Henkel shares climb on better-than-expected Q2 results, bumped profit outlook

Published 07/08/2025, 10:12
© Reuters.

Investing.com -- Henkel AG (ETR:HNKG) shares rose around 2% Thursday after the German consumer goods company reported better-than-expected second-quarter results. 

Henkel posted Q2 group sales growth of 0.9%, just above the 0.8% consensus estimate cited by Jefferies. 

In the period, volumes in the Consumer Brands segment declined 1.2% year-on-year, performing slightly better than the consensus estimate of a 1.5% drop.

The group’s operating margin came in at 15.5%, beating expectations of 14.9%, while earnings per share (EPS) stood at €2.81, 4% ahead of consensus.

Henkel’s group sales for the first half of the year fell to €10.4 billion in the January–June period, down from €10.8 billion a year earlier and slightly below the €10.5 billion expected by analysts in a Vara Research poll.

Looking ahead, Henkel raised the lower end of its adjusted EBIT margin forecast to a range of 14.5%–15.5%, up from 14.0%–15.5% previously, citing improved cost efficiencies. This compares with a consensus of 14.7%.

“We ... are well on track to reach or even exceed the savings targeted in Consumer Brands,” said CEO Carsten Knobel.

The company now expects full-year organic sales growth of between 1% and 2%, down from a prior range of 1.5% to 3.5%.

Henkel said its revised guidance reflects the current macroeconomic headwinds and incorporates the foreseeable effects of global tariff agreements.

"While sales guidance is cut, this was largely expected & remains aligned with consensus levels," Jefferies analyst David Hayes said in a note. "The full-year margin guide is more confident, with cost saves still building faster than planned."

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.