Analyst Consensus ?
ConsensusHold31 ratings
Bullish1032.2%
Neutral1858.1%
Bearish39.7%
Kimberly-Clark Corporation · KMB · FY2025 Q1 · Calendar Q2 2025
KMB: Tariffs pressure outlook as productivity savings continue
The supplied analysis supports a mixed view: productivity savings, product innovation and supply-chain investment provide operating support, but tariff costs, softer top-line conditions and private-label competition weaken the case that resilient demand alone can sustain near-term earnings growth.
Reported Before market openNASDAQConsumer Defensive
$32.03B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.89
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $4.88B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.5%
Event window
SPY move
+2.6%
Same window
Abnormal move
-4.1%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+2.7%
Up to 20 sessions
KMBSPY benchmark
Ask FN2 about KMB FY2025 Q1
Transcript, numbers and history already loaded
What drove KMB's -1.5% move after FY2025 Q1 earnings?What changed in KMB's guidance and outlook in FY2025 Q1?Give me the bull and bear case for KMB after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The main change was a lower FY2025 outlook to flat operating profit and EPS, alongside a newly emphasized tariff burden. Management also highlighted early SG&A savings and continued product innovation as offsets.
Guidance delta
FY2025 operating profit and EPS guidance was revised to flat year over year, reflecting a stated $200 million net tariff headwind.
Key takeaways
- Management described Q1 organic sales as slightly below expectations, citing shipment timing, private-label pressure and strategic pricing.
- A stated $300 million gross tariff impact, primarily tied to China, was framed as a near-term headwind; supply-chain changes are intended to mitigate it.
- The company said its $200 million SG&A savings program was already contributing in Q1.
- Product launches, including Huggies Snug & Dry, remain central to volume and mix improvement.
Management priorities
- Scale Huggies Snug & Dry and other new products
- Advance SG&A productivity and supply-chain transformation
- Re-optimize manufacturing and logistics to mitigate tariff costs
- Continue marketing and innovation investment
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$96.48Previous close
$99Low
$133.03Average
$174High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 8, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 25, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 11, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 5, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 5, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 21, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Mar 30, 2026 |
| Citigroup | Sell | Sell | Maintain | Jan 14, 2026 |
| BNP Paribas Exane | Neutral | Neutral | Maintain | Dec 1, 2025 |
| Argus Research | Buy | Hold | Upgrade | Nov 13, 2025 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Nov 4, 2025 |
| Evercore ISI Group | In Line | Outperform | Downgrade | Nov 4, 2025 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 31, 2025 |
| RBC Capital | Outperform | Outperform | Maintain | Apr 23, 2025 |
| HSBC | Hold | Hold | Maintain | Apr 24, 2024 |
| Goldman Sachs | Buy | Buy | Maintain | Apr 24, 2024 |
| Bernstein | Market Perform | Underperform | Upgrade | Oct 12, 2023 |
| Berenberg | Hold | Hold | Maintain | Apr 26, 2023 |
| Jefferies | Hold | Buy | Downgrade | Jan 4, 2023 |
| Bank of America | Buy | Neutral | Upgrade | Sep 27, 2019 |
| Atlantic Equities | Neutral | Underweight | Upgrade | Jul 24, 2019 |
| Macquarie | Outperform | Neutral | Upgrade | Apr 23, 2019 |
| Societe Generale | Hold | Buy | Downgrade | Aug 15, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| Argus | Buy | Hold | Upgrade | May 5, 2018 |
| CLSA | Underperform | Outperform | Downgrade | Oct 26, 2016 |
| B. Riley Securities | Neutral | Neutral | Maintain | Jan 26, 2016 |
| B. Riley | Neutral | Neutral | Maintain | Jan 26, 2016 |
| BMO Capital | Outperform | Market Perform | Upgrade | Dec 23, 2014 |
| Credit Suisse | Underperform | Underperform | Maintain | Apr 22, 2013 |
| Bank oferica | Buy | Buy | Maintain | Apr 23, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $96.48. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Guggenheim | Analyst unavailable | $120 | $97.22 | +24.4% | Sep 25, 2026 |
| Piper Sandler | Analyst unavailable | $118 | $98.48 | +22.3% | Sep 11, 2026 |
| UBS | Peter Grom | $116 | $110.11 | +20.2% | Aug 5, 2026 |
| Barclays | Analyst unavailable | $115 | $108.48 | +19.2% | Jul 21, 2026 |
| UBS | Analyst unavailable | $115 | $108.13 | +19.2% | Jul 16, 2026 |
| Piper Sandler | Analyst unavailable | $121 | $104.28 | +25.4% | Jun 17, 2026 |
| UBS | Analyst unavailable | $106 | $97.4 | +9.9% | Apr 29, 2026 |
| Barclays | Lauren Lieberman | $99 | $97.1 | +2.6% | Apr 14, 2026 |
| Wells Fargo | Analyst unavailable | $100 | $97 | +3.6% | Apr 8, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $109.41 | +14.0% | Feb 17, 2026 |
| UBS | Peter Grom | $110 | $100.51 | +14.0% | Jan 28, 2026 |
| Barclays | Analyst unavailable | $102 | $99.64 | +5.7% | Jan 16, 2026 |
| UBS | Analyst unavailable | $107 | $98.86 | +10.9% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $98.52 | +8.8% | Jan 5, 2026 |
| BNP Paribas | Analyst unavailable | $110 | $109.84 | +14.0% | Dec 1, 2025 |
| Morgan Stanley | Analyst unavailable | $125 | $99.79 | +29.6% | Nov 4, 2025 |
| Evercore ISI | Analyst unavailable | $120 | $102.27 | +24.4% | Nov 4, 2025 |
| Barclays | Analyst unavailable | $132 | $119.71 | +36.8% | Nov 3, 2025 |
| RBC Capital | Nik Modi | $162 | $121.45 | +67.9% | Oct 28, 2025 |
| UBS | Peter Grom | $130 | $120.8 | +34.7% | Oct 8, 2025 |
| Piper Sandler | Michael Lavery | $145 | $123.23 | +50.3% | Oct 2, 2025 |
| Barclays | Analyst unavailable | $131 | $124.34 | +35.8% | Oct 1, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $156 | $133.4 | +61.7% | Apr 23, 2025 |
| Wells Fargo | Analyst unavailable | $140 | $140.71 | +45.1% | Mar 28, 2025 |
| Barclays | Analyst unavailable | $144 | $140.56 | +49.3% | Mar 27, 2025 |
| CFRA | Ana Garcia | $151 | $137.75 | +56.5% | Oct 22, 2024 |
| Deutsche Bank | Steve Powers | $142 | $137.34 | +47.2% | Jul 24, 2024 |
| Piper Sandler | Korrine Wolfmeyer | $174 | $140.79 | +80.3% | Jul 11, 2024 |
| RBC Capital | Nik Modi | $165 | $133.3 | +71.0% | Jun 3, 2024 |
| Barclays | Lauren Lieberman | $136 | $137.78 | +41.0% | Apr 25, 2024 |
| Deutsche Bank | Steve Powers | $132 | $127.27 | +36.8% | Mar 28, 2024 |
| HSBC | Alejandro Zamacona | $146 | $127.27 | +51.3% | Mar 28, 2024 |
| Evercore ISI | Javier Escalante | $150 | $127.27 | +55.5% | Mar 28, 2024 |
| Piper Sandler | Korinne Wolmeyer | $152 | $127.27 | +57.5% | Mar 27, 2024 |
| Morgan Stanley | Dara Mohsenian | $153 | $128.98 | +58.6% | Aug 7, 2023 |
| Jefferies | Stephanie Wissink | $150 | $135.66 | +55.5% | Apr 6, 2023 |
| J.P. Morgan | Analyst unavailable | $124 | $136.74 | +28.5% | Jan 13, 2023 |
| Jefferies | Analyst unavailable | $139 | $137.11 | +44.1% | Jan 4, 2023 |
| Deutsche Bank | Analyst unavailable | $123 | $135.48 | +27.5% | Dec 6, 2022 |
| Wells Fargo | Analyst unavailable | $120 | $112.54 | +24.4% | Oct 3, 2022 |
| UBS | Analyst unavailable | $142 | $132.12 | +47.2% | Jul 27, 2022 |
| Deutsche Bank | Analyst unavailable | $134 | $132.14 | +38.9% | Jul 27, 2022 |
| Barclays | Analyst unavailable | $124 | $128.34 | +28.5% | May 23, 2022 |
| Barclays | Lauren Lieberman | $129 | $142.05 | +33.7% | Apr 28, 2022 |
| Deutsche Bank | Steve Powers | $138 | $143.92 | +43.0% | Apr 25, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $141.64 | +42.0% | Apr 25, 2022 |
| Wells Fargo | Analyst unavailable | $135 | $138.51 | +39.9% | Apr 25, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $120 | $139.66 | +24.4% | Apr 25, 2022 |
| Goldman Sachs | Jason English | $124 | $125.03 | +28.5% | Apr 3, 2022 |
| UBS | Peter Grom | $138 | $136.25 | +43.0% | Jan 27, 2022 |
| BNP Paribas | Jeff Stent | $148 | $141.86 | +53.4% | Jan 11, 2022 |
| Deutsche Bank | Stephen Powers | $130 | $130.98 | +34.7% | Oct 26, 2021 |
| HSBC | Robert Price | $131 | $135.43 | +35.8% | Sep 9, 2021 |
Track every rating change on KMB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationKimberly-Clark Corporation, together with its subsidiaries, manufactures and markets personal care products in the United States. It operates in two segments, North America and International Personal Care. The North America segment offers disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers, and other related products under the Huggies, Pull-Ups, Goodnites, Kotex, Poise, Depend, Kleenex, Scott, Cottonelle, Viva, Wypall , and other brand names.…
Historical context
All KMB earningsConsumer Defensive peers this season
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|---|---|---|---|---|
| STZ Constellation Brands, Inc. | FY2027 Q2 · Calendar Q4 2026 | +5.4% | +2.4% | Constellation Brands beats expectations and maintains FY27 EPS guidance |
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| CAG Conagra Brands, Inc. | FY2027 Q1 · Calendar Q3 2026 | +44.4% | -4.9% | Conagra maintains outlook while increasing brand investment and simplifying SKUs |
| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-08T00:00:45.761361+00:00
- Polygon adjusted daily market bars · 2026-10-08T08:40:41.537606+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-08T08:40:41.534880+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-08. For educational purposes only; not investment advice.