Reckitt Benckiser Group (LON:RKT) Announces Earnings Results

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

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 Stock Performance

LON:RKT opened at GBX 5,560.55 on Friday. The firm has a market capitalization of £35.85 billion, a PE ratio of 29.33, a price-to-earnings-growth ratio of 1.10 and a beta of 0.10. The company has a quick ratio of 0.46, a current ratio of 0.56 and a debt-to-equity ratio of 148.95. Reckitt Benckiser Group has a 12-month low of GBX 4,769.79 and a 12-month high of GBX 6,522.92. The firm has a 50-day moving average price of GBX 6,178.68 and a 200 day moving average price of GBX 5,922.07.

Analysts Set New Price Targets

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

About Reckitt Benckiser Group

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.