KMB · Other

KIMBERLY CLARK CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-07

• Kenvue AcquisitionImportance 71 · Surprise 60
  Kimberly-Clark is pursuing a $40 billion acquisition of Kenvue, with closing expected in the fourth quarter of 2026. The transaction is intended to expand Kimberly-Clark’s consumer-health portfolio beyond tissue and…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Kimberly-Clark is progressing toward its approximately $40 billion acquisition of Kenvue, which is expected to close in the fourth quarter of 2026. The transaction would expand Kimberly-Clark into consumer-health…

News · 2026-08-06

• Kenvue AcquisitionImportance 71 · Surprise 60
  Kimberly-Clark is pursuing a $40 billion acquisition of Kenvue, with closing expected in the fourth quarter of 2026. The transaction is intended to expand Kimberly-Clark’s consumer-health portfolio beyond tissue and…

News · 2026-08-05

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Kimberly-Clark is progressing toward its approximately $40 billion acquisition of Kenvue, which is expected to close in the fourth quarter of 2026. The transaction would expand Kimberly-Clark into consumer-health…

10-Q · 2026-08-04

• Capital Expenditure OutlookImportance 89 · Surprise 82
  Capital spending increased to $776 million in the six months ended June 30, 2026, compared with $401 million in the prior-year period. The increase primarily reflected higher planned spending, including investments…
• Operating Cash Flow TrendsImportance 77 · Surprise 82
  Cash provided by operations increased to $1.7 billion for the six months ended June 30, 2026 from $1.1 billion in the prior year. The improvement was driven primarily by an insurance recovery related to a previous…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Kimberly-Clark agreed to acquire Kenvue for approximately 280 million Kimberly-Clark shares plus $6.7 billion of cash consideration. The cash component is expected to be funded with cash on hand, new debt issuance and…
• Kenvue Acquisition FinancingImportance 71 · Surprise 60
  Kimberly-Clark expects to pay approximately $6.7 billion in cash consideration for the Kenvue Acquisition, in addition to issuing approximately 280 million shares. A bridge facility initially provided $7.7 billion of…
• Liquidity and Debt PositionImportance 69 · Surprise 50
  Cash used for financing was $222 million in the first six months of 2026, compared with $1.2 billion in the prior year. The company received $1.3 billion from the IFP Term Loan Facility and used part of the proceeds to…
• Headcount / RestructuringImportance 64 · Surprise 42
  The 2024 Transformation Initiative is expected to reduce the workforce by 4% to 5% across major geographies. The Board extended the initiative through the end of 2028, with expected gross productivity savings of $3.0…
• 2024 Transformation InitiativeImportance 64 · Surprise 42
  The 2024 Transformation Initiative is being extended through the end of 2028 and is intended to improve innovation, margins, productivity and organizational agility across major geographies. Management expects $3.0…
• Gross Margin DriversImportance 62 · Surprise 58
  Second-quarter gross profit increased 10.1% to $1.6 billion and gross margin expanded 330 basis points to 38.3%. Six-month gross profit increased 5.8% to $3.1 billion and gross margin expanded 150 basis points to…
• Segment ProfitabilityImportance 54 · Surprise 40
  North America operating profit increased 10.7% to $725 million in the second quarter and 1.1% to approximately $1.3 billion for the six months ended June 30, 2026. North America profit benefited from tariff refunds and…
• Middle East Conflict ImpactImportance 52 · Surprise 42
  Ongoing geopolitical conflicts in the Middle East have disrupted global energy supplies and increased volatility in energy prices and petroleum-derived raw materials. Kimberly-Clark estimates incremental input costs of…
• Income Tax Rate ChangesImportance 45 · Surprise 64
  The reported effective tax rate increased to 37.9% from 22.6% in the second quarter and to 30.3% from 23.1% for the first six months of 2026. The higher tax rate reduced second-quarter continuing-operations income to…
• China Diaper Demand DisruptionImportance 40 · Surprise 42
  False quality allegations spread through social media in China during the second quarter of 2026, despite independent government-certified testing confirming the quality and safety of Kimberly-Clark’s diaper products.…
• China Diaper Social Media DisruptionImportance 40 · Surprise 42
  During the second quarter of 2026, false allegations about the quality of certain diaper brands spread across social media in China. A government-certified third-party test confirmed the products’ quality and safety,…
• Revenue Performance and MixImportance 25 · Surprise 32
  Net sales increased 0.6% year over year to $4.2 billion in the three months ended June 30, 2026, while six-month sales increased 1.6% to $8.4 billion. Six-month organic sales growth was 1.2%, led by 1.3% volume growth,…
• Geographic Market CommentaryImportance 25 · Surprise 32
  North America net sales declined 1.2% in the second quarter and 0.9% for the first six months of 2026, with quarterly organic sales down 0.7% due primarily to retail inventory changes and disruption from the Los…

8-K · 2026-08-04

• Capital ExpendituresImportance 89 · Surprise 82
  First-half capital spending increased to $776 million from $401 million a year earlier, a $375 million or 93.5% increase. The spending included investments in supply-chain capabilities and the company’s innovation and…
• Liquidity and Debt PositionImportance 69 · Surprise 64
  Cash provided by operations increased to $1.653 billion in the first half of 2026 from $1.097 billion in the prior-year period. Cash and cash equivalents from continuing operations were $956 million at June 30, 2026,…
• Operating Expense TrendsImportance 68 · Surprise 58
  Marketing, research and general expenses increased 16.3% year over year to $1.004 billion in the second quarter and 12.0% to $1.924 billion in the first half. The company cited planned brand investments to drive…
• Headcount / RestructuringImportance 66 · Surprise 74
  The 2024 Transformation Initiative generated $54 million of second-quarter operating charges and $105 million of first-half charges, compared with $121 million and $196 million, respectively, in the prior-year periods.…
• Income Tax Rate ChangesImportance 65 · Surprise 82
  The second-quarter effective tax rate increased to 37.9% from 22.6%, while the adjusted rate was 21.1% versus 20.9% a year earlier. The first-half effective tax rate increased to 30.3% from 23.1%, and the adjusted rate…
• Acquisition / Partnership / DivestitureImportance 59 · Surprise 60
  Kimberly-Clark launched Arbex, its strategic joint venture with Suzano, during the first half of 2026. The company said its pending acquisition of Kenvue remains on track to close by the end of 2026, and reported $109…
• Guidance / OutlookImportance 56 · Surprise 68
  Kimberly-Clark expects 2026 organic sales growth to be approximately 100 basis points below weighted average category growth, with current category growth at 2% on a trailing twelve-month basis. The company attributes…
• Operating Profit and MarginsImportance 49 · Surprise 32
  Second-quarter operating profit increased 6.9% to $633 million, while adjusted operating profit increased 6.2% to $757 million. North America operating profit rose 10.7% to $725 million and IPC operating profit rose…
• North America Supply DisruptionImportance 45 · Surprise 50
  North America net sales declined 1.2% in the second quarter to $2.7 billion. Organic sales decreased 0.7%, primarily because of changes in retail inventories and impacts from the Los Angeles Distribution Center fire.…
• Capital Return ProgramImportance 42 · Surprise 14
  Kimberly-Clark paid $843 million of dividends during the first half of 2026, compared with $824 million a year earlier. Cash dividends declared increased 1.6% to $1.28 per share in the second quarter and to $2.56 per…
• China Diaper Demand DisruptionImportance 40 · Surprise 42
  False allegations about the quality of certain diaper brands materially reduced Kimberly-Clark’s diaper sales in China during the second quarter. Independent testing by a government-certified third party confirmed the…
• Gross Margin DriversImportance 37 · Surprise 32
  Second-quarter gross margin was 38.3%, compared with 35.0% a year earlier, and adjusted gross margin increased 190 basis points to 38.8%. First-half adjusted gross margin rose 60 basis points to 38.3%, driven by…
• ESG and sustainabilityImportance 31 · Surprise 42
  Kimberly-Clark entered the next phase of its sustainable materials innovation program by announcing construction of an alternative natural fibers pilot plant. The pilot plant is being constructed in the Southwest of…
• Competition and Market ShareImportance 28 · Surprise 32
  Kimberly-Clark said its Personal Care categories gained weighted share during the second quarter. The gains were led by Diapers and Pants, reflecting stronger consumer value propositions across the portfolio.…
• Revenue Performance and MixImportance 25 · Surprise 32
  Second-quarter net sales increased 0.6% year over year to $4.189 billion, while first-half net sales rose 1.6% to $8.352 billion. International Personal Care (IPC) sales grew 4.0% to $1.491 billion in the quarter and…
• Market Demand TrendsImportance 25 · Surprise 32
  Kimberly-Clark reported first-half net sales of $8.4 billion, up 1.6%, with organic sales growth of 1.2% and volume growth of 1.3%. North America organic sales declined 0.7% in the second quarter but increased 0.5%…

News · 2026-08-04

• Guidance and OutlookImportance 51 · Surprise 60
  Kimberly-Clark lowered its full-year 2026 sales and profit outlook after the China Huggies disruption and a softer consumer backdrop. The revised outlook incorporates input-cost headwinds, partly offset by tariff…
• Guidance / OutlookImportance 51 · Surprise 60
  Kimberly-Clark lowered its 2026 sales and profit forecasts after false Huggies quality claims disrupted diaper demand in China. Management expects the China-related issue to reduce organic growth and operating profit…
• China Diaper Sales DisruptionImportance 40 · Surprise 42
  False social-media claims that Huggies diapers contain formamide disrupted Kimberly-Clark’s diaper sales in China, despite independent testing cited by the company rejecting the allegations. The disruption reduced…
• Operating Margin DriversImportance 30 · Surprise 40
  Second-quarter adjusted EPS increased 10.4% year over year despite lower reported profit, supported by gross-margin expansion and productivity gains. Cost savings and industry-leading productivity offset several…
• Revenue Performance and MixImportance 25 · Surprise 32
  Kimberly-Clark reported second-quarter 2026 revenue of approximately $4.19 billion, up 0.6% year over year but below the $4.22 billion FactSet estimate. International Personal Care grew, while North America declined,…
• Volume-Mix and Market Share GrowthImportance 20 · Surprise 24
  Kimberly-Clark delivered its 10th consecutive quarter of positive volume-plus-mix performance, indicating continued demand resilience across its branded tissue and hygiene portfolio. The company maintained global…