The earnings call reflected a mixed sentiment with strong performance and strategic investments in several regions offset by significant challenges in North America, particularly in the smoking cessation and vitamin markets. The company's confidence in medium-term growth remains, despite current headwinds.

Company Guidance -

Q4 2025

During the Haleon Half Year 2025 Results Q&A Conference Call, the guidance provided highlighted several key metrics and insights into the company's performance and future expectations. Notably, the company expects around 3.5% growth for the year, despite challenges in North America, where a nearly 2% decline in organic sales growth was observed in Q2. This decline was attributed to a difficult consumer environment, inventory pressures, and a shift towards value channels like Dollar and Club stores. Haleon reported a significant increase in A&P spending, up 130 basis points in the first half, focusing on supporting innovation and expanding reach to lower-income consumers. The company also noted strong organic profit growth driven by a 160 basis point improvement in gross margin and robust cash flow. Despite these challenges, Haleon remains confident in its medium-term guidance of 4% to 6% organic sales growth, supported by strategic investments in supply chain productivity and brand innovation.

Strong Performance in EMEA, LatAm, and APAC

The EMEA, LatAm, and APAC regions performed well within the company's medium-term 4% to 6% organic sales growth guidance, with strong volume growth in these regions.

Gross Margin and Cash Flow Improvement

The company reported a 160 basis points improvement in gross margin and strong cash flow, contributing to organic profit growth.

Oral Health Market Share Gains

Oral Health segment showed strong growth with market share gains, including a 0.5 share point increase in the U.S.

Investment in A&P and Innovation

A&P spend increased by 6.8% to 20.8%, with investments focused on innovation, premiumization, and expanding reach to lower-income consumers.

Successful Innovation and ROI Improvement

The company successfully rolled out innovations such as Nasal Mist on Otrivin and Panadol Dual Action, and improved ROI by 4%.

Asia Pacific Volume Growth

Volume growth in Asia Pacific accelerated from 3.3% in Q1 to 3.9% in Q2, with 2/3 of growth in Q2 coming from volume.

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

Daily Earnings Calendar >

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	$9.64	$9.43	-2.18%
Feb 27, 2025	$10.08	$9.68	-3.97%
Aug 01, 2024	$9.00	$9.18	+2.00%
Feb 29, 2024	$7.83	$8.31	+6.13%

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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