KMB · 8-K · 20260804PR052113
Operating Profit and Margins
KIMBERLY CLARK CORP · 2026-08-04 · Importance 49 · Surprise 32 · No source text
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 2.2% to $186 million in the quarter. Adjusted operating profit benefited from tariff refunds, productivity savings, favorable currency, and lower corporate costs, but faced a 210-basis-point headwind from business exits and China social-media disruption.
Key facts
- North America operating profit of $725 million increased 10.7 percent in the quarter driven by one-time tariff refunds and strong productivity savings. source
- Operating profit for the quarter was $633 million, while adjusted operating profit was $757 million, up 6.2 percent versus the prior year. source
- Adjusted operating profit was $757 million compared to $713 million, an increase of 6.2 percent, driven by increased adjusted gross profit and favorable currency impacts. source
- Year-to-date operating profit was $1.4 billion compared to $1.2 billion in the prior year; excluding net charges adjusted operating profit was $1.5 billion compared to $1.4 billion, an increase of 4.9 percent. source
- Income (loss) from discontinued operations, net of income taxes was $(60) million compared to $68 million in the prior year, inclusive of $72 million and $33 million, respectively, of pre-tax separation costs. source
- Diluted earnings per share ("EPS") from continuing operations were $1.22; adjusted EPS from continuing operations were $1.80, up 10.4 percent versus the prior year. source
- Diluted EPS attributable to Kimberly-Clark were $1.04; adjusted EPS attributable to Kimberly-Clark were $2.12, up 10.4 percent versus the prior year. source
- Through the first half diluted EPS from continuing operations were $2.91 compared to $2.72 in the prior year; adjusted EPS from continuing operations were $3.40, an increase of 4.6 percent. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +2.4% | Year-to-date operating profit was $1.4 billion compared to $1.2 billion in the prior year; excluding net charges adjusted operating profit… |
| operating_income | positive | realized | +1.7% | North America operating profit of $725 million increased 10.7 percent in the quarter driven by one-time tariff refunds and strong… |
| operating_income | positive | realized | +1.1% | Operating profit for the quarter was $633 million, while adjusted operating profit was $757 million, up 6.2 percent versus the prior year. |