Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lauren Lieberman | Barclays | 7 questions · 29% challenging |
| Dara Mohsenian | Morgan Stanley | 6 questions · 17% challenging |
| Chris Carey | Wells Fargo | 5 questions · 20% challenging |
| Javier Escalante | Evercore ISI | 5 questions · 0% challenging |
| Bonnie Herzog | Goldman Sachs | 5 questions · 0% challenging |
| Nik Modi | RBC Capital Markets | 5 questions · 20% challenging |
| Rob Moskow | TD Cowen | 4 questions · 50% challenging |
| Steve Powers | Deutsche Bank | 4 questions · 0% challenging |
| Anna Lizzul | Bank of America | 4 questions · 0% challenging |
| Peter Grom | UBS | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 analyst | 7 questions · 29% challenging |
| Morgan Stanley | 1 analyst | 6 questions · 17% challenging |
| RBC Capital Markets | 1 analyst | 5 questions · 20% challenging |
| Wells Fargo | 1 analyst | 5 questions · 20% challenging |
| Evercore ISI | 1 analyst | 5 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 5 questions · 0% challenging |
| Piper Sandler | 2 analysts | 4 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 4 questions · 0% challenging |
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.
Pricing | Competitive Dynamics | Revenue Growth | Margin | Demand | Guidance Reliability | Cost Pressure | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 1 | 2 | 3 | 1 | 2 | 1 | |
| 2025Q1 | 4 | 1 | 1 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 1 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 1 | 4 | 1 | 1 | 2 | 2 | ||
| 2025Q4 | 1 | 3 | 1 | 4 | 1 | 2 | ||
| 2026Q1 | 3 | 1 | 2 | 1 | 2 | 2 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 1 | 4 | 1 | 1 | 1 | 3 |
| Competitive Dynamics | 1 | 1 | 1 | 4 | 3 | 1 |
| Revenue Growth | 2 | 1 | 3 | 1 | 1 | 2 |
| Margin | 3 | 1 | 1 | 4 | 1 | |
| Demand | 1 | 3 | 1 | 1 | 2 | |
| Guidance Reliability | 1 | 1 | 2 | 2 | 2 | |
| Cost Pressure | 2 | 1 | 4 | |||
| Innovation & R&D | 1 | 1 | 1 | 2 | 1 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Kimberly-Clark (KMB), FY2026 Q1: 5/10. Scores: Kimberly-Clark’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: KMB daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY -14.0% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What KMB and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Shareholders of each company voted overwhelmingly to approve all of the proposals necessary for Kimberly-Clark to complete its acquisition of the Company at their respective Special Meetings of Stockholders held on January 29, 2026.”
Both companies' shareholders approved Kimberly-Clark's cash-and-stock acquisition of Kenvue and the HSR waiting period expired; closing is expected in the second half of 2026 pending foreign regulatory approvals.
“I would say, primarily North America skincare, North America Oral Care has been a challenge and some of their business in China.”
KC's CEO characterizes Kenvue's recent weakness as largely executional, concentrated in North America skincare, North America oral care, and parts of China.
“We look forward to seamlessly plugging Kenvue?brands and businesses into our proven durable operating model.”
Kimberly-Clark expresses strong conviction in integrating Kenvue's brands into its operating model following the announced combination.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KMB Kimberly-Clark | 5 | -14.0% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KVUE Kenvue | 6 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |