COCA COLA CO (KO) Form 8-K — Oct 27, 2026
Coca-Cola reported Q3 2026 net revenues of $13.4 billion, up 7%, with organic revenue (non-GAAP) also up 7% and global unit case volume growing 5%, led by India, China, Mexico and Brazil. GAAP EPS grew 8% to $0.93 and comparable EPS (non-GAAP) grew 11% to $0.91, while operating margin expanded to 33.4% from 32.0% a year ago. The company raised its full-year 2026 guidance: organic revenue growth of at least 5%, comparable EPS growth of at least 11% (up from 9-10% prior), and free cash flow of at least $13.0 billion (up from ~$12.4 billion). CEO Henrique Braun cited the system's sustained momentum and confidence in the updated outlook.
Key figures
- Eps
- 0.93
- Revenue
- 13380000000
- Guidance
- FY2026 raised: organic revenue growth at least 5% (prior ~5%), comparable EPS growth at least 11% (prior 9-10%), free cash flow at least $13.0 billion (prior ~$12.4 billion); underlying effective tax rate 19.7%
- Net Income
- 4009000000
- Revenue Yoy
- 7%
- Total Assets
- 107950000000
- Cash Position
- 13454000000
- Comparable eps
- $0.91
- Operating margin
- 33.4% vs 32.0% prior year
- Ytd free cash flow
- $11.4 billion
- Comparable eps growth
- 11%
- Fy2027 considerations
- comparable net revenues include approx. 8% headwind from acquisitions and divestitures; comparable EPS approx. 2% headwind
- Organic revenue growth
- 7%
- Operating income growth
- 12%
- Unit case volume growth
- 5%
- Ytd operating cash flow
- $12.5 billion
- Comparable operating margin
- 32.9% vs 31.9% prior year
AI analysis
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