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4 analysts' median target is $162[FMP target], stock is $147, +10.2% vs the analyst consensus median. After Q3 +1.4% EPS beat[FMP earnings], the stock moved -1.5%.
B+ = MoonshotScore 43[multi-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Quick AnswerThe Procter & Gamble Company (PG) Q1 consensus: revenue $22.7B[FMP est], EPS $1.90[FMP est]. 6 consecutive quarters of beat[FMP earnings].
Q3 EPS +1.4% beat[FMP] but the stock -1.5% D+1[FMP D+1].
Watchlist
Dividend Increase Shareholder Returns
dividend_increase_shareholder_returns
P&G increased its dividend by 3%, continuing its commitment to return cash to shareholders, and plans to return approximately $15 billion in cash to shareowners in FY26.
"Earlier this month, we announced a 3% increase in our dividend, continuing our commitment to return cash to shareowners, and this marks the seventh consecutive annual dividend increase and the 136 consecutive year P&G has paid a dividend. ... We expect to pay around $10 billion in dividends and to repurchase approximately $5 billion of common stock, combined a plan to return roughly $15 billion of cash to shareowners at fiscal '26."
- Andre Schulten - Q3 FY26 Earnings Call - April 24, 2026
Middle East Conflict Cost Impact
middle_east_conflict_cost_impact
An additional after-tax cost of approximately $150 million is expected for FY26 due to commodity, feedstock, and logistics disruptions from the Middle East conflict, with most of this impact occurring in the fourth quarter.
"We now expect a headwind of approximately $150 million after tax for the fiscal from a combination of commodity-linked cost inflation, feedstock exposures and logistics disruptions resulting from the conflict in the Middle East. Almost all of these increased costs will be in the fourth -- fiscal fourth quarter."
- Andre Schulten - Q3 FY26 Earnings Call - April 24, 2026
Capex Increase
capex_increase
P&G expects an increase in capital spending to add capacity in several categories and to incur cash costs from restructuring work.
"This includes an increase in capital spending as we add capacity in several categories and as we incur the cash costs from the restructuring work."
- Andre Schulten - Q3 FY26 Earnings Call - April 24, 2026
Fy26 Eps Guidance Lower End
fy26_eps_guidance_lower_end
The company revised its core EPS outlook for FY26 towards the lower end of the guidance range due to geopolitical dynamics and increased costs.
"Given all the above, we now expect full year EPS results to be towards the lower end of the guidance range."
- Andre Schulten - Q3 FY26 Earnings Call - April 24, 2026
Strategy Superiority Productivity
strategy_superiority_productivity
The company continues to focus on product superiority, innovation, demand creation, and productivity improvements to gain a competitive advantage in challenging market conditions.
"As we move forward, we remain committed to the integrated growth strategy, a portfolio of daily use products and categories where performance matters. In these performance-driven categories, we must deliver irresistibly superior products across the product itself, the package, the brand communication, retail execution and value. We continue to drive productivity with multiyear visibility to fund innovation and demand creation and to mitigate cost headwinds."
- Andre Schulten - Q3 FY26 Earnings Call - April 24, 2026
Stock Expert AI - Methodology
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ray Dalio, Buffett), 1 bearish (Ken Griffin), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q3 (April 24, 2026): EPS $1.43 vs $1.41 est[FMP], +1.4% beat. D+1 movement: -1.5%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q3: EPS $1.43 vs $1.41 beat[FMP], stock -1.5% D+1[FMP]. Andre Schulten Q3 transcript: "We continue to expect organic sales growth of in line to 4%."[Andre Schulten].
"We continue to expect organic sales growth of in line to 4%."
- Andre Schulten, CFO - Q3 FY26 Earnings Call - April 24, 2026
No RPO/backlog concentration disclosed in Q3 earnings call.
Q3 CapEx $1.0B[FMP cashflow]. Q3 op margin 18.6%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
"This includes an increase in capital spending as we add capacity in several categories and as we incur the cash costs from the restructuring work."
- Andre Schulten, CFO - Q3 FY26 Earnings Call - April 24, 2026
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 Friday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Friday evening. The framework is ready on this page: Q1 EPS threshold $1.90[FMP], CapEx threshold "below $1.0B". Two anchors, three scenarios.
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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 Procter & Gamble Company (PG) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
The Procter & Gamble Company (PG): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
The Procter & Gamble Company (PG): 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 Procter & Gamble Company (PG): 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.