The call presented a mixed picture: strong operational and margin progress (220 bps gross margin improvement), clear portfolio wins in Oral Health, meaningful cost-savings plans ($175–$200m) and strong emerging market execution (India, China). Offsetting this were persistent top-line and volume weaknesses, a weak cold & flu season (impacting the U.S. and other regions), channel inventory destocking and category-specific pressures (e.g., Nexium). Management signaled confidence in returning to medium-term growth targets but provided a conservative near-term organic guidance range (3%–5%) reflecting market uncertainty.

Company Guidance

Management guided 2026 organic sales growth of 3–5% (with a medium‑term ambition of 4–6%), noting FY25 organic growth was 3% (U.S. -0.5%) and that Q1 cold & flu is expected to be below a year ago but the U.S. should return to growth in 2026; they cited 220 basis points of gross‑margin improvement in 2025, $175–200m of gross savings from the reorganisation, and the ability to deliver high‑single‑digit operating growth at constant currency while still investing for growth, with 50–80 bps of supply‑chain productivity built into guidance; A&P rose ~7.5% (to ~20.5% of sales) and R&D +7.7%, working media was +12%, ROI improved mid‑single digits with ~75% coverage, and emerging markets showed strong metrics (India double‑digit growth, China e‑commerce ~40% of sales, Douyin >100% growth).

Organic Sales Growth Guidance

Guided organic sales growth of 3%–5% for FY2026, and reiterated medium-term ambition of 4%–6% despite FY2025 organic growth of 3%.

Gross Margin and Productivity Improvement

Gross margin improved by ~220 basis points in FY2025 driven by supply chain productivity initiatives and simplification measures.

Cost Savings from Reorganization

New operating model and flatter structure expected to deliver $175–$200 million in gross savings, enabling reinvestment in A&P, R&D and capabilities.

Strong Oral Health Performance

Oral Health (Sensodyne, Parodontax) delivered high-single-digit to double-digit growth in key markets; Sensodyne sustained a multi-year strong run and Parodontax grew in the mid-teens; half of the incremental A&P increase was directed to Oral Health.

Emerging Markets Momentum (India & China)

India delivered double-digit growth with successful low-price INR20 packs and rural expansion; China grew mid-single-digits with e‑commerce representing ~40% of business and Douyin sales growing >100%.

Increased Investment in Growth & R&D

A&P spend increased ~7.5% and R&D spend increased ~7.7% year-over-year; total A&P around 20.5% of sales with higher working media and digital allocation (60% digital of working media).

Supply Chain Simplification Wins

Examples include reducing Aquafresh Europe pack SKUs from 44 single-language packs to 18 multi-language packs and a 30% reduction in formulations at the Levice factory to increase capacity and reduce changeovers.

Operational Efficiency Indicators

Overall Equipment Effectiveness (OEE) improved by 7 points in FY2025 and the company projects 50–80 basis points of ongoing supply chain productivity in future years.

Haleon PLC (GB: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

Daily Earnings Calendar >

GB:HLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	0.10 / -	0.092	―	―	―
Feb 25, 2026	2025 (Q4)	0.05 / 0.05	0.043	11.63% (<+0.01)	―	―
Jul 31, 2025	2025 (Q2)	0.04 / 0.09	0.039	135.90% (+0.05)	―	―
Feb 27, 2025	2024 (Q4)	0.04 / 0.04	0.054	-20.37% (-0.01)	―	―
Aug 01, 2024	2024 (Q2)	0.04 / 0.04	0.085	-54.12% (-0.05)	―	―
Feb 29, 2024	2023 (Q4)	0.05 / 0.05	0.048	12.50% (<+0.01)	―	―
Aug 02, 2023	2023 (Q2)	0.04 / 0.09	0.035	142.86% (+0.05)	―	―
Mar 02, 2023	2022 (Q4)	0.05 / 0.05	0.097	-50.52% (-0.05)	―	―
Sep 20, 2022	2022 (Q2)	0.09 / 0.04	0.053	-33.96% (-0.02)	―	―

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

GB:HLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 25, 2026	405.70 p	377.90 p	-6.85%
Jul 31, 2025	362.66 p	357.30 p	-1.48%
Feb 27, 2025	388.32 p	375.46 p	-3.31%
Aug 01, 2024	341.42 p	349.62 p	+2.40%

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 (GB:HLN) report earnings?

Haleon PLC (GB:HLN) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).

What is Haleon PLC (GB:HLN) earnings time?

Haleon PLC (GB:HLN) earnings time is at Jul 30, 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 the P/E ratio of Haleon PLC stock?

The P/E ratio of Haleon PLC is N/A.

What is GB:HLN EPS forecast?

GB:HLN EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.