Colgate-Palmolive beats Q4 revenue and adjusted EPS estimates despite skin health impairment charge

Colgate-Palmolive (NYSE:CL) reported fourth-quarter revenue that exceeded Wall Street estimates, driven by continued strength in its core oral care and pet nutrition businesses.

While the company recorded a GAAP net loss due to a significant one-time impairment charge related to its skin health division, its underlying performance surpassed analyst projections.

The New York-based consumer giant reported a net loss of $37 million, or 5 cents per share, for the period ended Dec. 31, 2025.

The result was primarily impacted by a $794 million non-cash charge to adjust the carrying value of its skin health assets, specifically the Filorga brand.

However, excluding restructuring and impairment costs, adjusted earnings were 95 cents per share, beating the 91-cent average estimate from analysts surveyed by Zacks Investment Research.

Quarterly revenue rose to $5.23 billion, surpassing the $5.09 billion forecast.

The 5.8% increase in net sales was bolstered by organic growth across all product categories, with standout performance in Latin America and Africa.

For the full year 2025, the company reported a profit of $2.13 billion on revenue of $20.38 billion.