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- P & G ( PG ) Q1 2027 Earnings Call Transcript
Procter & Gamble reported first-quarter fiscal 2027 net sales of $23.3 billion, up 4.0%, with organic sales also up 4.0%, driven mainly by volume (2.4 points) and product mix (1.1 points). Core EPS rose 1% to $2.00, while core gross margin fell 150 basis points to 50.0% and core operating margin fell 80 basis points to 25.9%. Management estimates commodity cost headwinds of about $1.4 billion after tax for the year, assuming Brent crude at $100 a barrel for the rest of the fiscal year. Greater China organic sales grew 8.0%, and the company returned $2.6 billion in dividends and $1.3 billion through share repurchases in the quarter, with about $5 billion in buybacks planned for the full year.
- Pool ( POOL ) Q3 2026 Earnings Call Transcript
Pool Corporation (POOL) reported third-quarter net sales of $1.5 billion, up 4%, with pricing contributing 3% and volume 1%, and adjusted diluted EPS of $3.40, up $0.01. Gross margin fell 60 basis points to 29.0% on higher inbound freight costs and customer mix, while SG&A rose 5% to $264.1 million on performance-based compensation and strategic initiative fees. Operating cash flow for the first nine months rose 47% to $419.8 million, and the company returned $338.1 million to shareholders through dividends and buybacks. Pool kept full-year adjusted EPS guidance at $10.87 to $11.17 and said October sales were up about 2%, though management remained cautious on housing turnover and discretionary spending and expects a difficult fourth-quarter comparison. The stock rose 10.39% on the day.
- Procter & Gamble Earnings : Accelerating Sales Growth Evidences Prudence of Strategic Course
Morningstar says P&G's first-quarter organic sales rose 4.0%, with volume up 2.4% and pricing and mix adding 1.6%, but cost savings did not fully offset inflation, cutting adjusted gross margin 150 basis points to 49.8%. US sales grew 3% (versus a 1% decline in the fourth quarter) and China rose 8% (from 4%). Morningstar kept its $155 fair value estimate and wide-moat rating, and it views the roughly $4 billion Thorne HealthTech deal, under 1% of sales, as not signaling a push into consolidation, with cash returns still the priority. The firm expects more details on supply chain initiatives at P&G's Nov. 19 investor event. Shares rose more than 5% on Oct. 22.
- The Procter & Gamble Company Q1 2027 Earnings Call Summary
- Why Pool Corp Stock Jumped 10.6% Today
Pool Corp shares rose as much as 10.6% Thursday morning, while the S&P 500 fell 1.2%, after the company reported better-than-expected third-quarter results. Sales rose 3.7% year over year to $1.50 billion, and diluted earnings were $3.40 per share against an estimate of about $3.36. Price increases helped drive sales as the company passed higher freight costs on to customers, and management reaffirmed its full-year targets. The stock is still down 37% over the past year and 49% over two years, and the author says he is not a fan of the shares.
- Procter & Gamble Jumps 6% as Earnings Beat Draws Defensive Buyers; Johnson & Johnson Rises 3%, Coca-Cola Ticks Up
Procter & Gamble shares rose 6% to $166.19 in morning trading after its Q1 FY2027 results beat expectations, with core EPS of $2 versus the $1.89 consensus and net sales of $23.28 billion against $22.82 billion expected. CFO Andre Schulten said the U.S. consumer is “remarkably resilient,” though lower-income shoppers are more cautious. The company kept its full-year outlook of 1% to 3% organic sales growth and core EPS of $6.89 to $7.11. Core gross margin fell 150 basis points year over year, and the company expects $1.4 billion in after-tax commodity cost pressure this fiscal year. Johnson & Johnson rose 3% and Coca-Cola 2% as defensive stocks drew buyers, while the SPDR S&P 500 ETF Trust fell 1%.
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