earnings
confidence high
sentiment neutral
materiality 0.70
Kimberly-Clark Q1 2026: Net sales $4.2B (+2.7%), adj. EPS attributable $1.97 (+2.1%), reaffirms 2026 outlook
KIMBERLY CLARK CORP
2026-Q1 EPS reported
$2.00
revenue$4,163,000,000
- Net sales $4.2B, up 2.7% (organic +2.5%); volume/mix +3% offset by pricing -0.5%.
- Adjusted EPS from continuing ops $1.60 (-1.2%) on higher tax rate; adjusted EPS attributable $1.97 (+2.1%) including discontinued ops.
- Adjusted operating profit $732M (+3.7%) on productivity savings; GAAP gross margin 36.8%, adjusted 37.9% (-60bps).
- Includes $120M insurance settlement benefit and $99M charges for Transformation & Kenvue acquisition costs.
- Reaffirmed 2026 outlook; CEO cites momentum and Kenvue acquisition as 'generational value creation opportunity.'