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Diageo Plc (DEO)
NYSE:DEO
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.51Last Year’s EPS
2.88Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 04, 2025
|% Change Since: -9.30%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted a return to growth in organic net sales and market share gains in key regions. Strong performances in Tequila and Guinness, along with strategic investments, were positive aspects. However, the decline in operating profit, the impact of tariffs, and challenges in the Scotch category presented significant concerns. The uncertainty around tariffs and higher debt levels add complexity to the outlook.Company Guidance
In the recent call, Diageo shared a promising outlook despite ongoing macroeconomic challenges and geopolitical uncertainties, particularly in the U.S. due to new tariff announcements. The company reported a 1% growth in organic net sales in the first half of fiscal 2025, with market share gains in 65% of its net sales in measured markets. Notably, North America showed slight but meaningful sequential improvement, driven by strong performances from brands like Don Julio and Crown Royal. The company's operating profit declined by 1.2%, attributed to increased overhead costs, but saw a $125 million increase in free cash flow to approximately $1.7 billion. Diageo emphasized its focus on sustainable top-line growth, operating leverage, and maximizing free cash flow, while acknowledging the need to address its leverage ratio, which increased to 3.1x. Looking ahead, the company plans strategic investments and operational adjustments to navigate the evolving tariff situation while maintaining a commitment to shareholder returns through dividends and buybacks.Return to Growth in Organic Net Sales
Despite a challenging macro environment, organic net sales grew by 1% with growth in four out of five regions, including North America.
Market Share Gains
Held or gained market share in 65% of net sales in measured markets, with strong performances in the U.S., Europe, and Greater China.
Tequila and Guinness Strong Performance
Tequila organic net sales were up 21%, led by Don Julio. Guinness achieved its 8th consecutive half of double-digit growth, with 17% organic net sales growth.
Strong Free Cash Flow
Free cash flow increased by $125 million to approximately $1.7 billion, driven by working capital management.
Digital and Route-to-Market Investments
Strategic investments in digital and route-to-market are progressing well, expected to drive future outperformance.
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DEO Earnings History
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
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DEO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 04, 2025 | $115.22 | $114.25 | -0.84% |
| Jul 30, 2024 | $127.21 | $121.23 | -4.70% |
| Jan 30, 2024 | $138.26 | $138.36 | +0.07% |
| Aug 01, 2023 | $165.95 | $165.34 | -0.37% |
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.
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FAQ
When does Diageo Plc (DEO) report earnings?
Diageo Plc (DEO) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Diageo Plc (DEO) earnings time?
Diageo Plc (DEO) earnings time is at Aug 05, 2025, TBA Not 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 DEO EPS forecast?
DEO EPS forecast for the fiscal quarter 2025 (Q4) is 2.51.
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