高露潔-棕欖公司(NYSE: CL)股價下跌,此前這家消費品巨頭報告第四季度銷售同比下降0.12%至49.4億美元,低於分析師預期的49.8億美元。
有機銷售增長4.3%。口腔護理、個人護理和家庭護理的淨銷售額下降0.8%至38億美元。調整後每股收益爲0.91美元,超過了預期的0.89美元。
毛利潤爲29.8億美元,毛利率上升70個基點至60.3%。銷售、一般和行政費用上升5.1%至18.9億美元。
營業利潤率下降20個基點至21.5%,本季度營業收入下降0.75%至10.6億美元。
截至12月底,公司持有現金及等價物10.9億美元。過去12個月的經營現金流總計爲41億美元。
高露潔主席、總裁兼首席執行官諾爾·華萊士表示:“這是我們連續第六年有機銷售增長達到了或超過我們3%至5%的目標範圍。強勁的銷售增長和運營槓桿的結合也推動了強勁的底線業績,淨收入和每股收益相比2023年實現了兩位數的增長。”
公司展望:高露潔預計2025財年淨銷售大致持平,包括外匯帶來的中個位數負面影響。
公司預計包括計劃於2025年退出自有品牌寵物營養業務的影響在內,有機銷售增長將在3%至5%的長期目標範圍內。
在非GAAP(基礎業務)基礎上,公司預計毛利潤率擴張,廣告投資按美元計略有增加,作爲銷售百分比也略有上升,每股收益增長在低至中個位數。
價格走勢:上一次檢查時,高露潔股票在盤前交易中下跌2.958%,報每股88.21美元。
圖片來自Shutterstock。
以上內容來自Benzinga Earnings專欄,原文如下:
Colgate-Palmolive Company (NYSE:CL) shares are trading lower after the consumer giant reported a fourth-quarter sales decline of 0.12% year-on-year to $4.94 billion, missing the analyst consensus estimate of $4.98 billion.
Organic sales increased by 4.3%. Total Oral, Personal, and Home Care net sales decreased by 0.8% to $3.80 billion. Adjusted EPS of $0.91 beat the consensus estimate of $0.89.
Gross profit was $2.98 billion, while the margin expanded 70 basis points to 60.3%. Selling, general and administrative expenses rose 5.1% to $1.89 billion.
Operating margin contracted 20 basis points to 21.5%, and operating income for the quarter decreased 0.75% to $1.06 billion.
The company held $1.09 billion in cash and equivalents as of December-end. Operating cash flow for the twelve months totaled $4.1 billion.
“This was our sixth consecutive year with organic sales growth at or above our 3% to 5% targeted range. The combination of strong sales growth and operating leverage drove strong bottom-line performance as well, with net income and earnings per share both increasing double digits versus 2023,” said Chairman, President, and CEO Noel Wallace.
Outlook: Colgate expects FY25 net sales to be roughly flat, including a mid-single-digit negative impact from foreign exchange.
The company expects organic sales growth to be within its long-term targeted range of 3% to 5%, including the impact of the planned exit from private label pet nutrition in 2025.
On a non-GAAP (Base Business) basis, the company expects gross profit margin expansion with advertising investment flat to up slightly on both a dollar basis and as a percent to sales and low to mid-single-digit earnings-per-share growth.
Price Action: CL shares are trading lower by 2.958% at $88.21 in premarket at the last check Friday.
Photo via Shutterstock.
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。