Education
About Us
Working with TipRanks
Follow Us
Kimberly Clark (KMB)
NASDAQ:KMB
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.93Last Year’s EPS
1.93Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was optimistic and execution-focused: management highlighted sustained volume-plus-mix momentum, meaningful market share gains, industry-leading productivity (targeting ~6% productivity in 2026), a strong innovation pipeline, and strategic M&A (Kenview and IFP) that management expects will drive higher-growth, higher-margin outcomes. Offsets include near-term pricing/promotional pressure in North America, a quantified ~60 bps headwind from lost club distribution, prior-year input-cost shocks (~$200 million) that depressed 2025 margins, and choppy category demand in late 2025. Overall, management conveyed confidence in margin recovery and annual growth pacing (with acceleration in the back half of 2026) and reiterated medium-term margin targets (40% adjusted gross margin and 18–20% operating profit before decade-end).Company Guidance
Consistent Volume + Mix Growth
Eighth consecutive quarter of solid volume-plus-mix performance: Q4 volume-plus-mix up ~1.7% (two-year stack +3.6%). North America showed stronger momentum in Q4 (volume-plus-mix ~+2.1%; two-year stack ~+4.1%).
Market Share Gains Across Key Markets
Enterprise-weighted share gains reported across multiple markets: North America share +~100 bps in Q4; China diapers large share gains (management cited +210–270 bps in different comments); Indonesia share gains of ~+200–230 bps; Korea, Brazil and Australia also recorded multi-decade-basis-point improvements.
Industry-Leading Productivity
Company delivered industry-leading productivity for a second straight year, with Q4 the strongest quarter; management expects gross productivity to hover around ~6% in 2026 (building on strong 2024–2025 performance).
Robust Innovation Pipeline and Commercial Strategy
Management emphasized a strong pipeline of consumer-directed, science-based innovations across good/better/best tiers, faster rollout into value tiers, and improved marketing effectiveness to drive premiumization and category development throughout 2026 (expected to accelerate organic growth in the back half of the year).
Kenview and Strategic M&A Progress
Pending acquisition of Kenview progressing: shareholder vote scheduled (late January) with favorable early indications; expected regulatory close in the back half of 2026. IFP transaction on track for mid-year closing. Management views Kenview as value-creating and accretive to higher-growth, higher-margin trajectory.
Guidance and Medium-Term Margin Ambition
Company expects 2026 organic sales growth to be in line with to ahead of global category growth (management uses ~2% weighted global category growth as a baseline). Targets on-path to long-term margin goals: at least 40% adjusted gross margin and 18–20% operating profit 'before the end of the decade.'
International Momentum and Opportunity
International business gained share and delivered positive organic growth across many markets (examples: Brazil, South Korea, Indonesia, Australia). Management identified international gross margin expansion as a meaningful opportunity driven by premiumization and scale leverage.
Stabilizing Input Cost Outlook
Management expects input costs to be largely flat in 2026 after roughly $200 million of incremental input cost/headwinds in 2025 (including tariffs), supporting margin recovery.
KMB Earnings History
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
KMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $101.14 | $100.64 | -0.49% |
Oct 30, 2025 | $115.32 | $118.77 | +2.99% |
Aug 01, 2025 | $121.92 | $127.81 | +4.83% |
Apr 22, 2025 | $135.76 | $133.68 | -1.53% |
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 (KMB) report earnings?
Kimberly Clark (KMB) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is Kimberly Clark (KMB) earnings time?
Kimberly Clark (KMB) earnings time is at Apr 28, 2026, Before Open (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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KMB EPS forecast?
KMB EPS forecast for the fiscal quarter 2026 (Q1) is 1.93.
