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Kimberly-Clark

KMB · Consumer Staples

Last earnings Sep 28, 2026  ·  Next earnings Nov 5, 2026

Important announcements

Kimberly-Clark Corporation Announces Extension of the Expiration Date for Exchange Offers for Kenvue NotesOct 28, 2026Kimberly-Clark Announces Successful Consent Solicitations for Kenvue Notes and Amendment to Terms of Exchange OffersOct 13, 2026

Key results

Reported gross marginquarter

36.0 percent

Reported gross margin was 36.0 percent adjusted gross margin was 36.8 percent, down 170 basis points versus the prior year.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Adjusted gross marginquarter

36.8 percent

Reported gross margin was 36.0 percent adjusted gross margin was 36.8 percent, down 170 basis points versus the prior year.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

EPSquarter

$1.34

Diluted earnings per share ( EPS ) attributable to Kimberly-Clark were $1.34 adjusted EPS attributable to Kimberly-Clark were $1.82, broadly in line with prior year.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Gross marginquarter

36.0 percent

Gross margin was 36.0 percent in the quarter, inclusive of $34 million, or approximately 80 basis points, of charges related to the 2024 Transformation Initiative.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

gross margin was 36.8 percent, down 170 basis points versus the prior year reflecting strong productivity gains that were more than offset by unfavorable pricing net of cost inflation, reflecting planned investments to improve price value tiers across the portfolio, as well as incremental tariff-driven costs .

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net incomequarter

$46 million

Net income of equity companies was $46 million broadly in line with year ago.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Diluted EPS attributable to Kimberly-Clark in the quarter were $1.34 on a reported basis, down from $2.69 in the prior year.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Gross marginytd

36.0 percent

For the first nine months of the year, gross margin was 36.0 percent, inclusive of $169 million, or approximately 140 basis points, of charges related to the 2024 Transformation Initiative.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

gross margin was 37.4 percent, down 130 basis points versus the prior year, as strong productivity gains were more than offset by unfavorable pricing net of cost inflation, reflecting planned investments to improve price value tiers across the portfolio, as well as incremental tariff-related costs.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q3 2025
$1.34
EX-99 · Oct 30, 2025
Net income · Q3 2025
$46M
EX-99 · Oct 30, 2025
Reported gross margin · Q3 2025
36.0 percent
EX-99 · Oct 30, 2025
Adjusted gross margin · Q3 2025
36.8 percent
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Reported gross margin36.0 percent——
Adjusted gross margin36.8 percent——
EPS$1.34——
Gross margin36.0 percent——
Net income$46 million——

EX-99 · Oct 30, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNov 5, 2026Verified from the company’s own announcement

Margin

Reported gross margin36.0 percent
Adjusted gross margin36.8 percent
Gross margin36.0 percent
Gross margin36.0 percent

Capital allocation

Dividend$1.4B

The company returned $1.4 billion to shareholders through dividends and repurchases of common stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Qu arter Highlights Unless otherwise noted, reported results in this release are based on continuing operations and exclude the International Family Care and Professional ( IFP ) business, which is reported as discontinued operations

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The company returned $1.4 billion to shareholders through dividends and repurchases of common stock.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Total debt was $7.3 billio n as of September 30, 2025, down from $7.4 billion as of December 31, 2024.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Morgan Securities plc, as mandated lead arrangers, bookrunners and global coordinators and the others lenders party thereto, that provides for (i) EUR 1,170 million of senior unsecured term loans (the IFP Term Loan Facility ) and (ii) a EUR 260 million senior unsecured revolving credit facility (the IFP Revolving Credit Facility ).

SEC original ↗Kimberly-Clark — 10-Q Quarterly report10-QAug 4, 2026

The IFP Term Loan Facility matures in June 2031 and the IFP Revolving Credit Facility matures in June 2031 with two one-year extensions subject to consent of the lenders.

SEC original ↗Kimberly-Clark — 10-Q Quarterly report10-QAug 4, 2026

Borrowings under the IFP Term Loan Facility and the IFP Revolving Credit Facility will bear interest at a rate equal to EURIBOR (subject to a floor of 0.00 %) plus an applicable margin.

SEC original ↗Kimberly-Clark — 10-Q Quarterly report10-QAug 4, 2026

The applicable margin for the IFP Term Loan Facility will range from 0.95 % to 1.90 % depending on our credit rating and is initially 1.15 %.

SEC original ↗Kimberly-Clark — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

The operating environment remains dynamic, but we continue to execute our strategy with discipline and excellence as we play to win, said Kimberly-Clark Chairman and CEO, Mike Hsu.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Gross margin was 36.0 percent in the quarter, inclusive of $34 million, or approximately 80 basis points, of charges related to the 2024 Transformation Initiative.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

This was inclusive of 2024 Transformation Initiative charges totaling $62 million.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

For the first nine months of the year, gross margin was 36.0 percent, inclusive of $169 million, or approximately 140 basis points, of charges related to the 2024 Transformation Initiative.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Year-to-date operating profit was $1.8 billion, including $258 million of costs related to the 2024 Transformation Initiative.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

Excluding these charges, adjusted gross margin was 36.8 percent, down 170 basis points versus the prior year reflecting strong productivity gains that were more than offset by unfavorable pricing net of cost inflation, reflecting planned investments to improve price value tiers across the portfolio, as well as incremental tariff-driven costs .

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding these charges, adjusted operating profit was $683 million, in line with the prior year as a combination of lower marketing, research and general expenses driven by efficiency gains as well as lower incentive accruals versus the prior year offset gross margin headwinds.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding these charges, adjusted gross margin was 37.4 percent, down 130 basis points versus the prior year, as strong productivity gains were more than offset by unfavorable pricing net of cost inflation, reflecting planned investments to improve price value tiers across the portfolio, as well as incremental tariff-related costs.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

This decline reflected an unfavorable impact from currency translation of 80 basis points and the gross profit headwinds discussed above that were partially offset by lower marketing, research and general expenses driven by efficiency gains.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding these items, adjusted EPS attributable to Kimberly-Clark were $5.67 compared to $5.80 last year down 2.2 percent and inclusive of currency trans lation headwinds of 160 basis points.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Operating profit of $640 million was in line with prior year despite a 220 basis point headwind from divestiture and business exits.

SEC original ↗Kimberly-Clark — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Documents

Earnings deck slides

0 decks with slide view

Kimberly-Clark — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples

Filings

65 documents

Earnings releases

24 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Kimberly-Clark are held in this edition of the library.

Mentioned by

15 companies

Other tracked companies whose held documents mention Kimberly-Clark by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.