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10-KPeriod: FY2025

PROCTER & GAMBLE Co Annual Report, Year Ended Jun 30, 2025

Filed August 4, 2025For Securities:PG

Summary

The Procter & Gamble Company (PG) reported fiscal year 2025 revenues of $84.3 billion, a slight increase of 0.3% year-over-year, driven primarily by a 1% increase in pricing, which was mostly offset by a 1% unfavorable foreign exchange impact. Organic sales grew by 2%, indicating underlying demand strength across its diverse portfolio. The company demonstrated improved profitability with a 10% increase in operating income, reaching $20.5 billion, and a 7% rise in net earnings to $16.1 billion. This improvement was largely attributed to reduced selling, general, and administrative (SG&A) costs, including a 50 basis point reduction in marketing spending as a percentage of net sales, and the absence of a significant intangible asset impairment charge recorded in the prior year. Despite challenges in certain segments like Beauty, which saw a 2% net sales decline and an 8% drop in net earnings due to unfavorable product mix and a decline in the SK-II brand, other segments like Health Care and Fabric & Home Care showed resilience. Health Care net sales grew 2% with an 8% increase in net earnings, while Fabric & Home Care net sales were stable with a 3% increase in net earnings. The company maintained a strong financial position, generating $17.8 billion in operating cash flow, though this was a 10% decrease year-over-year. Adjusted free cash flow stood at $14.6 billion, with an 87% productivity rate. P&G reaffirmed its commitment to shareholder returns, continuing its long history of dividend payments and increases, and repurchased $6.5 billion in shares during the fiscal year.

Financial Statements
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Key Highlights

  • 1Procter & Gamble reported fiscal year 2025 net sales of $84.3 billion, a modest increase of 0.3% compared to the prior year, with organic sales growing by 2%.
  • 2Operating income increased by 10% to $20.5 billion, and net earnings rose by 7% to $16.1 billion, indicating improved profitability and operational efficiency.
  • 3The company executed a portfolio and productivity plan, announcing potential restructuring costs of $1.5 to $2.0 billion over two years, including a reduction of up to 7,000 non-manufacturing overhead personnel.
  • 4Beauty segment net sales decreased by 2%, impacted by a decline in the SK-II brand and unfavorable product mix, though Personal Care saw strong growth.
  • 5Health Care and Fabric & Home Care segments demonstrated stable performance, with net sales flat to slightly up and net earnings showing positive growth.
  • 6Shareholder returns remained a priority, with $6.5 billion in share repurchases during FY2025 and a continued commitment to dividend payments.
  • 7The company noted a $1.3 billion impairment charge on the Gillette intangible asset in the prior fiscal year, which benefited the current year's operating income comparison.

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