The call presented a largely positive quarter and constructive outlook: Q4 showed revenue growth, significant margin and EBITDA improvement, strong cost-savings execution, healthy cash generation and a strong balance sheet. Management acknowledged ongoing headwinds—soft consumer demand, competitive intensity, a 10% contraction in Away-from-Home and full-year margin pressure—while outlining clear mitigation plans (continued cost reductions, pricing/mix initiatives, innovation, private label participation and potential strategic opportunities from Kenvue integration). Given the weight of tangible operational and financial improvements and an optimistic but cautious outlook, the tone is constructive and forward-looking.

Company Guidance

Guidance from the call pointed to stronger momentum in 2026 versus 2025, driven by expected tailwinds from lower pulp, recycled fibers, resins and superabsorbent materials plus a supportive peso (Q4 average appreciation ~8%), with the company already identifying upwards of MXN 1.0 billion of cost savings for 2026 (on top of MXN 1.95 billion delivered in 2025 and ~MXN 500 million in Q4), plans to continue pricing and mix actions, and an ambition to keep cost reduction as a structural lever that could deliver savings close to 2025 levels; management expects Away‑from‑Home to recover by Q2, pet food to be a breakout category in 2026, will evaluate potential integration of Kenvue Mexico (roughly $200 million in sales), and will propose a high‑single‑digit dividend increase and a significant share repurchase program at the Feb. 26 shareholders’ meeting, while operating with a healthy balance sheet (cash MXN 9.7 billion, net debt/EBITDA ~1.0x, EBITDA/interest ~10x).

Fourth Quarter Revenue Growth

Sales reached MXN 14.1 billion in Q4, up 2.1% year-over-year, with sequential sales growth of 4.8% versus Q3.

Consumer Products Outperformance

Consumer Products expanded 5.5% in Q4, driven by volume growth of 1.4% and price/mix improvement of 4.1%; sequential Consumer Products growth was 8.5%.

Margin and Profitability Improvement in Q4

Gross profit increased 5.4% and gross margin reached 40.4%; operating profit grew 9.2% with operating margin at 22.9%; Q4 EBITDA was MXN 3.7 billion (+6%) with an EBITDA margin of 26.4% (100 bps YoY expansion and 140 bps sequential improvement).

Cost Reduction Program Delivery

Cost reduction initiatives generated approximately MXN 500 million in savings in Q4 and MXN 1.95 billion for full-year 2025, driven by sourcing, materials optimization and process improvements.

Supportive FX and Favorable Raw Material Mix

Average peso appreciation of roughly 8% in Q4 provided tailwinds; several input costs (virgin fibers, recycled fibers, SAM, resins) were favorable quarter-over-quarter, partly offset by higher fluff costs.

Strong Cash Generation and Balance Sheet

Record full-year sales of MXN 55.4 billion (+1.1% FY), full-year EBITDA MXN 14.1 billion (25.5% of sales), cash balance MXN 9.7 billion, net debt/EBITDA 1.0x and EBITDA to net interest coverage ~10x; repaid MXN 3.7 billion of debt, paid MXN 6.2 billion in dividends and repurchased nearly 43 million shares (1.4%).

Strategic Growth Initiatives

Accelerating innovation and premiumization (e.g., Cottonelle, Huggies, new feminine and incontinence products), entry and ramp-up in pet food with early traction, and planned participation in private label with a dedicated team and assets.

CapEx and Capital Allocation Discipline

Invested MXN 1.8 billion in CapEx focused on technology upgrades, efficiencies and capacity additions; Board to propose a high-single-digit dividend increase and a significant share repurchase program.

Kimberly-Clark de Mexico SAB de CV (KCDMY) Earnings, Revenues Date & History

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KCDMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 21, 2026	2026 (Q1)	0.19 / -	0.153	―	―	―
Jan 22, 2026	2025 (Q4)	0.18 / 0.21	0.146	43.15% (+0.06)	―
Oct 23, 2025	2025 (Q3)	0.16 / 0.15	0.15	1.33% (<+0.01)	―
Jul 17, 2025	2025 (Q2)	0.17 / 0.17	0.193	-13.99% (-0.03)	―
Apr 24, 2025	2025 (Q1)	0.15 / 0.15	0.199	-23.12% (-0.05)	―
Jan 23, 2025	2024 (Q4)	0.14 / 0.15	0.183	-20.22% (-0.04)	―
Oct 17, 2024	2024 (Q3)	0.15 / 0.15	0.148	1.35% (<+0.01)	―
Jul 18, 2024	2024 (Q2)	0.19 / 0.19	0.174	10.92% (+0.02)	―
Apr 18, 2024	2024 (Q1)	0.19 / 0.20	0.144	38.19% (+0.06)	―
Jan 18, 2024	2023 (Q4)	0.17 / 0.18	0.122	50.00% (+0.06)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KCDMY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 22, 2026	$11.61	$11.41	-1.72%
Oct 23, 2025	$9.51	$9.38	-1.31%
Jul 17, 2025	$9.35	$9.28	-0.75%
Apr 24, 2025	$8.19	$8.39	+2.48%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kimberly-Clark de Mexico SAB de CV (KCDMY) report earnings?

Kimberly-Clark de Mexico SAB de CV (KCDMY) is schdueled to report earning on Apr 21, 2026, After Close (Confirmed).

What is Kimberly-Clark de Mexico SAB de CV (KCDMY) earnings time?

Kimberly-Clark de Mexico SAB de CV (KCDMY) earnings time is at Apr 21, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is KCDMY EPS forecast?

KCDMY EPS forecast for the fiscal quarter 2026 (Q1) is 0.19.