The Coca-Cola Company
Shortcut
0.88Normalized diluted EPS
+0.4% vs Street
Street
0.88Normalized diluted EPS
October 25 consensus snapshot
Real
0.91Issuer comparable diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Built bottom-up by segment from issuer drivers: 3Q25 comparable base x (1+concentrate)(1+price/mix)(1+FX)(1+A&D); organic ~4.3%, FX ~+0.9%, A&D ~-0.9% -> comparable revenue $12.95bn (+4.3% Y/Y), $21m above consensus.
FX inputs use Fed G.5 Q3 average rates (MXN +7.9%, BRL +6.1%, CNY +6.2%, EUR -1.5%, JPY -7%, INR -9% Y/Y) and the July guide of ~+1% revenue / ~+3% EPS currency tailwind.
Comparable operating margin 32.6% (+70bp Y/Y) from segment margins; underlying tax rate 19.9% (FY guide); lower net interest; equity income ex the Coke Consolidated stake sold in 4Q25.
On the record.
- Reporting period
- Q3 2026 (CapIQ FQ3 2026 - Sep 2026; issuer fiscal quarter July 4 - October 2, 2026)
- Reporting basis
- Normalized (Coca-Cola comparable) diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 3:42 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 3:42 AM PDT
- First published
- Oct 26, 2026 at 4:26 AM PDT
Result basis
Comparable diluted EPS was $0.91, versus $0.93 GAAP, for Coca-Cola’s fiscal quarter ended October 2. Both frozen forecasts use comparable EPS. Their sub-cent difference is scored at original full precision.