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Kimberly-Clark de Mexico SAB de CV (KCDMY)
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KCDMY
Kimberly-Clark de Mexico SAB de CV
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Kimberly-Clark de Mexico SAB de CV (KCDMY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 16, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.2
Last Year’s EPS
0.17
Same Quarter Last Year
Analyst Consensus
―
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Apr 21, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a generally positive performance with record revenue, double-digit increases in gross profit, operating profit, EBITDA and net income, meaningful cost-savings (MXN 450 million) and strong liquidity metrics. Management acknowledged near-term risks including SG&A growth, higher financing cost, FX and commodity volatility (notably an oil-driven raw material cost shock) and a challenging promotional environment that could affect price realization. Operationally, Consumer Products outperformance, sequential recoveries in Away-from-Home and Exports, progress on the KCM+ strategy, and a strengthened debt maturity profile underpin confidence in continued improvement through the year despite transitory cost headwinds.
Company Guidance
Management guided that growth should improve through 2026—supported by job creation, higher wages and World Cup spending—with Consumer Products expected to continue leading, Professional (Away‑from‑Home) stabilizing in Q2 and growing in H2, and parent‑roll sales remaining a drag but becoming less so; they noted raw‑material fundamentals support lower dollar prices versus last year but warned of some months of higher costs from the recent oil shock, and to mitigate this have implemented price increases averaging ~4%, will continue revenue‑growth management and cost‑reduction efforts that delivered ~MXN 450 million in Q1. They reiterated margin targets (Q1 EBITDA MXN 3.8 billion, +10.1%, EBITDA margin 26.7% at the upper end of the long‑term range; gross profit +11.1%, operating profit +11.9%, operating margin 23.2%, net income MXN 2.0 billion, +10.2%, EPS MXN 0.68, +13.3%) and emphasized FX tailwinds (~15% lower FX vs prior year), a strong balance sheet (cash MXN 20.4 billion, net debt/EBITDA 0.9x, EBITDA/net interest ~9x) and a MXN 10 billion debt placement to improve maturities and preserve optionality for potential M&A.
Record Quarterly Revenue
Sales reached MXN 14.3 billion, a 3.6% increase versus Q1 2025 and an all-time high for the company.
Volume Growth
Total volume rose 3.7% year-over-year, driven primarily by Consumer Products (volume +3.7%).
Consumer Products Outperformance
Consumer Products sales increased 5.4% YoY, comprising 3.7% volume growth and 1.7% price/mix improvement; sequential Consumer Products growth was 1.4% (mainly volume-driven).
Strong Profitability Improvements
Gross profit increased 11.1% and operating profit rose 11.9%; operating margin was 23.2%.
EBITDA and Margin at Upper Range
EBITDA was MXN 3.8 billion, up 10.1% YoY, with an EBITDA margin of 26.7% at the top 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%.
Material Cost Savings Program
Cost reduction initiatives yielded approximately MXN 450 million of savings in the quarter, mainly at COGS via fiber contracting, sourcing changes, product redesigns and logistics efficiencies; COGS decreased 1.1% YoY.
Strong Balance Sheet and Liquidity
Total cash of MXN 20.4 billion, net debt-to-EBITDA of 0.9x and EBITDA-to-net-interest coverage of 9x; issued MXN 10 billion in Certificados Bursátiles to extend and improve debt maturity profile.
Commercial & Strategic Momentum (KCM+)
Management reports progress on KCM+ innovation, growth and transformation strategy: accelerating diamond categories, stronger private-label inroads, pet food progress, and active evaluation of Kenvue opportunity.
Sequential Recovery Signals
Sequential improvements noted: Away-from-Home +10.1% and Exports +6.2% quarter-on-quarter, indicating improving trends heading into the next periods.

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
Press Release
Slides
Play Transcript
Jul 16, 2026
2026 (Q2)
0.20 / -
0.166―――
Apr 21, 2026
2026 (Q1)
0.20 / 0.20
0.15328.10% (+0.04)―
Jan 22, 2026
2025 (Q4)
0.18 / 0.21
0.14643.15% (+0.06)―
Oct 23, 2025
2025 (Q3)
0.16 / 0.15
0.151.33% (<+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
0.1481.35% (<+0.01)―
Jul 18, 2024
2024 (Q2)
0.19 / 0.19
0.17410.92% (+0.02)―
Apr 18, 2024
2024 (Q1)
0.19 / 0.20
0.14438.19% (+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
Apr 21, 2026
$11.92$12.06+1.20%
Jan 22, 2026
$11.47$11.27-1.72%
Oct 23, 2025
$9.38$9.26-1.31%
Jul 17, 2025
$9.22$9.15-0.74%
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 Jul 16, 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 Jul 16, 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 KCDMY EPS forecast?
          KCDMY EPS forecast for the fiscal quarter 2026 (Q2) is 0.2.