Colgate-Palmolive (NYSE: CL) realigns segments and recasts 2023–2025 data

Rhea-AI Filing Summary

Colgate-Palmolive Company is changing how it reports its business segments as part of its Strategic Growth and Productivity Program. Effective for the quarter ending March 31, 2026, the former Europe and Africa/Eurasia segments (excluding Russia and Belarus) and the Skin Health business will be combined into a new Europe, Middle East and Africa reportable segment. Russia and Belarus will now be included in the Asia Pacific reportable segment.

The company states this realignment does not affect its historical consolidated results of operations, financial position or cash flows. For consistency, it has recast historical geographic segment information. In the recast data, total net sales were $20,382 million with operating profit of $3,306 million for the year ended December 31, 2025, and total net sales were $19,457 million with operating profit of $3,984 million for the year ended December 31, 2023.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

________________

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) March 17, 2026

COLGATE-PALMOLIVE COMPANY

(Exact name of registrant as specified in its charter)

Delaware			1-644			13-1815595
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(IRS Employer Identification No.)

300 Park Avenue,

New York,

NY

10022

(Address of Principal Executive Offices)

(Zip Code)

                                  

Registrant’s telephone number, including area code (212) 310-2000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Securities 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $1.00 par value			CL			New York Stock Exchange
0.300% Notes due 2029			CL29			New York Stock Exchange
1.375% Notes due 2034			CL34			New York Stock Exchange
3.250% Notes due 2035			CL35			New York Stock Exchange
0.875% Notes due 2039			CL39			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

As part of the previously announced Strategic Growth and Productivity Program, to further optimize and leverage the operating scale and drive growth within the Europe and Africa/Eurasia regions, effective for the quarter ending March 31, 2026, Colgate-Palmolive Company (the “Company”) has realigned its reportable operating segments. Commencing with the Company’s financial reporting for the quarter ending March 31, 2026, the results of its Europe and Africa/Eurasia (excluding Russia and Belarus) reportable operating segments and its Skin Health business (previously within the North America reportable operating segment) will be combined to form a new Europe, Middle East and Africa reportable operating segment. In conjunction with this realignment, Russia and Belarus, which were previously reported within the Africa/Eurasia reportable operating segment, will now be reported within the Asia Pacific reportable operating segment. This reportable operating segment realignment did not impact the Company’s historical consolidated results of operations, financial position or cash flows.

For information purposes and to provide investors with historical information on a basis consistent with its new reporting structure, the Company has recast its historical geographic segment information to conform to the new reporting structure.

Attached as Exhibit 99 and incorporated by reference in this Item 8.01 are schedules containing segment information by operating segment for the years ended December 31, 2025, 2024 and 2023, the three months ended March 31, 2025, the three and six months ended June 30, 2025 and the three and nine months ended September 30, 2025.

As noted above, the segment change and supplemental disclosures discussed above have no impact on the Company’s historical consolidated results of operations, financial position or cash flows. The recast financial information contained in Exhibit 99 does not represent a restatement of the Company’s previously issued financial statements. The information in this Item 8.01, including Exhibit 99, should be read in conjunction with the Company’s Annual Report on Form 10-K for the year ended December 31, 2025.

Item 9.01. Financial Statements and Exhibits.

(d)    Exhibits. The following exhibits are filed with this document:

        

Exhibit Number			Description
99			Recast segment information of Colgate-Palmolive Company
104			Cover Page Interactive Data File (embedded within the Inline eXtensible Business Reporting Language (Inline XBRL) document)

2

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.                            

                                               >                 

						COLGATE-PALMOLIVE COMPANY
Date: March 17, 2026			By:			/s/ Stanley J. Sutula III
						Name: Stanley J. Sutula III
						Title: Chief Financial Officer

3

Exhibit 99

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Year Ended December 31,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	3,679		$	1,510		$	1,375		$	4		$	790
Latin America			4,776			2,107			1,268			(11)			1,411
Europe, Middle East & Africa			4,276			1,572			1,686			80			938
Asia Pacific			3,038			1,137			1,101			(20)			820
Total Oral, Personal and Home Care(1)			15,769												3,959
Pet Nutrition(2)			4,613			1,818			1,717			14			1,064
Reconciliation with Total Company Operating Profit
Corporate															(1,717)
Total			$	20,382											$	3,306

Note: Table may not sum due to rounding.

(1) Net sales in the United States for Oral, Personal and Home Care were $3,596 in 2025.

(2) Net sales in the United States for Pet Nutrition were $3,062 in 2025.

			Year Ended December 31,
			2024
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	3,716		$	1,476		$	1,393		$	(9)		$	856
Latin America			4,782			1,933			1,328			(5)			1,526
Europe, Middle East & Africa			4,046			1,511			1,637			85			814
Asia Pacific			3,074			1,144			1,061			(23)			892
Total Oral, Personal and Home Care(1)			15,618												4,088
Pet Nutrition(2)			4,483			1,869			1,641			8			965
Reconciliation with Total Company Operating Profit
Corporate															(784)
Total			$	20,101											$	4,268

Note: Table may not sum due to rounding.

(1) Net sales in the United States for Oral, Personal and Home Care were $3,640 in 2024.

(2) Net sales in the United States for Pet Nutrition were $3,059 in 2024.

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Year Ended December 31,
			2023
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	3,665		$	1,489		$	1,338		$	4		$	834
Latin America			4,640			1,977			1,241			5			1,417
Europe, Middle East & Africa			3,822			1,537			1,460			71			754
Asia Pacific			3,041			1,182			997			(16)			878
Total Oral, Personal and Home Care(1)			15,167												3,882
Pet Nutrition(2)			4,290			1,964			1,493			26			806
Reconciliation with Total Company Operating Profit
Corporate															(704)
Total			$	19,457											$	3,984

Note: Table may not sum due to rounding.

(1) Net sales in the United States for Oral, Personal and Home Care were $3,625 in 2023.

(2) Net sales in the United States for Pet Nutrition were $2,918 in 2023

						Years Ended December 31,
						2025						2024						2023
Capital expenditures
Oral, Personal and Home Care
North America						$	63					$	47					$	45
Latin America						141						126						146
Europe, Middle East & Africa						75						80						55
Asia Pacific						82						64						65
Total Oral, Personal and Home Care						361						317						311
Pet Nutrition						88						143						301
Corporate						115						101						93
Total Capital expenditures						$	564					$	561					$	705

						Years Ended December 31,
						2025						2024						2023
Depreciation and amortization
Oral, Personal and Home Care
North America						$	77					$	78					$	79
Latin America						106						100						98
Europe, Middle East & Africa						122						119						111
Asia Pacific						80						81						84
Total Oral, Personal and Home Care						385						378						372
Pet Nutrition						144						132						101
Corporate						101						95						94
Total Depreciation and amortization						$	630					$	605					$	567

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Three Months Ended March 31,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	904		$	358		$	350		$	—		$	197
Latin America			1,143			487			316			(7)			348
Europe, Middle East & Africa			1,007			367			399			18			222
Asia Pacific			738			275			264			(5)			204
Total Oral, Personal and Home Care			3,792												971
Pet Nutrition			1,118			437			422			1			258
Reconciliation with Total Company Operating Profit
Corporate															(153)
Total			$	4,911											$	1,076

Note: Table may not sum due to rounding.

						Three Months Ended March 31,
						2025
Capital expenditures
Oral, Personal and Home Care
North America						$	16
Latin America						28
Europe, Middle East & Africa						11
Asia Pacific						13
Total Oral, Personal and Home Care						68
Pet Nutrition						21
Corporate						35
Total Capital expenditures						$	124

						Three Months Ended March 31,
						2025
Depreciation and amortization
Oral, Personal and Home Care
North America						$	19
Latin America						24
Europe, Middle East & Africa						29
Asia Pacific						20
Total Oral, Personal and Home Care						92
Pet Nutrition						31
Corporate						25
Total Depreciation and amortization						$	148

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Three Months Ended June 30,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	919		$	380		$	349		$	3		$	187
Latin America			1,207			527			318			(6)			367
Europe, Middle East & Africa			1,083			395			428			19			241
Asia Pacific			746			284			265			(6)			202
Total Oral, Personal and Home Care			3,954												997
Pet Nutrition			1,157			462			430			—			264
Reconciliation with Total Company Operating Profit
Corporate															(181)
Total			$	5,110											$	1,080

Note: Table may not sum due to rounding.

			Six Months Ended June 30,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	1,823		$	737		$	700		$	3		$	384
Latin America			2,350			1,014			633			(13)			715
Europe, Middle East & Africa			2,089			762			827			38			463
Asia Pacific			1,484			559			529			(11)			407
Total Oral, Personal and Home Care			7,746												1,968
Pet Nutrition			2,275			899			852			1			523
Reconciliation with Total Company Operating Profit
Corporate															(334)
Total			$	10,021											$	2,156

Note: Table may not sum due to rounding.

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Three Months Ended June 30,						Six Months Ended June 30,
			2025						2025
Capital expenditures
Oral, Personal and Home Care
North America			$	13					$	29
Latin America			21						50
Europe, Middle East & Africa			15						25
Asia Pacific			19						32
Total Oral, Personal and Home Care			68						136
Pet Nutrition			22						43
Corporate			18						53
Total Capital expenditures			$	108					$	232

			Three Months Ended June 30,						Six Months Ended June 30,
			2025						2025
Depreciation and amortization
Oral, Personal and Home Care
North America			$	19					$	38
Latin America			27						51
Europe, Middle East & Africa			30						58
Asia Pacific			19						40
Total Oral, Personal and Home Care			95						187
Pet Nutrition			31						63
Corporate			25						49
Total Depreciation and amortization			$	151					$	299

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Three Months Ended September 30,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	922		$	381		$	342		$	(1)		$	199
Latin America			1,178			541			303			(2)			337
Europe, Middle East & Africa			1,115			417			435			20			243
Asia Pacific			775			288			280			(6)			213
Total Oral, Personal and Home Care			3,989												992
Pet Nutrition			1,142			457			427			2			255
Reconciliation with Total Company Operating Profit
Corporate															(189)
Total			$	5,131											$	1,059

Note: Table may not sum due to rounding.

			Nine Months Ended September 30,
			2025
			Net sales			Cost of Sales			Selling, general and administrative expenses			Other (income) expense, net			Operating Profit
Reportable Segments
Oral, Personal and Home Care
North America			$	2,745		$	1,119		$	1,042		$	2		$	583
Latin America			3,528			1,555			936			(15)			1,052
Europe, Middle East & Africa			3,204			1,179			1,261			58			706
Asia Pacific			2,259			847			809			(17)			620
Total Oral, Personal and Home Care			11,735												2,961
Pet Nutrition			3,417			1,356			1,280			4			778
Reconciliation with Total Company Operating Profit
Corporate															(523)
Total			$	15,152											$	3,214

Note: Table may not sum due to rounding.

Colgate-Palmolive Company

Segment Information (Recast)

(Dollars in Millions) (Unaudited)

			Three Months Ended September 30,						Nine Months Ended September 30,
			2025						2025
Capital expenditures
Oral, Personal and Home Care
North America			$	17					$	46
Latin America			46						96
Europe, Middle East & Africa			22						46
Asia Pacific			18						51
Total Oral, Personal and Home Care			103						239
Pet Nutrition			21						64
Corporate			31						84
Total Capital expenditures			$	155					$	387

			Three Months Ended September 30,						Nine Months Ended September 30,
			2025						2025
Depreciation and amortization
Oral, Personal and Home Care
North America			$	20					$	58
Latin America			27						78
Europe, Middle East & Africa			30						89
Asia Pacific			20						59
Total Oral, Personal and Home Care			97						284
Pet Nutrition			35						98
Corporate			26						75
Total Depreciation and amortization			$	158					$	457

FAQ

What segment reporting change did Colgate-Palmolive (CL) announce?

Colgate-Palmolive is creating a new Europe, Middle East and Africa reportable segment. It combines the former Europe and Africa/Eurasia segments, excluding Russia and Belarus, along with the Skin Health business, which was previously reported within the North America segment.

When will Colgate-Palmolive’s new segment structure take effect?

The new segment structure becomes effective for the quarter ending March 31, 2026. From that quarter onward, the company’s financial reporting will reflect the new Europe, Middle East and Africa segment and the reassignment of Russia and Belarus to Asia Pacific.

How are Russia and Belarus treated in Colgate-Palmolive’s new reporting?

Russia and Belarus, previously included in the Africa/Eurasia reportable segment, will now be reported within the Asia Pacific reportable segment. This change aligns those markets with the company’s revised geographic structure under its Strategic Growth and Productivity Program.

Does Colgate-Palmolive’s segment realignment change its historical financial results?

The company states the segment realignment does not impact its historical consolidated results of operations, financial position or cash flows. Only the presentation by reportable operating segment changes, with underlying historical totals remaining the same at the consolidated level.

What recast 2025 totals did Colgate-Palmolive provide by segment?

In the recast segment data for the year ended December 31, 2025, Colgate-Palmolive reports total net sales of $20,382 million and total operating profit of $3,306 million. These figures aggregate Oral, Personal and Home Care, Pet Nutrition and Corporate items.

What historical periods were recast by Colgate-Palmolive (CL)?

Colgate-Palmolive recast geographic segment information for the years ended December 31, 2025, 2024 and 2023, and for interim periods in 2025. These include the quarters ended March 31, June 30 and September 30, as well as the related six- and nine-month year-to-date periods.

Is the recast segment information a restatement of Colgate-Palmolive’s financials?

The company states the recast financial information does not represent a restatement of previously issued financial statements. It is provided to present historical segment data on a basis consistent with the new reporting structure for investor comparability.

Filing Exhibits & Attachments

5 documents

Press Releases

• EX-99 EX-99 278.2 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 3.3 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE DOCUMENT 9.3 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 31.0 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 17.5 KB