The earnings call reflected a challenging environment with significant tariff and cost headwinds impacting profitability. Despite these challenges, Kimberly-Clark is making progress with its Powering Care strategy and product innovations. The SG&A savings and successful product launches are positive, but the significant impact of tariffs and less-than-expected sales growth present notable concerns.

Company Guidance -

Q3 2025

During Kimberly-Clark's first quarter 2025 earnings call, the company provided guidance reflecting a nuanced balance of challenges and strategic initiatives. Despite a slightly softer-than-expected top line, the company's performance aligned with its yearly plan, emphasizing its Powering Care strategy. Kimberly-Clark anticipates generating approximately $200 million in SG&A savings over the next few years and is targeting 1.5% to 2% organic sales growth by year-end, signaling a significant ramp-up from the first quarter. The company also faces a noteworthy $300 million gross impact from tariffs and aims to offset one-third of this in 2025, with full mitigation by 2026. To support its strategy, Kimberly-Clark is investing heavily in innovation and marketing, maintaining a 6% advertising level consistent with the prior year, and focusing on providing stronger consumer value propositions globally. As part of its long-term vision, the company seeks to deliver industry-leading productivity and aims to sustain its gross margin target of at least 40% by the decade's end.

Strong Progress in Powering Care Strategy

Kimberly-Clark reported solid progress across the three pillars of their Powering Care strategy, building on a strong foundation established in 2024. The company is optimizing margins and delivering world-class gross productivity enabled by their integrated margin management approach.

SG&A Savings on Track

Kimberly-Clark is on track to generate approximately $200 million of SG&A savings over the next few years, with some savings already realized in the first quarter.

Successful Product Innovations

The company is launching a slate of innovations, such as Huggies Snug & Dry in North America, which has received positive reviews from consumers and is expected to drive growth.

Kimberly Clark (KMB) Earnings, Revenues Date & History

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KMB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.78 / -	1.83	―	―	―
Aug 01, 2025	2025 (Q2)	1.67 / 1.92	1.96	-2.04% (-0.04)
Apr 22, 2025	2025 (Q1)	1.89 / 1.93	2.01	-3.98% (-0.08)
Jan 28, 2025	2024 (Q4)	1.51 / 1.50	1.51	-0.66% (-0.01)
Oct 22, 2024	2024 (Q3)	1.70 / 1.83	1.74	5.17% (+0.09)
Jul 23, 2024	2024 (Q2)	1.71 / 1.96	1.65	18.79% (+0.31)
Apr 23, 2024	2024 (Q1)	1.63 / 2.01	1.67	20.36% (+0.34)
Jan 24, 2024	2023 (Q4)	1.54 / 1.51	1.54	-1.95% (-0.03)
Oct 24, 2023	2023 (Q3)	1.59 / 1.74	1.4	24.29% (+0.34)
Jul 25, 2023	2023 (Q2)	1.48 / 1.65	1.34	23.13% (+0.31)

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

KMB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$124.62	$130.64	+4.83%
Apr 22, 2025	$138.76	$136.64	-1.53%
Jan 28, 2025	$129.03	$127.10	-1.50%
Oct 22, 2024	$140.35	$134.06	-4.48%

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.