earnings
confidence high
sentiment negative
materiality 0.75
P&G Q3 organic sales +1%; cuts FY25 core EPS growth outlook to 2-4%
PROCTER & GAMBLE Co
2025-Q3 EPS
reported $5.03
vs consensus $1.95
▲ beat
(+157.7%)
- Q3 organic sales +1% (volume flat, price +1%); core EPS $1.54, +1% YoY; currency-neutral core EPS +3%.
- Seven of ten categories held or grew organic sales; global value share modestly down, 27 of top 50 combos held/grew share.
- Beauty share down 0.8 pts in Skin, 1.0 pts in Hair; Grooming share down 0.5 pts; Baby/Feminine/Family Care volumes down 2%.
- FY25 guidance: organic sales +2%, core EPS growth +2-4% (down due to FX and commodity headwinds of $0.2B each after-tax).
- Company maintains ~$10B dividends, $6-7B buyback; adj. FCF productivity 90%; capex 4-5% of sales.