Haleon plc is a significant global entity in the consumer healthcare sector, engaging in the entire process from scientific research and development ...
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$0.07 per share
Est. EPS $0.16 · Revenue $5.29B · 1 analysts
Est. EPS $0.42 · Revenue $11.49B · 5 analysts
Est. EPS $0.17 · Revenue $5.27B · 1 analysts
$0.07 per share
EPS £0.17 · Revenue £5.64B
EPS £0.36 · Revenue £11.03B
EPS £0.18 · Revenue £5.48B
EPS £0.09 · Revenue £2.74B
EPS £0.32 · Revenue £11.23B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.0B | -1.8% | +2.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.6B | +13.1% | -10.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +63.3% | +2.4% | +1.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +21.9% | +11.4% | +5.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +14.8% | +15.2% | -12.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.0B | -3.9% | -37.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +17.9% | -2.1% | -38.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 52.4% | -16.1% | -3.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.92x | -6.2% | -25.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $32.6B | -5.1% | -0.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.36 vs 0.37 | -2.8% | 0.17 vs 0.17 | +2.0% |
| Revenue Surprise | $11.0B vs $11.1B | -0.3% | $5.6B vs $4.8B | +17.6% |
Operator: Good morning. Thank you for attending today's Haleon Half Year 2026 results. My name is Sarah, and I'll be your moderator today. I'd like to pass the conference over to our host, Joe Russell, Head of Investor Relations. Please go ahead. Joanne Russell: Thank you very much. Good morning, everyone. Welcome to Haleon's conference call for our half year results. I'm Joe Russell, Head of Investor Relations, and I'm joined this morning by Brian McNamara, our Chief Executive Officer; and Dawn Allen, our Chief Financial Officer. Just to remind listeners on the call that in the discussions today, the company may make certain forward-looking statements, including those that refer to our estimates, plans and expectations. Please refer to this morning's announcement and the company's U.K. and SEC filings for more details, including factors that could lead to actual results to differ materially from those expressed in or implied by such forward-looking statements. We have posted today's presentation on the website this morning, along with a video running through the results in detail. So hopefully, you've all had the chance to see that ahead of this call. And with that, I'll hand back to the operator, and we can open for Q&A. Operator: Our first question is from Cedric Besnard with Citi. Cedric Besnard: Just a couple of questions, please. One on top line and one on margin. The one on top line will be about North America. Could you just shed some light on the progress you've made there, especially maybe quantify the shelf reset benefits and also how we should think about the organic growth sequence for the rest of the year with the various building blocks? And then on margin, I mean, I guess, another profit beat. But how would you assess whether the business actually remains invested enough? And what are the KPIs you would have internally to make sure no category and no market starts over earning? Brian McNamara: Great. Thanks, Cedric. Listen, I'll take the first question, and I'll probably kick off the second and then pass to Dawn. So first of all, I feel good about the progress in North America. Maybe I'd just start with a bigger step back, Cedric. So as you all saw, 3.1% organic sales growth in the quarter. So that's a sequential improvement from Q1, which was 2.2%. And we definitely saw a better balance of price and volume mix with volume mix at 1.4%. So a few other maybe highlights. Emerging markets, obviously, another sequential improvement at 6.3%. And we do look to see that strengthen in the back half. One of the drags to the emerging markets was Middle East, where we have a disproportionately kind of large market share versus the balance of our business there. And we've just seen significant market declines in places like Dubai and Pakistan. Now we believe that will get better in the back half based on our plans, not counting on the market to do anything different or the war to end. So I would say those are 2 key building blocks. And …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Brian James McNamara | Chief Executive Officer & Executive Director | GBP 3,865,118 | Male | 1966 | Active |
Dawn Amanda Allen | Chief Financial Officer & Director | GBP 2,085,272 | Female | 1968 | Active |
Adrian Charles Morris | General Counsel | — | Male | 1967 | Active |
Bjorn Timelin | Head of Strategy | — | Male | — | Active |
Filippo Lanzi | President of EMEA & LatAm | — | Male | — | Active |
Keith Choy | President of Asia Pacific | — | Male | 1969 | Active |
Claire Dickson | Chief Digital & Technology Officer | — | Female | — | Active |
Joanne Russell | Head of Investor Relations | — | Female | — | Active |
Line De Decker | Chief Human Resources Officer | — | Female | 1974 | Active |
Tamara Rogers | Chief Marketing Officer | — | Female | 1968 | Active |
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LONDON, Aug. 19, 2026 /PRNewswire/ -- Haleon plc (the "Company" or "Haleon") (LSE/NYSE: HLN) today announces the pricing terms, expiration and results of the offer to buy back any and all of the outstanding $1,999,350,000 3.375% Fixed Rate Senior Notes due March 2027 (the "Notes") of Haleon US Capital LLC's (the "Offeror"), the Company's wholly owned subsidiary (the "Tender Offer"). The Tender Offer has been made upon the terms and subject to the conditions set forth in the Offer to Purchase dated 11 August 2026 (the "Offer to Purchase").
LONDON, Aug. 11, 2026 /PRNewswire/ -- Haleon plc (the "Company" or "Haleon") (LSE/NYSE: HLN) today announces that its wholly owned subsidiary, Haleon US Capital LLC (the "Offeror") is offering to buy back any and all of its outstanding $1,999,350,000 3.375% Fixed Rate Senior Notes due March 2027. Bondholders will receive a price equal to the Total Consideration based on the Reference Yield and the Fixed Spread plus Accrued Interest (each as defined below) (the "Tender Offer").
