earnings
confidence high
sentiment neutral
materiality 0.70
Kimberly-Clark Q2 net sales $4.2B, flat organic; adjusted EPS $1.80, +10.4%; China disruption
KIMBERLY CLARK CORP
- Net sales $4.2B, up 0.6%; organic sales flat; adjusted gross margin 38.8%, up 190 bps YoY.
- Adjusted EPS from continuing ops $1.80, up 10.4%; adjusted EPS attributable to K-C $2.12, up 10.4%.
- China social media disruption negatively impacted diaper sales in Q2; expected to further impact near-term sales and profits.
- Strategic updates: Arbex JV with Suzano launched; Kenvue acquisition on track for year-end close; alternative fibers pilot plant announced.
- CEO cites discrete headwinds that will moderate 2026 growth and earnings potential; no specific guidance numbers provided.