Haleon

HLN

Market cap $43.5B

Overseas Equity ETF posted a return of 7.27% in the third quarter of 2025. Leading contributors in the First Eagle Overseas Equity ETF this quarter included Samsung Electronics Co Ltd Pfd Non-Voting, Alibaba Group, Barrick Mining, Newmont and Prosus N.V. Class N. The leading detractors in the quarter were Shimano, FUCHS SE Pref Registered Shs, SMC Corporation, Haleon and Philip Morris.

Haleon PLC's (LSE:HLN, NYSE:HLN) third-quarter numbers were in line with expectations and the outlook was maintained, but analysts at Barclays flagged that the toothpaste, painkiller and vitamin maker is not yet out of the woods.  Organic sales growth (OSG) of 3.4% for the quarter was in line with the average analyst forecast, helped by better volumes, though the Oral Health arm saw growth short of the City consensus.

Haleon plc ( HLN ) Q3 2025 Sales Call October 30, 2025 5:00 AM EDT Company Participants Joanne Russell - Head of Investor Relations Dawn Allen - CFO & Director Conference Call Participants Guillaume Gerard Delmas - UBS Investment Bank, Research Division Olivier Nicolai David Hayes - Jefferies LLC, Research Division Jeremy Fialko - HSBC Global Investment Research Celine Pannuti - JPMorgan Chase & Co, Research Division Karel Zoete - Kepler Cheuvreux, Research Division Mikheil Omanadze - BNP Paribas Exane, Research Division Tom Sykes - Deutsche Bank AG, Research Division Warren Ackerman - Barclays Bank PLC, Research Division Edward Lewis - Rothschild & Co Redburn, Research Division Presentation Operator Good morning. Thank you for attending today's Haleon 2025 Quarter 3 Trading Statement.

Haleon PLC (LSE:HLN, NYSE:HLN) delivered a slight improvement in organic revenue growth of 3.4% in the third quarter and maintained its full-year guidance. The maker of Sensodyne, Panadol and Centrum saw top-line expansion pick up from 3.0% in the second quarter.

British consumer healthcare group Haleon reported third-quarter organic revenue growth marginally above market estimates on Thursday, helped by strong demand for its oral health products.

The International Equity ADR composite rose 3.0% gross of fees in the second quarter, behind the 7.0% gain of the MSCI ACWI ex US Index. In Communication Services, Tencent delivered a second consecutive quarter of double-digit revenue and profit growth. Japan was the largest detractor, with Chugai and Sysmex weighing on results.

The FTSE 100 Index rose for four consecutive days and reached its all-time high of £9,578 as traders reacted to key earnings and macro data. It has jumped by over 27% from its lowest level this year.

Haleon PLC's (LSE:HLN, NYSE:HLN) management could be forgiven for feeling like pharmacists rearranging the medicine cabinet while the queue outside keeps growing. Barclays, in a detailed preview ahead of the company's third-quarter results, says the consumer health group's biggest headache remains its US inventory build-up, a problem Haleon is determined to “clean up” before year-end.

LONDON & SAN FRANCISCO--(BUSINESS WIRE)-- #AI--Haleon plc (LSE/NYSE:HLN), a leading global consumer company that specialises in everyday health and Salesforce (NYSE:CRM), the world's #1 AI CRM, today announced that Haleon will leverage Salesforce to drive more effective engagement with pharmacies and healthcare professionals worldwide. Haleon has chosen Salesforce Life Sciences Cloud for Customer Engagement, Data Cloud, and Agentforce to support its 4,500-strong sales force globally. The AI-powered s.

Haleon PLC (LSE:HLN, NYSE:HLN) topped the FTSE 100 losers' list after Barclays downgraded the consumer health group from “overweight” to “equal weight” and lowered its price target from 430p to 380p.  The broker said the problem lies in Haleon's biggest market.