Colgate-Palmolive Co.
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+ FollowMarket Cap$78.31B
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Earnings Call Q3 2026
October 30, 2026 - AI Summary
Solid Q3 performance; growth broad-based across categories & divisions
- Colgate delivered “solid top and bottom line growth” with organic sales growth in all four categories and four of five divisions.
- Market share gains supported by strong brand/innovation and advertising; toothpaste/brush/mouthwash improvements noted.
- Emerging markets led: emerging markets up mid-single digits, driven by India, Brazil, and China; EMEA strength included “record market shares” in Europe via premium innovation + omni-channel demand generation.
- Hill’s saw a “very strong quarter” across therapeutic and wellness (Prescription Diet dog up mid-single digits, cat double digits), plus noted volume support from wet capacity.
Profitability beats expectations despite tough external environment (gross margin expansion)
- Management highlighted gross margin expansion in a “challenging cost environment,” attributing it to:
- Material cost headwind ~300 bps (volatile commodities).
- Productivity offset: Funding-the-Growth drove ~290 bps offset to material inflation.
- Pricing ~80 bps favorable (pricing is expected to flow into the P&L quickly).
- Slight mix benefit ~20 bps.
- Confidence for full-year gross margin expansion raised (basis: productivity exiting the year + commodities largely locked in for Q4).
Cost outlook remains the key risk into Q4 and early 2027; mitigation levers are clear
- They expect the elevated cost environment to continue through Q4 and into early 2027.
- Tariffs expected to “peak in Q4”; FX slightly unfavorable but they believe they have levers/flexibility.
- Logistics/freight cost pressure: Q4 expected to be the highest logistics cost quarter (dollars and as % of sales), with ongoing pressure into next year; resins/petrochemicals and pulp/paper also elevated.
- Key mitigation strategy: pricing + productivity (Funding-the-Growth + SGPP) + mix/premiumization + manufacturing leverage.
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$166.97
70.4% upside
Current Fair Value
70.4% upsideUndervalued by 70.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $78.31 Billion |
|---|---|
| Enterprise Value | $84.50 Billion |
| Annual dividend | $2.11 |
| Dividend yield | 2.19% |
| Earnings per Share | $2.64 |
| Beta | 0.31 |
| Outstanding Shares | 799,000,000 |
Return
| Return on Equity | 712.85% |
|---|---|
| Return on Assets | 12.26% |
| Return on Invested Capital | 33.85% |
Valuation & Multiples
| P/E Ratio | 37.51 |
|---|---|
| PEG | 1723.28 |
| Price to Sales | 3.77 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 3.97 |
| Enterprise Value to EBIT | 24.71 |
| Enterprise Value to Net Income | 41 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 26.79 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 30, 2026
EPS
$0.97
Est. $0.93Revenue
$5.37 B
Est. $5.34 BNext Earnings Call
Expected Date
January 29, 2027
EPS Estimate
$0.98
Consensus analyst estimateRevenue Estimate
$5.36 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.89, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 1.8944▲ 114.21% |
|---|---|
| Total Calls | 18,000▼ 99.56% |
| Total Puts | 34,100▼ 98.90% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 17.84%▼ 66.41% |
|---|---|
| Total Invested | $12.14B▼ 80.40% |
| Investors Holding | 1,134▼ 946.00% |
About Colgate-Palmolive Co.
33,600 employees
CEO: Noel Wallace
Colgate-Palmolive Company, operating globally through its various subsidiaries, is a leading manufacturer and vendor of diverse consumer goods. The enterprise is structured into two main operational divisions: "Oral, Personal and Home Ca...