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Haleon PLC Sponsored ADR (HLN)
NYSE:HLN
Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
0.24Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balances clear operational and strategic progress (notably strong margin/cost improvements, Oral Health outperformance, emerging markets growth, increased A&P/R&D investment, and a planned $175–$200M cost saving reorganization) against meaningful top-line and volume challenges (soft U.S. market, cold & flu season weakness, category-specific headwinds, and regional retailer/inventory issues). Management presented realistic 2026 guidance (3%–5%) while reiterating confidence in returning to the 4%–6% medium-term ambition as U.S. performance, distribution gains, and productivity benefits materialize.Company Guidance
Organic Sales Growth (FY2025) and 2026 Guidance
FY2025 organic sales growth of 3%. Guidance for FY2026 set at 3%–5%, with management reiterating a medium-term ambition of 4%–6%.
Gross Margin and Supply Chain Productivity
Gross margin improvement of 220 basis points in FY2025 driven by supply chain and productivity programs; company targets 50–80 basis points of further supply chain productivity built into guidance for future years.
Planned Cost Savings from Reorganization
Organizational redesign (new Chief Growth Officer, Chief Transformation Officer, six operating units) is expected to deliver $175 million–$200 million gross savings and create a flatter, leaner structure to free up investment for growth.
Oral Health Outperformance
Oral Health delivered strong performance (high single-digit growth with Q4 acceleration). Sensodyne continues sustained growth (long-term high single-digit to double-digit trend). Half of incremental A&P increase was allocated to Oral Health.
Emerging Markets Strength
Strong performance in emerging markets: India grew double digits (benefitting from INR 20 pack, rural reach and salesforce changes), China mid-single-digit growth, Parodontax growing mid-teens, and e-commerce in China ~40% of business with Douyin growing >100%.
Increased Investment in Growth and R&D
A&P spend increased ~7.5% year-on-year (A&P at ~20.5% of sales); R&D increased ~7.7% year-on-year. Working media grew 12% and global media ROI improved mid-single digits; 60% of working media is digital.
Channel and E‑commerce Capabilities
Strong e-commerce capabilities highlighted: on Amazon, 18 brands account for 90% of Haleon’s Amazon business and 16 of those 18 brands have higher share online than offline, positioning the company to benefit from ongoing channel shifts.
Operational Improvements and Factory Optimizations
Operational efficiency gains included reducing single-language packs (e.g., Aquafresh packs from 44 to 18) and reducing formulations (e.g., Levice factory formulations down 30%), plus a 7-point improvement in overall equipment effectiveness.
HLN 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
HLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $11.08 | $10.44 | -5.78% |
Jul 31, 2025 | $9.58 | $9.38 | -2.17% |
Feb 27, 2025 | $10.02 | $9.62 | -4.02% |
Aug 01, 2024 | $8.94 | $9.12 | +1.97% |
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 Jul 30, 2026, Before Open (Confirmed).
What is Haleon PLC Sponsored ADR (HLN) earnings time?
Haleon PLC Sponsored ADR (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 HLN EPS forecast?
HLN EPS forecast for the fiscal quarter 2026 (Q2) is 0.29.