Released
FY2026 Q1
Earnings ReviewKO
BEATCoca-Cola
Coca-Cola · Consumer Staples/Beverages
Tue, April 28, 2026·Before Market Open
Coca-ColaKOEarnings
01Wall Street Consensus
EPS$0.81
Revenue$11.3B
02Earnings Results
EPS$0.86+6.2%
Revenue$12.47B+2.5%
After-Hours Reaction+2.6%
Key Takeaways
- Adjusted EPS $0.86, a +6.2% beat versus consensus of $0.81
- Revenue $12.47B, +2.5% above consensus of $12.17B and +11.2% YoY
- Organic revenue +10%, with concentrate sales +8% and price/mix +2%
- Operating income +19%, with operating margin expanding to 35.0%
- Comparable operating margin 34.5% versus 33.8% a year earlier
- FCF $1.8B, a sharp improvement from negative FCF a year earlier
- FY2026 EPS guide raised to 8-9% from 7-8%
Key Checkpoints
- 01Revenue growth
- 02EPS beat/miss
- 03Operating margin
- 04Guidance
Upside Catalysts
- Pricing
- New products
- International growth
Risk Factors
- Consumer slowdown
- Competition
- Macro
- Tariffs
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)