Analyst Consensus ?
ConsensusHold31 ratings
Bullish1032.2%
Neutral1858.1%
Bearish39.7%
Kimberly-Clark Corporation · KMB · FY2026 Q1 · Calendar Q2 2026
Kimberly-Clark Beats on EPS and Revenue as Volume-Mix Growth and Kenvue Integration Advance
Kimberly-Clark's Q1 FY2026 results show a company executing across multiple fronts: volume-led growth from product innovation, disciplined cost management through the Powering Care program, and strategic integration of Kenvue. The 3% organic volume-mix growth and beats on both EPS and revenue indicate underlying business momentum. However, near-term headwinds from a California distribution-center fire ($20M Q2 impact) and potential oil-driven input-cost inflation ($150-170M if oil stays near $100/barrel) create margin pressure not yet reflected in guidance. The raised category growth outlook (2.5% globally, ~3.3% North America) signals demand confidence, but unchanged full-year guidance implies these tailwinds are expected to offset emerging cost risks. With a bullish score of 85 and confident management tone, the quarter reinforces the thesis that KMB is successfully balancing growth…
Reported Before market openNASDAQConsumer Defensive
$37.58B market cap
90quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$1.97
Consensus $2
EPS surprise
+2.1%
Reported versus consensus
Reported revenue
$4.16B
Consensus $4.09B
Revenue surprise
+1.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$113.21Previous close
$99Low
$133.39Average
$174High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Jul 30, 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 |
|---|---|---|---|---|
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 21, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 16, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 8, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jun 17, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 10, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Mar 30, 2026 |
| Citigroup | Sell | Sell | Maintain | Jan 14, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jan 8, 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 $113.21. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $115 | $108.48 | +1.6% | Jul 21, 2026 |
| UBS | Analyst unavailable | $115 | $108.13 | +1.6% | Jul 16, 2026 |
| Piper Sandler | Analyst unavailable | $121 | $104.28 | +6.9% | Jun 17, 2026 |
| UBS | Analyst unavailable | $106 | $97.4 | -6.4% | Apr 29, 2026 |
| Barclays | Lauren Lieberman | $99 | $97.1 | -12.6% | Apr 14, 2026 |
| Wells Fargo | Analyst unavailable | $100 | $97 | -11.7% | Apr 8, 2026 |
| Wells Fargo | Analyst unavailable | $110 | $109.41 | -2.8% | Feb 17, 2026 |
| UBS | Peter Grom | $110 | $100.51 | -2.8% | Jan 28, 2026 |
| Barclays | Analyst unavailable | $102 | $99.64 | -9.9% | Jan 16, 2026 |
| UBS | Analyst unavailable | $107 | $98.86 | -5.5% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $98.52 | -7.3% | Jan 5, 2026 |
| BNP Paribas | Analyst unavailable | $110 | $109.84 | -2.8% | Dec 1, 2025 |
| Morgan Stanley | Analyst unavailable | $125 | $99.79 | +10.4% | Nov 4, 2025 |
| Evercore ISI | Analyst unavailable | $120 | $102.27 | +6.0% | Nov 4, 2025 |
| Barclays | Analyst unavailable | $132 | $119.71 | +16.6% | Nov 3, 2025 |
| RBC Capital | Nik Modi | $162 | $121.45 | +43.1% | Oct 28, 2025 |
| UBS | Peter Grom | $130 | $120.8 | +14.8% | Oct 8, 2025 |
| Piper Sandler | Michael Lavery | $145 | $123.23 | +28.1% | Oct 2, 2025 |
| Barclays | Analyst unavailable | $131 | $124.34 | +15.7% | Oct 1, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $156 | $133.4 | +37.8% | Apr 23, 2025 |
| Wells Fargo | Analyst unavailable | $140 | $140.71 | +23.7% | Mar 28, 2025 |
| Barclays | Analyst unavailable | $144 | $140.56 | +27.2% | Mar 27, 2025 |
| CFRA | Ana Garcia | $151 | $137.75 | +33.4% | Oct 22, 2024 |
| Deutsche Bank | Steve Powers | $142 | $137.34 | +25.4% | Jul 24, 2024 |
| Piper Sandler | Korrine Wolfmeyer | $174 | $140.79 | +53.7% | Jul 11, 2024 |
| RBC Capital | Nik Modi | $165 | $133.3 | +45.7% | Jun 3, 2024 |
| Barclays | Lauren Lieberman | $136 | $137.78 | +20.1% | Apr 25, 2024 |
| Deutsche Bank | Steve Powers | $132 | $127.27 | +16.6% | Mar 28, 2024 |
| HSBC | Alejandro Zamacona | $146 | $127.27 | +29.0% | Mar 28, 2024 |
| Evercore ISI | Javier Escalante | $150 | $127.27 | +32.5% | Mar 28, 2024 |
| Piper Sandler | Korinne Wolmeyer | $152 | $127.27 | +34.3% | Mar 27, 2024 |
| Morgan Stanley | Dara Mohsenian | $153 | $128.98 | +35.1% | Aug 7, 2023 |
| Jefferies | Stephanie Wissink | $150 | $135.66 | +32.5% | Apr 6, 2023 |
| J.P. Morgan | Analyst unavailable | $124 | $136.74 | +9.5% | Jan 13, 2023 |
| Jefferies | Analyst unavailable | $139 | $137.11 | +22.8% | Jan 4, 2023 |
| Deutsche Bank | Analyst unavailable | $123 | $135.48 | +8.6% | Dec 6, 2022 |
| Wells Fargo | Analyst unavailable | $120 | $112.54 | +6.0% | Oct 3, 2022 |
| UBS | Analyst unavailable | $142 | $132.12 | +25.4% | Jul 27, 2022 |
| Deutsche Bank | Analyst unavailable | $134 | $132.14 | +18.4% | Jul 27, 2022 |
| Barclays | Analyst unavailable | $124 | $128.34 | +9.5% | May 23, 2022 |
| Barclays | Lauren Lieberman | $129 | $142.05 | +13.9% | Apr 28, 2022 |
| Deutsche Bank | Steve Powers | $138 | $143.92 | +21.9% | Apr 25, 2022 |
| Morgan Stanley | Analyst unavailable | $137 | $141.64 | +21.0% | Apr 25, 2022 |
| Wells Fargo | Analyst unavailable | $135 | $138.51 | +19.2% | Apr 25, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $120 | $139.66 | +6.0% | Apr 25, 2022 |
| Goldman Sachs | Jason English | $124 | $125.03 | +9.5% | Apr 3, 2022 |
| UBS | Peter Grom | $138 | $136.25 | +21.9% | Jan 27, 2022 |
| BNP Paribas | Jeff Stent | $148 | $141.86 | +30.7% | Jan 11, 2022 |
| Deutsche Bank | Stephen Powers | $130 | $130.98 | +14.8% | Oct 26, 2021 |
| HSBC | Robert Price | $131 | $135.43 | +15.7% | Sep 9, 2021 |
Track every rating change on KMB the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
+0.2%
Event window
SPY move
-0.5%
Same window
Abnormal move
+0.7%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
+1.8%
Up to 20 sessions
KMBSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
EPS of $1.97 beat the $1.93 consensus by 2.1%, and revenue of $4.163B exceeded the $4.086B estimate by 1.9%. Organic volume-mix growth of 3% was driven by innovation across Baby Care (Snug & Dry, Huggies), Women's Health, and active-aging portfolios. Category growth guidance was raised to 2.5% globally (North America ~3.3%), while full-year financial guidance was maintained. Management disclosed a $20M Q2 revenue impact from a California distribution-center fire and flagged potential $150-170M in incremental input-cost pressure if oil prices remain near $100/barrel, neither of which is built into the current outlook. The stock showed a modest positive abnormal return of +0.68% on the report day with subsequent drift of +1.77% over the following session.
Guidance delta
Full-year financial guidance was maintained, but the category growth outlook was raised to 2.5% globally (North America expected at ~3.3%). Management did not raise overall guidance, implying the improved category view is offset by cost headwinds: a $20M Q2 hit from the California distribution-center fire and potential $150-170M in oil-related input-cost pressure (not yet in the outlook). The capex outlook remains stable.
Key takeaways
- EPS of $1.97 beat the $1.93 estimate by 2.1%; revenue of $4.163B beat the $4.086B estimate by 1.9%
- 3% organic volume-mix growth fueled by new product innovation across Baby Care, Women's Health, and active-aging
- Productivity on track at 6% gross productivity target for the full year via the Powering Care program
- Kenvue integration progressing with 40+ integration teams targeting synergies in logistics, SG&A, and commercial capabilities
- Category growth guidance raised to 2.5% globally; full-year financial guidance otherwise maintained
- $2B supply-chain investment continuing to support cost leadership
Management priorities
- Execute Kenvue integration to capture logistics, SG&A, and commercial synergies
- Maintain 6% productivity through the Powering Care program
- Launch new product initiatives in Q2, including expanded diaper innovations
- Continue $2B supply-chain investment to support cost leadership
- Expand e-commerce and distribution capabilities to drive revenue growth
- Manage commodity cost volatility through PNOC discipline, hedging, and supplier contracts
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T06:41:25.969519+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T06:41:25.966820+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 . For educational purposes only; not investment advice.