KO
The Coca-Cola Company70.37
-0.60-0.85%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
302.85BP/E (TTM)
23.30Basic EPS (TTM)
3.02Dividend Yield
0.03%Recent Filings
8-K
Braun named CEO March 2026
Coca-Cola elected COO Henrique Braun as CEO effective March 31, 2026, succeeding James Quincey, who shifts to Executive Chairman after nine years steering the total beverage pivot and adding over 10 billion-dollar brands. Braun, a 29-year veteran with global ops stints, will chase growth via consumer closeness and tech. Transition looks seamless.
8-K
Q3 revenues up 5%, margins expand
Coca-Cola posted Q3 net revenues of $12.5B, up 5%, with 1% unit case volume growth but 6% price/mix boost. Operating income surged 59% to 32.0% margin, driven by fewer prior-year charges; comparable currency neutral operating income grew 15%. Refranchising advanced with CCHBC's CCBA deal. Q4 comparable EPS faces 4-5% currency headwind. Guidance holds firm.
8-K
Levchin joins Coca-Cola board
The Coca-Cola Company elected Max Levchin, PayPal co-founder and Affirm CEO, to its Board of Directors on October 16, 2025, appointing him to the Talent and Compensation Committee. His tech expertise will guide Coca-Cola's adaptation to digital business shifts. The board also declared a regular quarterly dividend of 51 cents per share, payable December 15 to shareholders of record December 1. Levchin joins with no related transactions disclosed.
10-Q
Q2 FY2025 results
Coca-Cola's Q2 revenue edged up 1% y/y to $12.5B on favorable pricing, while unit case volume dipped 1% amid softer demand in Asia Pacific and Latin America; gross margin expanded to 62.4% from 61.1%, lifting operating income 63% y/y to $4.3B after prior-year charges eased. Diluted EPS rose 57% y/y to $0.88, reconciling to net income of $3.8B over 4,315M shares with no anti-dilution flagged. YTD revenue held flat at $23.7B, but operating income surged 66% y/y to $7.9B on similar drivers. Cash dipped to $9.6B with $45.1B total debt, yet free cash flow turned negative at -$2.1B (derived) from fairlife milestone payment; refranchised India bottling in May for $218M proceeds. Ongoing IRS tax litigation poses refund risk on $6B deposit.
8-K
Coca-Cola Q2 revenues rise 1%
Coca-Cola reported Q2 2025 net revenues of $12.5 billion, up 1%, while organic revenues grew 5% amid a 1% unit case volume decline offset by 6% price/mix gains. Operating income surged 63% to $4.3 billion, with comparable currency neutral growth at 15%, driven by revenue momentum and cost controls despite currency headwinds. The company updated 2025 guidance to 5-6% organic revenue growth and 3% comparable EPS growth, facing a 5% currency drag. Free cash flow turned negative due to a $6.1 billion fairlife payment, yet underlying operations remain resilient.
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