KMB · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
KIMBERLY CLARK CORP · 2026-08-04 · Importance 25 · Surprise 32 · From source text
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, while divestitures and business exits reduced reported sales by 1.1%. The China diaper social media disruption reduced second-quarter organic sales growth by approximately 50 basis points and is expected to continue affecting sales and profits in the near term. International Personal Care sales increased 4.0% to $1.5 billion in the quarter and 6.5% to $3.0 billion year to date, while North America sales declined 1.2% to $2.7 billion and 0.9% to $5.3 billion, respectively.
Key facts
- Consolidated net sales for the three months ended June 30, 2026 were $4,189 compared to $4,163 in the prior year, an increase of 0.6%. source
- Consolidated net sales for the six months ended June 30, 2026 were $8,352 compared to $8,217 in the prior year, an increase of 1.6%. source
- Net sales of $4.2 billion for the three months ended June 30, 2026 increased 0.6% primarily driven by favorable currency impacts, with organic sales growth relatively flat and approximately 50 basis points negative impact from the China social media disruption. source
- Net sales for North America for the three months ended June 30, 2026 were $2,698 compared to $2,730 in the prior year, a decrease of 1.2%. source
- Net sales for International Personal Care (IPC) for the three months ended June 30, 2026 were $1,491 compared to $1,433 in the prior year, an increase of 4.0%, primarily driven by favorable currency impacts of 3.1% and organic sales growth of 1.0%. source
- Diluted earnings per share from continuing operations for the three months ended June 30, 2026 were $1.22 compared to $1.33 in the prior year; adjusted diluted EPS for the three months was $1.80 representing a 10.4% increase compared to prior year. source
- Diluted earnings per share from continuing operations for the six months ended June 30, 2026 were $2.91 compared to $2.72 in the prior year; adjusted diluted EPS for the six months was $3.40 representing a 4.6% increase compared to prior year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +3.2% | Consolidated net sales for the six months ended June 30, 2026 were $8,352 compared to $8,217 in the prior year, an increase of 1.6%. |
| revenue | positive | realized | +1.4% | Net sales for International Personal Care (IPC) for the three months ended June 30, 2026 were $1,491 compared to $1,433 in the prior year,… |
| revenue | negative | realized | -0.8% | Net sales for North America for the three months ended June 30, 2026 were $2,698 compared to $2,730 in the prior year, a decrease of 1.2%. |
| revenue | positive | realized | +0.6% | Consolidated net sales for the three months ended June 30, 2026 were $4,189 compared to $4,163 in the prior year, an increase of 0.6%. |