Haleon not out of the woods yet, with analysts saying questions still remain
Haleon PLC's (LSE:HLN, NYSE:HLN) third-quarter numbers were in line with expectations and the outlook was maintained, but analysts at Barclays flagged that the toothpaste, painkiller and vitamin maker is not yet out of the woods. Organic sales growth (OSG) of 3.4% for the quarter was in line with the average analyst forecast, helped by better volumes, though the Oral Health arm saw growth short of the City consensus.
Haleon plc (HLN) Q3 2025 Sales Call Transcript
Haleon plc ( HLN ) Q3 2025 Sales Call October 30, 2025 5:00 AM EDT Company Participants Joanne Russell - Head of Investor Relations Dawn Allen - CFO & Director Conference Call Participants Guillaume Gerard Delmas - UBS Investment Bank, Research Division Olivier Nicolai David Hayes - Jefferies LLC, Research Division Jeremy Fialko - HSBC Global Investment Research Celine Pannuti - JPMorgan Chase & Co, Research Division Karel Zoete - Kepler Cheuvreux, Research Division Mikheil Omanadze - BNP Paribas Exane, Research Division Tom Sykes - Deutsche Bank AG, Research Division Warren Ackerman - Barclays Bank PLC, Research Division Edward Lewis - Rothschild & Co Redburn, Research Division Presentation Operator Good morning. Thank you for attending today's Haleon 2025 Quarter 3 Trading Statement.
Haleon outlook held steady as organic growth improves in third quarter
Haleon PLC (LSE:HLN, NYSE:HLN) delivered a slight improvement in organic revenue growth of 3.4% in the third quarter and maintained its full-year guidance. The maker of Sensodyne, Panadol and Centrum saw top-line expansion pick up from 3.0% in the second quarter.
Are Haleon's headaches set to ease? Here's one leading bank's take
Haleon PLC's (LSE:HLN, NYSE:HLN) management could be forgiven for feeling like pharmacists rearranging the medicine cabinet while the queue outside keeps growing. Barclays, in a detailed preview ahead of the company's third-quarter results, says the consumer health group's biggest headache remains its US inventory build-up, a problem Haleon is determined to “clean up” before year-end.
Haleon's resilience and brand power shine through in Q2
Barclays has repeated its 'overweight' call and 430p price target for Haleon PLC (LSE:HLN, NYSE:HLN) following a solid set of second-quarter results. In a note issued on Friday, it noted that the consumer health group continues to deliver organic revenue growth ahead of expectations.
Haleon plc (HLN) Q2 2025 Q&A Earnings Call Transcript
Haleon plc (NYSE:HLN ) Q2 2025 Earnings Q&A Conference July 31, 2025 4:30 AM ET Company Participants Brian James McNamara - CEO & Executive Director Dawn Amanda Allen - CFO & Director Jo Russell - Head, IR Conference Call Participants Callum Elliott - Sanford C. Bernstein & Co., LLC.
UK's Haleon cuts annual organic revenue growth forecast
British consumer healthcare company Haleon lowered its annual organic revenue growth forecast to 3.5% on Thursday, citing weaker performance in the United States.
HLN vs. SYK: Which Stock Is the Better Value Option?
Investors interested in Medical - Products stocks are likely familiar with Haleon PLC Sponsored ADR (HLN) and Stryker (SYK). But which of these two stocks offers value investors a better bang for their buck right now?
Haleon plc (HLN) Q1 2025 Earnings Call Transcript
Haleon plc (NYSE:HLN ) Q1 2025 Results Conference Call April 30, 2025 3:30 PM ET Company Participants Jo Russell - Head-Investor Relations Dawn Allen - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS Rashad Kawan - Morgan Stanley David Hayes - Jefferies Warren Ackerman - Barclays Celine Pannuti - JP Morgan Tom Sykes - Deutsche Bank Edward Lewis - Redburn Atlantic Victoria Petrova - Bank of America Jeremy Fialko - HSBC Karel Zoete - Kepler Jo Russell Good morning, everyone, and welcome to conference call for our first quarter trading statement. I'm Jo Russell, Head of Investor Relations.
Consumer healthcare group Haleon raises medium-term profit forecast
Haleon on Thursday raised its medium-term target for profit growth from 2026, banking on strength in key markets and costs cuts within its supply chain, which would save the consumer healthcare group 800 million pounds ($1.07 billion) in the next five years.
Haleon shares hit by weaker US vitamin sales
Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 1% after the toothpaste and painkillers maker reported slightly stronger first-quarter growth than expected but saw a weaker performance than expected from its vitamins, minerals and supplements (VMS) arm in America. The FTSE 100 group posted a Q1 update showing 3.5% organic revenue growth, supported by positive contributions from all product categories and regions, beating an average City forecast of 3.3%.
Does defensive Haleon have a cure for the current market blues?
Citi believes Haleon PLC (LSE:HLN, NYSE:HLN) is well positioned for the current uncertain climate, describing the consumer healthcare group as a solid defensive play for investors concerned about recession risks and the fallout from Donald Trump's new tariff regime. Shares in the maker of household brands such as Sensodyne and Panadol, have been under pressure amid broader worries over US consumer demand and a tough comparison with last year's strong flu season.
