| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 4.2K | 0.6% | 0.6% |
| Total Income | 4.2K | 0.6% | 0.6% |
| Expenditure | 3.6K | 4.3% | 0.4% |
| PBT | 572.00 | 16.5% | 11.5% |
| Net Profit | 345.00 | 48.1% | 32.2% |
| OPM | 15.11% | 2.98pp | 0.89pp |
| NPM | 8.24% | 7.74pp | 3.99pp |
| EPS | 1.04 | 48.0% | 32.0% |
Kimberly-Clark Reports Q2 2026 Results, Updates 2026 Outlook
04 Aug 2026 · 4 Aug, 4:07 pm
Summary
Kimberly-Clark Corporation reported second quarter 2026 net sales of $4.2 billion, a 0.6 percent increase year-over-year, driven by organic sales growth and favorable currency impacts, partially offset by business exits and a China social media disruption. Adjusted gross margin improved to 38.8 percent, and adjusted operating profit rose 6.2 percent to $757 million due to strong productivity savings. Adjusted diluted EPS from continuing operations increased 10.4 percent to $1.80. For the first half of the year, net sales grew 1.6 percent to $8.4 billion. The company updated its 2026 outlook, expecting Adjusted Earnings Per Share from Continuing Operations to grow high single digits on a constant-currency basis, while acknowledging headwinds from the China social media disruption.
Key Highlights
- 1
Kimberly-Clark reported net sales of $4.2 billion for the second quarter of 2026, an increase of 0.6 percent compared to the prior year.
- 2
Adjusted gross margin improved by 190 basis points to 38.8 percent, driven by one-time tariff refunds and strong productivity savings.
- 3
Adjusted operating profit increased by 6.2 percent to $757 million, benefiting from strong productivity savings and favorable currency impacts.
- 4
Adjusted diluted earnings per share from continuing operations were $1.80, up 10.4 percent versus the prior year.
- 5
For the first half of 2026, net sales increased 1.6 percent to $8.4 billion, with organic sales growth of 1.2 percent.
- 6
The company expects 2026 Adjusted Earnings Per Share from Continuing Operations to grow high single digits on a constant-currency basis.
- 7
Significant strides were made in strategic transformation, including the launch of the Arbex joint venture and progress on the Kenvue acquisition.
Management Comments
Mike Hsu
Our achievements in the first half of the year show that Kimberly-Clark’s durable operating model is enabling us to accelerate our transformation while sustaining the momentum of our brands and businesses. Our team is executing with agility and addressing discrete headwinds that will moderate our growth and earnings potential in 2026. We continue to invest in our innovation-led growth agenda and superior brand propositions that win with consumers across the value spectrum. Combined with industry-leading gross productivity savings, we’re ensuring that our base business is well positioned to drive sustainable growth in 2027 and beyond. We also made significant strides to advance the next phase of Kimberly-Clark’s Powering Care strategy. We successfully launched our strategic joint venture with Suzano: Arbex. We entered the next phase of development of our next-generation, sustainable materials innovation platform by announcing the construction of an alternative natural fibers pilot plant in the Southwest of the United States. Our pending acquisition of Kenvue remains on track to close by the end of this year. In sum, our vision for a new kind of health and wellness company, reimagined care for billions of people around the world, and lasting value for shareholders is becoming clearer by the day.
Informational and educational content only. Not investment advice.