HALEON PLC (HLN)

NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-10-23

$10.27-0.96%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge HALEON PLC’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.8%

+10% or more+5%0%−5%−10% or less

0.46 → 0.46 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	5.09B
EPS	—	0.175
Annual ending 2026-12-31
Revenue	—	11.36B
EPS	—	0.421
Annual ending 2027-12-31
Revenue	—	11.83B
EPS	—	0.458

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
earnings per share growth from $0.55 to $0.61	Earnings per share should rise from $0.55 to $0.61 next year.	Broken	EPS falls below $0.55 in FY27	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
successful ramp-up of new manufacturing unit in India	A supporting condition in HALEON PLC's published investment case. The stated target is operational manufacturing unit by end 2026.	Intact	manufacturing unit not operational by end 2026	Qualitative condition This condition has no defined numerical measure. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
no major product recalls or regulatory setbacks	A primary condition in HALEON PLC's published investment case. The stated target is no nationwide recalls or major regulatory actions.	Under Pressure	any new nationwide recall or regulatory warning	1 nationwide recall vs 0 allowed FDA Alert: Haleon Issues Voluntary Nationwide Recall of Gas-X Extra Strength Softgels. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
annual revenue growth near 4% or more	A primary condition in HALEON PLC's published investment case. The stated target is >=4% YoY revenue growth.	Intact	YoY revenue growth falls below 3% in FY27	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$0.46

$0.45 → $0.46 · observed estimates

FY2027 revenue$11.83B

$11.85B → $11.83B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.45	$11,845,365,923	5 / 12
2026-07-25	Unavailable	$11,890,510,170	3 / 16
2026-07-26	Unavailable	$11,890,510,170	3 / 16
2026-07-27	Unavailable	$11,890,510,170	3 / 16
2026-07-28	$0.45	$11,841,950,717	5 / 12
2026-07-29	$0.45	$11,841,950,717	5 / 12
2026-07-30	Unavailable	$11,890,510,170	3 / 16
2026-07-31	Unavailable	$11,894,043,410	3 / 16
2026-08-01	$0.46	$11,909,688,586	5 / 12
2026-08-02	Unavailable	$11,894,043,410	3 / 16
2026-08-03	Unavailable	$11,887,089,140	3 / 16
2026-08-04	Unavailable	$11,887,089,140	3 / 16
2026-08-05	Unavailable	$11,888,541,460	3 / 16
2026-08-06	Unavailable	$11,888,541,460	3 / 16
2026-08-07	$0.46	$11,909,688,586	5 / 12
2026-08-08	Unavailable	$11,875,655,220	3 / 16
2026-08-09	Unavailable	$11,875,655,220	3 / 16
2026-08-10	$0.46	$11,909,688,586	5 / 12
2026-08-12	Unavailable	$11,873,467,720	3 / 16
2026-08-13	$0.46	$11,909,688,586	5 / 12
2026-08-14	$0.46	$11,909,688,586	5 / 12
2026-08-15	$0.46	$11,909,688,586	5 / 12
2026-08-16	$0.46	$11,909,688,586	5 / 12
2026-08-17	$0.46	$11,909,688,586	5 / 12
2026-08-18	$0.46	$11,909,688,586	5 / 12
2026-08-19	$0.46	$11,909,688,586	5 / 12
2026-08-20	$0.46	$11,941,178,760	5 / 12
2026-08-21	$0.46	$11,943,360,697	5 / 12
2026-08-22	$0.46	$11,960,149,731	5 / 12
2026-08-23	$0.46	$11,960,149,731	5 / 12
2026-08-24	$0.46	$11,960,149,731	5 / 12
2026-08-25	$0.46	$11,970,677,801	5 / 12
2026-08-26	$0.46	$11,970,677,801	5 / 12
2026-08-27	$0.46	$11,970,677,801	5 / 12
2026-08-28	$0.46	$11,970,677,801	5 / 12
2026-08-29	$0.46	$11,970,677,801	5 / 12
2026-08-30	$0.46	$11,970,677,801	5 / 12
2026-08-31	$0.46	$11,970,677,801	5 / 12
2026-09-01	$0.46	$11,970,677,801	5 / 12
2026-09-02	$0.46	$11,970,677,801	5 / 12
2026-09-03	Unavailable	$11,971,673,942	4 / 12
2026-09-04	$0.46	$11,971,673,942	5 / 12
2026-09-05	$0.46	$11,971,673,942	5 / 12
2026-09-06	$0.46	$11,971,673,942	5 / 12
2026-09-07	$0.46	$11,971,673,942	5 / 12
2026-09-08	$0.46	$11,974,822,331	5 / 12
2026-09-09	$0.46	$11,975,264,700	5 / 12
2026-09-10	$0.46	$11,977,049,678	5 / 12
2026-09-11	$0.46	$11,977,049,678	5 / 12
2026-09-12	$0.46	$11,977,049,678	5 / 12
2026-09-13	$0.46	$11,977,049,678	5 / 12
2026-09-14	$0.46	$11,977,049,678	5 / 12
2026-09-15	$0.46	$11,977,049,678	5 / 12
2026-09-16	$0.46	$11,974,266,917	5 / 12
2026-09-17	$0.46	$11,974,266,917	5 / 12
2026-09-18	$0.46	$11,974,266,917	5 / 12
2026-09-19	$0.46	$11,974,266,917	5 / 12
2026-09-20	$0.46	$11,975,152,341	5 / 12
2026-09-21	$0.46	$11,975,152,341	5 / 12
2026-09-22	$0.46	$11,970,202,803	5 / 12
2026-09-23	$0.46	$11,937,997,948	5 / 12
2026-09-24	$0.46	$11,937,997,948	5 / 12
2026-09-25	$0.46	$11,925,865,644	5 / 12
2026-09-26	$0.46	$11,916,880,426	5 / 12
2026-09-27	$0.46	$11,916,880,426	5 / 12
2026-09-28	$0.46	$11,897,784,166	5 / 12
2026-09-29	$0.46	$11,885,586,005	5 / 12
2026-09-30	$0.46	$11,885,586,005	5 / 12
2026-10-01	$0.46	$11,870,407,309	5 / 12
2026-10-02	$0.46	$11,870,407,309	5 / 12
2026-10-03	$0.46	$11,870,407,309	5 / 12
2026-10-04	$0.46	$11,870,407,309	5 / 12
2026-10-05	$0.46	$11,870,407,309	5 / 12
2026-10-06	$0.46	$11,870,407,309	5 / 12
2026-10-07	$0.46	$11,851,378,074	5 / 12
2026-10-08	$0.46	$11,850,610,739	5 / 12
2026-10-09	$0.46	$11,846,191,988	5 / 12
2026-10-10	$0.46	$11,846,191,988	5 / 12
2026-10-11	$0.46	$11,846,191,988	5 / 12
2026-10-12	$0.46	$11,846,191,988	5 / 12
2026-10-13	$0.46	$11,846,191,988	5 / 12
2026-10-14	$0.46	$11,838,915,140	5 / 12
2026-10-15	$0.46	$11,838,915,140	5 / 12
2026-10-16	$0.46	$11,834,077,480	5 / 11
2026-10-17	$0.46	$11,834,077,480	5 / 11
2026-10-18	$0.46	$11,834,077,480	5 / 11
2026-10-19	$0.46	$11,834,077,480	5 / 11
2026-10-20	$0.46	$11,834,077,480	5 / 11
2026-10-21	$0.46	$11,834,077,480	5 / 11
2026-10-22	$0.46	$11,834,077,480	5 / 11
2026-10-23	$0.46	$11,834,077,480	5 / 11
2026-10-24	$0.46	$11,834,077,480	5 / 11

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	3	2
2026-06-01	4	2
2026-07-01	3	2
2026-08-01	3	2
2026-09-01	3	2
2026-10-01	3	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

earnings per share growth from $0.55 to $0.61Published status: Broken
successful ramp-up of new manufacturing unit in IndiaQualitative condition
no major product recalls or regulatory setbacksPublished status: Under Pressure
annual revenue growth near 4% or moreDirect metric needs a verified mapping

Next proof point

Oct 29, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-21.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

HALEON PLC outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This looks like a sector-sensitive healthcare investment, but the evidence is too limited to classify it more precisely. The long-term thesis is insufficiently established, and confidence is low.

What's priced into HALEON PLC

The snapshot gives no valuation or expectations evidence, so it is not possible to judge whether HLN looks cheap, fair, or expensive versus peers. It also does not show what the market already assumes.

What the fundamentals likely do

The healthcare sector backdrop improved, while the snapshot provides too little recent financial-performance history to assess HLN’s own trajectory. Near term, the evidence flags a run of consecutive earnings misses, despite describing miss risk as low; the estimate shown is 38%.

What HALEON PLC hinges on

A weakening jobs trend could increase recession concerns and weigh on cyclical healthcare names. Continued earnings strength and higher guidance from sector bellwethers such as TEVA, ZTS, and VTRS could support the sector backdrop, while misses or lower guidance could weaken it.