Kimberly-Clark Corporation · KMB · Next earnings

Kimberly-Clark Corporation reports Thursday, Oct 29, 2026

KMB reports before market open with consensus EPS at $1.62 and revenue at $4.14B. Last quarter: Kimberly-Clark Beats on EPS and Revenue as Volume-Mix Growth and Kenvue Integration Advance

Reports Before market open39 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.62 Calendar consensus
Consensus revenue $4.14B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where KMB left off: FY2026 Q1

Full report

Kimberly-Clark Beats on EPS and Revenue as Volume-Mix Growth and Kenvue Integration Advance

EPS surprise +2.1% Reported $1.97 vs $1.93
Revenue surprise +1.9% Reported $4.16B vs $4.09B
Stock move +0.2% Event window
Subsequent drift +1.8% Up to 20 sessions

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.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Oil price volatility could drive $150-170M in incremental input-cost pressure if prices stay near $100/barrel, not yet reflected in guidance
  • $20M Q2 revenue impact from California distribution-center fire
  • Kenvue integration execution risk and ability to achieve targeted synergies
  • Promotional intensity and pricing pressures in a competitive North American market

Questions analysts left open

  • How pricing will be managed in North America amid promotional activity
  • Mitigation actions for higher oil-related input costs
  • Impact of the California distribution-center fire on Q2 results
  • Timeline and effectiveness of Kenvue integration and synergy capture
  • Sustainability of the raised category-growth guidance

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Recent KMB quarters

All KMB earnings
+0.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.