Coca-Cola beats fourth quarter 2025 estimates with $11.8B revenue and 5% organic growth.

The Coca-Cola Company reported fourth quarter 2025 revenue of $11.8 billion and comparable EPS of $0.58, exceeding analyst expectations. The company achieved 5% organic revenue growth, supported by a 1% increase in global unit case volume.

Key Highlights

• Organic revenue grew 5%, driven by a 4% increase in concentrate sales and a 1% increase in price/mix.
• Global unit case volume grew 1% in the quarter, led by growth in Brazil, the United States, and Japan.
• GAAP operating income declined 32%, significantly impacted by a $960 million non-cash impairment charge related to the BODYARMOR trademark.
• The company guided for full-year 2026 organic revenue growth of 4% to 5% and comparable EPS growth of 7% to 8%.