The earnings call presented a mixed picture with notable achievements in sales growth, cost savings, and a strong balance sheet, but faced challenges with declining exports, increased costs, and a cautious consumer environment. The company's innovation efforts and share repurchase program are positive indicators for future growth, yet the current economic conditions pose significant headwinds.

Company Guidance

During the third quarter of 2025, Kimberly-Clark de México reported net sales of MXN 13.4 billion, a 2% increase from the previous year, with Consumer Products growing by 5%. However, exports declined by 15% due to a 32% decrease in hard rolled sales, although finished products saw a 7% growth. The cost of goods sold rose 3%, influenced by higher raw material prices and currency hedges. Despite these challenges, the company achieved approximately MXN 500 million in cost savings through sourcing and process efficiencies. Gross profit remained flat, with a margin of 38.7%, while operating profit decreased by 4%, resulting in an operating margin of 21.3%. EBITDA stood at MXN 3.4 billion, a 3% year-over-year decrease, yet within the long-term margin range of 25%. The net income for the quarter was MXN 1.7 billion, translating to earnings per share of MXN 0.56. The company's balance sheet remains strong, with a cash position of MXN 11 billion and a net debt-to-EBITDA ratio of 1x. Looking ahead, the company anticipates improved margins due to favorable raw material prices and a stronger peso, despite a challenging consumer environment.

Net Sales Growth

Net sales for the quarter were MXN 13.4 billion, a 2% increase compared to last year. Consumer products grew 5%, with 1% volume and 4% price/mix improvements.

Cost Reduction Success

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

Strong Balance Sheet

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

Share Repurchase Program

Repurchased close to 50 million shares, representing approximately 1.5% of shares outstanding, contributing to a total payout to shareholders of approximately 7%.

Innovation Driving Volume Growth

Innovation in diapers, tissue, and economic products like Vogue has contributed to market share gains and consumer acceptance.

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

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KCDMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 22, 2026	2025 (Q4)	0.17 / -	0.146	―	―	―
Oct 23, 2025	2025 (Q3)	0.16 / 0.15	0.15	1.33% (<+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	0.148	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)	―

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
Oct 23, 2025	$9.61	$9.49	-1.25%
Jul 17, 2025	$9.46	$9.39	-0.74%
Apr 24, 2025	$8.29	$8.49	+2.41%
Jan 23, 2025	$6.94	$7.13	+2.74%

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 Jan 22, 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 Jan 22, 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 2025 (Q4) is 0.18.

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