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The median of 8 price targets is $85[FMP target], stock is $78, +8.4% vs the analyst consensus median. Q1 FY26 EPS $0.86 vs $0.81 estimate: beat (+6.2%)[FMP earnings]. Stock move on D+1: +0.7%.
B — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerThe Coca-Cola Company (KO) Q2 consensus: revenue $13.2B[FMP est], EPS $0.93[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $0.86 vs $0.81 estimate: beat (+6.2%)[FMP]. Stock move on D+1: +0.7%[FMP D+1].
Watchlist
Full Year Eps Growth
full_year_eps_growth
Coca-Cola now expects comparable earnings per share growth of 8% to 9% versus $3 in 2025, which is an increase from our prior estimate of 7% to 8% due to the lower effective tax rate.
"All in, we now expect comparable earnings per share growth of 8% to 9% versus $3 in 2025, which is an increase from our prior estimate of 7% to 8% due to the lower effective tax rate."
- John Murphy, President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Currency Tailwind Revenue
currency_tailwind_revenue
Based on current rates and our hedge positions, we now anticipate an approximate 1- to 2-point currency tailwind to comparable net revenues, up from an approximate 1 point currency tailwind in our previous estimate.
"Based on current rates and our hedge positions, we now anticipate an approximate 1- to 2-point currency tailwind to comparable net revenues, up from an approximate 1 point currency tailwind in our previous estimate."
- John Murphy, President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Eps Growth Guidance
eps_growth_guidance
Coca-Cola now expects growth in comparable currency-neutral earnings per share, excluding acquisitions and divestitures of 6% to 7% for 2026.
"We now expect growth in comparable currency-neutral earnings per share, excluding acquisitions and divestitures of 6% to 7%."
- John Murphy, President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Organic Revenue Growth Guidance
organic_revenue_growth_guidance
Coca-Cola maintains its organic revenue growth guidance for 2026 at 4% to 5%.
"We continue to expect organic revenue growth of 4% to 5%."
- John Murphy, President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Q4 Calendar Shift
q4_calendar_shift
As a reminder, due to a calendar shift, the fourth quarter will have 6 fewer days compared to the fourth quarter of 2025.
"As a reminder, due to a calendar shift, the fourth quarter will have 6 fewer days compared to the fourth quarter of 2025."
- John Murphy, President and Chief Financial Officer - Q1 FY26 Earnings Call - April 28, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: KO stock page
multi-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 FY26 (April 28, 2026) EPS $0.86 vs $0.81 estimate: beat (+6.2%)[FMP]. Stock move on D+1: +0.7%[FMP D+1].
Q1 FY26 EPS $0.86 vs $0.81 estimate: beat (+6.2%)[FMP]. Stock move on D+1: +0.7%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $266.0M[FMP cashflow]. Q1 op margin 35.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q2 EPS threshold $0.93[FMP], CapEx threshold "below $266.0M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This The Coca-Cola Company (KO) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
The Coca-Cola Company (KO): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
The Coca-Cola Company (KO): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
The Coca-Cola Company (KO): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.