Analyst Consensus ?
ConsensusHold31 ratings
Bullish1032.2%
Neutral1858.1%
Bearish39.7%
Kimberly-Clark Corporation · KMB · FY2025 Q2 · Calendar Q3 2025
KMB: Volume momentum improves, but execution risks remain
The supplied analysis supports a cautiously constructive operating thesis: stronger volume, innovation, productivity, and a higher-margin portfolio focus improve the growth setup, but sustained progress depends on pricing discipline, consumer resilience, and execution.
Reported Before market openNASDAQConsumer Defensive
$31.32B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.92
Consensus $1.67
EPS surprise
+15.0%
Reported versus consensus
Reported revenue
$4.16B
Consensus $4.85B
Revenue surprise
-14.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+4.8%
Event window
SPY move
-1.6%
Same window
Abnormal move
+6.5%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
-1.1%
Up to 20 sessions
KMBSPY benchmark
Ask FN2 about KMB FY2025 Q2
Transcript, numbers and history already loaded
Why did KMB rise 4.8% after beating EPS estimates in FY2025 Q2?What changed in KMB's guidance and outlook in FY2025 Q2?Give me the bull and bear case for KMB after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior analysis, the emphasis shifted from tariff-driven earnings pressure and softer organic sales toward stronger volume execution, innovation-led share gains, and portfolio actions intended to improve mix and margins.
Guidance delta
Guidance sentiment was maintained; management emphasized continued volume-and-mix-led growth while noting consumer and tariff uncertainty.
Key takeaways
- The current analysis describes the strongest volume quarter in five years, led by innovation and value-tier rollout.
- Management highlighted share gains and a portfolio shift toward higher-margin personal care businesses.
- Pricing discipline, productivity, and marketing investment remain central to protecting margins.
- The prior quarter emphasized tariff pressure and a softer top-line backdrop; the current analysis points to improved volume momentum.
Management priorities
- Scale advertising and brand investment in the second half
- Execute the Suzano joint venture and separate International Family Care
- Maintain innovation across value tiers
- Continue productivity and SG&A savings efforts
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$94.36Current
$99Low
$133.03Average
$174High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 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 |
|---|---|---|---|---|
| B of A Securities | Buy | Buy | Maintain | Sep 25, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 11, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 10, 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 current price $94.36. 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 | +27.2% | Sep 25, 2026 |
| Piper Sandler | Analyst unavailable | $118 | $98.48 | +25.1% | Sep 11, 2026 |
| UBS | Peter Grom | $116 | $110.11 | +22.9% | Aug 5, 2026 |
| Barclays | Analyst unavailable | $115 | $108.48 | +21.9% | Jul 21, 2026 |
| UBS | Analyst unavailable | $115 | $108.13 | +21.9% | Jul 16, 2026 |
| Piper Sandler | Analyst unavailable | $121 | $104.28 | +28.2% | Jun 17, 2026 |
| UBS | Analyst unavailable | $106 | $97.4 | +12.3% | Apr 29, 2026 |
| Barclays | Lauren Lieberman | $99 | $97.1 | +4.9% | Apr 14, 2026 |
| Wells Fargo | Analyst unavailable | $100 | $97 | +6.0% | Apr 8, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $109.41 | +16.6% | Feb 17, 2026 |
| UBS | Peter Grom | $110 | $100.51 | +16.6% | Jan 28, 2026 |
| Barclays | Analyst unavailable | $102 | $99.64 | +8.1% | Jan 16, 2026 |
| UBS | Analyst unavailable | $107 | $98.86 | +13.4% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $98.52 | +11.3% | Jan 5, 2026 |
| BNP Paribas | Analyst unavailable | $110 | $109.84 | +16.6% | Dec 1, 2025 |
| Morgan Stanley | Analyst unavailable | $125 | $99.79 | +32.5% | Nov 4, 2025 |
| Evercore ISI | Analyst unavailable | $120 | $102.27 | +27.2% | Nov 4, 2025 |
| Barclays | Analyst unavailable | $132 | $119.71 | +39.9% | Nov 3, 2025 |
| RBC Capital | Nik Modi | $162 | $121.45 | +71.7% | Oct 28, 2025 |
| UBS | Peter Grom | $130 | $120.8 | +37.8% | Oct 8, 2025 |
| Piper Sandler | Michael Lavery | $145 | $123.23 | +53.7% | Oct 2, 2025 |
| Barclays | Analyst unavailable | $131 | $124.34 | +38.8% | Oct 1, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $156 | $133.4 | +65.3% | Apr 23, 2025 |
| Wells Fargo | Analyst unavailable | $140 | $140.71 | +48.4% | Mar 28, 2025 |
| Barclays | Analyst unavailable | $144 | $140.56 | +52.6% | Mar 27, 2025 |
| CFRA | Ana Garcia | $151 | $137.75 | +60.0% | Oct 22, 2024 |
| Deutsche Bank | Steve Powers | $142 | $137.34 | +50.5% | Jul 24, 2024 |
| Piper Sandler | Korrine Wolfmeyer | $174 | $140.79 | +84.4% | Jul 11, 2024 |
| RBC Capital | Nik Modi | $165 | $133.3 | +74.9% | Jun 3, 2024 |
| Barclays | Lauren Lieberman | $136 | $137.78 | +44.1% | Apr 25, 2024 |
| Deutsche Bank | Steve Powers | $132 | $127.27 | +39.9% | Mar 28, 2024 |
| HSBC | Alejandro Zamacona | $146 | $127.27 | +54.7% | Mar 28, 2024 |
| Evercore ISI | Javier Escalante | $150 | $127.27 | +59.0% | Mar 28, 2024 |
| Piper Sandler | Korinne Wolmeyer | $152 | $127.27 | +61.1% | Mar 27, 2024 |
| Morgan Stanley | Dara Mohsenian | $153 | $128.98 | +62.1% | Aug 7, 2023 |
| Jefferies | Stephanie Wissink | $150 | $135.66 | +59.0% | Apr 6, 2023 |
| J.P. Morgan | Analyst unavailable | $124 | $136.74 | +31.4% | Jan 13, 2023 |
| Jefferies | Analyst unavailable | $139 | $137.11 | +47.3% | Jan 4, 2023 |
| Deutsche Bank | Analyst unavailable | $123 | $135.48 | +30.4% | Dec 6, 2022 |
| Wells Fargo | Analyst unavailable | $120 | $112.54 | +27.2% | Oct 3, 2022 |
| UBS | Analyst unavailable | $142 | $132.12 | +50.5% | Jul 27, 2022 |
| Deutsche Bank | Analyst unavailable | $134 | $132.14 | +42.0% | Jul 27, 2022 |
| Barclays | Analyst unavailable | $124 | $128.34 | +31.4% | May 23, 2022 |
| Barclays | Lauren Lieberman | $129 | $142.05 | +36.7% | Apr 28, 2022 |
| Deutsche Bank | Steve Powers | $138 | $143.92 | +46.2% | Apr 25, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $141.64 | +45.2% | Apr 25, 2022 |
| Wells Fargo | Analyst unavailable | $135 | $138.51 | +43.1% | Apr 25, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $120 | $139.66 | +27.2% | Apr 25, 2022 |
| Goldman Sachs | Jason English | $124 | $125.03 | +31.4% | Apr 3, 2022 |
| UBS | Peter Grom | $138 | $136.25 | +46.2% | Jan 27, 2022 |
| BNP Paribas | Jeff Stent | $148 | $141.86 | +56.8% | Jan 11, 2022 |
| Deutsche Bank | Stephen Powers | $130 | $130.98 | +37.8% | Oct 26, 2021 |
| HSBC | Robert Price | $131 | $135.43 | +38.8% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
| 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 |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the KMB recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-03T05:56:08.520858+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T05:56:08.518069+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 2026-10-03. For educational purposes only; not investment advice.