Unilever PLC (UL) Q2 FY2026 6-K Filings and Company Events

Filings that contain financial statements

• Form 6-K filed 28 July 2026, accession 0000217410-26-000057: the first-half 2026 results for the six months ended 30 June 2026, with comparatives for the first half of 2025 re-presented for the Ice Cream demerger. It holds condensed consolidated interim financial statements (unaudited): the income statement, statement of comprehensive income, statement of changes in equity, balance sheet and cash flow statement, with notes (including demerger, acquisitions and disposals, share buyback, dividends, financial instruments and post-balance-sheet events), plus segment tables, second-quarter growth figures and non-GAAP reconciliations.
• Form 20-F filed 12 March 2026, accession 0000217410-26-000007: the annual report for the year ended 31 December 2025 (audited).
• Form 6-K filed 12 February 2026, accession 0001654954-26-001155: 2025 full-year results release, with the year's financial statements.
• The first-quarter 2026 trading statement furnished in the Form 6-K filed 30 April 2026 (accession 0000217410-26-000034) is attached as a graphic-only exhibit.

No other 6-K in this period carries financial statements.

First-half 2026 results (6-K, 28 July 2026, accession 0000217410-26-000057)

• First-half turnover was $29.90 billion (EUR 25,623 million), up 0.5% in euro terms. Underlying sales growth was 4.8% (4.2% volume, 0.6% price). Second-quarter turnover was $15.17 billion (EUR 13,046 million), up 3.8% in euro terms, with underlying sales growth accelerating to 5.8% (5.5% volume). Currency was a (4.9)% drag on the half and (2.4)% in the quarter.
• Underlying operating profit was $6.06 billion (EUR 5,193 million), up 0.9% in euro terms; underlying operating margin was 20.3%, up 10bps. Gross margin was 46.8% (down 70bps) and brand and marketing investment 16.1% of turnover. Net profit from continuing operations was $3.84 billion (EUR 3,291 million), down 3.5% in euro terms. Underlying EPS rose 2.4% in euro terms to $1.88 (EUR 1.61); diluted EPS from continuing operations fell 2.5% in euro terms to $1.61 (EUR 1.38). Free cash flow was $1.81 billion (EUR 1,549 million against EUR 1,084 million), up 42.9% in euro terms.
• Business groups, first-half underlying sales growth: Beauty & Wellbeing 5.9%, Personal Care 4.8%, Home Care 7.6%, Foods 1.2%. Foods turnover fell (4.0)%, with developed-market weakness and share loss in US condiments cited.
• Outlook upgraded: full-year 2026 underlying sales growth within the 4% to 6% multi-year range, with around 3% underlying volume growth; second-half underlying sales growth of 4% to 5%, led by price; a modest improvement in full-year underlying operating margin versus 20.0% in 2025.
• Net debt was $29.64 billion (EUR 25,961 million) at 30 June 2026, against $27.08 billion (EUR 23,076 million) at 31 December 2025; net debt to underlying EBITDA was 2.3x. The company attributes the rise to dividends paid and the share buyback.
• The $913.36 million (EUR 800 million) productivity programme launched in 2024 was reported completed ahead of schedule. First-half non-underlying items within operating profit were a net charge of $359.44 million (EUR 308 million), including restructuring costs of $152.88 million (EUR 131 million) and acquisition and disposal costs of $210.06 million (EUR 180 million), of which $114.37 million (EUR 98 million) for the Foods separation.

Unilever Foods combination with McCormick

• Signed, not closed. The 6-K states that in March 2026 Unilever "announced an agreement to combine Unilever's Foods business with McCormick". Before that, a 20 March 2026 6-K (accession 0001654954-26-002527) confirmed Unilever had "received an inbound offer for its Foods business" and was in discussions with McCormick & Company, Inc. A 31 March 2026 6-K (accession 0000217410-26-000019) furnished the transaction announcement as a graphic-only exhibit, which does not set out the deal terms in text; it carries the standard notice that McCormick intends to file a Form S-4 registration statement with the SEC.
• Status per the 28 July 2026 6-K: separation and integration workstreams (carve-out financials, tax, antitrust, synergies) are under way. McCormick announced the combined company's planned operating model, executive team and a London secondary listing on 23 July 2026. Completion is expected "by mid-2027 at the latest", subject to McCormick shareholder approval, regulatory approvals and customary conditions; Works Council consultation is under way.
• The company says the transaction would leave Unilever a pure-play home, personal care and beauty business. It also states that cash receipts from the separation plus operating performance are expected to support EUR 6 billion ($6.91 billion) of share buybacks across 2026 to 2029.

Capital returns

• Share buyback: on 30 April 2026 Unilever began a buyback of up to EUR 1.5 billion (6-K, accession 0001654954-26-004088), first set out with the 2025 full-year results. Completion was announced on 5 June 2026: 30,703,780 shares were bought for $1.75 billion (EUR 1.5 billion), held in treasury (6-K filed 1 July 2026, accession 0000217410-26-000040). Treasury shares were 30,703,780 of 2,185,205,247 issued at 31 July and 31 August 2026 (accessions 0001654954-26-007194 and 0001654954-26-008017), against none at 31 March and 30 April 2026.
• Dividend: the second-quarter 2026 dividend is EUR 0.4664 per share (US$0.5305 per ADR, as the company states it), unchanged from the first quarter and up 3.0% on the second quarter of 2025. Ex-dividend date for ordinary shares 6 August 2026 and payment 18 September 2026; the third-quarter dividend is to be announced on 28 October 2026 (accession 0000217410-26-000057).

Acquisitions and disposals (all closed unless stated)

• Closed 1 June 2026: Unilever acquired 80% of Grüns Nutrition Inc., a US vitamins, minerals and supplements company in greens supplements, for $891.56 million (EUR 767 million), with provisional net assets of about $569.58 million (EUR 490 million). A liability was recognised for the future buyout of the remaining non-controlling interest (accession 0000217410-26-000057, note 7).
• Closed in the half: sale of Graze (2 February); acquisition of the remaining 49% of OZiva by Hindustan Unilever (12 February); sale of the Indonesian tea business (2 March); sale of the Central America and Caribbean Home Care business (16 March); sale of Unilever Cote d'Ivoire (23 March); sale of the 61.9% Kwality Wall's (India) stake and the 55% Portuguese ice cream joint venture to The Magnum Ice Cream Company (both 1 April; the gain of $348.93 million (EUR 299 million) is in discontinued operations).
• Signed, not closed: the January 2026 agreements to sell the Home Care businesses in Colombia and Ecuador, expected to close during 2026.
• Ice Cream: the demerger of the Ice Cream business (now The Magnum Ice Cream Company N.V.) completed on 6 December 2025; Unilever retains a 19.85% stake, held as an equity investment.

Governance

• 13 May 2026 annual general meeting (accession 0001654954-26-004811): all resolutions passed. Srinivas Phatak was elected a director and the other nine directors standing were re-elected; the Directors' Remuneration Policy received 95.69% of votes cast in favour and KPMG LLP was reappointed auditor.
• 28 July 2026 (accession 0000217410-26-000057): Belen Garijo Lopez told Unilever she will not take up her planned independent non-executive director role, expected from 2027, following her appointment as CEO of Sanofi in May 2026.

Debt

• 15 May 2026 (accession 0001654954-26-004985): an updated Information Memorandum was published for the $25 billion Debt Issuance Programme of Unilever Finance Netherlands B.V., Unilever Capital Corporation and Unilever PLC. The filing does not report a specific issuance.

Routine filings

Monthly voting-rights and capital notices and director and executive share-transaction notices were also filed from April to September 2026. Examples are a sale of 15,643 ADRs by the Personal Care business group president on 21 August 2026 (accession 0001654954-26-007828) and dividend-reinvestment purchases by the CFO and other executives (for instance accessions 0001654954-26-006503 and 0001654954-26-008570). None reports a change in strategy or outlook.

Not set out in the filings listed

• The terms of the McCormick transaction (consideration, ownership split) are not set out in the text of the filings listed above.
• Third-quarter 2026 results are scheduled for 28 October 2026 and an investor event for 4 November 2026; neither has been filed.