Kimberly-Clark (KMB)

NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04

$108.79+4.15%

Close 2026-11-04 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge Kimberly-Clark’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.5%

+10% or more+5%0%−5%−10% or less

7.40 → 7.36 EPS · FY ending Dec 31, 2027 · 7 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for KMB yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Increase adjusted EPS to at least $2.00 in 2026-Q1	Adjusted EPS grew from $1.70 to $2.00.	Intact	EPS falls below $1.70 in any quarter after 2026-Q1	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Grow operating profit to at least $753M in 2026-Q1	A primary condition in Kimberly-Clark's published investment case. The stated target is >= $753M operating profit in 2026-Q1.	Intact	operating profit falls below $631M in any quarter after 2026-Q1	Operating income: $633M FY2026-Q2; GAAP. Published target: >= $753M operating profit in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 4, 2026633,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Grow organic sales to at least $4.16B in 2026-Q1	A primary condition in Kimberly-Clark's published investment case. The stated target is >= $4.16B revenue in 2026-Q1.	Intact	revenue falls below $4.05B in any quarter after 2026-Q1	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$7.36

$7.56 → $7.36 · observed estimates

FY2027 revenue$17.01B

$17.55B → $17.01B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$7.56	$17,553,018,410	14 / 12
2026-07-25	$7.56	$17,553,018,410	14 / 12
2026-07-26	$7.56	$17,553,018,410	14 / 12
2026-07-27	$7.56	$17,553,018,410	14 / 12
2026-07-28	$7.56	$17,553,018,410	14 / 12
2026-07-29	$7.56	$17,553,018,410	14 / 12
2026-07-30	$7.56	$17,553,018,410	14 / 12
2026-07-31	$7.54	$17,587,373,600	7 / 9
2026-08-01	$7.54	$17,587,373,600	7 / 9
2026-08-02	$7.56	$17,553,018,410	14 / 12
2026-08-03	$7.56	$17,553,018,410	14 / 12
2026-08-04	$7.56	$17,553,018,410	14 / 12
2026-08-05	$7.54	$17,587,373,600	7 / 9
2026-08-06	$7.54	$17,587,373,600	7 / 9
2026-08-07	$7.46	$17,128,157,204	7 / 9
2026-08-08	$7.46	$17,128,157,204	7 / 9
2026-08-09	$7.46	$17,128,157,204	7 / 9
2026-08-10	$7.46	$17,128,157,204	7 / 9
2026-08-12	$7.46	$17,128,157,204	7 / 9
2026-08-13	$7.46	$17,128,157,204	7 / 9
2026-08-14	$7.46	$17,128,157,204	7 / 9
2026-08-15	$7.46	$17,128,157,204	7 / 9
2026-08-16	$7.46	$17,128,157,204	7 / 9
2026-08-17	$7.46	$17,128,157,204	7 / 9
2026-08-18	$7.46	$17,128,157,204	7 / 9
2026-08-19	$7.46	$17,128,157,204	7 / 9
2026-08-20	$7.47	$17,108,321,711	7 / 9
2026-08-21	$7.47	$17,108,321,711	7 / 9
2026-08-22	$7.45	$17,108,321,711	7 / 9
2026-08-23	$7.45	$17,108,321,711	7 / 9
2026-08-24	$7.45	$17,108,321,711	7 / 9
2026-08-25	$7.46	$17,067,650,643	7 / 9
2026-08-26	$7.46	$17,067,650,643	7 / 9
2026-08-27	$7.46	$17,067,650,643	7 / 9
2026-08-28	$7.46	$17,067,650,643	7 / 9
2026-08-29	$7.46	$17,067,650,643	7 / 9
2026-08-30	$7.46	$17,067,650,643	7 / 9
2026-08-31	$7.46	$17,067,650,643	7 / 9
2026-09-01	$7.46	$17,067,650,643	7 / 9
2026-09-02	$7.46	$17,067,650,643	7 / 9
2026-09-03	$7.46	$17,067,650,643	7 / 9
2026-09-04	$7.46	$17,067,650,643	7 / 9
2026-09-05	$7.47	$17,069,995,627	7 / 9
2026-09-06	$7.47	$17,069,995,627	7 / 9
2026-09-07	$7.47	$17,069,995,627	7 / 9
2026-09-08	$7.47	$17,069,995,627	7 / 9
2026-09-09	$7.47	$17,069,995,627	7 / 9
2026-09-10	$7.46	$17,062,359,262	7 / 9
2026-09-11	$7.46	$17,062,359,262	7 / 9
2026-09-12	$7.44	$17,049,950,172	7 / 9
2026-09-13	$7.44	$17,049,950,172	7 / 9
2026-09-14	$7.44	$17,049,950,172	7 / 9
2026-09-15	$7.43	$17,051,041,082	7 / 9
2026-09-16	$7.43	$17,046,302,809	7 / 9
2026-09-17	$7.43	$17,046,302,809	7 / 9
2026-09-18	$7.43	$17,046,302,809	7 / 9
2026-09-19	$7.43	$17,046,302,809	7 / 9
2026-09-20	$7.41	$17,046,302,809	7 / 9
2026-09-21	$7.41	$17,046,302,809	7 / 9
2026-09-22	$7.41	$17,046,302,809	7 / 9
2026-09-23	$7.41	$17,046,302,809	7 / 9
2026-09-24	$7.41	$17,046,302,809	7 / 9
2026-09-25	$7.40	$17,031,881,872	7 / 9
2026-09-26	$7.40	$17,031,881,872	7 / 9
2026-09-27	$7.40	$17,031,881,872	7 / 9
2026-09-28	$7.40	$17,031,881,872	7 / 9
2026-09-29	$7.40	$17,031,881,872	7 / 9
2026-09-30	$7.40	$17,031,881,872	7 / 9
2026-10-01	$7.40	$17,031,881,872	7 / 9
2026-10-02	$7.40	$17,031,881,872	7 / 9
2026-10-03	$7.40	$17,031,881,872	7 / 9
2026-10-04	$7.40	$17,031,881,872	7 / 9
2026-10-05	$7.40	$17,031,881,872	7 / 9
2026-10-06	$7.39	$17,031,217,326	7 / 9
2026-10-07	$7.39	$17,029,944,599	7 / 9
2026-10-08	$7.39	$17,029,944,599	7 / 9
2026-10-09	$7.39	$17,029,944,599	7 / 9
2026-10-10	$7.39	$17,029,944,599	7 / 9
2026-10-11	$7.37	$17,018,836,627	7 / 9
2026-10-12	$7.37	$17,018,836,627	7 / 9
2026-10-13	$7.37	$17,018,836,627	7 / 9
2026-10-14	$7.37	$17,018,836,627	7 / 9
2026-10-15	$7.37	$17,018,836,627	7 / 9
2026-10-16	$7.35	$17,004,913,366	7 / 9
2026-10-17	$7.35	$17,004,913,366	7 / 9
2026-10-18	$7.36	$17,002,732,783	8 / 9
2026-10-19	$7.36	$17,002,732,783	7 / 9
2026-10-20	$7.36	$17,002,732,783	7 / 9
2026-10-21	$7.36	$17,015,735,128	7 / 9
2026-10-22	$7.36	$17,015,735,128	6 / 8
2026-10-23	$7.36	$17,015,735,128	6 / 8
2026-10-24	$7.36	$17,015,735,128	6 / 8
2026-10-25	$7.36	$17,012,257,201	7 / 9
2026-10-26	$7.36	$17,012,257,201	7 / 9
2026-10-27	$7.36	$17,012,257,201	7 / 9
2026-10-28	$7.36	$17,012,257,201	7 / 9
2026-10-29	$7.36	$17,014,354,840	7 / 9
2026-10-30	$7.36	$17,014,354,840	7 / 9
2026-10-31	$7.36	$17,014,354,840	7 / 9
2026-11-01	$7.36	$17,014,354,840	7 / 9
2026-11-02	$7.36	$17,014,354,840	7 / 9
2026-11-03	$7.36	$17,014,354,840	7 / 9
2026-11-04	$7.36	$17,014,354,840	7 / 9

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	6	9	1
2026-07-01	6	9	1
2026-08-01	7	9	1
2026-09-01	7	8	1
2026-10-01	7	9	1
2026-11-01	7	9	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 7 Buy / Strong Buy · 9 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades3 maintains

Recent actions · Oct 6–Nov 4 · 3 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

UBSOct 28 · prior Aug 5

$116.00 → $113.00-2.6%

Canaccord GenuityOct 23

$105.00New observation · no comparable prior

$0$63.80$127.60

0 raises · 1 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Increase adjusted EPS to at least $2.00 in 2026-Q1Direct metric needs a verified mapping
Grow operating profit to at least $753M in 2026-Q1Operating income: $633M
Grow organic sales to at least $4.16B in 2026-Q1Direct metric needs a verified mapping

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.2%Typical daily move · historical

Downside history

-17.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Kimberly-Clark outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

KMB is a consumer staples business with a transformation and productivity story, rather than a turnaround case. Its long-term thesis is intact, though the overall signal has shifted to mixed as growth progress and management execution remain uneven.

What's priced into Kimberly-Clark

Valuation evidence is mixed: KMB is described as cheap versus peers, while its overall priced-in tag is stretched. The measured expectations gap is modest, and the evidence points to low fragility rather than a broadly fragile setup.

What the fundamentals likely do

Near-term results are strong: adjusted operating profit rose 6.2 percent year over year in the latest quarter, with productivity savings contributing. Still, the 2026 organic sales outlook is about 100 basis points below category growth, and recent earnings misses make guidance and execution important near-term risks.

What Kimberly-Clark hinges on

The multi-year case depends on whether innovation and the Powering Care transformation can support better organic growth, alongside continued productivity gains. Near term, a guidance cut or weaker jobs data would be unfavorable, while continued earnings strength and higher guidance from sector peers would support the sector backdrop.

Bottom line

For the next 1 to 3 years, KMB has solid recent profit performance and a supportive sector backdrop, but growth execution and repeated earnings misses leave the thesis mixed rather than settled. The key test is whether productivity gains can be paired with stronger organic sales progress. Not investment advice.

Development preview · refreshed Nov 5, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$7.36

$7.56 → $7.36 · observed estimates

FY2027 revenue$17.01B

$17.55B → $17.01B · observed estimates

Exact estimates & source dates

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$7.56	$17,553,018,410	14 / 12
2026-07-25	$7.56	$17,553,018,410	14 / 12
2026-07-26	$7.56	$17,553,018,410	14 / 12
2026-07-27	$7.56	$17,553,018,410	14 / 12
2026-07-28	$7.56	$17,553,018,410	14 / 12
2026-07-29	$7.56	$17,553,018,410	14 / 12
2026-07-30	$7.56	$17,553,018,410	14 / 12
2026-07-31	$7.54	$17,587,373,600	7 / 9
2026-08-01	$7.54	$17,587,373,600	7 / 9
2026-08-02	$7.56	$17,553,018,410	14 / 12
2026-08-03	$7.56	$17,553,018,410	14 / 12
2026-08-04	$7.56	$17,553,018,410	14 / 12
2026-08-05	$7.54	$17,587,373,600	7 / 9
2026-08-06	$7.54	$17,587,373,600	7 / 9
2026-08-07	$7.46	$17,128,157,204	7 / 9
2026-08-08	$7.46	$17,128,157,204	7 / 9
2026-08-09	$7.46	$17,128,157,204	7 / 9
2026-08-10	$7.46	$17,128,157,204	7 / 9
2026-08-12	$7.46	$17,128,157,204	7 / 9
2026-08-13	$7.46	$17,128,157,204	7 / 9
2026-08-14	$7.46	$17,128,157,204	7 / 9
2026-08-15	$7.46	$17,128,157,204	7 / 9
2026-08-16	$7.46	$17,128,157,204	7 / 9
2026-08-17	$7.46	$17,128,157,204	7 / 9
2026-08-18	$7.46	$17,128,157,204	7 / 9
2026-08-19	$7.46	$17,128,157,204	7 / 9
2026-08-20	$7.47	$17,108,321,711	7 / 9
2026-08-21	$7.47	$17,108,321,711	7 / 9
2026-08-22	$7.45	$17,108,321,711	7 / 9
2026-08-23	$7.45	$17,108,321,711	7 / 9
2026-08-24	$7.45	$17,108,321,711	7 / 9
2026-08-25	$7.46	$17,067,650,643	7 / 9
2026-08-26	$7.46	$17,067,650,643	7 / 9
2026-08-27	$7.46	$17,067,650,643	7 / 9
2026-08-28	$7.46	$17,067,650,643	7 / 9
2026-08-29	$7.46	$17,067,650,643	7 / 9
2026-08-30	$7.46	$17,067,650,643	7 / 9
2026-08-31	$7.46	$17,067,650,643	7 / 9
2026-09-01	$7.46	$17,067,650,643	7 / 9
2026-09-02	$7.46	$17,067,650,643	7 / 9
2026-09-03	$7.46	$17,067,650,643	7 / 9
2026-09-04	$7.46	$17,067,650,643	7 / 9
2026-09-05	$7.47	$17,069,995,627	7 / 9
2026-09-06	$7.47	$17,069,995,627	7 / 9
2026-09-07	$7.47	$17,069,995,627	7 / 9
2026-09-08	$7.47	$17,069,995,627	7 / 9
2026-09-09	$7.47	$17,069,995,627	7 / 9
2026-09-10	$7.46	$17,062,359,262	7 / 9
2026-09-11	$7.46	$17,062,359,262	7 / 9
2026-09-12	$7.44	$17,049,950,172	7 / 9
2026-09-13	$7.44	$17,049,950,172	7 / 9
2026-09-14	$7.44	$17,049,950,172	7 / 9
2026-09-15	$7.43	$17,051,041,082	7 / 9
2026-09-16	$7.43	$17,046,302,809	7 / 9
2026-09-17	$7.43	$17,046,302,809	7 / 9
2026-09-18	$7.43	$17,046,302,809	7 / 9
2026-09-19	$7.43	$17,046,302,809	7 / 9
2026-09-20	$7.41	$17,046,302,809	7 / 9
2026-09-21	$7.41	$17,046,302,809	7 / 9
2026-09-22	$7.41	$17,046,302,809	7 / 9
2026-09-23	$7.41	$17,046,302,809	7 / 9
2026-09-24	$7.41	$17,046,302,809	7 / 9
2026-09-25	$7.40	$17,031,881,872	7 / 9
2026-09-26	$7.40	$17,031,881,872	7 / 9
2026-09-27	$7.40	$17,031,881,872	7 / 9
2026-09-28	$7.40	$17,031,881,872	7 / 9
2026-09-29	$7.40	$17,031,881,872	7 / 9
2026-09-30	$7.40	$17,031,881,872	7 / 9
2026-10-01	$7.40	$17,031,881,872	7 / 9
2026-10-02	$7.40	$17,031,881,872	7 / 9
2026-10-03	$7.40	$17,031,881,872	7 / 9
2026-10-04	$7.40	$17,031,881,872	7 / 9
2026-10-05	$7.40	$17,031,881,872	7 / 9
2026-10-06	$7.39	$17,031,217,326	7 / 9
2026-10-07	$7.39	$17,029,944,599	7 / 9
2026-10-08	$7.39	$17,029,944,599	7 / 9
2026-10-09	$7.39	$17,029,944,599	7 / 9
2026-10-10	$7.39	$17,029,944,599	7 / 9
2026-10-11	$7.37	$17,018,836,627	7 / 9
2026-10-12	$7.37	$17,018,836,627	7 / 9
2026-10-13	$7.37	$17,018,836,627	7 / 9
2026-10-14	$7.37	$17,018,836,627	7 / 9
2026-10-15	$7.37	$17,018,836,627	7 / 9
2026-10-16	$7.35	$17,004,913,366	7 / 9
2026-10-17	$7.35	$17,004,913,366	7 / 9
2026-10-18	$7.36	$17,002,732,783	8 / 9
2026-10-19	$7.36	$17,002,732,783	7 / 9
2026-10-20	$7.36	$17,002,732,783	7 / 9
2026-10-21	$7.36	$17,015,735,128	7 / 9
2026-10-22	$7.36	$17,015,735,128	6 / 8
2026-10-23	$7.36	$17,015,735,128	6 / 8
2026-10-24	$7.36	$17,015,735,128	6 / 8
2026-10-25	$7.36	$17,012,257,201	7 / 9
2026-10-26	$7.36	$17,012,257,201	7 / 9
2026-10-27	$7.36	$17,012,257,201	7 / 9
2026-10-28	$7.36	$17,012,257,201	7 / 9
2026-10-29	$7.36	$17,014,354,840	7 / 9
2026-10-30	$7.36	$17,014,354,840	7 / 9
2026-10-31	$7.36	$17,014,354,840	7 / 9
2026-11-01	$7.36	$17,014,354,840	7 / 9
2026-11-02	$7.36	$17,014,354,840	7 / 9
2026-11-03	$7.36	$17,014,354,840	7 / 9
2026-11-04	$7.36	$17,014,354,840	7 / 9

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings