Procter & Gamble

In the first fiscal quarter 2026/27, Procter & Gamble’s revenue rose 4.0% to USD 23.28 billion, with organic growth (adjusted) also at 4.0%; adjusted earnings per share climbed to USD 2.00 and beat expectations. The adjusted EBIT margin fell from 26.7% to 25.9% due to significantly higher raw material and transportation costs. Management slightly raised the sales outlook (2–4%), confirmed the adjusted EPS guidance of USD 6.89–7.11, and plans share buybacks and dividend payments of several billion dollars each; at the same time, higher raw material, interest and currency effects weighed on results. » More on finanzen.net

The US consumer goods giant Procter & Gamble reported organic sales growth of 4% to $23.3 billion for the three months ended September, driven mainly by volumes with only modestly higher prices. Net income was about $4.7 billion, roughly flat year-on-year, and adjusted earnings per share rose 1% to $2.00. P&G confirmed its full-year targets: adjusted EPS to be flat to +3% ($6.89–$7.11) and organic sales growth of 1–3%; including the acquisition of Thorne, sales are expected to increase 2–4%. The stock rose just over 5% in early trading. » More on finanzen.net

Procter & Gamble extended its dividend streak to 70 years and yields nearly 3%, supported by fiscal 2026 revenue of about $87 billion (up 3%) and EPS of $6.62 (up 2%). Moody's upgraded the company's credit outlook to positive, citing sustainable free cash flow and earnings growth. The stock is down roughly 8% year‑over‑year and trades at forward and trailing P/E ratios above 20, suggesting it is not inexpensive despite the reliable payout. » More on finance.yahoo.com

Moody’s has confirmed the ratings for Procter & Gamble and Gillette (Aa3/Prime-1) and has raised the rating outlook from stable to positive. The change is justified by sustained free cash flow, strong earnings growth driven by price increases, innovation and cost reductions, and solid credit metrics (retained cash flow/net debt well above 25%, debt/EBITDA below 2). The acquisition of Thorne for USD 3.8 billion will pro forma temporarily increase the leverage ratio to just above 1.6x, but is expected to decline again through integration, scale effects and cost optimization. Moody’s cites potential upgrades or downgrades depending on market shares, profitability, free cash flow and the company’s financial policy. » More on de.investing.com

L Catterton has signed a definitive agreement to sell Thorne to Procter & Gamble for a cash price of $3.8 billion. L Catterton entered Thorne in October 2023, strengthened leadership, marketing, sales, R&D and technological infrastructure, and promoted AI-enabled offerings. The transaction is expected to close in the fourth quarter of 2026; Perella Weinberg Partners and Canaccord Genuity advised Thorne, and Kirkland & Ellis and Jones Day acted as legal counsel. » More on de.investing.com