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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 |
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Kimberly-Clark delivered its strongest volume quarter in five years in Q2 2025 with 4.5% branded consumption growth in North America, and raised operating profit guidance from about flat to low-to-mid single-digit constant currency growth. The IFP joint venture with Suzano was announced, and the tariff impact was reduced by $130 million from initial estimates. Award-winning marketing transformation continued driving weighted share gains, and gross productivity reached 5.8% in Q2. The IFP depreciation pause contributed $0.16 to full-year EPS.
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 |
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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 Q2Selected | $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 |
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).
Calendar quarter Q2 2025Earnings call Aug 1, 2025
FY2025 Q2 in brief
Kimberly-Clark delivered its strongest volume quarter in five years in Q2 2025 with 4.5% branded consumption growth in North America, and raised operating profit guidance from about flat to low-to-mid single-digit constant currency growth.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Kimberly-Clark (KMB), FY2025 Q2: 7/10. 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 -1.61% → base 4. 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 FY2025 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”
P&G's count of top-25 Circana Pacesetters innovation launches exceeded the combined total of its 7 largest CPG rivals, including Kimberly-Clark, for a fifth straight year.
“Year-to-date, $271 billion in market capitalization, including Shopify and Kimberly-Clark have switched to Nasdaq. This represents the best first half performance since the official launch of our switch program 20 years ago.”
Kimberly-Clark switched its stock listing to Nasdaq in the first half of 2025, part of a record year for Nasdaq's exchange-switch program.
“We're confident our joint venture with Suzano will unlock the full potential of International Family Care and Professional.”
Kimberly-Clark is forming a joint venture with Brazilian pulp producer Suzano to house its International Family Care and Professional business, letting Kimberly-Clark refocus on higher-margin North America and International Personal Care.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KMB Kimberly-Clark | 7 | -1.6% | |
| CHD Church & Dwight | 5 | -0.3% | |
| CL Colgate-Palmolive | 4 | +1.0% | |
| CLX Clorox | 7 | +4.5% | |
| EL Estée Lauder Companies (The) | 4 | -12.0% | |
| KVUE Kenvue | 1 | -4.0% | |
| PG The Procter & Gamble Company | 5 | +1.7% |