KMB · 8-K · 20261102PR120990

Guidance and Outlook

KIMBERLY CLARK CORP · 2026-11-02 · Importance 64 · Surprise 42

Kimberly-Clark reaffirmed anticipated run-rate synergies of approximately $2.1 billion from the Kenvue combination. The estimate comprises approximately $1.9 billion in cost synergies captured during the first three years after closing and approximately $500 million in incremental profit from revenue synergies captured within four years, partially offset by approximately $300 million of reinvestment. The company said it had substantially built its pipeline of cost and revenue initiatives as part of its integration plan.

Key facts

• Kimberly-Clark identifies current and potential trade and tariff actions affecting its operating countries, and resulting negative impacts on its supply chain, commodity costs and consumer spending, as risks. source
• Kimberly-Clark identifies legal proceedings and governmental investigations as risks. source
• Kimberly-Clark identifies fluctuations in foreign currency exchange rates and raw material prices and availability as risks. source
• Kimberly-Clark has paid a dividend for 92 consecutive years. source
• Kimberly-Clark increased its dividend in each of the past 54 consecutive years. source