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10-QPeriod: Q1 FY2018

PROCTER & GAMBLE Co Quarterly Report for Q1 Ended Sep 30, 2017

Filed October 20, 2017For Securities:PG

Summary

Procter & Gamble reported a modest 1% increase in net sales to $16.7 billion for the first quarter of fiscal year 2018, with organic sales also growing by 1%. While net earnings from continuing operations remained flat compared to the prior year, total net earnings attributable to P&G increased by 5% to $2.9 billion, largely due to the absence of a loss from discontinued operations in the prior year period. Diluted Earnings Per Share (EPS) from continuing operations saw a healthy 6% increase to $1.06, primarily driven by a reduction in outstanding shares. The company continues to execute its productivity and cost-saving initiatives, which are crucial for maintaining profitability amidst rising commodity costs and unfavorable product mix. The company's balance sheet shows total assets of $122.85 billion and total liabilities of $67.44 billion. Cash flow from operations was strong at $3.6 billion, supporting investments in capital expenditures and significant returns to shareholders through dividends and share repurchases. Despite some segment-specific challenges, such as declining sales in Grooming, P&G demonstrates resilience through broad-based efforts to optimize costs and enhance efficiency across its diverse portfolio.

Financial Statements
Beta

Key Highlights

  • 1Net sales increased by 1% to $16.7 billion, with organic sales also up 1%, indicating stable underlying performance.
  • 2Diluted EPS from continuing operations rose 6% to $1.06, driven by a 10% reduction in diluted weighted average common shares outstanding.
  • 3Net earnings attributable to P&G increased 5% to $2.9 billion, benefiting from the prior year's loss from discontinued operations no longer being a factor.
  • 4Operating cash flow was strong at $3.6 billion, enabling significant capital allocation towards dividends and share repurchases.
  • 5Gross margin declined by 40 basis points due to higher commodity costs and unfavorable product mix, partially offset by manufacturing cost savings.
  • 6The Grooming segment experienced a 5% net sales decline and a 6% organic sales decrease, influenced by competitive activity and pricing strategies.
  • 7The company is actively managing its cost structure through ongoing productivity and cost savings plans, which are expected to incur significant restructuring costs in fiscal years 2018 and 2019.

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