Colgate-Palmolive & Household Stocks: Q4 Earnings Review & Outlook

Colgate-Palmolive Exceeds Expectations in Q4, Signaling Growth Momentum

New York, NY – February 10, 2026 – Colgate-Palmolive (NYSE:CL) reported strong fourth-quarter and full-year 2025 results, exceeding analyst expectations and demonstrating accelerated growth, according to a report released today.

The consumer products giant, formed in 1928 from the combination of toothpaste maker Colgate and soap maker Palmolive-Peet, focuses on personal, household, and pet products. The company reported revenues of $5.23 billion for the quarter, a 5.8% increase year-over-year. This figure surpassed analyst estimates by 1.7%.

Noel Wallace, Chairman, President, and Chief Executive Officer, stated the company was “pleased to have exited 2025 with accelerated growth momentum on both the top and bottom lines, even in the face of sluggish category growth in many markets.” Wallace noted that net sales and organic sales grew in every category during the quarter, particularly in oral care and pet nutrition, excluding private label.

The positive results come as the household products sector navigates evolving consumer preferences, with a growing emphasis on eco-friendly and sustainable offerings. Companies that quickly innovate to meet these demands are poised to benefit, while those that lag risk falling behind.

the fourth quarter was positive for household products stocks. The 10 companies tracked in the report collectively beat analysts’ revenue consensus estimates by 1.6%, with next quarter’s revenue guidance 1.9% above expectations. Share prices have also proven resilient, rising an average of 7.3% since the latest earnings results were released.

Colgate-Palmolive’s stock has experienced a notable increase, up 10.2% since the earnings report, and currently trades at $93.91.

Mixed Results for Household Products Sector

While Colgate-Palmolive demonstrated strong performance, results were mixed across the broader household products sector.

Spectrum Brands (NYSE:SPB) reported revenues of $677 million, down 3.3% year-over-year, but still outperformed analyst expectations by 1.2%. The company’s stock is up 8.9% since reporting, currently trading at $74.51.

WD-40 (NASDAQ:WDFC) reported revenues of $154.4 million, remaining flat year-over-year and in line with analyst expectations. However, the company missed estimates for both earnings per share and EBITDA. Despite this, the stock is up 17.4% since the results, trading at $238.90.

Central Garden & Pet (NASDAQ:CENT) experienced a 6% year-over-year revenue decline, reporting $617.4 million in revenue, which was 1.2% below analyst expectations. The company also missed estimates for EBITDA and adjusted operating income. Despite the weaker results, the stock is up 7.5% since reporting, trading at $37.74.

Clorox (NYSE:CLX) reported revenues of $1.67 billion, remaining flat year-over-year, but surpassing analyst expectations by 1.9%. The company also recorded a solid beat of analysts’ organic revenue estimates, although it missed estimates for earnings per share. The stock is up 6.1% since reporting, trading at $122.

Analysts at StockStory suggest that Colgate-Palmolive is a “good business” and offer a full report for investors seeking further analysis.