Kimberly-Clark Corporation · KMB · Next earnings

Kimberly-Clark Corporation reports Wednesday, Jan 27, 2027

KMB reports before market open with consensus EPS at $1.65 and revenue at $4.13B. Last quarter: KMB: Durable volume growth, but outlook lowered amid disruption

Reports Before market open83 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.65 Calendar consensus
Consensus revenue $4.13B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session Before market open 83 days away

Where KMB left off: FY2026 Q2

Full report

KMB: Durable volume growth, but outlook lowered amid disruption

EPS surprise -10.4% Reported $1.80 vs $2.01
Revenue surprise -0.8% Reported $4.19B vs $4.22B
Stock move +3.7% Event window
Subsequent drift -4.0% Up to 20 sessions

Management lowered full-year outlook; the transcript analysis does not provide the revised numerical guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • China regulatory investigation and diaper-product disruption.
  • Inflationary input-cost pressure, including an estimated $150 million H2 headwind.
  • Retailer destocking and promotional intensity in North America.
  • Middle East geopolitical instability affecting commodity markets.
  • Uncertainty around Kenvue transaction timing and integration.

Questions analysts left open

  • Timing of tariff refunds and their effect on results.
  • China diaper disruption and expected normalization.
  • 2027 outlook amid current volatility.
  • U.S. promotions and pricing strategy.
  • Timing of Kenvue synergy realization.

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Recent KMB quarters

All KMB earnings
+3.7%FY2026 Q2+0.2%FY2026 Q1+3.0%FY2025 Q3+4.8%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.