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Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
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.
Key themes
7
positive📊 company
Organic Growth Driven By 3% Volume Plus Mix
Volume plus mix growth increased to 3%, building on 2 consecutive years of broad-based growth. Organic sales growth of 2.5%. Up in 95% of sales-weighted markets in North America and 84% internationally.
Revenue Growth
Competitive Dynamics
negative🌍 macro
Middle East Oil Risk For Second Half
If oil remains around $100 per barrel, potential gross incremental input costs of $150 million to $170 million in H2. Not yet built into outlook. 80% covered in cost basket through contracts and hedging.
Cost PressureMacroeconomic
mixed🏢 sector
Category Growth Upgraded But Sustainability Uncertain
Weighted average category growth upgraded from 2% to 2.5% driven by strong North America category rebound to 3.3%, partly from timing of competitive promotion. Trailing 12-month ~2.5% viewed as appropriate baseline but sustainability uncertain given consumer pressure.
DemandRevenue Growth
positive📊 company
Kenvue Integration Planning Advancing
Over 40 integration teams working on combined company planning. Synergy line of sight in COGS, SG&A, and revenue. Regulatory process on track for second-half close. Recent Kenvue challenges assessed as executional not structural.
M&ACapital Allocation
mixed📊 company
Productivity Strong But Margin Expansion Tests Ahead
Gross productivity at 6% in Q1, targeting 6% for full year. Both gross and operating margins expected to expand 70 to 80 basis points. However, Q2 faces $50M headwind from oil and DC fire, and H2 $150-$170M potential oil impact not yet in outlook.
MarginCapex Investment
negative📊 company
California DC Fire Impact
Distribution center fire creating approximately $20 million top line impact in Q2 (70 to 80 basis points headwind for North America). Bottom-line impact of around $50 million in Q2 expected to be recovered in second half.
Supply ChainCost Pressure
positive📊 company
Korea Baby Boom And International Momentum
South Korea births up 6.5% in 2025 with category up 20%. KC holds over 60% share in Korea. Strong double-digit growth in Southeast Asia including Indonesia. Private label penetration continues to fall in personal care.
What KMB said about other companies on its FY2026 Q1 call, and what other companies said about KMB on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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.
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
13%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
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.
Key financials
FY2026 Q1 selectedReported GAAP figures from SEC filings
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
$4.15B
+0.1%
$1.34
-50.2%
36.0%
15.0%
10.7%
$368M
FY2025 Q4
$4.08B
-0.6%
$1.50
+11.9%
35.9%
12.4%
12.2%
$575M
FY2026 Q1Selected
$4.16B
+2.7%
$2.00
+17.6%
36.8%
18.1%
16.0%
$321M
FY2026 Q2
$4.19B
+0.6%
$1.04
-32.0%
38.3%
15.1%
8.2%
$556M
As stated by management
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).
EPS
“operating profit margin expanded 20 basis points with overhead down 90 basis points year-on-year to 13%”
Revenue
“organic sales growth of 2.5% with volume plus mix growth increasing to 3%”
Quarter
company-level, not the selected quarter
GAAP revenue YoY -14.0% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base3Base 3GAAP revenue YoY -14.0% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript+2Transcript +2Tier 2 structural distortion from IFP discontinued operations. Prior year not restated, creating artificial -13.99% decline (band: decline 5-15% → base 3). Management reports 2.5% organic sales growth with 3% volume plus mix. Clean organic revenue growth ~2.5% (base 5). Band gap: 5-3=2, capped at +2.+EPS0EPS 0GAAP EPS YoY +17.65% vs revenue YoY -13.99%, spread +31.64 percentage points. operating income YoY -38.23%, operating income spread = -38.23-(-13.99) = -24.24 percentage points. They disagree (EPS says +1, OI says -1). However, both revenue and OI are structurally distorted by the same IFP discontinuation that transcript adjustment already corrects. The EPS figure may better reflect continuing operations (IFP flows below operating line as discontinued). Given the structural contamination of both metrics by the same factor already addressed via transcript adjustment=+2, and management describing consistent margin expansion with operating profit margins expanding 20bps, the conservative call is EPS adjustment = 0. OI wins per the rubric when they disagree, but the OI figure itself is contaminated by the exact same IFP distortion. Setting override=true.+Guidance0Guidance 0Category growth outlook upgraded from 2% to 2.5%, but no formal change to financial guidance ranges (operating profit growth, EPS). Potential $150-170M H2 oil headwind flagged but not incorporated into guidance. Full-year targets maintained. Maintained.=Final5
How this score was built
Base3Base 3GAAP revenue YoY -14.0% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript+2Transcript +2Tier 2 structural distortion from IFP discontinued operations. Prior year not restated, creating artificial -13.99% decline (band: decline 5-15% → base 3). Management reports 2.5% organic sales growth with 3% volume plus mix. Clean organic revenue growth ~2.5% (base 5). Band gap: 5-3=2, capped at +2.+
120.66
93.05
4
6
5
Oct 25Oct 26
Guidance
“category growth outlook upgraded from 2% to 2.5%; full-year gross and operating margins expected to expand 70 to 80 basis points”
Key metric
“gross productivity at 6% of COGS in Q1, up in 95% of sales-weighted North America markets on share”
Corporate events
Filed after the FY2026 Q1 call day (Apr 28, 2026) through the next call day (Aug 4, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
EPS0EPS 0GAAP EPS YoY +17.65% vs revenue YoY -13.99%, spread +31.64 percentage points. operating income YoY -38.23%, operating income spread = -38.23-(-13.99) = -24.24 percentage points. They disagree (EPS says +1, OI says -1). However, both revenue and OI are structurally distorted by the same IFP discontinuation that transcript adjustment already corrects. The EPS figure may better reflect continuing operations (IFP flows below operating line as discontinued). Given the structural contamination of both metrics by the same factor already addressed via transcript adjustment=+2, and management describing consistent margin expansion with operating profit margins expanding 20bps, the conservative call is EPS adjustment = 0. OI wins per the rubric when they disagree, but the OI figure itself is contaminated by the exact same IFP distortion. Setting override=true.
+
Guidance0Guidance 0Category growth outlook upgraded from 2% to 2.5%, but no formal change to financial guidance ranges (operating profit growth, EPS). Potential $150-170M H2 oil headwind flagged but not incorporated into guidance. Full-year targets maintained. Maintained.
Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit
Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit