LSE$UL

Unilever · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Unilever reported steady revenue growth and improved profitability in Q4 2024.

Unilever's Q4 2024 revenue was €14.2 billion, with an underlying sales growth of 4.0%. The company's operating profit reached €9.4 billion for the full year, despite a decline of 3.7%. Adjusted earnings per share increased by 14.7% to €2.98. Free cash flow remained strong at €6.9 billion.

  • Revenue reached €14.2 billion in Q4 2024, showing stable performance.
  • Operating margin improved to 15.5%, though operating profit declined 3.7%.
  • Adjusted EPS increased by 14.7%, while diluted EPS fell 10.6% due to restructuring costs.
  • Strong free cash flow of €6.9 billion with a 106% cash conversion rate.

Headline financials

Total Revenue

$14.8B

No prior period
EPS (adj)

$3.10

No prior period
Free Cash Flow

$7.17B

No prior period
Net Income

$6.62B

No prior period
Operating Income

$9.77B

No prior period
Gross Profit

$28.4B

No prior period

Revenue & EPS history

Unilever · Revenue · Quarterly

$14.8B

Q3 2024

Forward guidance

Unilever expects underlying sales growth between 3% and 5% for full-year 2025. Operating margin is expected to see modest improvement, with better results in the second half due to pricing adjustments.

Tailwinds

  • Underlying sales growth expected between 3%-5%.
  • Operational efficiencies and cost savings expected to support profitability.
  • Continued investment in marketing and brand innovation.
  • Positive impact of portfolio restructuring and Ice Cream separation.
  • Anticipated volume and price balance in H2 2025.

Headwinds

  • Market growth remains subdued in early 2025.
  • Commodity cost inflation expected to increase pricing pressures.
  • China and Indonesia remain challenging markets.
  • Higher restructuring costs anticipated in early 2025.
  • Macroeconomic uncertainty could impact consumer demand.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 1 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-3.3%

Avg return

Earnings day

-7.1%

Avg return

5 days after

-0.7%

Avg return

30 days after

50%

1 / 2 earnings

Positive

+0.5%

Q3 2010

Best reaction

-7.2%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2024-7.2%-7.1%-0.7%
Q3 2010+0.5%
Q2 2010
Q1 2010

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