Kimberly-Clark (KMB)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
$114.74+1.53%
Close 2026-07-07 · 1-day change
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Track KMB free→Intact: The reason to own it still holds.
Kimberly-Clark grew revenue from $4.05B to $4.16B in 2026-Q1. Profit rose from $631M to $753M in the same quarter. Adjusted EPS grew from $1.70 to $2.00. Supply chain gains and new products support profit growth.
Pricing to attract customers hurts profit margins. Integration challenges may slow profit growth. Legal issues could also hurt profits.
The price is about 15% above our fair value near $100. Analysts expect about 4% revenue growth. Our fair value is close to the Street median.
Breaks if: EPS falls below $1.70 in any quarter after 2026-Q1
Kimberly-Clark aims to grow adjusted EPS at a double-digit rate on a constant-currency basis.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 6 of last 6 quarters. Diluted EPS increased from $1.70 in 2025-Q1 to $2.00 in 2026-Q1. The trajectory indicates delivering on adjusted EPS growth, consistent with management's priority.
“Adjusted Earnings Per Share from Continuing Operations are expected to grow at a double-digit rate...”
“Adjusted Earnings per Share Attributable to Kimberly-Clark are expected to grow at a low-to-mid single digit rate...”
“Adjusted Earnings Per Share are expected to grow at a mid-to-high teens percentage rate...”
“Adjusted Earnings Per Share is now expected to grow at a mid-to-high teens percentage rate...”
“Adjusted Earnings Per share are now expected to be flat to positive on a constant-currency basis...”
“Adjusted earnings per share were $7.30 compared to $6.57 last year, an increase of 11.1 percent...”
Breaks if: operating profit falls below $631M in any quarter after 2026-Q1
Kimberly-Clark aims to grow adjusted operating profit at a mid-to-high single-digit rate.
Stated in 6 of last 6 quarters. Operating income increased from $631M in 2025-Q1 to $753M in 2026-Q1. The trajectory shows delivering on operating profit enhancement, aligning with management's stated priority.
“Adjusted Operating Profit is expected to grow at a mid-to-high single-digit rate...”
“Adjusted Operating Profit to grow at a low-to-mid single digit rate...”
“Adjusted Operating Profit is expected to grow at a mid-to-high teens percentage rate...”
“Adjusted Operating Profit is now expected to grow at a mid-to-high teens percentage rate...”
“Adjusted Operating Profit to be flat to positive on a constant-currency basis...”
“Adjusted operating profit was $3.2 billion versus $3.0 billion in the prior year...”
Breaks if: revenue falls below $4.05B in any quarter after 2026-Q1
Kimberly-Clark aims to grow organic sales in line with or ahead of market growth.
Stated in 6 of last 6 quarters. Revenue grew from $4,054M in 2025-Q1 to $4,163M in 2026-Q1. The trajectory shows delivering on organic sales growth, aligning with management's stated priority.
“2026 Organic Sales Growth to grow in line to ahead of the weighted average growth...”
“2025 Organic Sales Growth is expected to be broadly in line with the weighted average growth...”
“2025 Organic Sales Growth is expected to outpace the weighted average growth...”
“2025 Organic Sales Growth is expected to outpace the weighted average growth...”
“2025 Organic Sales Growth is expected to outpace the weighted average growth...”
“Organic sales grew 3.2 percent, driven by an approximately 1.9 percent increase in price...”