Haleon plc (HLN)

NYSE: HLN · Perfumes, Cosmetics & Other Toilet Preparations · Weybridge, GB · filing with the SEC since 2021

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Grade5.6

◀ Past 5.5● Present 5.5▶ Future 5.7

1 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Haleon plc

Nine metrics read from its own filings, by tense

Headline grade

5.6/10

◀ Past5.530% of the headline

● Present5.540% of the headline

▶ Future5.730% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.5/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed

7.5/10

Has it survived what it has been through?

No warning events in its filings since 2021.

weight 33% of this tense · 75th percentile among 18 sector filers · read for itself

From the record

Haleon plc's filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

4.5/10

What has it actually done, year after year?

+2.2% a year over 6 filed years; profitable in 6 of 6.

weight 45% of this tense · 45th percentile among 16 sector filers · read for its customers

From the record

Haleon plc's 6 filed years say what it did: revenue went from GBP 9.9 billion in fiscal 2020 to GBP 11 billion in fiscal 2025, up 2.2% a year; it rose in 2 of 5 years; the deepest fall was 4% from fiscal 2020 to fiscal 2021; net income was positive in 6 of 6 of those years (its annual reports).

What it rests on

revenue growth over the filed span2.2%bottom 28% of its family
the share of years revenue rosebottom 9% of its family
the share of filed years with a profittop 22% of its family
the deepest fall from a revenue peak3.5%top 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

4.6/10

How has it treated the people who own it?

Share count shrank 0.8% a year. 1% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 46th percentile among 10 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Haleon plc's diluted share count shrank about 0.8% a year, and dividends and buybacks returned about 1% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

the share count over the yearstop 30% of its family
cash returned against operating cash flowbottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.5/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

5.1/10

Is it financially healthy right now?

ROE 10%: 10¢ of profit per shareholder dollar. Leverage 49%: owes 49¢ per asset dollar.

weight 45% of this tense · 51st percentile among 17 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Haleon plc earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count shrank 1.6% over the year (the filed statements).

What it rests on

what it owes per dollar of assetstop 50% of its family
return on equitytop 44% of its family
gross profit against assetsbottom 15% of its family
the share count against the year beforetop 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

6.0/10

How strong is its position in its industry?

top 40% of 17 in its family; net margin 15.2%.

weight 33% of this tense · 60th percentile among 17 sector filers · read for its customers

From the record

Haleon plc's standing among 17 graded names in its industry family: revenue of GBP 11 billion in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of 15.2% ranks in the top 9%; revenue growth of 0.5% a year over the last 3 filed years ranks in the bottom 28% (its annual reports).

What it rests on

net margin15.2%top 9% of its family
three-year revenue growth0.5%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

5.6/10

What are the people in charge doing?

SI estimate 5.6/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 11 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; no officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read, so the desk assumes the typical reading of its industry family, the median of 11 members with one.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; no officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read.
How it was reasoned: family median, 11 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Haleon plc's leadership is put at 5.6 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; no officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read, so the desk assumes the typical reading of its industry family, the median of 11 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.7/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

6.3/10

How much room does it have to grow?

top 37% of 17 in its family for room to expand.

weight 45% of this tense · 63rd percentile among 17 sector filers · read for itself

From the record

Haleon plc's room to grow, from the newest filed statements (fiscal 2025): cash of GBP 1.3 billion against debt of GBP 8.6 billion leaves -22.3% of its assets as net cash, bottom 30% of its family; cash from operations less capital spending is 21% of revenue (top 3%); a gross margin of 64.2% (top 38%); research spending of 2.9% of revenue (top 35%) (its annual report).

What it rests on

cash less debt against assets-22.3%bottom 30% of its family
cash from operations less capital spending against revenue21.0%top 3% of its family
gross margin64.2%top 38% of its family
research spending against revenue2.9%top 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

4.5/10

What could actually drive growth from here?

bottom 45% of 16 in its family for growth drivers.

weight 33% of this tense · 45th percentile among 16 sector filers · read for its customers

From the record

Haleon plc's growth drivers, from the filed years to fiscal 2025: revenue grew 0.5% a year over the last three filed years against 2.2% over all 6, slowing (top 41% of its family); the newest year grew -1.8% (bottom 16%); research spending grew 1.7% a year (top 50%); capital spending grew 1.9% a year (top 47%) (its annual reports). Haleon plc tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

three-year growth against the whole span-1.7 points a yeartop 41% of its family
the newest year's revenue growth-1.8%bottom 16% of its family
three-year growth of research spending1.7%top 50% of its family
three-year growth of capital spending1.9%top 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

6.2/10

Did its newest year beat what its own record pointed to?

top 39% of 16 in its family for expectations against reality.

weight 22% of this tense · 61st percentile among 16 sector filers · read for its shareholders

From the record

Haleon plc's newest year against its own record: revenue of GBP 11 billion in fiscal 2025 came in 3.5% below the GBP 11 billion its prior three years' pace pointed to (top 47% of its family); net income of GBP 1.7 billion against a prior three-year average of GBP 1.2 billion (top 41%); a net margin of 15.2% against 11.1% before (top 28%) (its annual reports).

What it rests on

revenue against the prior three years' pace-3.5%top 47% of its family
net income against the prior three years' average+36%top 41% of its family
net margin against its prior average+4.1 pointstop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton HLN · research, not advice