The earnings call highlighted significant achievements such as record sales, strong export growth, and effective cost management. However, these were counterbalanced by declines in gross and operating profits, volume decreases in key segments, and challenges posed by the economic environment. Strategic decisions impacted volumes but were made to protect brand value. The company remains optimistic about future growth driven by innovation and strategic initiatives.

Company Guidance

In the second quarter of 2025, Kimberly-Clark de México reported sales of MXN 14.1 billion, marking a 1.7% increase from the first quarter and achieving an all-time quarterly record. However, total volume was down by 3.3%, offset by a 3.3% increase in price/mix. The company's exports grew significantly by 24.5%, while sales in Consumer Products and Away from Home segments fell by 2.2% and 7.8%, respectively. The cost of goods sold rose by 7.2%, primarily due to unfavorable fluctuations in recycled fibers and fluff, despite savings of MXN 500 million from cost reduction initiatives. Gross profit decreased by 9.7%, with a margin of 38.2%, and operating profit fell by 13.9%, resulting in an operating margin of 21.7%. EBITDA was reported at MXN 3.6 billion, a decrease of 11.5%, yet the EBITDA margin remained within the long-term range at 25.4%. The company ended the quarter with net income of MXN 1.9 billion and earnings per share of $0.62, maintaining a strong balance sheet with a cash position of MXN 11 billion and a net debt-to-EBITDA ratio of 1. The company expects volume growth to improve in the second half, driven by healthier client inventories and strategic innovations, while managing cost pressures from raw materials and currency fluctuations.

All-Time Quarterly Sales Record

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

Strong Export Growth

Exports grew by 24.5% with double-digit increases in both converted products and hard roll sales.

Effective Cost Reduction Program

The cost reduction program yielded MXN 500 million in savings, primarily at the cost of goods sold level.

Healthy Balance Sheet

Cash position as of June 30 was MXN 11 billion with no debt maturing for the rest of the year. Net debt-to-EBITDA ratio is 1, and EBITDA to net interest coverage is 10x.

Successful Product Innovation

Introduced notable innovations in diaper, wipes, and incontinence categories, with plans to continue strengthening offerings in other categories.

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 (KCDMY) report earnings?

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