Q1 26 EPS
$1.97
BEAT +2.24%
Est. $1.93
Q1 26 Revenue
$4.16B
BEAT +1.69%
Est. $4.09B
vs S&P Since Q1 26
+2.4%
BEATING MARKET
KMB +11.0% vs S&P +8.7%
Market Reaction
Did KMB Beat Earnings? Q1 2026 Results
Kimberly-Clark delivered a solid beat to open fiscal 2026, posting adjusted EPS attributable to the company of $1.97 against a consensus estimate of $1.93, a 2.24% beat that extended the consumer products giant's streak of topping Wall Street expecta… Read more Kimberly-Clark delivered a solid beat to open fiscal 2026, posting adjusted EPS attributable to the company of $1.97 against a consensus estimate of $1.93, a 2.24% beat that extended the consumer products giant's streak of topping Wall Street expectations to four consecutive quarters. Revenue came in at $4.16 billion, clearing the $4.09 billion estimate by 1.69%, though reported net sales fell 14.0% year-over-year as the company's International Family Care and Professional business is now classified as discontinued operations ahead of its expected mid-2026 close as a joint venture with Suzano. The clearest engine behind the quarter was International Personal Care, where net sales climbed 9.1% to $1.51 billion and operating profit surged 21.9% to $245.00 million, providing meaningful offset to a softer North America segment weighed down by the planned exit of the U.S. Private label diaper business. With analysts already eyeing the pending Kenvue acquisition as a key value catalyst, management reaffirmed its 2026 outlook, calling for organic sales growth in line with or ahead of approximately 2.5% category growth and double-digit adjusted EPS growth from continuing operations on a constant-currency basis.
Key Takeaways
- • Organic sales growth of 2.5% driven by volume-plus-mix growth of 3.0%
- • International Personal Care organic sales growth of 4.0% with volume-led growth of 4.1%
- • Strong productivity savings across the business
- • Lower marketing, research and general expenses reflecting overhead savings
- • Favorable currency translation of 2.0%
- • $120 million insurance recovery benefit from settlement of claims related to a previous acquisition
KMB YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
KMB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our first quarter results highlight the strength and resilience of the growth engine we've built through Powering Care. We continued to deliver solid volume-plus-mix performance while building share momentum despite continued geopolitical and macroeconomic uncertainty. We accomplished this by driving consumer-inspired innovation, growing brand love, and executing exceptionally well as a team. Simultaneously, we continue to generate meaningful cost savings that reinforce our strong financial foundation and enable us to invest in our exciting future.”
— Mike Hsu, Q1 2026 Earnings Press Release
KMB Earnings Trends
KMB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KMB EPS Trend
Earnings per share: estimate vs actual
KMB Revenue Trend
Quarterly revenue: estimate vs actual
KMB Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $2.01 | $2.12 | +5.68% | $4.19B | -0.82% |
| Q1 26 BEAT | $1.93 | $1.97 | +2.24% | $4.16B | +1.69% |
| Q4 25 BEAT FY | $1.81 | $1.86 | +2.66% | $4.08B | -0.27% |
| FY Full Year | — | $7.53 | — | $16.45B | — |
| Q3 25 BEAT | $1.75 | $1.82 | +3.93% | $4.15B | +1.31% |
| Q2 25 BEAT | $1.67 | $1.92 | +14.89% | $4.16B | -9.73% |
| Q1 25 BEAT | $1.89 | $1.93 | +2.04% | $4.84B | -1.10% |