Research analysts who have asked questions during Haleon earnings calls.
CP
Celine Pannuti
JPMorgan Chase & Co.
6 questions for HLN
Also covers: BUD, DEO, UL
David Hayes
Jefferies
6 questions for HLN
Also covers: UL
ON
Olivier Nicolaï
Goldman Sachs
6 questions for HLN
Also covers: BUD, UL
GD
Guillaume Delmas
UBS Group AG
5 questions for HLN
Also covers: UL
Tom Sykes
Deutsche Bank
5 questions for HLN
Also covers: UL
Warren Ackerman
Barclays
5 questions for HLN
Also covers: UL
RK
Rashad Kawan
Morgan Stanley
4 questions for HLN
CE
Callum Elliott
Bernstein
3 questions for HLN
Also covers: MO, PM, UL
JF
Jeremy Fialko
HSBC
3 questions for HLN
Also covers: KVUE, UL
Edward Lewis
Redburn Atlantic
2 questions for HLN
Also covers: CL, CLX, KMB +2 more
KZ
Karel Zoete
Kepler Cheuvreux
2 questions for HLN
Sarah Simon
Morgan Stanley
2 questions for HLN
Also covers: BUD, PUBGY, TKAYF +1 more
BM
Bruno Monteyne
Sanford C. Bernstein & Co., LLC
1 question for HLN
Also covers: UL
CP
Chris Pitcher
Rothschild & Co Redburn
1 question for HLN
Also covers: BUD, DEO, STZ
Guillaume Gerard Delmas
UBS
1 question for HLN
Also covers: UL
Iain Simpson
Barclays
1 question for HLN
Recent press releases and 8-K filings for HLN.
Haleon Announces Preliminary 2025 Full Year Results and Dividend Proposal
HLN
Earnings
Dividends
Guidance Update
- Haleon plc announced its preliminary full year results for the year ended December 31, 2025, on February 25, 2026.
- The Board is proposing a 2025 total dividend of 7.1p per ordinary share, representing a payout ratio of approximately 38% of 2025 adjusted earnings.
- This includes a final dividend of 4.9p per ordinary share, which is scheduled to be paid on May 14, 2026, to shareholders on record as of April 10, 2026.
- Subject to market conditions and Board approval, Haleon expects to grow its ordinary dividend at least in line with adjusted earnings.
3 days ago
Haleon Provides 2026 Organic Sales Growth Guidance and Discusses Operational Improvements
HLN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Haleon forecasts 3%-5% organic sales growth for 2026, an acceleration from 3% in 2025, but below its medium-term ambition of 4%-6%, with Q1 2026 expected to be softer due to the cold and flu season.
- The company achieved a 220 basis points gross margin improvement in 2025, driven by its productivity program, and anticipates 50-80 basis points annual improvement going forward. This enabled over 7% increases in both A&P and R&D investments, with half of the A&P increase directed to oral health and emerging markets.
- Despite a challenging U.S. market in 2025, Haleon expects a return to growth in 2026, supported by planned shelf resets and distribution gains in Q2. Emerging markets, especially India and China, demonstrated strong performance, with 80% of Asia-Pac growth attributed to volume mix.
- A new organizational structure, including a Chief Growth Officer and 6 operating units, is projected to generate £175 million-£200 million in gross savings, aiming to enhance growth and agility.
3 days ago
Haleon Reports Full Year 2025 Results and Provides 2026 Guidance
HLN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Haleon projects 3%-5% organic sales growth for 2026, a sequential acceleration from the 3% achieved in 2025, while reaffirming its medium-term ambition of 4%-6%.
- The company delivered 220 basis points of gross margin improvement in 2025, driven by its productivity program, and expects high single-digit operating growth at constant currency for 2026.
- Strategic investments include a 7.5% increase in A&P and a 7.7% increase in R&D in 2025, with half of the A&P increase allocated to oral health and emerging markets.
- A new operating model is expected to generate £175 million-£200 million in gross savings, contributing to a flatter, leaner organization focused on unlocking growth and agility.
3 days ago
Haleon provides 2026 organic sales growth guidance and details 2025 performance
HLN
Guidance Update
Revenue Acceleration/Inflection
Demand Weakening
- Haleon provided an organic sales growth guidance of 3%-5% for 2026, an acceleration from the 3% posted in 2025, while reaffirming its medium-term ambition of 4%-6%.
- The company achieved 220 basis points of gross margin improvement in 2025 through its productivity program and expects 50-80 basis points of improvement from supply chain productivity moving forward.
- A new operating model, including a chief growth officer and 6 operating units, is expected to drive growth and agility, leading to £175 million-£200 million in gross savings.
- Haleon increased A&P investment by over 7% and R&D by over 7% in the last year, with half of the A&P increase allocated to oral health and the other half to emerging markets.
- The company is focused on driving volume growth in 2026, aiming for a price/volume mix split of around 60/40 (price/volume) and expects an improved split in 2026.
3 days ago
Haleon Reports 2025 Full Year Results and Provides 2026 Outlook
HLN
Earnings
Guidance Update
Share Buyback
- Haleon reported 3% organic sales growth for full year 2025, which was lower than its medium-term guidance of 4%-6%, primarily due to lower category growth and consumer confidence.
- Despite the revenue performance, the company achieved 10.5% organic profit growth and a 220 basis point improvement in gross margin for 2025.
- The company generated GBP 1.9 billion in free cash flow and reduced its net debt to adjusted EBITDA leverage to 2.6 times.
- For 2026, Haleon expects 3%-5% organic revenue growth and high single-digit operating profit growth, supported by a planned GBP 500 million share buyback and a 7.6% increase in the total dividend for 2025.
- A new operating model is anticipated to deliver GBP 175 million-GBP 200 million in gross annualized savings over the next two years.
3 days ago
Haleon Reports 2025 Full Year Results and Provides 2026 Outlook
HLN
Earnings
Guidance Update
Share Buyback
- For the full year 2025, Haleon reported 3% organic sales growth, falling short of its medium-term guidance, but achieved 10.5% organic profit growth and a 220 basis point gross margin improvement.
- The company generated £1.9 billion in free cash flow and reduced its net debt to adjusted EBITDA to 2.6 times.
- Haleon announced a £500 million share buyback program for 2026 and proposed a final dividend of 4.9 pence, bringing the total dividend for 2025 to 7.1 pence, a 7.6% increase.
- For 2026, Haleon expects organic revenue growth of 3%-5% and high single-digit operating profit growth, with North America anticipated to return to growth. A new operating model is also projected to deliver £175 million-£200 million of gross annualized savings over the next two years.
3 days ago
Haleon Reports 2025 Full Year Results and Provides 2026 Outlook
HLN
Earnings
Guidance Update
Share Buyback
- Haleon reported 3% organic sales growth for the full year 2025, with Q4 2025 organic growth at 2.1%, which was lower than its medium-term guidance of 4%-6% due to lower category growth and consumer confidence.
- Despite revenue challenges, the company delivered 10.5% organic profit growth and a 220 basis point gross margin improvement in 2025, resulting in £1.9 billion in free cash flow and 5% adjusted diluted EPS growth.
- For 2026, Haleon expects 3%-5% organic revenue growth and high single-digit operating profit growth, with a focus on returning the North America business to growth.
- The company announced a £500 million share buyback program for 2026 and proposed a final dividend of 4.9 pence, bringing the total dividend for 2025 to 7.1 pence, a 7.6% increase.
- Haleon is implementing a new operating model expected to generate £175 million-£200 million in gross annualized savings, contributing to its ongoing productivity agenda.
3 days ago
JD.com Announces Third Quarter 2025 Results
HLN
Earnings
Share Buyback
New Projects/Investments
- JD.com's net revenues increased by 14.9% year-over-year to RMB299.1 billion (US$42.0 billion) for the third quarter of 2025.
- The company reported net income attributable to ordinary shareholders of RMB5.3 billion (US$0.7 billion) and Non-GAAP diluted net income per ADS of RMB3.73 (US$0.52) for Q3 2025.
- JD Retail net revenues grew by 11.4% to RMB250.6 billion (US$35.2 billion), with an operating margin of 5.9% for the third quarter of 2025.
- JD.com repurchased approximately 80.9 million Class A ordinary shares for about US$1.5 billion during the nine months ended September 30, 2025, with US$3.5 billion remaining under its share repurchase program as of November 13, 2025.
- The company recorded a loss from operations of RMB1.1 billion (US$0.1 billion) for Q3 2025, primarily due to increased strategic investment in new business initiatives, which led to a 110.5% increase in marketing expenses.
Nov 13, 2025, 9:30 AM
Haleon Reports Q3 2025 Revenue Growth and Reaffirms Full-Year Guidance
HLN
Earnings
Guidance Update
Share Buyback
- Haleon plc reported Q3 2025 total revenue of £2.79 billion with organic revenue growth of 3.4%, primarily driven by a nearly 7% increase in its Oral Health segment.
- The company maintained its full-year 2025 guidance, expecting approximately 3.5% organic revenue growth.
- Q3 EPS was $0.12, slightly below analyst expectations of $0.13, and its ADR stock price declined over 6% in both the past three and twelve months.
- Haleon has returned approximately £1.1 billion to shareholders year-to-date through share buybacks and dividends, including completing a £500 million buyback program for 2025.
Oct 30, 2025, 1:13 PM
Haleon Reports Q3 2025 Organic Revenue Growth of 3.4%
HLN
Earnings
Guidance Update
Share Buyback
- HLN achieved 3.4% organic revenue growth in Q3 2025, with 1.8% from price and 1.6% from volume mix, while reported revenue grew 0.7%.
- Oral health was a key driver, delivering 6.9% growth in Q3, led by strong performance from Sensodyne and Parodontax.
- Regional organic revenue growth included 0.4% in North America, 5.3% in EMEA and LATAM, and 5.1% in Asia-Pacific.
- The company completed its £500 million share buyback for 2025 during the quarter.
- HLN maintains its full-year 2025 guidance for around 3.5% organic revenue growth, expecting Q4 acceleration in Asia-Pacific and North America to return to growth in 2026 after inventory adjustments.
Oct 30, 2025, 9:00 AM
Quarterly earnings call transcripts for Haleon.
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