Kimberly Clark (KMB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.03

Last Year’s EPS

1.92

Same Quarter Last Year

Analyst Consensus

Hold

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational execution: sustained organic growth (3% volume+mix), industry-leading productivity (6% gross productivity), share gains across most markets, and active integration planning for the Kenvue combination. Management flagged clear near-term headwinds — a Q2 hit from a California DC fire (~$20M top-line; ~$50M bottom-line in Q2) and potential incremental input costs in H2 of roughly $150–$170M if oil averages ~$100/barrel — but stressed a broad toolkit (pricing net of costs, RGM, productivity, supplier contracting and hedging) and historical ability to recover input-cost inflation. Overall, the positives — market share gains, margin expansion guidance, strong productivity and international growth — were presented as outweighing the identifiable near-term cost uncertainties, though management acknowledged execution risk and timing uncertainty in mitigations.

Company Guidance

Management maintained its full‑year outlook while flagging near‑term headwinds and the levers it will use to address them: Q1 showed volume‑plus‑mix up 3% (with organic sales growth running about 2.5%), and management raised its rolling‑12‑month category growth outlook to 2.5% (North America cited near ~3.3%); however Q2 will face a ~$20m top‑line hit (≈70–80 bps in North America) from the California DC fire and roughly $50m of incremental operating profit pressure in Q2 from inflation and the fire. If oil averages ~$100/barrel in the back half, management estimated another ~$150–170m of gross input cost exposure (not built into guidance), noting it is ~80% covered across the cost basket via contracts and hedges. Offsets include a very strong productivity pipeline (two prior years of ~6% gross productivity, Q1 already at 6% and a full‑year 6% target), $2bn North America supply‑chain investment, and pricing‑net‑of‑cost discipline; the company said gross margin was down ~60 bps year‑over‑year in Q1 but sequentially improved, operating profit margin expanded ~20 bps this quarter (overhead ~13%, down ~90 bps YoY), and it still expects full‑year gross margin and operating profit margin expansion of roughly 70–80 bps.

Organic Sales and Volume+Mix Growth

Delivered solid organic sales growth in Q1 with volume plus mix increasing to 3%, building on consecutive quarters/years of broad-based growth and reflecting strong base-business momentum.

Innovation Driving Market Share

Innovation across the Good/Better/Best ladder fueled share gains across priority categories (Baby Care, Women's Health, active aging); management reported share increases in ~95% of sales-weighted North America markets and ~84% internationally.

Industry-Leading Productivity

Company reported 6% gross productivity in Q1, marking back-to-back years of 6% gross productivity and targeting 6% for the full year, supported by a rich pipeline of initiatives.

Supply Chain and Capital Investment

Advancing a $2 billion investment in North America supply chain (announced prior quarters) and leveraging a fast, lean operating model to reduce costs and increase agility.

Margin Trends and Guidance

Q1 operating profit margin expanded ~20 basis points sequentially; gross margin was ~60 basis points below prior year (expected) but management expects full-year gross margin and operating profit margin expansion in the vicinity of 70–80 basis points.

Category Growth Outlook

Raised category growth outlook to ~2.5% (from 2% previously) on a trailing 12-month view; North America category showed rebound with management citing stronger Q1 performance (management referenced ~3.3% in discussion).

International Strength

Reported strong performance in Southeast Asia, India and Australia (including double-digit growth in several markets); highlighted Korea where births rose ~6.5% in 2025 and the category grew ~20%, with Kimberly-Clark holding >60% share.

Integration & Synergy Readiness (Kenvue)

Integration planning for Kenvue combination progressing: >40 integration teams, claimed line of sight to synergies across COGS and SG&A, leadership bench roughly 50/50 across both companies, and opportunities in distribution, e‑commerce and systems simplification.

Kimberly Clark (KMB) 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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KMB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 28, 2026	2026 (Q2)	2.03 / -	1.92	―	―	―
Apr 28, 2026	2026 (Q1)	1.93 / 1.97	1.93	2.07% (+0.04)
Jan 27, 2026	2025 (Q4)	1.81 / 1.86	1.5	24.00% (+0.36)
Oct 30, 2025	2025 (Q3)	1.75 / 1.82	1.83	-0.55% (-0.01)
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)

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
Apr 28, 2026	$98.25	$98.44	+0.19%
Jan 27, 2026	$99.91	$99.41	-0.49%
Oct 30, 2025	$113.91	$117.32	+2.99%
Aug 01, 2025	$120.44	$126.25	+4.83%

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.