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Unilever

UL · Consumer Staples

Last earnings Jul 28, 2026

Key results

Quarterly dividendquarter

3%

diluted EPS decreased (2.5)% 800 million productivity programme completed ahead of plan Quarterly dividend up 3% vs Q2 2025

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying operating marginquarter

20.3%

Underlying operating margin was up 10bps at 20.3% , with healthy gross margins of 46.8% and continued competitive investment behind our brands at 16.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Gross marginquarter

46.8%

Gross margin was 70bps lower at 46.8%, reflecting the benefits of volume leverage and productivity, offset by commodity inflation and calibrated pricing .

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying operating margin increased 10bps to 19.5% as an improvement in overheads was partially offset by a decline in gross margins and an increase in brand and marketing investment behind our Power Brands and premium innovations.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying operating margin increased 10bps to 22.2% as investments in FIFA World Cup 2026 related marketing and promotions partially offset the benefits from lower overheads.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying operating margin increased 30bps to 15.8% as significant pressure from commodity and foreign exchange headwinds led to a gross margin decline, which was more than offset by disciplined brand investment and improved overheads.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying EPSquarter

2.4%

Earnings per share Underlying earnings per share increased 2.4% to 1.61, including (6.0)% of adverse currency.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

AI analysis

Latest earnings event · reported Jul 28, 2026

Based on: Earnings release — transcript not held

Gross margin ·
46.8%
6-K · Jul 28, 2026
Underlying operating margin ·
20.3%
6-K · Jul 28, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Quarterly dividend3%——
Underlying operating margin20.3%——
Gross margin46.8%——
Underlying EPS2.4%——

6-K · Jul 28, 2026

Guidance · company-stated

sales

“growth for full year 2026 to be within our multi-year guidance range of 4% to 6%”

operating margin

“for full year 2026 versus 20.0%”

Guidance stated in the release's Business Outlook table for 2026; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Underlying operating margin20.3%
Gross margin46.8%

Capital allocation

Dividend3.0%

Alongside this we will continue to reshape our portfolio through bolt-on acquisitions and selective disposals, return capital to shareholders through our attractive dividend and use surplus cash to fund share buybacks.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

333-277922, 333-268754, 333-185299 and 333-103491-01) of Unilever PLC and to be a part thereof from the date on which this report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished

Based on: Earnings release — transcript not held

Guidance & outlook

sales: “sales growth for full year 2026 to be within our multi-year guidance range of 4% to 6%”

operating margin: “operating margin for full year 2026 versus 20.0%”

sales (“2026”)
“sales growth for full year 2026 to be within our multi-year guidance range of 4% to 6%”

operating margin (“2026”)
“operating margin for full year 2026 versus 20.0%”

Guidance stated in the release's Business Outlook table for 2026; no direction stated — figures as stated in the table.

Capital allocation

Alongside this we will continue to reshape our portfolio through bolt-on acquisitions and selective disposals, return capital to shareholders through our attractive dividend and use surplus cash to fund share buybacks.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

The quarterly dividend for the second quarter is 0.4664, in line with the Q1 2026 dividend and up 3.0% versus the second quarter of 2025.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

In June 2026, the 1.5 billion share buyback programme announced in February 2026 was completed.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

As stated in the Unilever Foods announcement, on 31 March 2026, cash receipts from the separation along with operational performance are expected to support a total of 6 billion of share buybacks between 2026 and 2029.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

The increase excluding adverse currency reflects good operational performance and a reduction in the average number of shares driven by the share buyback programme, which contributed 0.7%.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

The increase in net debt was driven by dividends paid and the 1.5 billion share buyback programme executed during the first half, which was partially offset by free cash flow delivery.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Strategy & priorities

Indonesia: 7% USG driven by focus on high growth segments, social-first demand generation and go-to-market transformation.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Our investment continues to be focused on our Power Brands.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

4 First Half Review: Unilever Group (continued) Capital allocation Our capital allocation priorities remain unchanged.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

We will invest in the growth and productivity of Unilever as a priority.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

During the first half we have also undertaken targeted acquisitions and divestments to access growth opportunities in our priority areas and to focus on fewer, bigger and more scalable brands.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Risks & headwinds

(d) O ther includes a charge for the settlement of cases reached during the year with plaintiff law firms, and an estimated amount for potential future claims relating to litigation arising from products which are no longer manufactured and sold by the Group .

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Underlying operating margin increased 30bps to 15.8% as significant pressure from commodity and foreign exchange headwinds led to a gross margin decline, which was more than offset by disciplined brand investment and improved overheads.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Other income from non-current investments was 21 million, versus (31) million in the prior year, due to better performance from non- current investments, lower currency headwinds, and gains on disposal from an Indian Joint Venture.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Because these forward-looking statements involve known and unknown risks and uncertainties, a number of which may be beyond the Group s control or precise estimate, there are important factors that could cause actual results to differ materially from those expressed or implied by these forward-looking statements.

SEC original ↗Unilever — Earnings release (6-K report)6-KJul 28, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

86 documents

Earnings releases

0 documents

No earnings releases for Unilever are held in this edition of the library.

Presentations

0 documents

No presentations for Unilever are held in this edition of the library.

Transcripts

0 documents

No transcripts for Unilever are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Unilever by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.