KMB · 8-K · 20260804PR052113
Guidance / Outlook
KIMBERLY CLARK CORP · 2026-08-04 · Importance 56 · Surprise 68 · No source text
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 approximately 100 basis points of the expected shortfall to realized and potential China social media disruption impacts. Adjusted operating profit is expected to grow mid-single digits and adjusted EPS from continuing operations high single digits on a constant-currency basis, while adjusted EPS attributable to Kimberly-Clark is expected to decline low single digits; the outlook remains subject to changes in the macro environment.
Key facts
- Adjusted Operating Profit is now expected to grow mid-single digits on a constant-currency basis for 2026. source
- The Company now expects 2026 Organic Sales Growth to be approximately 100 basis points below its weighted average category growth, currently 2% on a trailing twelve-month basis. source
- Adjusted Earnings Per Share from Continuing Operations are expected to grow high single digits on a constant-currency basis including an approximately 30 percent increase in income from equity companies versus 2025. source
- Adjusted Earnings Per Share Attributable to Kimberly-Clark are expected to see a low single digit decline on a constant-currency basis. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +0.5% | The Company now expects 2026 Organic Sales Growth to be approximately 100 basis points below its weighted average category growth,… |
| operating_income | positive | probable | — | Adjusted Operating Profit is now expected to grow mid-single digits on a constant-currency basis for 2026. |
| net_income | positive | probable | — | Adjusted Earnings Per Share from Continuing Operations are expected to grow high single digits on a constant-currency basis including an… |
| net_income | positive | probable | — | Adjusted Earnings Per Share from Continuing Operations are expected to grow high single digits on a constant-currency basis including an… |
| net_income | negative | probable | — | Adjusted Earnings Per Share Attributable to Kimberly-Clark are expected to see a low single digit decline on a constant-currency basis. |