Colgate Q2 2026: organic sales +2.4%, gross margin 61.5%, GAAP EPS $0.86
Colgate's second quarter of 2026 was a split decision: the base business beat and gross margin expanded 140 basis points, but GAAP EPS fell 5% and missed the roughly $0.98 consensus estimate. Read the two EPS lines side by side — $0.86 reported versus $0.99 base business — and the gap is mostly $129 million of restructuring charges, not weak selling.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS fell 5% to $0.86 versus $0.91 a year ago, while Base Business EPS rose 8% to $0.99. The roughly $0.13 per share of difference is the Strategic Growth and Productivity Program charge booked this quarter. Against the $0.98 consensus estimate, that makes the base business a modest beat and the headline number a clear miss.
Net sales rose 4.9% to $5.36 billion from $5.11 billion a year ago, but only 2.4% of that was organic — foreign exchange added a full 2.4 points. Organic volume was nearly flat at +0.8%, so pricing of 1.6% carried the quarter. North America, 17% of sales, was the one division going backwards at -3.0%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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