Nov 4, 4:15 PM ET
Coca-Cola Consolidated reported third-quarter 2026 net sales of $1.99 billion, up 5.4%, and net income of $175.9 million, up 23.6% from a year earlier. Gross margin fell 80 basis points to 38.8% as aluminum and fuel costs outpaced price increases, and on an adjusted basis third-quarter net income declined 2.2%. The company also said it has reduced debt by $450 million so far in 2026.
- Third-quarter net sales rose 5.4% to $1.99 billion; volume rose 1.4% to 94.2 million standard physical cases.
- Third-quarter income from operations rose 10.1% to $271.6 million; reported diluted EPS was $2.64 versus $1.64 a year earlier.
- Adjusted third-quarter net income was $175.3 million, down 2.2% from $179.2 million, per the company's non-GAAP reconciliation.
- For the first nine months of 2026, net income was $446.2 million, up 3.0%, and operating cash flow was $664.8 million versus $722.9 million.
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Aug 5, 4:13 PM ET
Coca-Cola Consolidated reported second-quarter 2026 net sales of $2.1 billion, up 10.6%, on volume growth of 7.6%. Net income fell 15.2% to $158.8 million, and income from operations was flat at $271.3 million, as higher aluminum costs pushed gross margin down to 37.9%. For shareholders, sales growth was offset by lower profit in the quarter.
- Q2 2026 net sales were $2,052.4 million, up from $1,855.5 million in Q2 2025; volume rose 7.6%.
- Q2 2026 net income was $158.8 million, down from $187.4 million; adjusted net income was $187.7 million, down 3.8%.
- Gross margin fell to 37.9% from 40.0%, which the company attributed mainly to about $45 million in additional aluminum-related input costs.
- First-half net income was $270.4 million, down 7.1%; the company made $275 million in early term loan repayments in the first half.
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May 6, 4:17 PM ET
Coca-Cola Consolidated reported first-quarter 2026 results on May 6, 2026, with net sales of $1.8 billion, up 16.9% from a year earlier. Reported net income rose 7.7% to $111.6 million, but adjusted net income fell 12.3% to $119.5 million, and the company said six extra days in the quarter added about $23 million to net income. Higher aluminum costs cut gross margin, so shareholders are seeing reported gains alongside weaker underlying profit.
- Net sales were $1,846.7 million, up 16.9%; adjusted net sales rose 8.5%.
- Income from operations was $237.5 million, up 25.1%; adjusted income from operations was $194.6 million, up $4.2 million.
- Net income was $111.6 million, up 7.7%; adjusted net income was $119.5 million versus $136.3 million a year earlier.
- Aluminum costs added approximately $35 million in input costs compared with the first quarter of 2025.
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Feb 18, 4:14 PM ET
Coca-Cola Consolidated reported fourth quarter and fiscal 2025 results in a news release furnished as Exhibit 99.1. Fourth quarter net sales rose 9.0% to $1.9 billion and income from operations rose 10.7% to $242.1 million, but GAAP net income fell 23.3% to $137.3 million, mainly because of a prior-year benefit from a contingent consideration fair value adjustment. The company also said it repurchased all remaining shares owned by The Coca-Cola Company in the fourth quarter for approximately $2.4 billion.
- Q4 2025 net sales were $1,904.2 million, up 9.0% from $1,746.5 million in Q4 2024; volume rose 4.6%.
- Q4 2025 income from operations was $242.1 million, up 10.7%; gross margin fell 40 basis points to 39.6%.
- Q4 2025 GAAP net income was $137.3 million versus $178.9 million, a decline of 23.3%; adjusted net income was $157.8 million versus $156.7 million.
- Fiscal 2025 net sales were $7.2 billion, up 4.8%; fiscal 2025 GAAP net income was $570.6 million, down 9.9%.
Read the filing on SEC.gov ↗
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