Kimberly-Clark (KMB) Misses Q1 EPS by 33c; offers outlook

Kimberly-Clark (NASDAQ: KMB) reported Q1 EPS of $1.97, $0.04 better than the analyst estimate of $1.93. Revenue for the quarter came in at $4.2 billion versus the consensus estimate of $4.09 billion.

2026 Outlook

Consistent with the Company\'s long term growth algorithm, it continues to expect 2026 Organic Sales Growth to grow in line to ahead of the weighted average growth in the categories and countries it competes, which for the latest twelve months grew at approximately two-and-a-half percent. Reported Net Sales are forecast to reflect a negative impact of 50 basis points from the exit of the company\'s private label diaper business in the US and an approximately 50 basis points favorable impact from currency translation. Adjusted Operating Profit is expected to grow at a mid-to-high single-digit rate on a constant-currency basis. Adjusted Earnings Per Share from Continuing Operations are expected to grow at a double-digit rate on a constant-currency basis driven by an approximately 40 percent increase in income from equity companies versus 2025, expectations of flat net interest expense, an Adjusted Effective Tax Rate of approximately 23 percent, and average shares outstanding essentially unchanged versus 2025. Adjusted Earnings Per Share Attributable to Kimberly-Clark are expected to be flat on a constant-currency basis reflecting a reduction in Income from Discontinued Operations in line with the expected close of the IFP transaction in mid-2026, the proceeds from which will be held to fund, in part, the Kenvue acquisition. Earnings Per Share are expected to be favorably impacted by currency translation of approximately 170 basis points.

For earnings history and earnings-related data on Kimberly-Clark (KMB) click here.

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