Coca-Cola Co (KO) Q3 2025 10-Q Quarterly Report

Filed: Oct 23, 2025Period ending Sep 26, 2025
Consumer Staples
BeveragesSEC EDGAR

Coca-Cola Co (KO) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 23, 2025 for the fiscal period ending Sep 26, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Coca-Cola Co Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $12.455B for Q3 FY25, up 5% from $11.854B YoY; Nine months $36.119B, up 2% from $35.517B
  • Operating margin 32.0% Q3 FY25 vs 21.2% Q3 FY24; Nine months 33.0% vs 20.5% YoY
  • Best segment: North America operating income +15% to $1.681B Q3; Worst segment: Latin America operating income -4% to $897M Q3
  • Cash from operations $3.652B nine months FY25, +28% YoY; share repurchases $644M nine months FY25 vs $1.228B prior year
  • Management expects full year 2025 foreign currency headwinds; ongoing IRS tax litigation with $6B deposit paid, potential further liabilities noted

Risk Factors

  • No new or changed risk factors disclosed since 2024 10-K
  • Continued exposure to competitive beverage market risks potentially impacting near-term sales growth
  • Ongoing regulatory compliance risks related to labeling and advertising laws remain significant
  • Reliance on global supply chain exposes to operational disruptions affecting product availability
  • Currency fluctuations and debt obligations remain financial risks with potential impact on earnings

Coca-Cola Co Q3 2025 Quarterly Financials
XBRL

Revenue

$12.5B

+5.1% YoY -0.6% QoQ

Net Income

$3.7B

+29.8% YoY -3.0% QoQ

Gross Margin

61.5%

+83bp YoY -91bp QoQ

Operating Margin

32.0%

+1080bp YoY -217bp QoQ

Net Margin

29.7%

+565bp YoY -72bp QoQ

ROE

11.8%

Total Assets

$106.0B

EPS (Diluted)

$0.86

+30.3% YoY -2.3% QoQ

Operating Cash Flow

$5.0B

+500.6% YoY +32.3% QoQ

Source: XBRL data from Coca-Cola Co Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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