The earnings call presented a mix of strong performance in international markets and operational improvements but highlighted significant challenges in the North American market, particularly in the Smokers' Health category and specific brands like Centrum and Advil.

Company Guidance

During Haleon's Half Year 2025 Results Q&A Conference Call, several key metrics and guidance were discussed. The company highlighted regional performance, noting that EMEA, LatAm, and APAC achieved within the medium-term organic sales growth guidance of 4% to 6%, while North America faced a 2% organic sales decline. The company cited challenges such as a tough consumer environment and inventory pressures from retailers. Despite this, Haleon reported strong organic profit growth, driven by a 160 basis points increase in gross margin and robust cash flow. Advertising and promotion (A&P) spending increased by 130 basis points to 20.8% in the first half, focusing on innovation, geographic expansion, and expert recommendations. The company remains confident in its medium-term guidance, supported by productivity improvements and gross margin expansion, projecting around 3.5% organic growth and high single-digit operating profit growth at constant currency.

Strong Performance in EMEA, LatAm, and APAC

EMEA, LatAm, and APAC regions were well within the medium-term 4% to 6% organic sales growth guidance. EMEA and LatAm saw volume growth accelerate from 0.5 points in Q1 to 1.6% in Q2, and Asia Pac from 3.3% to 3.9%.

Gross Margin and Cash Flow Improvements

Gross margin improved by 160 basis points, and strong cash flow was noted as a key driver of organic profit growth.

Successful Innovation and A&P Investment

A&P spending increased by 130 basis points, with a focus on innovation and geographic expansion, particularly in India, Central Europe, and China. ROI improved by 4%.

Oral Health Market Share Gains

Gains in Oral Health were strong, with a 0.5 share point increase in the U.S. during the first half.

Haleon PLC Sponsored ADR (HLN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.24 / -	0.11	―	―	―
Jul 31, 2025	2025 (Q2)	0.11 / 0.24	0.101	140.59% (+0.14)
Feb 27, 2025	2024 (Q4)	0.10 / 0.11	0.135	-18.52% (-0.03)
Aug 01, 2024	2024 (Q2)	0.09 / 0.10	0.216	-53.24% (-0.11)
Feb 29, 2024	2023 (Q4)	0.12 / 0.14	0.114	18.42% (+0.02)
Aug 02, 2023	2023 (Q2)	0.10 / 0.22	0.08	170.00% (+0.14)
Mar 02, 2023	2022 (Q4)	0.12 / 0.11	0.265	-56.98% (-0.15)
Sep 20, 2022	2022 (Q2)	0.22 / 0.08	0.148	-45.95% (-0.07)	―	―

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

HLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$9.58	$9.38	-2.09%
Feb 27, 2025	$10.02	$9.62	-3.99%
Aug 01, 2024	$8.94	$9.12	+2.01%
Feb 29, 2024	$7.78	$8.26	+6.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Haleon PLC Sponsored ADR (HLN) report earnings?

Haleon PLC Sponsored ADR (HLN) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).

What is Haleon PLC Sponsored ADR (HLN) earnings time?

Haleon PLC Sponsored ADR (HLN) earnings time is at Feb 26, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HLN EPS forecast?

HLN EPS forecast for the fiscal quarter 2025 (Q4) is 0.24.

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