CL FY2026 Q1 예상 부합

Colgate-Palmolive Company 실적 발표

May 01, 2026 · 08:30 ET Claire RossJohn FauchéNoel Wallace earningscall_biz

Buzzberg 분석

Organic sales growth accelerated with strong volume in Asia Pacific

Colgate-Palmolive reported a strong start to 2026 with broad-based volume growth, particularly in emerging markets, but management lowered its gross margin outlook due to a $300 million raw material and logistics cost inflation headwind. The company maintained its EPS and organic sales growth guidance, highlighting a strategic growth program to offset costs and fund investments. Strong Q1 results with organic sales growth accelerating from Q4, driven by volume, especially in Asia Pacific and Latin America.

Buzzberg 분석 Organic sales growth accelerated with strong volume in Asia Pacific Colgate-Palmolive reported a strong start to 2026 with broad-based volume growth, particularly in emerging markets, but management lowered its gross margin outlook due to a $300 million raw material and logistics cost inflation headwind. The company maintained its EPS and organic sales growth guidance, highlighting a strategic growth program to offset costs and fund investments. Strong Q1 results with organic sales growth accelerating from Q4, driven by volume, especially in Asia Pacific and Latin America. 전체 분석 보기분석 접기

Management lowers gross margin guidance for the year, expecting margins to be down year-over-year due to significant cost inflation.
Full-year EPS guidance maintained at low-to-mid single digits, with organic sales growth still 1-4%.
Cost inflation is driven by oil-derived inputs and logistics, with oil assumed at ~$110 for the rest of the year.

매출$5.324B+2% 전분기 대비

주당순이익(EPS)$0.97+2% 전분기 대비

매출총이익률60.59%보고값

영업이익률21.71%보고값

근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

Demand

Organic sales growth accelerated with strong volume in Asia Pacific

Margins

Increased cost inflation expected to pressure gross margin

Productivity

Strategic growth and productivity program savings target raised to $200-300M

핵심 내용 3개 더 보기

Guidance

North America planned improvements expected sequentially

Demand

Emerging markets expected to continue driving growth

Demand

Hills business strong despite tough category

보고 기간

보고 실적

지표	보고값	변화
매출	$5.324B	+2% 전분기 대비
주당순이익(EPS)	$0.97	+2% 전분기 대비
매출총이익률	60.59%	보고값
영업이익률	21.71%	보고값
잉여현금흐름	$0.609B	-52% 전분기 대비
자본지출	$0.138B	보고값

AI, 자본지출 및 수요 분석

경영진 분석

톤

Confident

Management expressed confidence in their strategic plan and ability to manage the current volatile environment while delivering short-term results.

아래에 언급된 기업 2개 모두 표시

기업발표 이후 수익률

공급망

XOM +0.3% CVX -0.6%

공급망

Cost inflation of $300 million is driven by oil, resins, petrochemicals, fats, and oils, with logistics costs up nearly 10%. Management assumes a ~$110 oil price for the remainder of the year. — Elevated oil prices translate to higher input costs across the consumer staples supply chain, potentially pressuring margins for companies with less pricing power.

근거

“The biggest incremental impact, Filippo, is coming from oil byproducts, resins, petrochemicals, fats, and oils. And we now expect that spending in those areas to be up more than 20% year on year for the full year.”

Stan Sutula

외부 신호

공급망 알파 · 2발표 이후 수익률

The pet food category is suffering in dry dog segment, with the market roughly flat, while Hills gains share across channels; private label exit continues to create a headwind.

Noel Wallace

CL+5.6%

근거

“The only part of the category that's suffering more than others is dry dog, and we've seen that category continue to slip, and our growth was not where we'd like it to be.”

Cost inflation of $300 million is driven by oil, resins, petrochemicals, fats, and oils, with logistics costs up nearly 10%. Management assumes a ~$110 oil price for the remainder of the year.

Stan Sutula

XOM+0.3%CVX-0.6%

방법론 및 범위

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