| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 86 | 10.9x | 17.8x | Top tier | |
Growth | 70 | 14.5% | 7.1% | Top tier | |
Quality | 91 | 13.8% | 4.5% | Top tier | |
Safety | 72 | 1.5x | 2.6x | Top tier | |
Capital Return | 86 | — | 2.12% | Top tier | |
Momentum | 41 | 2.0% | 2.9% | Around median | |
Sentiment | 85 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Haleon operates in consumer healthcare across the categories of oral health, pain relief, vitamins, minerals and supplements, and respiratory health. The company relies on specific brands and products including Sensodyne, Parodontax, Centrum, Caltrate, Voltaren, Panadol, Advil, and Contac, and drives sales through innovation, in-store distribution, e-commerce, and advertising and promotional investment, which reached 20.9% of sales in the first half of fiscal year 2026.
In fiscal year 2025, Haleon recorded revenue of $11.0 billion, gross profit of $7.1 billion, net income of $1.7 billion, and earnings per share of $0.185. Although revenue declined from $11.2 billion in fiscal year 2024, gross profit increased from $6.8 billion and net income from $1.5 billion, reflecting improved conversion of sales into profits. Based on the published figures, gross margin was approximately 64.5% in fiscal year 2025, compared with approximately 60.7% in fiscal year 2024.
In Q2 of fiscal year 2026, organic sales growth accelerated to 3.1% from 2.2% in Q1 of fiscal year 2026, while volume and mix growth reached 1.4%. Oral health grew by 6.2%, emerging markets by 6.3%, and North America by 3.1%, with volume growth of 2%, while Europe grew by only approximately 0.4% amid contraction in market categories. In terms of profitability, operating margin improved by 120 basis points at constant currency, supported by a 140-basis-point increase in gross margin and a positive currency impact of 40 basis points, while earnings per share grew by 12% in the first half of fiscal year 2026.
The analyst consensus is “Buy,” with an average price target of $10.2 and identical high and low targets at the same level; this target lies in the upper half of the 52-week range of $8.65–$11.28, but is approximately 9.6% below its high. RBC Capital's increase in the target for the London-listed shares from 370 to 390 pence on August 11, 2026, supports a more positive view, but weakness in respiratory health and Europe, together with growth remaining below the 4%–6% ambition, requires additional operational evidence to justify a return to the top of the annual range.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Organic sales growth reached 2.6% in the first half of fiscal year 2026 and accelerated from 2.2% in Q1 to 3.1% in Q2. The improvement came from North America, emerging markets, and oral health, with volume and mix growth of 1.4% in Q2. Sensodyne Clinical Repair, Centrum Age Defy, 12-hour Voltaren, and Panadol Dual Action also supported innovation momentum.
Revenue declined from $11.2 billion in fiscal year 2024 to $11.0 billion in fiscal year 2025, but gross profit increased from $6.8 billion to $7.1 billion. Net income rose from $1.5 billion to $1.7 billion, while earnings per share increased from $0.157 to $0.185. In the first half of fiscal year 2026, operating margin improved by 120 basis points at constant currency and earnings per share grew by 12%.
Oral health grew by 6.2% in Q2 of fiscal year 2026, with continued strength in Sensodyne and Parodontax and mid-single-digit growth in denture care. In the United States, the company launched Sensodyne Clinical Repair after Clinical White and Clinical Enamel, and described each of these products as the biggest toothpaste innovation in the US market during its launch year. In India, Sensodyne growth exceeded 20%, and the pack priced at 20 rupees contributed approximately half of the growth and more than 40% of volume during the quarter.
Automated analysis for informational purposes only — not investment advice.
Respiratory health was the main weakness, reducing organic sales growth by approximately 150 basis points in Q2 of fiscal year 2026. Contac remained weak in China, and smoker's health declined, although the decline was smaller than in Q1, while allergy was affected by seasonal timing. Management expects growth during the cold and flu season in Q4 of fiscal year 2026 compared with the previous year, but does not expect a return to the fiscal year 2024 level.
Haleon linked artificial intelligence tools to consumption-based forecasting, production scheduling, predictive maintenance, and inventory allocation. These tools improved forecasting accuracy by 5% to 6% and reduced inventory cycle time, while scheduling and digital twins increased operational effectiveness at the Neon site by approximately 5 percentage points. The company also uses artificial intelligence to generate product claims, reduce content production costs, and power next-best-action tools in commercial execution.
In August 2026, Haleon launched a tender offer to repurchase approximately $2 billion of bonds maturing in March 2027. The move aims to refinance near-term obligations and improve the debt profile, alongside organic growth of 2.6% in the first half of fiscal year 2026. The plan comes as the company continues investing in growth and improving supply-chain efficiency, which increased gross margin by 140 basis points at constant currency in the first half.
