Reckitt Benckiser Group (LON:RKT) Posts Earnings Results

Reckitt Benckiser Group (LON:RKT) released 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 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 Trading Down 7.6%

Shares of RKT stock traded down GBX 460.04 during mid-day trading on Thursday, reaching GBX 5,589.96. 15,209,284 shares of the stock traded hands, compared to its average volume of 11,322,910. The company has a market cap of £36.04 billion, a price-to-earnings ratio of 29.49, 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. The stock’s fifty day simple moving average is GBX 6,184.24 and its two-hundred day simple moving average is GBX 5,923.62. Reckitt Benckiser Group has a 1-year low of GBX 4,769.79 and a 1-year high of GBX 6,522.92.

Wall Street Analyst Weigh In

A number of research analysts recently commented on RKT shares. Citigroup assumed coverage on Reckitt Benckiser Group in a research note on Wednesday, January 14th. They issued a “buy” rating and a GBX 7,000 price target for the company. Jefferies Financial Group increased 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 research report on Wednesday, January 7th. JPMorgan Chase & Co. lifted their price objective on shares of Reckitt Benckiser Group from GBX 5,500 to GBX 6,100 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. Finally, Royal Bank Of Canada downgraded Reckitt Benckiser Group to a “sector perform” rating and reduced their target price for the company from GBX 6,400 to GBX 6,200 in a report on Wednesday, January 14th. Three analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Reckitt Benckiser Group has an average 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.