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🔹 Organic Sales: 0% (Est. +0.54%) 🔴
🔹 Core EPS: $1.88 (Est. $1.86) 🟢; FLAT YoY
🔹 Net Sales: $22.2B; UP +1% YoY
🔹 Gross Margin: 51.2%
FY26 Guidance (Maintained)
🔹 Organic Sales: 0% to +4% (Est. +1.7%) 🟡
🔹 Core EPS: $6.83 to $7.09 (Est. $6.97) 🟡
🔹 Diluted EPS growth: now +1% to +6% (cut from +3% to +9%) on higher restructuring charges
🔹 Capital return: ~ $10B dividends + ~ $5B buybacks; adj. FCF productivity 85%–90%
Cash Flow + Capital Return
🔹 Operating Cash Flow: $5.0B
🔹 Adjusted FCF productivity: 88%
🔹 Cash returned: $4.8B ($2.5B dividends + $2.3B buybacks)
What drove the quarter
🔹 +1% pricing offset by -1% unit volume (mix neutral)
🔹 EPS down YoY primarily on higher restructuring charges; tariffs cited as a cost headwind
#pg
Переходи в чат t.me/USstocksnews_chat
