

View full history →

Colgate-Palmolive Financial Overview 2021–2025

Updated Nov 2, 2026

Colgate-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 billiona 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 millionb 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 (Q2 and Q3 2026)

Colgate-Palmolive drove consistent top-line expansion through Q3 2026, posting $5.369 billionc in quarterly net sales for a 4.6% year-over-year gain. Profitability improved sequentially, with nine-month gross margins reaching 60.8%. The company is heavily executing its Strategic Growth and Productivity Program, incurring $129 million in Q2 2026 pre-tax charges to target $200-$300 million in future annualized savings. Following strong Latin American performance, management raised full-year adjusted EPS guidance and narrowed expected FY2026 net sales growth to 4%-5%.

Bulls view the 80 basis points of gross margin expansion in Q3 2026 as proof that internal efficiency initiatives are successfully offsetting raw material inflation. Conversely, bears note the stock is richly valued at 36.2x earnings as of October 30, 2026, leaving minimal margin for error as restructuring costs temporarily depress GAAP operating profit.

What to watch: realization of targeted $200-$300 milliond annualized restructuring savings; margin impacts from the 15% boost in quarterly advertising spend.

Recent SEC Filings

  1. 8-KColgate-Palmolive 8-K Report, Financial Results (Oct 30, 2026)Colgate-Palmolive Company (CL) has reported its third-quarter 2026 financial results, demonstrating a solid performance with notable year-over-year growth. Net sales increased by 4.6% to $5,369 million, and organic sales grew by 3.6%, excluding the impact of foreign exchange and divestitures. The company's earnings per share (EPS) saw a 3% increase to $0.94 on a GAAP basis, and a more substantial 7% increase to $0.97 on a "Base Business" (non-GAAP) basis. This growth was supported by an improved gross profit margin, which rose 80 basis points to 60.2% on a GAAP basis and 90 basis points to 60.3% on a Base Business basis. The company also maintained strong market leadership in both toothpaste (41.4% global share YTD) and manual toothbrushes (33.1% global share YTD). Looking ahead, Colgate-Palmolive has narrowed its full-year net sales guidance to a 4% to 5% increase and raised its outlook for gross profit margin and Base Business EPS growth. Management highlighted continued growth momentum across its product categories and divisions, driven by both volume and pricing strategies, alongside significant advertising investments. The company reiterated its commitment to its 2030 strategy, emphasizing innovation and brand support, while expressing confidence in navigating current macroeconomic volatility to deliver consistent earnings per share growth and shareholder value.
  2. 8-KColgate-Palmolive 8-K Report, Financial Results (Jul 31, 2026)Colgate-Palmolive reported second-quarter 2026 results that were mixed on the headline line but solid on the underlying business. Reported net sales rose 4.9% to $5,361 million, with organic sales up 2.4% and volume roughly flat-to-positive on a total-company basis. GAAP diluted EPS fell 5% to $0.86, but this was driven by $129 million of Strategic Growth and Productivity Program charges. On a Base Business (non-GAAP) basis, EPS rose 8% to $0.99, and Base Business gross margin and operating margin both expanded, with Base Business operating profit up 5%. Divisional performance was uneven. Latin America was the standout, with net sales up 13.7% (5.3% organic) and operating profit up 14%, while North America declined 3.0% in sales and its operating profit rose only 3%. Hill's Pet Nutrition grew 3.4% (2.1% organic) but organic volume fell, and Hill's operating profit rose 2%. Management also highlighted a 15% increase in advertising ($777 million in the quarter) as it continues to invest behind its 2030 strategy. Cash generation remained healthy, with six-month operating cash flow of $1,742 million and free cash flow before dividends of $1,476 million, while total debt declined to $7,857 million. Full-year 2026 guidance was largely maintained: net sales growth of 2% to 6% and organic sales growth of 1% to 4%, both unchanged. Gross profit margin guidance improved to roughly flat from a previously expected decline, and Base Business EPS growth guidance was narrowed upward to mid-single digits from low-to-mid single digits. Management cautioned that volatile market conditions are expected to persist for the balance of 2026. Investors should note that GAAP EPS growth guidance (double-digit growth) and Base Business EPS growth guidance differ materially because of restructuring charges, so the headline GAAP and non-GAAP figures should be weighed together.
  3. 8-KColgate-Palmolive 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.
  4. 8-KColgate-Palmolive 8-K Report, Financial Results (May 1, 2026)Colgate-Palmolive reported first quarter 2026 results with net sales up 8.4% to $5,324 million, but organic sales growth was a more modest 2.9%, with FX contributing 5.1 points. GAAP EPS fell 6% to $0.80 due to $171 million of Strategic Growth and Productivity Program (SGPP) charges, while Base Business (non-GAAP) EPS rose 7% to $0.97. Gross profit margin declined 20 basis points to 60.6% on both bases, and GAAP operating profit fell 10% to $964 million (Base Business operating profit rose 4% to $1,134 million). Cash generation was solid, with operating cash flow of $747 million and free cash flow before dividends of $609 million, up from $476 million a year earlier. The central new disclosure is an expansion of the SGPP, approved by the Board on April 30, 2026. Cumulative pretax charges are now estimated at $350 million to $550 million, up from $200 million to $300 million, and projected annual pretax savings are $200 million to $300 million once fully implemented. Roughly 80% to 90% of charges are expected to be cash, with substantially all incurred by December 31, 2028. Employee-related costs make up 70% to 80% of the charges, and Europe, Middle East & Africa (25% to 30%) and Corporate (20% to 25%) carry the largest shares. The higher charge estimate is a near-term cost for investors to weigh against the savings case and the execution risk the company flags. Full-year 2026 guidance for net sales (up 2% to 6%), organic sales (up 1% to 4%), and sales-based outlook was maintained. Management lowered its gross profit margin outlook to 'down' from 'up', and kept low-to-mid single-digit Base Business EPS growth and double-digit GAAP EPS growth. Notably, the GAAP EPS growth expectation is higher than the Base Business expectation, which is unusual and should be read carefully against the SGPP charge timing. North America was the weak spot, with sales down 1.8% and operating profit down 28% on a GAAP basis.
  5. 8-KColgate-Palmolive 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.
View all 8-K filings →