高露洁-棕榄公司(NYSE: CL)股价下跌,此前这家消费品巨头报告第四季度销售同比下降0.12%至49.4亿美元,低于分析师预期的49.8亿美元。
有机销售增长4.3%。口腔护理、个人护理和家庭护理的净销售额下降0.8%至38亿美元。调整后每股收益为0.91美元,超过了预期的0.89美元。
毛利润为29.8亿美元,毛利率上升70个基点至60.3%。销售、一般和行政费用上升5.1%至18.9亿美元。
营业利润率下降20个基点至21.5%,本季度营业收入下降0.75%至10.6亿美元。
截至12月底,公司持有现金及等价物10.9亿美元。过去12个月的经营现金流总计为41亿美元。
高露洁主席、总裁兼首席执行官诺尔·华莱士表示:“这是我们连续第六年有机销售增长达到了或超过我们3%至5%的目标范围。强劲的销售增长和运营杠杆的结合也推动了强劲的底线业绩,净收入和每股收益相比2023年实现了两位数的增长。”
公司展望:高露洁预计2025财年净销售大致持平,包括外汇带来的中个位数负面影响。
公司预计包括计划于2025年退出自有品牌宠物营养业务的影响在内,有机销售增长将在3%至5%的长期目标范围内。
在非GAAP(基础业务)基础上,公司预计毛利润率扩张,广告投资按美元计略有增加,作为销售百分比也略有上升,每股收益增长在低至中个位数。
价格走势:上一次检查时,高露洁股票在盘前交易中下跌2.958%,报每股88.21美元。
图片来自Shutterstock。
以上内容来自Benzinga Earnings专栏,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.
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