Logotype for Henkel AG & Co. KGaA

Henkel (HEN) investor relations material

Henkel Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Henkel AG & Co. KGaA
Q2 2025 earnings summary7 Aug, 2025

Executive summary

  • Group sales declined 3.8% year-over-year to €10,402 million in H1 2025, with organic sales nearly flat at -0.1% due to challenging macroeconomic and geopolitical conditions.

  • Both business units achieved positive organic sales growth in Q2, with Adhesive Technologies showing positive pricing and volume, and Consumer Brands improving volume development versus Q1.

  • Operating profit (EBIT) rose 4.8% to €1,541 million, while adjusted EBIT was stable at €1,614 million (+0.2%).

  • Net income attributable to shareholders increased 7.9% to €1,110 million; adjusted EPS grew 1.1% to €2.81, up 5.0% at constant exchange rates.

  • Major events included a €1 billion share buyback program, the divestment of North American retailer brands, and a dividend increase of over 10%.

Financial highlights

  • Group adjusted EBIT margin improved to 15.5% from 14.9% year-over-year; adjusted EBIT €1,614m.

  • Adjusted EPS reached €2.81, up 1.1% year-over-year and 5.0% at constant FX.

  • Free cash flow declined to €485m, mainly due to higher net working capital and CAPEX.

  • Net financial position at -€494m, reflecting higher dividend payments and share buybacks.

  • Equity ratio remained stable at 61.4%.

Outlook and guidance

  • 2025 organic sales growth guidance lowered to 1.0–2.0% (from 1.5–3.5%), with Adhesive Technologies at 2.0–3.0% and Consumer Brands at 0.5–1.5%.

  • Adjusted EBIT margin expected at 14.5–15.5% for the Group, 16.5–17.5% for Adhesive Technologies, and 14.0–15.0% for Consumer Brands.

  • Adjusted EPS at constant exchange rates anticipated to increase in the low to high single-digit percentage range.

  • Restructuring expenses for 2025 expected at €150–200 million; capex guidance set at €650–750 million.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Henkel earnings date

Logotype for Henkel AG & Co. KGaA
Q3 20256 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Henkel earnings date

Logotype for Henkel AG & Co. KGaA
Q3 20256 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Henkel AG & Co. KGaA provides adhesives, chemicals, and services to manufacturers of consumer goods worldwide. The company operates through three segments: Adhesive Technologies, Beauty Care, and Laundry and Home Care. The Adhesive Technologies segment offers adhesives and surface coatings to industrial, automotive, and construction markets. The Beauty Care segment supplies hairdressing products; hair colorants; permanent hair straighteners; and sun-protection products, as well as professional styling products used by stylists in the beauty salons. Henkel AG & Co. KGaA was founded in 1876 and is headquartered in Düsseldorf, Germany.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage