Reckitt Benckiser Group (LON:RKT) Posts Earnings Results

Reckitt Benckiser Group (LON:RKT) issued its quarterly earnings results on Thursday. The company reported £122.58 earnings per share for the quarter, Digital Look Earnings reports. Reckitt Benckiser Group had a return on equity of 11.73% and a net margin of 7.27%.

Here are the key takeaways from Reckitt Benckiser Group’s conference call:

• Core Reckitt delivered like‑for‑like net revenue growth of 5.2% and group adjusted operating profit growth of 5.3%, with core margins up 90bps to 26.7%, EPS +1.1% and £2.3bn returned to shareholders.
• Emerging markets were the engine of growth — EM up 14.6%, China and India grew double digits in Q4, EM margins expanded 210bps to 20.9%, with strong momentum in Intimate Wellness (Durex, Veet, Intima).
• The Fuel for Growth program delivered meaningful savings (150bps in 2025), funded a 120bps step‑up in brand equity investment and the company expects to exit 2027 with a fixed cost base below 19%.
• The divestment of Essential Home returned £1.6bn to shareholders but creates stranded costs, contributes an EPS dilution headwind in 2026 and is expected to push leverage toward ~2.5x net debt/EBITDA by H1‑2026.
• CapEx was stepped up to £592m to modernize the supply chain (Taicang, Wilson NC, Belle Mead, Poland, Thailand), improving service levels and resilience but weighing on free cash flow conversion (71% in 2025) with elevated spend and restructuring expected through 2027.

Reckitt Benckiser Group Price Performance

Shares of LON:RKT traded down GBX 460.04 on Thursday, reaching GBX 5,589.96. 15,209,284 shares of the company traded hands, compared to its average volume of 11,322,910. The stock has a market capitalization of £36.04 billion, a PE ratio of 29.49, a P/E/G ratio of 1.10 and a beta of 0.10. The company has a debt-to-equity ratio of 148.95, a current ratio of 0.56 and a quick ratio of 0.46. The company’s 50 day moving average is GBX 6,184.24 and its 200-day moving average is GBX 5,923.62. Reckitt Benckiser Group has a fifty-two week low of GBX 4,769.79 and a fifty-two week high of GBX 6,522.92.

Wall Street Analyst Weigh In

Several research analysts have issued reports on RKT shares. Jefferies Financial Group raised their price target on shares of Reckitt Benckiser Group from GBX 5,500 to GBX 5,700 and gave the stock a “hold” rating in a report on Wednesday, January 7th. JPMorgan Chase & Co. boosted their price target on shares of Reckitt Benckiser Group from GBX 5,500 to GBX 6,100 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Citigroup started coverage on Reckitt Benckiser Group in a research note on Wednesday, January 14th. They issued a “buy” rating and a GBX 7,000 target price on the stock. Finally, Royal Bank Of Canada cut Reckitt Benckiser Group to a “sector perform” rating and cut their price objective for the stock from GBX 6,400 to GBX 6,200 in a research report on Wednesday, January 14th. Three analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Reckitt Benckiser Group presently has a consensus rating of “Hold” and an average price target of GBX 6,279.29.

Reckitt Benckiser Group Company Profile

At Reckitt, we protect, heal and nurture. We are the company behind some of the world’s best known and most trusted Health and Hygiene consumer brands.

Delivering for a cleaner, healthier world requires strong brands with a global footprint. From Dettol, Lysol, Durex, Finish, Harpic and Vanish, Mucinex, Nurofen, Gaviscon, Veet and Strepsils, consumers love and rely on our brands to care for their families, as they have done for over 200 years.

We use our scientific expertise and deep human understanding to develop solutions to help people improve their lives – that is why over 30 million Reckitt products are sold each day worldwide.

At Reckitt, we’re all making a real difference to people all over the world, every day.