Henkel raises 2026 organic growth outlook after strong third quarter
Henkel raises 2026 organic growth outlook after strong third quarter
Henkel reported preliminary third-quarter 2026 Group sales of 5,713 million euros, up 11.0 percent nominally and 6.5 percent organically, driven by pricing of 5.4 percent and volume growth of 1.1 percent. Adhesive Technologies grew organically 7.9 percent on sales of 3,027 million euros, while Consumer Brands grew 4.8 percent on sales of 2,643 million euros. The company raised full-year 2026 Group organic sales growth guidance to 3.0 to 4.0 percent and expects direct material prices to rise around 10 percent.
Direct material prices now expected to rise about 10 percent in 2026, with higher pricing in adhesives and consumer goods, signals continued raw-material cost pressure passing through to downstream customers.
Key facts
| Companies | Henkel, Henkel AG & Co. KGaA |
|---|---|
| Investment | Cash outflows from investments in property, plant and equipment and intangible assets: 650 to 750 million euros for fiscal 2026 |
| Location | Düsseldorf, Germany |
| Timing | 2026-10-29, Q3 2026, November 10 (further details on Q3 and first nine months of 2026) |
| End uses | Adhesive Technologies, Consumer Brands, Laundry & Home Care, Hair |
| Chemicals | Polyurethane resins, Acrylic polymers, Surfactants (linear alkylbenzene sulfonate) |
Market context
Henkel is a major supplier of adhesives, sealants and functional coatings, along with laundry detergents, home care and hair care products. Adhesive formulations rely heavily on petrochemical feedstocks such as polymers, resins, monomers and specialty additives, so their cost tracks crude oil and petrochemical derivatives. Demand comes from packaging, automotive, electronics, construction and general industrial assembly, while consumer detergents and personal care draw on surfactants, builders and fragrance chemicals. When raw-material costs rise, suppliers in these segments typically pass increases through to downstream customers by raising list prices, and they often add pressure on smaller formulators with less purchasing scale. Higher pricing can also shift buyer behavior toward reformulation, alternative suppliers or longer-term supply agreements, which affects competitive positioning across the sector.
Source: official release on henkel.com. Summary and context written by Market Krystal.
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