Kimberly-Clark Corporation (KMB) Earnings
Kimberly-Clark Corporation is expected to report next earnings on August 7, 2026 (in NaN days), with a consensus EPS estimate of $2.00. KMB has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +6.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $1.93 | $1.97 | +2.1% | $4.2B | +1.9% |
| Jan 27, 2026 | $1.81 | $1.86 | +2.8% | $4.1B | -0.3% |
| Oct 30, 2025 | $1.75 | $1.82 | +4.0% | $4.1B | +0.9% |
| Aug 1, 2025 | $1.67 | $1.92 | +15.0% | $4.2B | -14.1% |
| Apr 22, 2025 | $1.89 | $1.93 | +2.1% | $4.8B | -1.1% |
| Jan 28, 2025 | $1.51 | $1.50 | -0.7% | $4.9B | +1.5% |
| Oct 22, 2024 | $1.70 | $1.83 | +7.6% | $5.0B | -2.1% |
| Jul 23, 2024 | $1.71 | $1.96 | +14.6% | $5.0B | -1.3% |
| Jan 24, 2024 | $1.54 | $1.51 | -1.9% | $5.0B | -0.3% |
| Jul 25, 2023 | $1.48 | $1.65 | +11.5% | $5.1B | -0.0% |
| Jan 25, 2023 | $1.51 | $1.54 | +2.0% | $5.0B | -0.4% |
| Jul 26, 2022 | $1.32 | $1.34 | +1.5% | $5.1B | +1.5% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Key managerial messages include the strong progress toward creating a company with a power and care growth engine, innovation fueling organic sales growth with volume plus mix growth of 3%, building market share in baby care, women's health, and active aging, supply chain team delivering industry-leading productivity, fast and lean operating model for agility, and looking forward to integrating Canview brands and businesses into the operating model.
Guidance
Management mentions facing input cost inflation, with $200 million factored in for 2024 - 2025, expecting around $150 - $170 million gross incremental input costs if oil stays at $100+ per barrel, plans to leverage tools like revenue growth management, productivity initiatives (aiming for 6% full year productivity), and pricing net of cost discipline.
Segment performance
No detailed product segment financial performance and revenue contribution % provided in the transcript.
Risks & headwinds
Risks discussed include commodity price volatility, impact of Middle East war and California DC fire on earnings, and potential operational disruptions from external turbulence.
Analyst Q&A
Q: Clarification on full year guidance and pricing vs productivity vs ad spend offsetting commodity pressure;
A: Overall framework of disciplined approach, PNOC philosophy, $20M top line impact from CA DC fire, $50M bottom line impact in Q2, potential $150 - $170M gross incremental costs, leverage of various tools;
Q: Promotional environment in North America;
A: Pricing in line, weighted average promo intensity down, innovation driving volume, diaper promo below category;
Q: Category growth update;
A: North America categories rebounded in Q1, global category growth outlook 2.5%, trailing 12-month weighted average around 2.5%;
Q: Canview merger;
A: Integration planning, management team composition, execution focus, synergies in COGS, SG&A, revenue;
Q: Shipment timing in North America;
A: Consumption ahead of shipments due to Q1 activation, Q2 organic growth expected slightly below Q1, acceleration in second half;
Q: Pacing of top and bottom line;
A: Top line slightly below Q1 in Q2, bottom line margins expected to pick up, gross and operating margins to expand;
Q: Resilience to cost headwinds;
A: Strong historical cost management capabilities, enhanced RGM discipline, base business momentum;
Q: Good, better, best performance and international markets;
A: Premium side healthy, international markets robust with double-digit growth in some regions;
Q: Commodity outlook and RGM;
A: Improved commodity management with reduced beta, RGM takes time but part of toolkit