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Procter & Gamble (MX:PG)
:PG
Mexico Market
EarningsQ4 2026 Earnings Report

Procter & Gamble (PG) Q4 2026 Earnings Report

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MX:PG Q4 2026 EPS Results

Actual EPS$24.28
Consensus EPS$23.90
Beat/MissBeat by +$0.37
One Year Ago EPS$25.13

MX:PG Q4 2026 Revenue Results

Actual Revenue$359.95B
Expected Revenue$362.95B
Beat/MissMissed by -$3.00B
YoY Revenue Growth+1.50%

Earnings Announcement Details

QuarterQ4 2026
Date07/29/2026
TimeBefore Open
Conference CallWednesday, July 29, 2026
MX:PG Upcoming Earnings
Procter & Gamble's next earnings date is estimated for October 22, 2026, based on past reporting schedules.

Q4 2026 Earnings Call Audio

MX:PG Q4 2026 Earnings Call
0:00 / 0:00

Q4 2026 Earnings Slide Deck

Q4 2026 Earnings Call Summary

Q4 2026
Earnings Call Date:Jul 29, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call struck a cautiously positive tone: P&G met fiscal 2026 guidance, demonstrated improving consumer momentum and share stabilization (particularly in H2), delivered strong productivity and cash returns, and highlighted several successful innovations and regional turnarounds (e.g., Greater China, Tide, SK‑II). However, material near‑term headwinds remain — input cost spikes, margin compression, inventory and trade timing issues (notably in the U.S.), and restructuring‑related top‑line drag — which are expected to weigh on near‑term profitability (Q1) and are explicitly modeled into FY2027 guidance. Overall, the company conveyed progress and a credible plan to accelerate growth while acknowledging meaningful short‑term challenges and external risks.
Company Guidance
P&G guided fiscal 2027 to modest top‑line and EPS growth, expecting market local‑currency value growth of 1%–3% (current run‑rate mid‑range) and organic sales growth of 1%–3% (which includes a 30–50 bps headwind from brand/product/form and go‑to‑market restructuring); core EPS is guided to 0%–3% vs FY26 core EPS of $6.89 (i.e., $6.89–$7.11, $7.00 at the midpoint), with Q1 EPS expected to be down ~5%+ yoy. The outlook embeds a roughly $1.0 billion after‑tax cost headwind (raw materials, energy, transportation) assuming a Brent price of ~$90/barrel, plus ~ $50M after‑tax FX headwind, ~ $150M after‑tax higher net interest expense and ~ $150M after‑tax lower non‑operating income — a combined ~$1.4 billion after‑tax drag (~$0.56/share, ~8% of FY26 core EPS). They expect a core effective tax rate of ~20%, capex of 4.5%–5.5% of sales, adjusted free cash flow productivity of 85%–90%, and plan to return ~$15 billion to shareholders (>$10 billion dividends and ~ $5 billion buybacks).
Met Fiscal 2026 Guidance and Delivered Core EPS Growth
P&G delivered fiscal 2026 within its initial guidance ranges: organic sales grew >1% and core EPS was $6.89, up 1% versus prior year (currency‑neutral core EPS in line).
Broad-Based Top-Line Performance Across Categories and Regions
9 of 10 product categories held or grew organic sales for the year; all 7 regions held or grew organic sales. Greater China organic sales were +4% and enterprise markets grew +4% (Latin America +6%).
Improved Share and Consumer Momentum in Second Half
Global value and volume share trends improved in H2, exiting the year flat; 26 of the top 50 category‑country combinations held or grew share for the fiscal year (23 of top 50 in Q4), and U.S. sell‑out improved to +2% while sell‑in was -1% (indicative of improving consumption).
Strong Productivity, Cash Generation and Shareholder Returns
Productivity delivered $2.8 billion before tax across COGS and SG&A; adjusted free cash flow productivity was 100% for the year and 133% in Q4. Returned >$15 billion to shareholders in FY26 (≈$10B dividends, $5B buybacks) and raised the dividend by 3%.
Digital and Innovation Momentum
E‑commerce sales rose 6% and now represent 20% of company sales. Multiple innovation and brand successes: Tide Original Liquid reversed into high‑single‑digit growth, Tide Evo national expansion on track, SK‑II and Pantene delivered double‑digit / mid‑teens category performances in targeted markets, and baby care in Greater China achieved double‑digit organic growth across six consecutive quarters.
Prudent and Balanced FY2027 Guidance
Guidance for fiscal 2027: organic sales growth of 1%–3% (includes 30–50 bps restructuring headwind) and core EPS growth of 0%–3% (range $6.89–$7.11). Plan includes continued investment, productivity focus, capex of 4.5%–5.5% of sales, adjusted FCF productivity target 85%–90%, and a plan to return ≈$15B to shareholders.

MX:PG Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 22, 2026
2027 (Q1)
31.88 / -
33.783
2026 (Q4)
23.90 / 24.28
25.125-3.38% (-0.85)
2026 (Q3)
26.42 / 26.99
26.1443.25% (+0.85)
2026 (Q2)
31.51 / 31.92
31.9160.00% (0.00)
2026 (Q1)
32.20 / 33.78
32.7653.11% (+1.02)
2025 (Q4)
24.14 / 25.13
23.7675.71% (+1.36)
2025 (Q3)
25.80 / 26.14
25.8041.32% (+0.34)
2025 (Q2)
31.54 / 31.92
31.2372.17% (+0.68)
2025 (Q1)
32.24 / 32.76
31.0675.46% (+1.70)
2024 (Q4)
23.33 / 23.77
23.2582.19% (+0.51)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed