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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Kimberly-Clark (KMB) is 5/10.
Kimberly-Clark delivered Q1 2026 organic sales growth of 2.5% driven by 3% volume plus mix, with operating profit margin expanding 20 basis points as overhead declined 90 basis points year-over-year to 13%. Category growth outlook was upgraded from 2% to 2.5%, and gross productivity reached 6% of COGS in Q1. The Kenvue integration planning was advancing, and the company was up in 95% of sales-weighted North America markets on share. A potential $150-170 million second-half oil headwind was flagged but not incorporated into guidance, and full-year gross and operating margins were expected to expand 70-80 basis points.
Scored from Kimberly-Clark’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.93B | -0.8% | $1.34 | -10.7% | 34.0% | 11.1% | 9.1% | $608M |
| FY2025 Q1 | $4.84B | -6.0% | $1.70 | -11.0% | 35.8% | 15.9% | 11.7% | $123M |
| FY2025 Q2 | $4.16B | -1.6% | $1.53 |
| -5.0% |
| 35.0% |
| 14.2% |
| 12.2% |
| $573M |
| FY2025 Q3 | $4.13B | -0.3% | $1.34 | -50.2% | 35.7% | 15.0% | 10.8% | $1.11B |
| FY2025 Q4 | $4.08B | -17.2% | $1.50 | +11.9% | 35.9% | 12.4% | 12.2% | $575M |
| FY2026 Q1 | $4.16B | -14.0% | $2.00 | +17.6% | 36.8% | 11.4% | 16.0% | $321M |
| FY2026 Q2 | $4.19B | +0.6% | $1.04 | -32.0% | 38.3% | 15.1% | 8.2% | $877M |