Research analysts who have asked questions during Haleon earnings calls.
CP
Celine Pannuti
JPMorgan Chase & Co.
4 questions for HLN
Also covers: BUD, DEO, UL
David Hayes
Jefferies
4 questions for HLN
Also covers: UL
ON
Olivier Nicolaï
Goldman Sachs
4 questions for HLN
Also covers: BUD, UL
RK
Rashad Kawan
Morgan Stanley
4 questions for HLN
CE
Callum Elliott
Bernstein
3 questions for HLN
Also covers: MO, PM, UL
GD
Guillaume Delmas
UBS Group AG
3 questions for HLN
Also covers: UL
Tom Sykes
Deutsche Bank
3 questions for HLN
Also covers: UL
Warren Ackerman
Barclays
3 questions for HLN
Also covers: UL
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
JF
Jeremy Fialko
HSBC
1 question for HLN
Also covers: KVUE, UL
Recent press releases and 8-K filings for HLN.
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
Haleon Reports Q3 2025 Organic Revenue Growth and Progress Towards Full-Year Guidance
HLN
Earnings
Guidance Update
Share Buyback
- Haleon delivered 3.4% organic revenue growth in Q3 2025, balanced between 1.8% from price and 1.6% from volume mix, keeping the company on track for its full-year guidance.
- Reported revenue grew 0.7% in Q3 2025, impacted by a 2.3% drag from divestments and 0.4% from foreign exchange.
- The company made significant progress on supply chain productivity, reducing the number of SKUs by 19% since the beginning of 2024, and is on track to deliver the remaining £300 million target savings this year.
- Haleon completed EUR 500 million allocated to share buybacks for 2025 in the quarter and expects North America to return to growth next year, contributing to its medium-term guidance of 4-6% growth.
Oct 30, 2025, 9:00 AM
Haleon Reports Q3 2025 Results, Maintains Full-Year Guidance
HLN
Earnings
Guidance Update
Share Buyback
- Haleon reported 3.4% organic revenue growth in Q3 2025, with 1.8% from price and 1.6% from volume mix, and reaffirmed its full-year guidance for organic revenue growth of around 3.5%.
- Reported revenue grew 0.7% in the quarter, affected by a 2.3% drag from divestments and 0.4% from foreign exchange, marking the final quarter with divestment-related drag.
- Regional performance saw 0.4% organic revenue growth in North America, 5.3% in EMEA and LATAM, and 5.1% in Asia-Pacific for Q3 2025.
- The company completed its EUR 500 million share buyback for 2025 during the quarter and achieved a 19% reduction in SKUs since early 2024 to enhance productivity.
Oct 30, 2025, 9:00 AM
Haleon Completes Share Buyback Programme
HLN
Share Buyback
- Haleon plc announced the purchase of 1,561,229 ordinary shares on October 01, 2025, at a volume weighted average price of 335.0704 pence per Share on the London Stock Exchange.
- This transaction signifies the completion of the final tranche of its Buyback Programme.
- Since the start of the year, Haleon has repurchased a total of 175,806,525 Shares, with 131,372,271 shares cancelled and 44,434,254 held as treasury shares.
Oct 2, 2025, 10:58 AM
Haleon plc Announces Share Buyback Transaction
HLN
Share Buyback
- Haleon plc announced the purchase of 1,996,340 ordinary shares on September 29, 2025, as part of the second tranche of its share buyback programme.
- The shares were purchased at a volume weighted average price of 330.3042p.
- The company intends to hold the purchased shares as treasury shares.
- Following this transaction, the number of ordinary shares with voting rights is 8,909,452,865.
Sep 30, 2025, 11:21 AM
Haleon plc Announces Share Buyback Transaction
HLN
Share Buyback
- Haleon plc completed a share buyback on September 25, 2025, purchasing 2,318,700 ordinary shares as part of the second tranche of its share buyback programme.
- The shares were acquired at a volume weighted average price of 327.8536p on the London Stock Exchange.
- The company intends to hold the purchased shares as treasury shares.
- Following this settlement, the number of ordinary shares with voting rights is 8,913,445,545.
Sep 26, 2025, 10:18 AM
Haleon plc Announces Share Buyback Transaction
HLN
Share Buyback
- Haleon plc announced the purchase of 3,251,858 ordinary shares on September 25, 2025, under the second tranche of its share buyback programme.
- The shares were acquired on September 24, 2025, at a volume weighted average price of 330.4723p on the London Stock Exchange and 330.2795p on CBOE (UK)/BXE.
- These purchased shares will be held as treasury shares, resulting in 8,915,764,245 ordinary shares with voting rights after the settlement.
Sep 25, 2025, 10:08 AM
Haleon plc announces share buyback transaction
HLN
Share Buyback
- Haleon plc purchased 5,150,000 ordinary shares on September 23, 2025, as part of the second tranche of its share buyback programme.
- The shares were acquired at a volume weighted average price of approximately 331.69 pence per share across the London Stock Exchange and CBOE (UK)/BXE.
- The company intends to hold these purchased shares as treasury shares, resulting in 8,919,016,103 ordinary shares with voting rights after settlement.
Sep 24, 2025, 10:30 AM
Quarterly earnings call transcripts for Haleon.
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