The earnings call presented a mixed picture with record sales and effective cost-saving measures highlighting resilience, but significant challenges in volume decline, cost increases, and a challenging economic environment posed notable concerns. The company's proactive strategies in innovation and export growth offer optimism for future improvements.

Company Guidance -

Q3 2025

During the Kimberly-Clark de México 2Q '25 earnings call, various metrics were discussed to provide guidance on the company's performance and future expectations. The company reported quarterly sales of MXN 14.1 billion, a 1.7% increase from the first quarter, while total volume decreased by 3.3% and price/mix increased by 3.3%. Consumer Products and Away from Home segments saw declines of 2.2% and 7.8%, respectively, whereas exports surged by 24.5%. Cost of goods sold rose by 7.2%, and despite a 9.7% dip in gross profit, the gross margin stood at 38.2%. Operating profit decreased by 13.9%, with an operating margin of 21.7%. EBITDA was MXN 3.6 billion, marking an 11.5% decrease, yet maintaining a margin of 25.4%. The cost of financing for the quarter was MXN 352 million, with a net interest expense of MXN 3,730 million compared to MXN 390 million the previous year. A foreign exchange gain of MXN 21 million was reported, contrasting with a MXN 37 million loss last year. Net income was MXN 1.9 billion, with earnings per share of $0.62. The company's strong cash position was highlighted, with MXN 11 billion in cash as of June 30, and a net debt-to-EBITDA ratio of 1. The EBITDA to net interest coverage ratio was 10x, and shareholder payouts reached 7.5% through share repurchase and dividends. The call also emphasized the strategic reduction in promotional support, which negatively impacted volumes, but was aimed at protecting brand value and setting the stage for healthier volume and pricing in the second half of the year.

Record Quarterly Sales

Sales reached MXN 14.1 billion, marking a 1.7% increase from the first quarter and setting an all-time quarterly record despite being flat compared to the previous year.

Strong Export Growth

Exports increased by 24.5%, with double-digit growth in both converted products and hard roll sales.

Cost Reduction Success

The cost reduction program achieved approximately MXN 500 million in savings, primarily in cost of goods sold through sourcing, materials improvement, and process efficiencies.

Healthy Balance Sheet

The company maintains a strong balance sheet with a cash position of MXN 11 billion, no debt maturing for the rest of the year, and a net debt-to-EBITDA ratio of 1.

Innovation Initiatives

Product improvements in categories like diapers, wipes, and incontinence were introduced, and further innovations are planned in bathroom tissue, incontinence pads, and feminine care.

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

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KCDMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.16 / -	0.15	―	―	―
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)	―
Oct 19, 2023	2023 (Q3)	0.16 / 0.15	0.1	48.00% (+0.05)	―
Jul 20, 2023	2023 (Q2)	0.15 / 0.17	0.092	89.13% (+0.08)	―

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
Jul 17, 2025	$9.56	$9.49	-0.73%
Apr 24, 2025	$8.38	$8.59	+2.51%
Jan 23, 2025	$7.02	$7.21	+2.71%
Oct 17, 2024	$7.38	$7.42	+0.54%

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 (ADR) (KCDMY) report earnings?

Kimberly-Clark de Mexico SAB de CV (ADR) (KCDMY) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

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

Kimberly-Clark de Mexico SAB de CV (ADR) (KCDMY) earnings time is at Oct 23, 2025, 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 KCDMY EPS forecast?

KCDMY EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.

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