Post-earnings recap
Reported
Fri, May 1, 2026
EPS actual
$0.97
EPS est.
$0.95
EPS surprise
+2.21%
1-day move
+2.23%
Colgate-Palmolive's earnings report showed a positive surprise in EPS, which contributed to a 2.23% increase in the stock price. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS beat as a sign of operational strength, but the lack of revenue data could raise questions about future growth.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.97 | $0.94 | +2.21% |
| Revenue | N/A | $5.2B | N/A |
No transcript is on record for the earnings call, and the analysis is based solely on numerical results.
Colgate-Palmolive Company (CL) is a leading consumer staples company known for its household products, including oral care, personal care, and home care items. With a market cap of $68 billion, it plays a vital role in everyday consumer spending, particularly in a challenging economic environment where consumers prioritize essential goods.
Last quarter
In Q4-2025, Colgate-Palmolive reported an EPS of $0.95, exceeding expectations by 4.05%, which positively impacted the stock price by 5.92% the following day. The company continues to show strong performance, maintaining a consistent track record of beating EPS estimates.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+41.11%
Avg 1-day reaction
+0.08%
Analysts expect Colgate-Palmolive to report solid earnings this quarter, with a consensus EPS of $0.94 and revenue of $5.2 billion. The company has a strong history of beating earnings estimates, which could lead to positive market reactions.
Bull case
If Colgate-Palmolive exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.
Bear case
Conversely, if the company fails to meet earnings expectations or shows signs of declining sales, it could raise concerns about its market position and lead to a negative reaction.
Key metrics to watch
Earnings Per Share (EPS)
$0.94EPS is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$5.2BRevenue growth reflects the company's ability to increase sales and capture market share in a competitive landscape.
The print will turn on these.
Q1
Will Colgate-Palmolive's EPS exceed the consensus estimate of $0.94?
A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.
Q2
What are the revenue figures compared to the consensus of $5.2 billion?
Revenue growth is critical for understanding the company's market position and demand for its products, which will heavily influence investor sentiment.
Est. EPS
$0.81
Est. Rev
$12.2B
Impl. Move
±3.0%
Why consensus could be wrong
The consensus may underestimate Colgate-Palmolive's ability to drive sales growth through innovation and brand loyalty, particularly in a challenging economic environment.
Supporting evidence
The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.
Options pricing suggests a larger move than historical averages, hinting at potential surprises.
Consumer demand for essential household products remains robust, which may not be fully reflected in current estimates.
Key risk
If revenue comes in above $5.3 billion, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter, the focus is on whether Colgate-Palmolive can maintain its strong earnings trajectory amid economic pressures and competition.
Bull confirmed if
An EPS of $0.95 or higher, coupled with revenue exceeding $5.3 billion, would confirm the bull case.
Bear confirmed if
An EPS below $0.92 or revenue falling short of $5.1 billion would support the bear case.
What the market is pricing for the move.
Implied Move
±3.71%
Historical Avg
±2.75%
The options market is pricing in a potential move of about 3.71% in either direction following the earnings report, suggesting that traders expect some volatility.
Options are pricing a larger move than the stock has averaged historically, indicating heightened expectations for this earnings report.
ATM IV
0.6%
30d HV
20.3%
Smart-money positioning from the most recent 13F filings.
Institutional
86.36%
of float
Insider
0.15%
of float
Holders
2,673
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
69,915,472 sh · $6.1B
8.77%
-3.8%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Colgate-Palmolive beats expectations, history suggests the stock could rise by around 0.46% on the following day, confirming positive market sentiment.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
Should the company miss earnings expectations, historical patterns indicate a potential decline of around 0.41% on the next trading day.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
4
0 buys·4 sells
Members
1
House only
Est. Notional
$4,004.00–$60,000.00
disclosed dollar ranges
Most Active Members
4 trades
The lines on the call that would change the story.
Vanguard Capital Management LLC
52,246,333 sh · $4.6B
6.55%
0.1%
State Street Corporation
47,020,966 sh · $4.1B
5.90%
-1.5%
Price (T.Rowe) Associates Inc
27,909,525 sh · $2.4B
3.50%
-17.3%
Vanguard Portfolio Management LLC
24,021,137 sh · $2.1B
3.01%
0.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded Sep 2, 2026 · disclosed Sep 25, 2026
$1,001.00–$15,000.00
Traded Aug 31, 2026 · disclosed Sep 25, 2026
$1,001.00–$15,000.00
Traded Aug 27, 2026 · disclosed Sep 25, 2026
$1,001.00–$15,000.00
Traded Aug 19, 2026 · disclosed Sep 1, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.