Coca-Cola Q4 EPS Rises 6% to $0.58 but Revenues Miss at $11.8B
Coca-Cola’s Q4 comparable EPS rose 6% to $0.58, beating estimates by $0.01, while revenues of $11.8B missed the $12.05B consensus. Organic revenues grew 5% on a 4% concentrate sales gain and 1% price/mix lift, but currency headwinds hurt EPS and shares fell 3.8% premarket.
1. Q4 EPS and Revenue Results
Coca-Cola reported Q4 2025 comparable EPS of $0.58, up 6% year-over-year and $0.01 ahead of consensus, while revenues rose 2% to $11.8B, missing the $12.05B estimate. Shares fell 3.8% premarket following the sales shortfall.
2. Segment and Volume Details
Organic revenues increased 5% driven by a 4% concentrate sales gain and a 1% price/mix lift. Total unit case volume grew 1% led by Brazil, the U.S. and Japan, while Latin America revenues declined 2% and Bottling Investments fell 8%.
3. Guidance for 2026
The company expects 2026 organic revenue growth of 4–5%, a 1% currency tailwind, a 4% negative impact from acquisitions and divestitures, and comparable currency-neutral EPS growth of 5–6%, with comparable EPS projected to rise 7–8% from $3.00.