Kimberly-Clark de Mexico SAB de CV Class A (KCDMF)
OTHER OTC:KCDMF
Earnings Data
Report Date
Jul 21, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial performance: record sales, double-digit increases in gross profit, operating profit, EBITDA and net income, strong cost-savings delivery (~MXN 450 million), healthy margins (EBITDA margin 26.7%) and a robust balance sheet (MXN 20.4 billion cash, net debt/EBITDA 0.9x). Headwinds include pressure in Away-from-Home and exports, higher SG&A/distribution costs, rising financing costs, and potential near-term raw-material volatility from an oil shock, but management expects these to be manageable via price actions, efficiencies and ongoing KCM+ initiatives.Company Guidance
Record Revenue and Volume Growth
Net sales reached MXN 14.3 billion, a 3.6% increase versus Q1 2025 and an all-time high; total volume rose 3.7%.
Consumer Products Outperformance
Consumer Products sales grew 5.4% YoY driven by a 3.7% volume increase and 1.7% price/mix expansion; sequential Consumer Products growth was 1.4%.
Strong Profitability and Margin Expansion
Gross profit increased 11.1% and operating profit rose 11.9% with operating margin of 23.2%; EBITDA was MXN 3.8 billion, up 10.1%, and EBITDA margin was 26.7% at the upper end of the long-term range.
Net Income and EPS Growth
Net income was MXN 2.0 billion, a 10.2% increase YoY; earnings per share were MXN 0.68, up 13.3%.
Significant Cost Savings Program
Cost reduction initiatives delivered approximately MXN 450 million in savings during the quarter through fiber contracting, sourcing changes, product redesigns, alternative materials and logistics efficiencies; cost of goods sold decreased 1.1% YoY.
Balance Sheet Strength and Liquidity
Total cash position of MXN 20.4 billion; net debt-to-EBITDA ratio of 0.9x and EBITDA-to-net-interest coverage of 9x, indicating a very healthy balance sheet.
Proactive Debt Management
Issued MXN 10 billion in Certificados Bursátiles (MXN 8 billion long-dated amortizations and MXN 2 billion 2.6-year) to improve debt maturity profile and prefinance potential opportunities.
Commercial and Strategic Progress (KCM+)
Management highlighted progress on KCM+ strategy: accelerating innovation in diamond categories, commercial execution gains, inroads in private label, advances in pet food, and active evaluation of the Kenvue opportunity.
Kimberly-Clark de Mexico SAB de CV (KCDMF) Earnings, Revenues Date & History
KCDMF 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
KCDMF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $2.38 | $2.40 | +0.84% |
Jan 22, 2026 | $2.31 | $2.28 | -1.30% |
Oct 23, 2025 | $1.88 | $1.86 | -1.28% |
Jul 17, 2025 | $1.85 | $1.83 | -0.76% |
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 Class A (KCDMF) report earnings?
Kimberly-Clark de Mexico SAB de CV Class A (KCDMF) is schdueled to report earning on Jul 21, 2026, After Close (Confirmed).
What is Kimberly-Clark de Mexico SAB de CV Class A (KCDMF) earnings time?
Kimberly-Clark de Mexico SAB de CV Class A (KCDMF) earnings time is at Jul 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KCDMF EPS forecast?
KCDMF EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.