Nestlé Reports $4.55 EPS, $115.9 B Revenue and 4% Q4 Organic Growth
Nestlé posted 2025 results with basic EPS of $4.55, underlying EPS of $5.72, revenue of $115.9 billion (down 2% reported, up 3.5% organic) and Q4 organic sales growth of 4%. Plans to divest water business by 2027, sell ice cream unit to Froneri, target 3–4% organic sales growth in 2026.
1. 2025 Full-Year Financial Results
Nestlé recorded basic earnings per share of $4.55 and underlying EPS of $5.72 for 2025, with revenue of $115.9 billion, down 2.0% on a reported basis but up 3.5% organically on foreign exchange headwinds.
2. Q4 Performance and Market Reaction
In the fourth quarter, organic sales rose 4.0%, outperforming the 3.55% consensus, while trading operating margin stood at 16.1%; shares rallied 3% following the results announcement.
3. Strategic Restructuring
As part of a refocus on core strengths, Nestlé will sell its remaining ice cream business to Froneri and initiate divestment of its water brands, including Henniez and Perrier, with deconsolidation expected by 2027.
4. 2026 Outlook
The company aims for 3–4% organic sales growth in 2026 and plans to improve its underlying trading operating profit margin beyond the 16.1% achieved in 2025.