Reckitt posted fourth-quarter like-for-like sales growth of 5.4%, beating analyst expectations of 4.7%. The consumer goods giant credited strong performance in emerging markets, where revenue climbed 14.6% for the full year. By contrast, European sales declined 1.4%, highlighting the geographic disparity in growth.

Emerging markets now account for about 42% of Reckitt's core net revenues, underscoring their growing importance to the company's business. The group reported adjusted operating profit of £3.54 billion for the quarter, with an operating margin of 24.9% and earnings per share of 352.8 pence.

Despite the strong quarterly results, Reckitt warned of near-term challenges. The company expects its seasonal over-the-counter health products to face headwinds in early 2026 due to a weaker cold and flu season. Management maintained its medium-term guidance for 4-5% like-for-like net revenue growth, signaling confidence in its long-term strategy despite regional headwinds.