London, Feb 24, 2026, 09:10 GMT — Regular session
- Haleon shares slipped early in London trading.
- Full-year numbers drop Wednesday; investors are watching 2026 guidance closely.
- Key talking points: North America performance, margins.
Haleon shares edged lower Tuesday ahead of the consumer healthcare group’s full-year results, trimming expectations for any last-minute surprises. As of 0910 GMT, the stock was off roughly 0.6% at 407.2 pence.
Investors eye Feb. 25 for the next hard catalyst, following several weeks where markets have drifted and only minor company updates trickled in. Over on Haleon’s results page, a Q&A webcast is scheduled to coincide with the release.
According to consensus figures posted on Haleon’s website (sourced from Vuma Consensus and unverified by the company), analysts expect 2025 revenue to come in around 11.1 billion pounds, projecting organic growth at 3.4%. That metric excludes currency impacts and M&A. The same group is looking for adjusted EBIT—earnings before interest and tax, with one-offs backed out—at approximately 2.5 billion pounds, with operating margin pegged at 22.5%. For 2026, consensus puts margin a bit higher at 23.0%.
Haleon’s guidance for 2025 calls for organic revenue growth of about 3.5%, based on expectations for a typical cold-and-flu season. In its third-quarter update, the company flagged that North America consumption growth outpaced the market. So, investors now want more than just solid headline figures—they’re watching for concrete progress.
Cost, structure, and execution are on the agenda for the call. Back in January, Haleon announced plans to overhaul its operating model, rolling out a Chief Growth Officer position and setting up six separate operating units. Those changes, according to the company, are set to take effect by mid-2026. “Will result in a simpler and more agile and efficient organisation,” CEO Brian McNamara said. Haleon Corporate
Haleon’s lineup runs from Sensodyne toothpaste to Advil painkillers, Centrum vitamins and more—big-name brands fighting for space in a mass-market field where pricing and promos can turn fast.
Haleon sits in the FTSE 100, and its upcoming results mark a key read for the UK consumer staples sector.
Still, there’s risk in both directions. If guidance for 2026 eases up, or spending ticks higher to fend off rivals, or even if margins take a hit from stepped-up promotions, the stock could take a knock—especially with shares hovering close to their 12-month highs.
According to Hargreaves Lansdown, Haleon touched a 52-week peak at 419.4 pence and bottomed out at 325.1 pence. Shares traded between 405.6 and 409.5 pence this day.
Haleon is set to report full-year 2025 results on Feb. 25, giving investors their next look at the numbers. The company’s Q1 trading update follows on Apr. 29.
