KMB · 8-K · 20261015PR115960
Guidance and Outlook
KIMBERLY CLARK CORP · 2026-10-15 · Importance 47 · Surprise 32 · In source text
Kimberly-Clark expects 2026 organic sales growth to be approximately 100 basis points below weighted average category growth in the categories and countries where it competes; category growth is approximately 1.7% on a trailing 12-month basis. The company expects adjusted operating profit to grow at a mid-single-digit rate and adjusted EPS from continuing operations to grow at a high-single-digit rate, both on a constant-currency basis. Adjusted EPS attributable to Kimberly-Clark is expected to decline at a low-single-digit rate on a constant-currency basis. The outlook excludes potential acquisitions, including the pending Kenvue acquisition, divestitures, and other items not yet identified and quantified.
Key facts
- Kimberly-Clark expects 2026 organic sales growth to be approximately 100 basis points below weighted average category growth in the categories and countries where it competes. source
- Kimberly-Clark expects adjusted operating profit to grow mid-single digits on a constant-currency basis in 2026. source
- Kimberly-Clark expects adjusted earnings per share from continuing operations to grow high single digits on a constant-currency basis in 2026. source
- Kimberly-Clark expects adjusted earnings per share attributable to Kimberly-Clark to decline low single digits on a constant-currency basis in 2026. source
- Kimberly-Clark’s 2026 outlook excludes the impact of potential acquisitions, including its previously announced pending acquisition of Kenvue Inc. source
- Kimberly-Clark’s 2026 outlook remained consistent with previous expectations based on preliminary third-quarter results. source
- Kimberly-Clark’s weighted average category growth was approximately 1.7 percent on a trailing 12-month basis. source
- Kimberly-Clark planned to issue its final third-quarter 2026 results on November 5, 2026, with the press release and supplemental materials expected at approximately 6:30 a.m. EST. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | committed | — | Kimberly-Clark expects 2026 organic sales growth to be approximately 100 basis points below weighted average category growth in the… |
| operating_income | positive | committed | — | Kimberly-Clark expects adjusted operating profit to grow mid-single digits on a constant-currency basis in 2026. |
| net_income | positive | committed | — | Kimberly-Clark expects adjusted earnings per share from continuing operations to grow high single digits on a constant-currency basis in… |
| net_income | negative | committed | — | Kimberly-Clark expects adjusted earnings per share attributable to Kimberly-Clark to decline low single digits on a constant-currency… |